Data as of Q4 2025 (Dec 31, 2025)
⏳
Showing Q4 2024 data
Signify Wealth's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Signify Wealth

•CIK: 1769062•Filing: Q4 2024

**Signify Wealth** manages $89M across a concentrated portfolio of 26 positions. The fund exhibits significant exposure to major indices and technology leaders, with top holdings including IYW at $8.7M and VGSH at $7.7M. Further allocations are notable in SPY ($6.8M), PWRD ($6.6M), and TSLA ($5.8M). This structure suggests a tactical, growth-oriented approach targeting established market leaders.

Total AUM
$88.6M
QoQ Performance
+8.6%
Positions
21
Top 10 Concentration
67.0%
Latest Filing
Q4 2024

Top Holdings Allocation

IYW
VGSH
SPY
PWRD
TSLA
AMZN
AAPL
GOOGL
IYW9.8%
VGSH8.7%
SPY7.7%
PWRD7.5%
TSLA6.5%
AMZN6.4%
AAPL5.6%
GOOGL5.2%

📈 Biggest Buys

XLE
SELECT SECTOR SPDR TR
NEW
3.5% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
+7.5%
8.7% of portfolio
IYW
ISHARES TR
+5.6%
9.8% of portfolio
SPY
SPDR S&P 500 ETF TR
+6.9%
7.7% of portfolio
EFA
ISHARES TR
+12.3%
4.5% of portfolio

📉 Biggest Sells

NVDA
NVIDIA CORPORATION
-3.8%
2.0% of portfolio
AAPL
APPLE INC
-0.6%
5.6% of portfolio
AMZN
AMAZON COM INC
-0.3%
6.4% of portfolio
BSV
VANGUARD BD INDEX FDS
-6.7%
0.2% of portfolio
GOOGL
ALPHABET INC
-0.3%
5.2% of portfolio

Sector Breakdown

Other64.3%
Technology14.5%
Consumer12.9%
ETF7.7%
Communication0.5%

🚪 Exited Positionssold since Q3 2024

XLU
SELECT SECTOR SPDR TR
SOLD
$3.2M
MLB1
MERCADOLIBRE INC
SOLD
$223.7K
HEI
HEICO CORP NEW
SOLD
$204.2K
SJNK
SPDR SER TR
SOLD
$203.3K
RR
RICHTECH ROBOTICS INC
SOLD
$21.0K

Changes from Q3 2024

NEW1 new position
↑17 increased
↓5 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IYW9.8%
ISHARES TR
$8.7M
VGSH8.7%
VANGUARD SCOTTSDALE FDS
$7.7M
SPY7.7%
SPDR S&P 500 ETF TR
$6.8M
PWRD7.5%
TCW ETF TRUST
$6.6M
TSLA6.5%
TESLA INC
$5.8M

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