Data as of Q4 2025 (Dec 31, 2025)

Signet Private Wealth LLC

โ€ขCIK: 2096298โ€ขFiling: Q4 2025

**Signet Private Wealth LLC** manages $104M across a diversified portfolio of 117 positions. The fund exhibits significant exposure to core technology and market indices, highlighted by the top holdings in IVV ($19.4M), AAPL ($4.5M), and MSFT ($4.5M). Notable allocations also include AVGO ($3.1M), NVDA ($2.7M), and LLY ($2.4M). This structure suggests a mandate focused on established market leaders and broad market capture.

Total AUM
$104.5M
QoQ Performance
N/A
Positions
101
Top 10 Concentration
43.9%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
IVV18.6%
AAPL4.3%
MSFT4.3%
AVGO3.0%
NVDA2.6%
BIL2.4%
LLY2.3%
EFA2.3%

๐Ÿ“ˆ Biggest Buys

IVV
ISHARES TR
NEW
18.6% of portfolio
AAPL
APPLE INC
NEW
4.3% of portfolio
MSFT
MICROSOFT CORP
NEW
4.3% of portfolio
AVGO
BROADCOM INC
NEW
3.0% of portfolio
NVDA
NVIDIA CORPORATION
NEW
2.6% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other37.2%
Technology21.9%
ETF19.3%
Financial6.1%
Healthcare5.4%
Consumer4.2%
Industrial1.9%
Consumer Staples1.2%