Signature Wealth Management Partners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Signature Wealth Management Partners, LLC reported 120 stock positions worth $202.2 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.2% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.8%) and JPMorgan Equity Premium Inco (JEPI, 7.0%). Compared with Q3 2025, it opened 11 new positions, sold out of 4, added to 32 and reduced 35. The biggest buy was a new position in SS SPDR N Ice HY Muni ETF (HYMB) and the biggest sale Public Service Enterprise GP (PEG, shares −31%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$202.2M (Q4 2025)
SEC Filing
0001824694-26-000001 ↗ filed Feb 2, 2026

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 Q3 2025 Q4 2025: $202.2M $202.2M Q4 2025 Q1 2026: $199.4M Q1 2026 Q2 2026: $214.5M Q2 2026

Holdings 120 stocks · $202.2M
IVE iShares S&P 500 Value ETF 10.17% 97,022 $20.6M Add +2.1%
JAAA Janus Henderson Aaa Clo ETF 7.78% 310,919 $15.7M Add +4.9%
JEPI JPMorgan Equity Premium Inco 7.01% 247,694 $14.2M Reduce -0.1%
IVW iShares S&P 500 Growth ETF 6.82% 111,954 $13.8M Add +7.7%
AAPL Apple Inc. 6.68% 49,671 $13.5M Reduce -0.8%
IYW iShares Ustechnology ETF 6.08% 61,545 $12.3M Reduce -1.0%
AME Ametek Inc. 3.45% 33,950 $7.0M Reduce -0.3%
MSFT Microsoft Corp. 2.72% 11,370 $5.5M Add +7.6%
AMZN Amazon.com Inc. 2.46% 21,532 $5.0M Reduce -2.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.37% 7,015 $4.8M Reduce -0.4%
JPM JPMorgan Chase & Co. 2.16% 13,544 $4.4M Add +0.1%
META Meta Platforms Inc. Class A 2.09% 6,405 $4.2M Add +39.6%
GOOGL Alphabet Inc. Class A 1.80% 11,622 $3.6M Reduce -0.5%
NVDA Nvidia Corp. 1.66% 17,990 $3.4M Add +0.0%
JNJ Johnson & Johnson 1.29% 12,569 $2.6M Reduce -4.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.23% 21,369 $2.5M No change
IVV iShares Core S&P 500 ETF 1.12% 3,297 $2.3M Reduce -0.8%
RTX RTX Corp. 0.92% 10,166 $1.9M Reduce -3.8%
BRK.B Berkshire Hathaway Inc. Class B 0.84% 3,386 $1.7M No change
PEG Public Service Enterprise GP 0.76% 19,141 $1.5M Reduce -30.8%
GS Goldman Sachs Group Inc. 0.76% 1,747 $1.5M No change
CRWD CrowdStrike Holdings Inc. Class A 0.75% 3,254 $1.5M Reduce -1.4%
GOOG Alphabet Inc. Class C 0.75% 4,834 $1.5M Reduce -0.7%
HYMB SS SPDR N Ice HY Muni ETF 0.72% 58,576 $1.5M New
ITOT iShares Core S&P Total U.S. 0.72% 9,744 $1.4M Add +1.0%
PM Philip Morris International 0.71% 8,932 $1.4M Add +0.5%
NEE Nextera Energy Inc. 0.68% 17,158 $1.4M No change
NEM Newmont Corp. 0.68% 13,679 $1.4M Reduce -2.4%
XOM Exxon Mobil Corp. 0.67% 11,205 $1.3M Reduce -0.2%
BINC iShares Flex I A ETF-Usd Inc. 0.67% 25,535 $1.3M Add +13.9%
DOV Dover Corp. 0.64% 6,668 $1.3M Reduce -28.5%
T AT&T Inc. 0.64% 51,941 $1.3M Reduce -1.6%
XLK SS Technology Select Sector 0.63% 8,816 $1.3M No change
IBB iShares Biotechnology ETF 0.63% 7,520 $1.3M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 3,954 $1.2M Add +13.5%
XLE SS Energy Select Sector 0.57% 25,748 $1.2M Reduce -2.2%
LLY Eli Lilly & Co. 0.55% 1,043 $1.1M Add +0.4%
IWF iShares Russell 1000 Growth 0.55% 2,365 $1.1M Add +0.0%
DE Deere & Co. 0.54% 2,325 $1.1M Reduce -1.8%
GM General Motors Co. 0.47% 11,592 $943K Reduce -1.7%
TSLA Tesla Inc. 0.46% 2,051 $922K Add +2.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.45% 14,948 $909K New
AVGO Broadcom Inc. 0.44% 2,560 $886K Add +0.4%
XLF SS Financial Select Sector 0.43% 16,009 $877K Add +0.3%
L Loews Corp. 0.43% 8,262 $870K Reduce -9.1%
MLM Martin Marietta Materials 0.43% 1,396 $869K No change
PLTR Palantir Technologies Inc. Class A 0.43% 4,889 $869K Add +1.5%
QQQ Invesco QQQ Trust Series 1 0.43% 1,409 $866K No change
FHLC Fidelity MSCI Health Care 0.39% 10,719 $796K Reduce -15.1%
MO Altria Group Inc. 0.39% 13,643 $787K Add +0.0%
MRK Merck & Co. Inc. 0.37% 7,179 $756K Add +0.0%
AXP American Express Co. 0.37% 2,029 $751K No change
IJT iShares S&P Small-Cap 600 GR 0.37% 5,232 $739K Reduce -5.1%
GE General Electric filed as GE AEROSPACE 0.35% 2,315 $713K Add +0.1%
NOW ServiceNow Inc. 0.35% 4,595 $704K No change
ETR Entergy Corp. 0.33% 7,304 $675K No change
ORCL Oracle Corp. 0.33% 3,424 $667K New
PEP Pepsico Inc. 0.31% 4,359 $626K No change
FCX Freeport-McMoran Inc. 0.31% 12,284 $624K Add +1.0%
IJK iShares S&P Mid-Cap 400 Grow 0.30% 6,300 $610K No change
CVX Chevron Corp. 0.29% 3,844 $586K Add +2.7%
MDLZ Mondelez International Inc. Class A 0.29% 10,775 $580K Reduce -0.2%
REGL Prshrs S&P Mid 400 DVD Arist 0.28% 6,763 $570K Add +55.0%
GBDC Golub Capital BDC Inc. 0.28% 41,050 $557K Add +53.1%
BA The Boeing Co. 0.27% 2,518 $547K Reduce -5.1%
NCLH Norwegian Cruise Line Holdin 0.27% 24,226 $541K Add +33.9%
XLY SS Consumer Disc Select Sect 0.26% 4,446 $531K No change
ENB Enbridge Inc. 0.26% 11,099 $531K Reduce -1.1%
GEV GE Vernova Inc. 0.25% 783 $512K Add +4.0%
FDN First Trust DJ Internet Ind 0.25% 1,867 $503K No change
TMO Thermo Fisher Scientific Inc. 0.25% 861 $499K No change
PANW Palo Alto Networks Inc. 0.24% 2,641 $486K No change
BLK BlackRock Inc. 0.24% 445 $476K Reduce -0.9%
UBER Uber Technologies Inc. 0.23% 5,710 $467K No change
NFLX Netflix Inc. 0.23% 4,970 $466K Add +33.6%
VGT Vanguard Info Tech ETF 0.23% 617 $465K Add +10.8%
VZ Verizon Communications Inc. 0.22% 10,774 $439K Reduce -30.2%
ICE Intercontinental Exchange Inc. 0.22% 2,707 $438K Reduce -0.9%
B Barrick Mining Corp. 0.20% 9,200 $401K No change
CRWV Coreweave Inc. Class A 0.19% 5,485 $393K New
GLD SPDR Gold Shares 0.19% 955 $378K No change
GSK GSK PLC-Spon ADR 0.18% 7,504 $368K No change
SRE Sempra 0.18% 4,020 $355K No change
VDC Vanguard Consumer Staple ETF 0.17% 1,591 $336K Reduce -11.9%
FXH First Trust Health Care Alph 0.17% 2,942 $335K No change
NVO Novo-Nordisk A/S-Spons ADR 0.16% 6,427 $327K Add +46.7%
TGTX TG Therapeutics Inc. 0.16% 10,780 $321K Reduce -3.6%
C Citigroup Inc. 0.16% 2,728 $318K No change
ISPY Proshares S&P High Incom ETF 0.16% 6,920 $316K Add +0.6%
ROP Roper Technologies Inc. 0.15% 700 $312K No change
SHEL Shell PLC-ADR 0.15% 4,168 $306K No change
OKLO Oklo Inc. 0.15% 4,204 $302K Reduce -10.8%
VIG Vanguard Dividend Apprec ETF 0.15% 1,365 $300K No change
UTL Unitil Corp. 0.14% 5,876 $285K No change
IWD iShares Russell 1000 Value E 0.14% 1,325 $279K Add +0.5%
RGTI Rigetti Computing Inc. 0.13% 12,318 $273K Add +2.7%
MCD McDonald's Corp. 0.13% 865 $264K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.13% 2,428 $259K No change
OTIS Otis Worldwide Corp. 0.13% 2,910 $254K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 4,542 $250K No change
CRM Salesforce Inc. 0.12% 936 $248K No change
OWL Blue Owl Capital Inc. 0.12% 16,575 $248K New
HD Home Depot Inc. 0.12% 717 $247K Reduce -25.8%
FHEQ Fidelity Hedged Equity ETF 0.12% 7,963 $246K New
BDX Becton Dickinson and Co. 0.12% 1,249 $242K Reduce -11.4%
VOO Vanguard S&P 500 ETF 0.12% 381 $239K No change
JMUB JPMorgan Municipal ETF 0.11% 4,578 $231K No change
COP Conocophillips 0.11% 2,451 $229K Reduce -38.0%
PSX Phillips 66 0.11% 1,765 $228K No change
CRSP Crispr Therapeutics AG 0.11% 4,250 $223K New
TRV The Travelers Cos Inc. 0.11% 763 $221K No change
AMD Advanced Micro Devices 0.11% 1,003 $215K New
WMT Walmart Inc. 0.11% 1,913 $213K New
IWB iShares Russell 1000 ETF 0.11% 570 $213K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 3,547 $206K New
ZS Zscaler Inc. 0.10% 900 $202K No change
CEG Constellation Energy 0.10% 570 $201K New
PFD Flaherty & Crumrin Pre&inc F 0.08% 14,351 $170K No change
NVTS Navitas Semiconductor Corp. 0.06% 17,300 $124K No change
COTY Coty Inc. Class A 0.02% 12,999 $40K No change

Portfolio Sells Q3 2025 → Q4 2025
PEG Public Service Enterprise GP Reduce -30.8% 0.76% −0.45
JEPI JPMorgan Equity Premium Inco Reduce -0.1% 7.01% −0.40
IYW iShares Ustechnology ETF Reduce -1.0% 6.08% −0.30
DOV Dover Corp. Reduce -28.5% 0.64% −0.17
T AT&T Inc. Reduce -1.6% 0.64% −0.14
ET Energy Transfer LP Sold out 0.00% −0.14
VZ Verizon Communications Inc. Reduce -30.2% 0.22% −0.14
OKLO Oklo Inc. Reduce -10.8% 0.15% −0.13
FV First Trust DW Focus 5 Fund Sold out 0.00% −0.11
CARR Carrier Global Corp. Sold out 0.00% −0.11
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.11
CRWD CrowdStrike Holdings Inc. Class A Reduce -1.4% 0.75% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.4% 2.37% −0.09
AMZN Amazon.com Inc. Reduce -2.8% 2.46% −0.09
HD Home Depot Inc. Reduce -25.8% 0.12% −0.08
COP Conocophillips Reduce -38.0% 0.11% −0.08
MDLZ Mondelez International Inc. Class A Reduce -0.2% 0.29% −0.07
TGTX TG Therapeutics Inc. Reduce -3.6% 0.16% −0.05
FHLC Fidelity MSCI Health Care Reduce -15.1% 0.39% −0.05
L Loews Corp. Reduce -9.1% 0.43% −0.05
IVV iShares Core S&P 500 ETF Reduce -0.8% 1.12% −0.05
XLE SS Energy Select Sector Reduce -2.2% 0.57% −0.05
IJT iShares S&P Small-Cap 600 GR Reduce -5.1% 0.37% −0.04
BLK BlackRock Inc. Reduce -0.9% 0.24% −0.04
VDC Vanguard Consumer Staple ETF Reduce -11.9% 0.17% −0.04
ENB Enbridge Inc. Reduce -1.1% 0.26% −0.03
DE Deere & Co. Reduce -1.8% 0.54% −0.03
BA The Boeing Co. Reduce -5.1% 0.27% −0.03
ICE Intercontinental Exchange Inc. Reduce -0.9% 0.22% −0.02
BDX Becton Dickinson and Co. Reduce -11.4% 0.12% −0.02
RTX RTX Corp. Reduce -3.8% 0.92% −0.00
XOM Exxon Mobil Corp. Reduce -0.2% 0.67% +0.00
AAPL Apple Inc. Reduce -0.8% 6.68% +0.01
JNJ Johnson & Johnson Reduce -4.2% 1.29% +0.01
NEM Newmont Corp. Reduce -2.4% 0.68% +0.06
GM General Motors Co. Reduce -1.7% 0.47% +0.09
AME Ametek Inc. Reduce -0.3% 3.45% +0.10
GOOG Alphabet Inc. Class C Reduce -0.7% 0.75% +0.13
GOOGL Alphabet Inc. Class A Reduce -0.5% 1.80% +0.31

Portfolio Buys Q3 2025 → Q4 2025
HYMB SS SPDR N Ice HY Muni ETF New 0.72% +0.72
DYNF Ishrs US E F R A ETF-Usd Inc. New 0.45% +0.45
ORCL Oracle Corp. New 0.33% +0.33
META Meta Platforms Inc. Class A Add +39.6% 2.09% +0.33
IVW iShares S&P 500 Growth ETF Add +7.7% 6.82% +0.26
CRWV Coreweave Inc. Class A New 0.19% +0.19
LLY Eli Lilly & Co. Add +0.4% 0.55% +0.14
OWL Blue Owl Capital Inc. New 0.12% +0.12
FHEQ Fidelity Hedged Equity ETF New 0.12% +0.12
CRSP Crispr Therapeutics AG New 0.11% +0.11
AMD Advanced Micro Devices New 0.11% +0.11
WMT Walmart Inc. New 0.11% +0.11
JEPQ JPM Nasdaq Equity Premium New 0.10% +0.10
CEG Constellation Energy New 0.10% +0.10
REGL Prshrs S&P Mid 400 DVD Arist Add +55.0% 0.28% +0.09
GBDC Golub Capital BDC Inc. Add +53.1% 0.28% +0.08
IBM Intl Business Machines Corp. Add +13.5% 0.58% +0.06
FCX Freeport-McMoran Inc. Add +1.0% 0.31% +0.06
MRK Merck & Co. Inc. Add +0.0% 0.37% +0.06
BINC iShares Flex I A ETF-Usd Inc. Add +13.9% 0.67% +0.04
NVO Novo-Nordisk A/S-Spons ADR Add +46.7% 0.16% +0.03
NCLH Norwegian Cruise Line Holdin Add +33.9% 0.27% +0.03
VGT Vanguard Info Tech ETF Add +10.8% 0.23% +0.01
GEV GE Vernova Inc. Add +4.0% 0.25% +0.01
AVGO Broadcom Inc. Add +0.4% 0.44% −0.00
IWD iShares Russell 1000 Value E Add +0.5% 0.14% −0.00
NFLX Netflix Inc. Add +33.6% 0.23% −0.00
ISPY Proshares S&P High Incom ETF Add +0.6% 0.16% −0.01
TSLA Tesla Inc. Add +2.3% 0.46% −0.01
GE General Electric Add +0.1% 0.35% −0.01
CVX Chevron Corp. Add +2.7% 0.29% −0.01
XLF SS Financial Select Sector Add +0.3% 0.43% −0.02
ITOT iShares Core S&P Total U.S. Add +1.0% 0.72% −0.02
IWF iShares Russell 1000 Growth Add +0.0% 0.55% −0.03
PLTR Palantir Technologies Inc. Class A Add +1.5% 0.43% −0.03
PM Philip Morris International Add +0.5% 0.71% −0.05
RGTI Rigetti Computing Inc. Add +2.7% 0.13% −0.05
JPM JPMorgan Chase & Co. Add +0.1% 2.16% −0.08
MO Altria Group Inc. Add +0.0% 0.39% −0.08
IVE iShares S&P 500 Value ETF Add +2.1% 10.17% −0.09
NVDA Nvidia Corp. Add +0.0% 1.66% −0.10
JAAA Janus Henderson Aaa Clo ETF Add +4.9% 7.78% −0.10
MSFT Microsoft Corp. Add +7.6% 2.72% −0.15

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