Signature Wealth Management Partners, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Signature Wealth Management Partners, LLC reported 113 stock positions worth $191.0 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.3% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.9%) and JPMorgan Equity Premium Inco (JEPI, 7.4%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 37 and reduced 31. The biggest buy was Alphabet Class A (GOOGL, shares +1%) and the biggest sale CrowdStrike Class A (CRWD, shares −13%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$191.0M (Q3 2025)
SEC Filing
0001824694-25-000003 ↗ filed Oct 23, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $122.9M Q1 2024 Q2 2024: $131.6M Q2 2024 Q3 2024: $138.1M Q3 2024 Q4 2024: $145.6M Q4 2024 Q1 2025: $152.7M Q1 2025 Q2 2025: $175.0M Q2 2025 Q3 2025: $191.0M $191.0M Q3 2025 Q4 2025: $202.2M Q4 2025 Q1 2026: $199.4M Q1 2026 Q2 2026: $214.5M Q2 2026

Holdings 113 stocks · $191.0M
IVE iShares S&P 500 Value ETF 10.27% 94,987 $19.6M Add +0.4%
JAAA Janus Henderson Aaa Clo ETF 7.88% 296,350 $15.0M Add +5.5%
JEPI JPMorgan Equity Premium Inco 7.41% 247,841 $14.2M Add +4.3%
AAPL Apple Inc. 6.67% 50,052 $12.7M Reduce -0.9%
IVW iShares S&P 500 Growth ETF 6.57% 103,932 $12.5M Add +2.4%
IYW iShares Ustechnology ETF 6.38% 62,183 $12.2M Reduce -4.4%
AME Ametek Inc. 3.35% 34,055 $6.4M No change
MSFT Microsoft Corp. 2.87% 10,570 $5.5M Add +12.1%
AMZN Amazon.com Inc. 2.54% 22,141 $4.9M Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.46% 7,045 $4.7M No change
JPM JPMorgan Chase & Co. 2.23% 13,527 $4.3M Add +1.0%
META Meta Platforms Inc. Class A 1.76% 4,587 $3.4M Reduce -0.6%
NVDA Nvidia Corp. 1.76% 17,987 $3.4M Reduce -1.0%
GOOGL Alphabet Inc. Class A 1.49% 11,684 $2.8M Add +1.3%
JNJ Johnson & Johnson 1.27% 13,113 $2.4M Reduce -0.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.22% 21,369 $2.3M Add +0.6%
PEG Public Service Enterprise GP 1.21% 27,641 $2.3M No change
IVV iShares Core S&P 500 ETF 1.16% 3,323 $2.2M Add +0.4%
RTX RTX Corp. 0.93% 10,572 $1.8M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.89% 3,386 $1.7M Add +21.5%
CRWD CrowdStrike Holdings Inc. Class A 0.85% 3,300 $1.6M Reduce -12.6%
DOV Dover Corp. 0.81% 9,328 $1.6M Reduce -4.6%
T AT&T Inc. 0.78% 52,801 $1.5M Reduce -0.3%
PM Philip Morris International 0.75% 8,889 $1.4M Reduce -4.0%
ITOT iShares Core S&P Total U.S. 0.74% 9,645 $1.4M Add +0.6%
GS Goldman Sachs Group Inc. 0.73% 1,747 $1.4M No change
NEE Nextera Energy Inc. 0.68% 17,158 $1.3M No change
XOM Exxon Mobil Corp. 0.66% 11,229 $1.3M Reduce -3.6%
XLK SS Technology Select Sector 0.65% 4,408 $1.2M No change
BINC iShares Flex I A ETF-Usd Inc. 0.62% 22,421 $1.2M Add +17.6%
GOOG Alphabet Inc. Class C 0.62% 4,867 $1.2M No change
NEM Newmont Corp. 0.62% 14,017 $1.2M Reduce -16.8%
XLE SS Energy Select Sector 0.62% 13,169 $1.2M Reduce -7.8%
IWF iShares Russell 1000 Growth 0.58% 2,364 $1.1M Add +1.8%
IBB iShares Biotechnology ETF 0.57% 7,520 $1.1M Reduce -2.0%
DE Deere & Co. 0.57% 2,368 $1.1M Reduce -4.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.51% 3,485 $983K Add +0.1%
L Loews Corp. 0.48% 9,092 $913K Reduce -2.1%
MO Altria Group Inc. 0.47% 13,641 $901K Add +0.0%
TSLA Tesla Inc. 0.47% 2,005 $892K Reduce -0.5%
MLM Martin Marietta Materials 0.46% 1,396 $880K No change
PLTR Palantir Technologies Inc. Class A 0.46% 4,816 $879K Reduce -2.6%
XLF SS Financial Select Sector 0.45% 15,967 $860K Reduce -6.8%
QQQ Invesco QQQ Trust Series 1 0.44% 1,409 $846K No change
NOW ServiceNow Inc. 0.44% 919 $846K Reduce -1.6%
FHLC Fidelity MSCI Health Care 0.44% 12,621 $844K Reduce -12.1%
AVGO Broadcom Inc. 0.44% 2,549 $841K Add +4.9%
LLY Eli Lilly & Co. 0.42% 1,039 $793K Add +6.2%
IJT iShares S&P Small-Cap 600 GR 0.41% 5,515 $780K No change
GM General Motors Co. 0.38% 11,791 $719K No change
GE General Electric filed as GE AEROSPACE 0.36% 2,313 $696K Reduce -1.0%
ETR Entergy Corp. 0.36% 7,304 $681K No change
VZ Verizon Communications Inc. 0.35% 15,431 $678K Add +9.3%
MDLZ Mondelez International Inc. Class A 0.35% 10,795 $674K No change
AXP American Express Co. 0.35% 2,029 $674K No change
PEP Pepsico Inc. 0.32% 4,359 $612K Reduce -0.2%
IJK iShares S&P Mid-Cap 400 Grow 0.32% 6,300 $604K No change
MRK Merck & Co. Inc. 0.32% 7,178 $602K Add +3.2%
CVX Chevron Corp. 0.30% 3,744 $581K Add +3.0%
BA The Boeing Co. 0.30% 2,653 $573K Reduce -1.3%
ENB Enbridge Inc. 0.30% 11,227 $567K Reduce -2.6%
UBER Uber Technologies Inc. 0.29% 5,710 $559K No change
PANW Palo Alto Networks Inc. 0.28% 2,641 $538K Add +83.2%
XLY SS Consumer Disc Select Sect 0.28% 2,223 $533K No change
OKLO Oklo Inc. 0.28% 4,714 $526K Reduce -31.1%
BLK BlackRock Inc. 0.27% 449 $523K No change
FDN First Trust DJ Internet Ind 0.27% 1,867 $522K No change
FCX Freeport-McMoran Inc. 0.25% 12,160 $477K Add +71.3%
GEV GE Vernova Inc. 0.24% 753 $463K Add +16.9%
ICE Intercontinental Exchange Inc. 0.24% 2,731 $460K No change
NFLX Netflix Inc. 0.23% 372 $446K No change
NCLH Norwegian Cruise Line Holdin 0.23% 18,100 $446K Add +28.4%
TMO Thermo Fisher Scientific Inc. 0.22% 861 $418K No change
VGT Vanguard Info Tech ETF 0.22% 557 $416K No change
TGTX TG Therapeutics Inc. 0.21% 11,180 $404K Add +3.7%
HD Home Depot Inc. 0.20% 966 $392K Add +25.1%
VDC Vanguard Consumer Staple ETF 0.20% 1,805 $386K No change
COP Conocophillips 0.20% 3,951 $374K Add +14.5%
REGL Prshrs S&P Mid 400 DVD Arist 0.20% 4,364 $372K Add +73.5%
GBDC Golub Capital BDC Inc. 0.19% 26,811 $367K Add +107.5%
SRE Sempra 0.19% 4,020 $362K No change
RGTI Rigetti Computing Inc. 0.19% 11,998 $357K New
ROP Roper Technologies Inc. 0.18% 700 $349K No change
GLD SPDR Gold Shares 0.18% 955 $339K Add +1.6%
GSK GSK PLC-Spon ADR 0.17% 7,504 $324K No change
FXH First Trust Health Care Alph 0.17% 2,942 $323K Reduce -14.1%
ISPY Proshares S&P High Incom ETF 0.16% 6,877 $310K Add +0.7%
B Barrick Mining Corp. 0.16% 9,200 $301K New
SHEL Shell PLC-ADR 0.16% 4,168 $298K No change
VIG Vanguard Dividend Apprec ETF 0.15% 1,365 $295K No change
UTL Unitil Corp. 0.15% 5,876 $281K No change
C Citigroup Inc. 0.14% 2,728 $277K Add +1.1%
ZS Zscaler Inc. 0.14% 900 $270K No change
IWD iShares Russell 1000 Value E 0.14% 1,319 $269K Add +0.4%
ET Energy Transfer LP 0.14% 15,557 $267K Add +1.2%
OTIS Otis Worldwide Corp. 0.14% 2,910 $266K No change
BDX Becton Dickinson and Co. 0.14% 1,409 $264K Reduce -11.1%
MCD McDonald's Corp. 0.14% 865 $263K Reduce -0.6%
SPYG SS SPDR P S&P 500 Growth ETF 0.13% 2,428 $254K New
NVO Novo-Nordisk A/S-Spons ADR 0.13% 4,382 $243K Add +46.1%

Show all 113 holdings

Portfolio Sells Q2 2025 → Q3 2025
CRWD CrowdStrike Holdings Inc. Class A Reduce -12.6% 0.85% −0.25
DOV Dover Corp. Reduce -4.6% 0.81% −0.21
PM Philip Morris International Reduce -4.0% 0.75% −0.21
META Meta Platforms Inc. Class A Reduce -0.6% 1.76% −0.18
APD Air Products & Chemicals Inc. Sold out 0.00% −0.16
DE Deere & Co. Reduce -4.5% 0.57% −0.15
COST Costco Wholesale Corp. Sold out 0.00% −0.12
PYPL PayPal Holdings Inc. Sold out 0.00% −0.12
NOW ServiceNow Inc. Reduce -1.6% 0.44% −0.11
T AT&T Inc. Reduce -0.3% 0.78% −0.10
FHLC Fidelity MSCI Health Care Reduce -12.1% 0.44% −0.08
XLE SS Energy Select Sector Reduce -7.8% 0.62% −0.08
IYW iShares Ustechnology ETF Reduce -4.4% 6.38% −0.07
XLF SS Financial Select Sector Reduce -6.8% 0.45% −0.06
XOM Exxon Mobil Corp. Reduce -3.6% 0.66% −0.05
FXH First Trust Health Care Alph Reduce -14.1% 0.17% −0.03
BA The Boeing Co. Reduce -1.3% 0.30% −0.02
BDX Becton Dickinson and Co. Reduce -11.1% 0.14% −0.02
COTY Coty Inc. Class A Reduce -13.3% 0.03% −0.01
PEP Pepsico Inc. Reduce -0.2% 0.32% −0.01
L Loews Corp. Reduce -2.1% 0.48% −0.01
MCD McDonald's Corp. Reduce -0.6% 0.14% −0.01
BAC Bank of America Corp. Reduce -4.2% 0.12% −0.01
ENB Enbridge Inc. Reduce -2.6% 0.30% −0.00
IBB iShares Biotechnology ETF Reduce -2.0% 0.57% +0.01
GE General Electric Reduce -1.0% 0.36% +0.02
RTX RTX Corp. Reduce -0.9% 0.93% +0.04
OKLO Oklo Inc. Reduce -31.1% 0.28% +0.06
NEM Newmont Corp. Reduce -16.8% 0.62% +0.06
PLTR Palantir Technologies Inc. Class A Reduce -2.6% 0.46% +0.07
TSLA Tesla Inc. Reduce -0.5% 0.47% +0.10
NVDA Nvidia Corp. Reduce -1.0% 1.76% +0.12
JNJ Johnson & Johnson Reduce -0.4% 1.27% +0.12
AAPL Apple Inc. Reduce -0.9% 6.67% +0.75

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +1.3% 1.49% +0.33
RGTI Rigetti Computing Inc. New 0.19% +0.19
MSFT Microsoft Corp. Add +12.1% 2.87% +0.18
IVW iShares S&P 500 Growth ETF Add +2.4% 6.57% +0.18
B Barrick Mining Corp. New 0.16% +0.16
SPYG SS SPDR P S&P 500 Growth ETF New 0.13% +0.13
BRK.B Berkshire Hathaway Inc. Class B Add +21.5% 0.89% +0.12
BNY Bank of New York Mellon Corp. Add +0.6% 1.22% +0.11
PANW Palo Alto Networks Inc. Add +83.2% 0.28% +0.11
IWB iShares Russell 1000 ETF New 0.11% +0.11
FV First Trust DW Focus 5 Fund New 0.11% +0.11
IBIT iShares Bitcoin Trust ETF New 0.11% +0.11
GBDC Golub Capital BDC Inc. Add +107.5% 0.19% +0.08
REGL Prshrs S&P Mid 400 DVD Arist Add +73.5% 0.20% +0.08
FCX Freeport-McMoran Inc. Add +71.3% 0.25% +0.07
NCLH Norwegian Cruise Line Holdin Add +28.4% 0.23% +0.07
AVGO Broadcom Inc. Add +4.9% 0.44% +0.06
BINC iShares Flex I A ETF-Usd Inc. Add +17.6% 0.62% +0.05
GEV GE Vernova Inc. Add +16.9% 0.24% +0.05
HD Home Depot Inc. Add +25.1% 0.20% +0.04
COP Conocophillips Add +14.5% 0.20% +0.02
IWF iShares Russell 1000 Growth Add +1.8% 0.58% +0.02
MO Altria Group Inc. Add +0.0% 0.47% +0.01
GLD SPDR Gold Shares Add +1.6% 0.18% +0.01
JPM JPMorgan Chase & Co. Add +1.0% 2.23% +0.01
C Citigroup Inc. Add +1.1% 0.14% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +46.1% 0.13% +0.01
CVX Chevron Corp. Add +3.0% 0.30% +0.01
VZ Verizon Communications Inc. Add +9.3% 0.35% +0.01
MRK Merck & Co. Inc. Add +3.2% 0.32% +0.00
ISPY Proshares S&P High Incom ETF Add +0.7% 0.16% −0.00
TRV The Travelers Cos Inc. Add +1.7% 0.11% −0.00
ITOT iShares Core S&P Total U.S. Add +0.6% 0.74% −0.00
IWD iShares Russell 1000 Value E Add +0.4% 0.14% −0.01
TGTX TG Therapeutics Inc. Add +3.7% 0.21% −0.01
IVV iShares Core S&P 500 ETF Add +0.4% 1.16% −0.01
ET Energy Transfer LP Add +1.2% 0.14% −0.02
LLY Eli Lilly & Co. Add +6.2% 0.42% −0.02
IBM Intl Business Machines Corp. Add +0.1% 0.51% −0.07
AMZN Amazon.com Inc. Add +0.4% 2.54% −0.22
JAAA Janus Henderson Aaa Clo ETF Add +5.5% 7.88% −0.27
IVE iShares S&P 500 Value ETF Add +0.4% 10.27% −0.29
JEPI JPMorgan Equity Premium Inco Add +4.3% 7.41% −0.31

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 121$214.5MIVE, AAPL, IYW, JEPI, JAAA
Q1 2026 116$199.4MIVE, JAAA, JEPI, AAPL, IVW
Q4 2025 120$202.2MIVE, JAAA, JEPI, IVW, AAPL
Q3 2025 113$191.0MIVE, JAAA, JEPI, AAPL, IVW
Q2 2025 110$175.0MIVE, JAAA, JEPI, IYW, IVW
Q1 2025 103$152.7MIVE, JEPI, JAAA, AAPL, IVW
Q4 2024 102$145.6MAAPL, IVE, JEPI, IYW, IVW
Q3 2024 104$138.1MAAPL, IVE, JEPI, IYW, IVW
Q2 2024 104$131.6MAAPL, IVE, IYW, JEPI, IVW
Q1 2024 101$122.9MIVE, JEPI, AAPL, IYW, IVW