Signature Wealth Management Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Signature Wealth Management Partners, LLC reported 116 stock positions worth $199.4 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, 8.1%) and JPMorgan Equity Premium Inco (JEPI, 7.1%). Compared with Q4 2025, it opened 3 new positions, sold out of 7, added to 44 and reduced 27. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +3%) and the biggest sale Meta Platforms Class A (META, shares −6%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$199.4M (Q1 2026)
SEC Filing
0001824694-26-000002 ↗ filed Apr 21, 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 Q4 2025 Q1 2026: $199.4M $199.4M Q1 2026 Q2 2026: $214.5M Q2 2026

Holdings 116 stocks · $199.4M
IVE iShares S&P 500 Value ETF 10.25% 96,818 $20.4M Reduce -0.2%
JAAA Janus Henderson Aaa Clo ETF 8.08% 319,953 $16.1M Add +2.9%
JEPI JPMorgan Equity Premium Inco 7.05% 248,062 $14.1M Add +0.1%
AAPL Apple Inc. 6.83% 53,661 $13.6M Add +8.0%
IVW iShares S&P 500 Growth ETF 6.71% 118,305 $13.4M Add +5.7%
IYW iShares Ustechnology ETF 5.64% 62,031 $11.3M Add +0.8%
AME Ametek Inc. 3.65% 33,950 $7.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 2.27% 6,974 $4.5M Reduce -0.6%
AMZN Amazon.com Inc. 2.26% 21,680 $4.5M Add +0.7%
MSFT Microsoft Corp. 2.20% 11,833 $4.4M Add +4.1%
JPM JPMorgan Chase & Co. 2.00% 13,534 $4.0M Reduce -0.1%
GOOGL Alphabet Inc. Class A 1.96% 13,622 $3.9M Add +17.2%
META Meta Platforms Inc. Class A 1.73% 6,027 $3.4M Reduce -5.9%
NVDA Nvidia Corp. 1.59% 18,160 $3.2M Add +0.9%
JNJ Johnson & Johnson 1.54% 12,531 $3.1M Reduce -0.3%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.27% 21,369 $2.5M No change
IVV iShares Core S&P 500 ETF 1.16% 3,526 $2.3M Add +7.0%
XOM Exxon Mobil Corp. 0.92% 10,860 $1.8M Reduce -3.1%
RTX RTX Corp. 0.92% 9,536 $1.8M Reduce -6.2%
GOOG Alphabet Inc. Class C 0.92% 6,409 $1.8M Add +32.6%
BRK.B Berkshire Hathaway Inc. Class B 0.81% 3,386 $1.6M No change
NEE Nextera Energy Inc. 0.81% 17,465 $1.6M Add +1.8%
XLE SS Energy Select Sector 0.79% 25,696 $1.6M Reduce -0.2%
PEG Public Service Enterprise GP 0.79% 19,366 $1.6M Add +1.2%
T AT&T Inc. 0.76% 51,949 $1.5M Add +0.0%
HYMB SS SPDR N Ice HY Muni ETF 0.73% 58,576 $1.5M No change
NEM Newmont Corp. 0.73% 13,380 $1.4M Reduce -2.2%
PM Philip Morris International 0.72% 8,639 $1.4M Reduce -3.3%
ITOT iShares Core S&P Total U.S. 0.71% 9,979 $1.4M Add +2.4%
DOV Dover Corp. 0.70% 6,668 $1.4M No change
BINC iShares Flex I A ETF-Usd Inc. 0.69% 26,329 $1.4M Add +3.1%
CRWD CrowdStrike Holdings Inc. Class A 0.67% 3,442 $1.3M Add +5.8%
GS Goldman Sachs Group Inc. 0.66% 1,547 $1.3M Reduce -11.4%
IBB iShares Biotechnology ETF 0.65% 7,655 $1.3M Add +1.8%
DE Deere & Co. 0.65% 2,291 $1.3M Reduce -1.5%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.62% 21,357 $1.2M Add +42.9%
XLK SS Technology Select Sector 0.59% 8,816 $1.2M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.49% 4,055 $983K Add +2.5%
LLY Eli Lilly & Co. 0.47% 1,019 $937K Reduce -2.3%
MO Altria Group Inc. 0.45% 13,644 $900K Add +0.0%
MRK Merck & Co. Inc. 0.43% 7,179 $864K No change
IWF iShares Russell 1000 Growth 0.43% 2,008 $856K Reduce -15.1%
L Loews Corp. 0.43% 7,979 $852K Reduce -3.4%
AVGO Broadcom Inc. 0.42% 2,699 $835K Add +5.4%
XLF SS Financial Select Sector 0.42% 16,893 $834K Add +5.5%
MLM Martin Marietta Materials 0.41% 1,396 $822K No change
ETR Entergy Corp. 0.41% 7,304 $821K No change
QQQ Invesco QQQ Trust Series 1 0.41% 1,409 $813K No change
CVX Chevron Corp. 0.39% 3,741 $774K Reduce -2.7%
FHLC Fidelity MSCI Health Care 0.38% 10,909 $768K Add +1.8%
IJT iShares S&P Small-Cap 600 GR 0.38% 5,232 $757K No change
PLTR Palantir Technologies Inc. Class A 0.38% 5,154 $754K Add +5.4%
FCX Freeport-McMoran Inc. 0.36% 12,188 $716K Reduce -0.8%
REGL Prshrs S&P Mid 400 DVD Arist 0.36% 8,231 $711K Add +21.7%
GM General Motors Co. 0.35% 9,392 $700K Reduce -19.0%
TSLA Tesla Inc. 0.35% 1,866 $694K Reduce -9.0%
GEV GE Vernova Inc. 0.34% 783 $684K No change
PEP Pepsico Inc. 0.34% 4,359 $677K No change
GE General Electric filed as GE AEROSPACE 0.33% 2,317 $657K Add +0.1%
IJK iShares S&P Mid-Cap 400 Grow 0.32% 6,300 $634K No change
ENB Enbridge Inc. 0.31% 11,549 $625K Add +4.0%
MDLZ Mondelez International Inc. Class A 0.31% 10,775 $621K No change
AXP American Express Co. 0.31% 2,029 $614K No change
NOW ServiceNow Inc. 0.31% 5,870 $614K Add +27.8%
FHEQ Fidelity Hedged Equity ETF 0.30% 20,530 $604K Add +157.8%
ORCL Oracle Corp. 0.29% 3,869 $569K Add +13.0%
VZ Verizon Communications Inc. 0.28% 11,210 $563K Add +4.0%
NFLX Netflix Inc. 0.27% 5,670 $545K Add +14.1%
BLK BlackRock Inc. 0.26% 545 $524K Add +22.5%
PANW Palo Alto Networks Inc. 0.25% 3,153 $505K Add +19.4%
BA The Boeing Co. 0.25% 2,518 $501K No change
XLY SS Consumer Disc Select Sect 0.24% 4,446 $485K No change
NCLH Norwegian Cruise Line Holdin 0.24% 25,526 $477K Add +5.4%
CRWV Coreweave Inc. Class A 0.23% 6,044 $468K Add +10.2%
FDN First Trust DJ Internet Ind 0.22% 1,867 $437K No change
ICE Intercontinental Exchange Inc. 0.21% 2,707 $426K No change
TMO Thermo Fisher Scientific Inc. 0.21% 851 $418K Reduce -1.2%
GSK GSK PLC-Spon ADR 0.21% 7,504 $414K No change
GLD SPDR Gold Shares 0.21% 955 $411K No change
TGTX TG Therapeutics Inc. 0.20% 11,780 $391K Add +9.3%
SRE Sempra 0.20% 4,020 $391K No change
VGT Vanguard Info Tech ETF 0.19% 557 $389K Reduce -9.7%
SHEL Shell PLC-ADR 0.19% 4,168 $388K No change
ISPY Proshares S&P High Incom ETF 0.19% 8,925 $387K Add +29.0%
UBER Uber Technologies Inc. 0.19% 5,260 $378K Reduce -7.9%
B Barrick Mining Corp. 0.19% 9,200 $375K No change
VDC Vanguard Consumer Staple ETF 0.18% 1,591 $357K No change
MU Micron Technology Inc. 0.18% 1,056 $357K New
COP Conocophillips 0.16% 2,451 $324K No change
PSX Phillips 66 0.16% 1,765 $322K No change
FXH First Trust Health Care Alph 0.16% 2,854 $313K Reduce -3.0%
GBDC Golub Capital BDC Inc. 0.15% 24,371 $309K Reduce -40.6%
UTL Unitil Corp. 0.15% 5,876 $307K No change
CRM Salesforce Inc. 0.15% 1,621 $303K Add +73.2%
VIG Vanguard Dividend Apprec ETF 0.15% 1,365 $294K No change
C Citigroup Inc. 0.15% 2,556 $290K Reduce -6.3%
MCD McDonald's Corp. 0.13% 849 $264K Reduce -1.9%
CRCL Circle Internet Group Inc. 0.13% 2,697 $257K New
WMT Walmart Inc. 0.12% 1,913 $238K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.12% 2,429 $238K Add +0.0%

Show all 116 holdings

Portfolio Sells Q4 2025 → Q1 2026
META Meta Platforms Inc. Class A Reduce -5.9% 1.73% −0.36
JPM JPMorgan Chase & Co. Reduce -0.1% 2.00% −0.16
ROP Roper Technologies Inc. Sold out 0.00% −0.15
IWD iShares Russell 1000 Value E Sold out 0.00% −0.14
IWF iShares Russell 1000 Growth Reduce -15.1% 0.43% −0.12
BAC Bank of America Corp. Sold out 0.00% −0.12
GBDC Golub Capital BDC Inc. Reduce -40.6% 0.15% −0.12
BDX Becton Dickinson and Co. Sold out 0.00% −0.12
GM General Motors Co. Reduce -19.0% 0.35% −0.12
TSLA Tesla Inc. Reduce -9.0% 0.35% −0.11
GS Goldman Sachs Group Inc. Reduce -11.4% 0.66% −0.10
JEPQ JPM Nasdaq Equity Premium Sold out 0.00% −0.10
ZS Zscaler Inc. Sold out 0.00% −0.10
CEG Constellation Energy Sold out 0.00% −0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 2.27% −0.09
LLY Eli Lilly & Co. Reduce -2.3% 0.47% −0.08
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.8% 0.12% −0.04
UBER Uber Technologies Inc. Reduce -7.9% 0.19% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -1.2% 0.21% −0.04
VGT Vanguard Info Tech ETF Reduce -9.7% 0.19% −0.04
C Citigroup Inc. Reduce -6.3% 0.15% −0.01
FXH First Trust Health Care Alph Reduce -3.0% 0.16% −0.01
L Loews Corp. Reduce -3.4% 0.43% −0.00
RTX RTX Corp. Reduce -6.2% 0.92% +0.00
MCD McDonald's Corp. Reduce -1.9% 0.13% +0.00
PM Philip Morris International Reduce -3.3% 0.72% +0.01
FCX Freeport-McMoran Inc. Reduce -0.8% 0.36% +0.05
NEM Newmont Corp. Reduce -2.2% 0.73% +0.05
IVE iShares S&P 500 Value ETF Reduce -0.2% 10.25% +0.08
CVX Chevron Corp. Reduce -2.7% 0.39% +0.10
DE Deere & Co. Reduce -1.5% 0.65% +0.11
XLE SS Energy Select Sector Reduce -0.2% 0.79% +0.22
JNJ Johnson & Johnson Reduce -0.3% 1.54% +0.25
XOM Exxon Mobil Corp. Reduce -3.1% 0.92% +0.26

Portfolio Buys Q4 2025 → Q1 2026
JAAA Janus Henderson Aaa Clo ETF Add +2.9% 8.08% +0.31
FHEQ Fidelity Hedged Equity ETF Add +157.8% 0.30% +0.18
MU Micron Technology Inc. New 0.18% +0.18
DYNF Ishrs US E F R A ETF-Usd Inc. Add +42.9% 0.62% +0.17
GOOG Alphabet Inc. Class C Add +32.6% 0.92% +0.17
GOOGL Alphabet Inc. Class A Add +17.2% 1.96% +0.17
AAPL Apple Inc. Add +8.0% 6.83% +0.15
NEE Nextera Energy Inc. Add +1.8% 0.81% +0.13
CRCL Circle Internet Group Inc. New 0.13% +0.13
T AT&T Inc. Add +0.0% 0.76% +0.12
EXC Exelon Corp. New 0.10% +0.10
REGL Prshrs S&P Mid 400 DVD Arist Add +21.7% 0.36% +0.07
VZ Verizon Communications Inc. Add +4.0% 0.28% +0.07
MO Altria Group Inc. Add +0.0% 0.45% +0.06
ENB Enbridge Inc. Add +4.0% 0.31% +0.05
NFLX Netflix Inc. Add +14.1% 0.27% +0.04
CRWV Coreweave Inc. Class A Add +10.2% 0.23% +0.04
JEPI JPMorgan Equity Premium Inco Add +0.1% 7.05% +0.04
IVV iShares Core S&P 500 ETF Add +7.0% 1.16% +0.04
ISPY Proshares S&P High Incom ETF Add +29.0% 0.19% +0.04
TGTX TG Therapeutics Inc. Add +9.3% 0.20% +0.04
CRM Salesforce Inc. Add +73.2% 0.15% +0.03
BLK BlackRock Inc. Add +22.5% 0.26% +0.03
PEG Public Service Enterprise GP Add +1.2% 0.79% +0.03
IBB iShares Biotechnology ETF Add +1.8% 0.65% +0.02
BINC iShares Flex I A ETF-Usd Inc. Add +3.1% 0.69% +0.02
PANW Palo Alto Networks Inc. Add +19.4% 0.25% +0.01
ITOT iShares Core S&P Total U.S. Add +2.4% 0.71% −0.00
VOO Vanguard S&P 500 ETF Add +0.3% 0.11% −0.00
FHLC Fidelity MSCI Health Care Add +1.8% 0.38% −0.01
SPYG SS SPDR P S&P 500 Growth ETF Add +0.0% 0.12% −0.01
XLF SS Financial Select Sector Add +5.5% 0.42% −0.02
AVGO Broadcom Inc. Add +5.4% 0.42% −0.02
GE General Electric Add +0.1% 0.33% −0.02
NCLH Norwegian Cruise Line Holdin Add +5.4% 0.24% −0.03
RGTI Rigetti Computing Inc. Add +18.8% 0.10% −0.03
NOW ServiceNow Inc. Add +27.8% 0.31% −0.04
OWL Blue Owl Capital Inc. Add +4.8% 0.08% −0.04
ORCL Oracle Corp. Add +13.0% 0.29% −0.04
PLTR Palantir Technologies Inc. Class A Add +5.4% 0.38% −0.05
NVDA Nvidia Corp. Add +0.9% 1.59% −0.07
CRWD CrowdStrike Holdings Inc. Class A Add +5.8% 0.67% −0.08
IBM Intl Business Machines Corp. Add +2.5% 0.49% −0.09
IVW iShares S&P 500 Growth ETF Add +5.7% 6.71% −0.11
AMZN Amazon.com Inc. Add +0.7% 2.26% −0.19
IYW iShares Ustechnology ETF Add +0.8% 5.64% −0.43
MSFT Microsoft Corp. Add +4.1% 2.20% −0.52

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