Signature Equity Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Signature Equity Partners, LLC reported 1,550 stock positions worth $186.3 million. Its top holding was Apple (AAPL) at 3.7% of the portfolio, followed by SPDR Gold Shares (GLD, 3.5%) and Nvidia (NVDA, 3.0%). Compared with Q4 2025, it opened 159 new positions, sold out of 303, added to 561 and reduced 453. The biggest buy was SS Energy Select Sector (XLE, shares +1217%) and the biggest sale SPDR Gold Shares (GLD, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002109813
- Portfolio Value
- $186.3M (Q1 2026)
- SEC Filing
- 0002109813-26-000002 ↗ filed May 13, 2026
Holdings Value
Holdings 1,550 stocks · $186.3M
| AAPL Apple Inc. | 3.70% | 27,187 | $6.9M | Add +20.6% |
| GLD SPDR Gold Shares | 3.45% | 14,949 | $6.4M | Reduce -27.5% |
| NVDA Nvidia Corp. | 2.97% | 31,781 | $5.5M | Add +28.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 7,881 | $5.1M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.44% | 7,891 | $4.6M | Add +4.5% |
| FTRB Fed Hermes TTL RTRN BND | 2.38% | 176,130 | $4.4M | Add +23.1% |
| BA The Boeing Co. | 1.93% | 18,029 | $3.6M | Reduce -3.1% |
| UWMC Uwm Holdings Corp. | 1.80% | 925,864 | $3.4M | Add +20.5% |
| IWM iShares Russell 2000 ETF | 1.62% | 12,169 | $3.0M | Add +1.1% |
| MSFT Microsoft Corp. | 1.29% | 6,508 | $2.4M | Add +10.4% |
| AMZN Amazon.com Inc. | 1.29% | 11,521 | $2.4M | Add +7.5% |
| KNG FT Vest S&P 500 DVD Arst TRG | 1.13% | 43,235 | $2.1M | Reduce -1.4% |
| IVV iShares Core S&P 500 ETF | 1.09% | 3,105 | $2.0M | Reduce -2.2% |
| TSLA Tesla Inc. | 1.07% | 5,342 | $2.0M | Add +5.7% |
| XLE SS Energy Select Sector | 1.04% | 31,519 | $1.9M | Add +1217.1% |
| VGT Vanguard Info Tech ETF | 1.03% | 2,757 | $1.9M | Add +10.2% |
| JHMM John Hancock Multi Fact Mid | 0.97% | 26,895 | $1.8M | Add +2.7% |
| GSST Goldman Sachs Ultra Short Bo | 0.93% | 34,410 | $1.7M | Add +1336.7% |
| AVUV Avantis US Small Cap Value | 0.85% | 14,257 | $1.6M | Add +1006.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.83% | 24,865 | $1.6M | Reduce -10.7% |
| TCAF T Rowe PRC Cap Appreciation | 0.81% | 42,586 | $1.5M | Reduce -10.8% |
| GOOGL Alphabet Inc. Class A | 0.74% | 4,823 | $1.4M | Add +2.6% |
| MGNR Amer Beac GLG NTRL Rsrcs ETF filed as AMERICAN BEACON SELECT FUNDS | 0.74% | 26,814 | $1.4M | New |
| IGV iShares Expanded Tech-Softwa | 0.73% | 16,974 | $1.4M | Add +7.7% |
| JPM JPMorgan Chase & Co. | 0.70% | 4,440 | $1.3M | Reduce -7.3% |
| FDV Fed Hermes US Strat Div ETF | 0.68% | 41,093 | $1.3M | Reduce -1.1% |
| XLI SS Industrial Select Sector | 0.68% | 7,824 | $1.3M | Reduce -43.6% |
| GOOG Alphabet Inc. Class C | 0.65% | 4,232 | $1.2M | Add +22.8% |
| AIRR First Trust Rba American Ind | 0.65% | 10,953 | $1.2M | Add +32.6% |
| ANET Arista Networks Inc. | 0.64% | 9,722 | $1.2M | Add +95.7% |
| META Meta Platforms Inc. Class A | 0.63% | 2,063 | $1.2M | Add +0.2% |
| IYT iShares US Transportation Et | 0.63% | 15,782 | $1.2M | Add +8.3% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.63% | 26,074 | $1.2M | Reduce -16.8% |
| GVAL Cambria Global Value ETF | 0.61% | 34,000 | $1.1M | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.60% | 6,800 | $1.1M | Add +67.6% |
| PTY PIMCO Corporate & Income Opp | 0.60% | 92,171 | $1.1M | Add +10.0% |
| FTHI Fthi/First Trust Exchange-TR | 0.59% | 47,759 | $1.1M | Add +6.7% |
| PFFA Virtus Infracap US Pref STCK | 0.59% | 53,742 | $1.1M | Add +29.5% |
| PFF iShares Preferred & Income S | 0.58% | 35,946 | $1.1M | Add +11.7% |
| SOXX iShares Semiconductor ETF | 0.58% | 3,263 | $1.1M | Reduce -12.0% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.55% | 25,709 | $1.0M | Reduce -39.2% |
| PTF Invesco Dorsey Wright Tech | 0.53% | 11,365 | $981K | Add +9.6% |
| CRM Salesforce Inc. | 0.52% | 5,200 | $971K | Add +145.5% |
| PPA Invesco Aerospace & Defense | 0.51% | 5,731 | $950K | Add +7.5% |
| XSMO Invesco S&P Smallcap Momentu | 0.50% | 12,348 | $939K | Add +8.3% |
| MAIN Main Street Capital Corp. | 0.50% | 17,463 | $925K | Add +83.4% |
| XAR SS SPDR S&P Aerospace Def | 0.50% | 3,640 | $925K | Add +47.7% |
| SMH Vaneck Semiconductor ETF | 0.49% | 2,387 | $915K | Add +16.7% |
| SHLD Global X Defense Tech ETF | 0.49% | 12,872 | $912K | Add +4.3% |
| CVX Chevron Corp. | 0.49% | 4,406 | $912K | Add +16.1% |
| IJT iShares S&P Small-Cap 600 GR | 0.48% | 6,203 | $898K | Add +3.4% |
| AVDV Avantis Intl S/C Value ETF | 0.48% | 8,895 | $888K | Add +32.6% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 17,421 | $882K | Reduce -3.6% |
| IAI iShares U.S. Broker-Dealers | 0.45% | 5,159 | $847K | Add +10.8% |
| PG The Procter & Gamble Co. | 0.45% | 5,823 | $841K | Add +11.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.45% | 1,915 | $836K | Add +30.8% |
| SCHG Schwab US Large-Cap Growth | 0.44% | 28,251 | $823K | Add +17.6% |
| NFLX Netflix Inc. | 0.41% | 7,982 | $767K | Add +17.6% |
| AVGO Broadcom Inc. | 0.38% | 2,262 | $700K | Add +3.3% |
| ODFL Old Dominion Freight Line | 0.37% | 3,485 | $681K | Add +65.2% |
| WMT Walmart Inc. | 0.36% | 5,359 | $666K | Add +21.0% |
| CINF Cincinnati Financial Corp. | 0.36% | 4,223 | $665K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.36% | 3,902 | $662K | Reduce -17.8% |
| AVEM Avantis Emerging Markets Eq | 0.35% | 8,098 | $653K | Add +6276.4% |
| LHX L3HARRIS Technologies Inc. | 0.35% | 1,863 | $643K | Add +2.3% |
| AVIV Avantis Intl LRG Cap Val ETF | 0.34% | 8,371 | $626K | New |
| CAT Caterpillar Inc. | 0.33% | 874 | $619K | Reduce -6.2% |
| RDVI FT Vest Rising Dividend Achi | 0.33% | 23,762 | $607K | Add +27.6% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.32% | 10,827 | $601K | Add +7.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.32% | 17,790 | $600K | Reduce -8.5% |
| JNJ Johnson & Johnson | 0.31% | 2,355 | $576K | Add +5.1% |
| LLY Eli Lilly & Co. | 0.31% | 624 | $574K | Add +3.1% |
| IEMG iShares Core MSCI Emerging | 0.30% | 8,126 | $567K | Reduce -2.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.30% | 16,526 | $558K | Add +25.9% |
| PLTR Palantir Technologies Inc. Class A | 0.30% | 3,796 | $555K | Reduce -3.5% |
| CSCO Cisco Systems Inc. | 0.30% | 7,099 | $551K | Add +148.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.29% | 10,895 | $544K | Add +63.8% |
| MA Mastercard Inc. Class A | 0.29% | 1,072 | $535K | Add +124.7% |
| SDVD FT Vest Smid Rising Dividend | 0.28% | 24,167 | $524K | Reduce -2.7% |
| GEV GE Vernova Inc. | 0.28% | 589 | $514K | Reduce -5.9% |
| GS Goldman Sachs Group Inc. | 0.27% | 592 | $501K | Reduce -28.2% |
| XLB SS Materials Select Sector | 0.26% | 9,874 | $493K | Add +15090.8% |
| GMAR FT Vest US Equity Moderate B | 0.26% | 11,733 | $489K | Add +2818.7% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.26% | 4,246 | $485K | Reduce -4.7% |
| T AT&T Inc. | 0.26% | 16,709 | $484K | Reduce -13.0% |
| PSFD Pacer Swan Sos Flex January | 0.25% | 12,940 | $472K | Add +327.1% |
| XSD SS SPDR S&P Semiconductor | 0.24% | 1,391 | $454K | Reduce -5.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 2,303 | $452K | Add +2.3% |
| SHW The Sherwin-Williams Co. | 0.24% | 1,382 | $443K | Reduce -7.2% |
| HD Home Depot Inc. | 0.23% | 1,316 | $433K | Add +1.6% |
| PWR Quanta Services Inc. | 0.23% | 783 | $430K | Add +125.0% |
| ECHO Echostar Corp. Class A | 0.23% | 3,670 | $430K | Add +104.2% |
| COST Costco Wholesale Corp. | 0.23% | 430 | $428K | Reduce -19.2% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.23% | 15,643 | $428K | New |
| XLF SS Financial Select Sector | 0.23% | 8,586 | $424K | Reduce -63.2% |
| XLY SS Consumer Disc Select Sect | 0.23% | 3,887 | $424K | Add +9.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.23% | 15,191 | $423K | Add +25.9% |
| FTHY First Trust Hi YLD Opp 2027 | 0.23% | 31,055 | $420K | Add +2.7% |
| OKE Oneok Inc. | 0.22% | 4,622 | $418K | Add +19158.3% |
| COIN Coinbase Global Inc. Class A | 0.22% | 2,381 | $416K | Add +14.8% |
Portfolio Sells Q4 2025 → Q1 2026
| GLD SPDR Gold Shares | Reduce -27.5% | 3.45% | −1.07 |
| SLV iShares Silver Trust | Reduce -88.0% | 0.13% | −0.95 |
| XLI SS Industrial Select Sector | Reduce -43.6% | 0.68% | −0.51 |
| XLF SS Financial Select Sector | Reduce -63.2% | 0.23% | −0.48 |
| TRFK Pacer Data and Digital Rev | Reduce -92.3% | 0.04% | −0.48 |
| TOUS T Rowe PRC International Eq | Reduce -99.5% | 0.00% | −0.47 |
| QDPL Pacer Met US LRG Cap DVD 400 | Reduce -39.2% | 0.55% | −0.44 |
| JEPI JPMorgan Equity Premium Inco | Reduce -75.5% | 0.12% | −0.38 |
| FTXO First Trust Nasdaq Bank ETF | Reduce -72.4% | 0.11% | −0.33 |
| BA The Boeing Co. | Reduce -3.1% | 1.93% | −0.31 |
| KKR PRIVATE EQUITY CONGLOMERAT | Sold out | 0.00% | −0.24 |
| UDEC Innovator U.S. Equity Ultra | Reduce -56.5% | 0.16% | −0.23 |
| HOOD Robinhood Markets Inc. Class A | Reduce -41.2% | 0.11% | −0.21 |
| KR Kroger Co. | Reduce -61.2% | 0.16% | −0.21 |
| RYCEY Rolls-Royce Holdings-SP ADR | Sold out | 0.00% | −0.20 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -10.8% | 0.81% | −0.20 |
| EADSY Airbus SE - Unsp ADR | Sold out | 0.00% | −0.18 |
| SAFRY Safran SA-Unspon ADR | Sold out | 0.00% | −0.17 |
| GJAN FT Vest US Equity Moderate B | Reduce -60.2% | 0.10% | −0.17 |
| CCL Carnival Corp. | Reduce -32.6% | 0.20% | −0.16 |
| BAESY Bae Systems PLC -Spon ADR | Sold out | 0.00% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -7.3% | 0.70% | −0.15 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -16.8% | 0.63% | −0.14 |
| PPLT Abrdn Physical Platinum SHRS | Sold out | 0.00% | −0.14 |
| GS Goldman Sachs Group Inc. | Reduce -28.2% | 0.27% | −0.13 |
| WM Waste Management Inc. | Reduce -48.4% | 0.14% | −0.13 |
| AMD Advanced Micro Devices | Reduce -39.6% | 0.16% | −0.13 |
| ABT Abbott Laboratories | Reduce -44.1% | 0.10% | −0.13 |
| PODD Insulet Corp. | Reduce -51.7% | 0.07% | −0.13 |
| Cais Icg Strategic Equity V Lp Class B | Sold out | 0.00% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -2.2% | 1.09% | −0.11 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -47.9% | 0.11% | −0.11 |
| SOFI Sofi Technologies Inc. | Reduce -71.7% | 0.02% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -14.9% | 0.21% | −0.10 |
| SHOP Shopify Inc. Class A | Reduce -35.1% | 0.08% | −0.09 |
| PANW Palo Alto Networks Inc. | Reduce -24.2% | 0.17% | −0.09 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -10.7% | 0.83% | −0.09 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -64.5% | 0.05% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.5% | 0.30% | −0.09 |
| XPEBX Amg Pantheon Fund LLC-Broke | Sold out | 0.00% | −0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.09 |
| V Visa Inc. Class A | Reduce -17.8% | 0.18% | −0.08 |
| GE General Electric | Reduce -25.0% | 0.16% | −0.08 |
| SCHW Schwab (charles) Corp. | Reduce -59.8% | 0.05% | −0.08 |
| EMR Emerson Electric Co. | Reduce -76.7% | 0.02% | −0.08 |
| EQIX Equinix Inc. | Reduce -92.3% | 0.01% | −0.07 |
| EXPE Expedia Group Inc. | Reduce -54.6% | 0.04% | −0.07 |
| SPGI S&P Global Inc. | Reduce -78.2% | 0.02% | −0.07 |
| AXON Axon Enterprise Inc. | Reduce -98.1% | 0.00% | −0.07 |
| RDDT Reddit Inc. Class A | Reduce -67.6% | 0.01% | −0.06 |
Portfolio Buys Q4 2025 → Q1 2026
| XLE SS Energy Select Sector | Add +1217.1% | 1.04% | +0.98 |
| GSST Goldman Sachs Ultra Short Bo | Add +1336.7% | 0.93% | +0.87 |
| AVUV Avantis US Small Cap Value | Add +1006.9% | 0.85% | +0.77 |
| MGNR Amer Beac GLG NTRL Rsrcs ETF | New | 0.74% | +0.74 |
| GVAL Cambria Global Value ETF | New | 0.61% | +0.61 |
| NVDA Nvidia Corp. | Add +28.4% | 2.97% | +0.42 |
| FTRB Fed Hermes TTL RTRN BND | Add +23.1% | 2.38% | +0.37 |
| AVEM Avantis Emerging Markets Eq | Add +6276.4% | 0.35% | +0.34 |
| AVIV Avantis Intl LRG Cap Val ETF | New | 0.34% | +0.34 |
| AAPL Apple Inc. | Add +20.6% | 3.70% | +0.31 |
| ANET Arista Networks Inc. | Add +95.7% | 0.64% | +0.28 |
| XLB SS Materials Select Sector | Add +15090.8% | 0.26% | +0.26 |
| GRID First TRST Nasd Class Edg Sgiif | Add +67.6% | 0.60% | +0.25 |
| GMAR FT Vest US Equity Moderate B | Add +2818.7% | 0.26% | +0.25 |
| YMAR FT VT Int Equ M B- Mar-US I | New | 0.23% | +0.23 |
| OKE Oneok Inc. | Add +19158.3% | 0.22% | +0.22 |
| CRM Salesforce Inc. | Add +145.5% | 0.52% | +0.21 |
| AIRR First Trust Rba American Ind | Add +32.6% | 0.65% | +0.20 |
| TPL Texas Pacific Land Corp. | New | 0.20% | +0.20 |
| PSFD Pacer Swan Sos Flex January | Add +327.1% | 0.25% | +0.19 |
| ODFL Old Dominion Freight Line | Add +65.2% | 0.37% | +0.18 |
| MAIN Main Street Capital Corp. | Add +83.4% | 0.50% | +0.18 |
| CSCO Cisco Systems Inc. | Add +148.1% | 0.30% | +0.17 |
| CVX Chevron Corp. | Add +16.1% | 0.49% | +0.17 |
| XAR SS SPDR S&P Aerospace Def | Add +47.7% | 0.50% | +0.17 |
| PWR Quanta Services Inc. | Add +125.0% | 0.23% | +0.15 |
| FCX Freeport-McMoran Inc. | Add +2588.4% | 0.15% | +0.14 |
| MA Mastercard Inc. Class A | Add +124.7% | 0.29% | +0.14 |
| AVDV Avantis Intl S/C Value ETF | Add +32.6% | 0.48% | +0.13 |
| BMY Bristol-Myers Squibb Co. | Add +264.1% | 0.16% | +0.12 |
| ECHO Echostar Corp. Class A | Add +104.2% | 0.23% | +0.12 |
| MRK Merck & Co. Inc. | Add +197.6% | 0.16% | +0.11 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +63.8% | 0.29% | +0.11 |
| NOC Northrop Grumman Corp. | Add +118.7% | 0.18% | +0.11 |
| CI The Cigna Group | Add +1774.4% | 0.10% | +0.10 |
| CEG Constellation Energy | Add +1307.8% | 0.11% | +0.10 |
| CAH Cardinal Health Inc. | Add +76.6% | 0.21% | +0.09 |
| PFFA Virtus Infracap US Pref STCK | Add +29.5% | 0.59% | +0.09 |
| XLSR SS US Sector Rotation | New | 0.09% | +0.09 |
| PTF Invesco Dorsey Wright Tech | Add +9.6% | 0.53% | +0.09 |
| WMT Walmart Inc. | Add +21.0% | 0.36% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +16.7% | 0.49% | +0.08 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +165.3% | 0.13% | +0.08 |
| AMGN Amgen Inc. | Add +75.1% | 0.17% | +0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +383.4% | 0.10% | +0.08 |
| PKG Packaging Corp. of America | Add +1416.7% | 0.08% | +0.08 |
| MKL Markel Group Inc. | New | 0.08% | +0.08 |
| ELAN Elanco Animal Health Inc. | Add +4289.1% | 0.08% | +0.08 |
| UNP Union Pacific Corp. | Add +91.1% | 0.15% | +0.08 |
| VRTX Vertex Pharmaceuticals Inc. | Add +688.6% | 0.08% | +0.07 |
Notes & Other Activity Q4 2025 → Q1 2026
| GABELLI EQUITY TRUST (GAB 5 PERP H) | Stock | Sold out | 1,400 | $29Kbefore exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.