Signature Wealth Management Partners, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Signature Wealth Management Partners, LLC reported 121 stock positions worth $214.5 million. Its top holding was iShares S&P 500 Value ETF (IVE) at 10.4% of the portfolio, followed by Apple (AAPL, 7.3%) and iShares Ustechnology ETF (IYW, 7.2%). Compared with Q1 2026, it opened 11 new positions, sold out of 6, added to 24 and reduced 46. The biggest buy was Apple (AAPL, shares +1%) and the biggest sale Janus Henderson Aaa Clo ETF (JAAA, shares −17%).

Most Recent 13F
Q2 2026
Location
MONTVALE, NJ
CIK
0001824694
Portfolio Value
$214.5M (Q2 2026)
SEC Filing
0001824694-26-000004 ↗ filed Jul 29, 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 Q1 2026 Q2 2026: $214.5M $214.5M Q2 2026

Holdings 121 stocks · $214.5M
IVE iShares S&P 500 Value ETF 10.43% 98,481 $22.4M Add +1.7%
AAPL Apple Inc. 7.31% 54,214 $15.7M Add +1.0%
IYW iShares Ustechnology ETF 7.23% 61,513 $15.5M Reduce -0.8%
JEPI JPMorgan Equity Premium Inco 6.45% 245,018 $13.8M Reduce -1.2%
JAAA Janus Henderson Aaa Clo ETF 6.29% 267,076 $13.5M Reduce -16.5%
IVW iShares S&P 500 Growth ETF 5.52% 86,070 $11.8M Reduce -27.3%
AME Ametek Inc. 3.83% 33,950 $8.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 2.43% 6,970 $5.2M Reduce -0.1%
AMZN Amazon.com Inc. 2.41% 21,672 $5.2M Reduce -0.0%
GOOGL Alphabet Inc. Class A 2.26% 13,587 $4.9M Reduce -0.3%
MSFT Microsoft Corp. 2.14% 12,291 $4.6M Add +3.9%
JPM JPMorgan Chase & Co. 2.07% 13,562 $4.4M Add +0.2%
NVDA Nvidia Corp. 1.68% 18,051 $3.6M Reduce -0.6%
META Meta Platforms Inc. Class A 1.57% 5,977 $3.4M Reduce -0.8%
JNJ Johnson & Johnson 1.47% 12,381 $3.1M Reduce -1.2%
BNY Bank of New York Mellon Corp. 1.44% 21,369 $3.1M No change
CRWD CrowdStrike Holdings Inc. Class A 1.22% 3,435 $2.6M Reduce -0.2%
IVV iShares Core S&P 500 ETF 1.21% 3,473 $2.6M Reduce -1.5%
GOOG Alphabet Inc. Class C 1.05% 6,401 $2.3M Reduce -0.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.88% 27,822 $1.9M Add +30.3%
BRK.B Berkshire Hathaway Inc. Class B 0.82% 3,511 $1.8M Add +3.7%
XLK SS Technology Select Sector 0.78% 8,816 $1.7M No change
ITOT iShares Core S&P Total U.S. 0.78% 10,160 $1.7M Add +1.8%
RTX RTX Corp. 0.78% 8,786 $1.7M Reduce -7.9%
GS Goldman Sachs Group Inc. 0.73% 1,547 $1.6M No change
PM Philip Morris International 0.73% 8,640 $1.6M Add +0.0%
NEE Nextera Energy Inc. 0.71% 17,408 $1.5M Reduce -0.3%
PEG Public Service Enterprise GP 0.71% 18,823 $1.5M Reduce -2.8%
BINC iShares Flex I A ETF-Usd Inc. 0.70% 28,749 $1.5M Add +9.2%
DOV Dover Corp. 0.69% 6,554 $1.5M Reduce -1.7%
IBB iShares Biotechnology ETF 0.67% 7,606 $1.4M Reduce -0.6%
XLE SS Energy Select Sector 0.63% 25,270 $1.3M Reduce -1.7%
NEM Newmont Corp. 0.58% 13,326 $1.2M Reduce -0.4%
DE Deere & Co. 0.58% 1,951 $1.2M Reduce -14.8%
HYMB SS SPDR N Ice HY Muni ETF 0.58% 48,536 $1.2M Reduce -17.1%
LLY Eli Lilly & Co. 0.57% 1,024 $1.2M Add +0.5%
MU Micron Technology Inc. 0.56% 1,048 $1.2M Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.53% 4,057 $1.1M Add +0.1%
AVGO Broadcom Inc. 0.49% 2,757 $1.0M Add +2.1%
PANW Palo Alto Networks Inc. 0.47% 2,985 $1.0M Reduce -5.3%
T AT&T Inc. 0.47% 48,421 $1.0M Reduce -6.8%
MO Altria Group Inc. 0.46% 13,645 $982K Add +0.0%
IWF iShares Russell 1000 Growth 0.45% 7,820 $971K Reduce -2.6%
IJT iShares S&P Small-Cap 600 GR 0.44% 5,232 $934K No change
MRK Merck & Co. Inc. 0.43% 7,180 $923K Add +0.0%
L Loews Corp. 0.42% 7,979 $903K No change
FHEQ Fidelity Hedged Equity ETF 0.41% 26,857 $884K Add +30.8%
XLF SS Financial Select Sector 0.41% 16,338 $876K Reduce -3.3%
GE General Electric filed as GE AEROSPACE 0.40% 2,320 $867K Add +0.1%
GEV GE Vernova Inc. 0.40% 733 $861K Reduce -6.4%
QQQ Invesco QQQ Trust Series 1 0.40% 1,161 $855K Reduce -17.6%
REGL Prshrs S&P Mid 400 DVD Arist 0.40% 9,290 $851K Add +12.9%
ETR Entergy Corp. 0.38% 7,129 $819K Reduce -2.4%
MLM Martin Marietta Materials 0.38% 1,396 $805K No change
FCX Freeport-McMoran Inc. 0.35% 12,105 $761K Reduce -0.7%
TSLA Tesla Inc. 0.35% 1,803 $758K Reduce -3.4%
IJK iShares S&P Mid-Cap 400 Grow 0.35% 6,300 $740K No change
GM General Motors Co. 0.34% 9,392 $724K No change
AXP American Express Co. 0.32% 2,029 $686K No change
TGTX TG Therapeutics Inc. 0.30% 11,780 $647K No change
GLD SPDR Gold Shares 0.30% 1,740 $641K Add +82.2%
ENB Enbridge Inc. 0.29% 11,549 $626K No change
MDLZ Mondelez International Inc. Class A 0.29% 10,775 $623K No change
CRWV Coreweave Inc. Class A 0.29% 6,207 $618K Add +2.7%
CVX Chevron Corp. 0.29% 3,712 $615K Reduce -0.8%
PLTR Palantir Technologies Inc. Class A 0.28% 5,089 $594K Reduce -1.3%
PEP Pepsico Inc. 0.28% 4,359 $590K No change
ORCL Oracle Corp. 0.26% 3,870 $567K Add +0.0%
AMD Advanced Micro Devices 0.26% 967 $562K Reduce -3.6%
FHLC Fidelity MSCI Health Care 0.26% 7,123 $550K Reduce -34.7%
BA The Boeing Co. 0.25% 2,518 $545K No change
NCLH Norwegian Cruise Line Holdin 0.25% 25,526 $539K No change
VGT Vanguard Info Tech ETF 0.25% 4,456 $533K No change
BLK BlackRock Inc. 0.24% 545 $524K No change
XLY SS Consumer Disc Select Sect 0.24% 4,446 $521K No change
FDN First Trust DJ Internet Ind 0.23% 1,867 $494K No change
INTC Intel Corp. 0.20% 3,137 $438K New
TMO Thermo Fisher Scientific Inc. 0.20% 851 $427K No change
CMDT PIMCO Commodity Active Strat 0.19% 13,337 $409K New
NFLX Netflix Inc. 0.19% 5,670 $405K No change
B Barrick Mining Corp. 0.19% 11,000 $404K Add +19.6%
GSK GSK PLC-Spon ADR 0.18% 7,504 $393K No change
UBER Uber Technologies Inc. 0.18% 5,260 $380K No change
SRE Sempra 0.17% 4,020 $373K No change
C Citigroup Inc. 0.17% 2,556 $358K No change
CRM Salesforce Inc. 0.15% 2,076 $325K Add +28.1%
SHEL Shell PLC-ADR 0.15% 4,168 $323K No change
VDC Vanguard Consumer Staple ETF 0.15% 1,432 $323K Reduce -10.0%
ISPY Proshares S&P High Incom ETF 0.15% 6,643 $320K Reduce -25.6%
NOW ServiceNow Inc. 0.15% 3,175 $315K Reduce -45.9%
VIG Vanguard Dividend Apprec ETF 0.15% 1,317 $312K Reduce -3.5%
NVTS Navitas Semiconductor Corp. 0.14% 17,300 $310K No change
UTL Unitil Corp. 0.14% 5,876 $310K No change
VZ Verizon Communications Inc. 0.14% 7,257 $307K Reduce -35.3%
ICE Intercontinental Exchange Inc. 0.14% 2,485 $306K Reduce -8.2%
PSX Phillips 66 0.14% 1,765 $298K No change
RGTI Rigetti Computing Inc. 0.14% 15,150 $293K Add +3.5%
SPYG SS SPDR P S&P 500 Growth ETF 0.13% 2,429 $289K No change
SNDK Sandisk Corp. 0.12% 117 $266K New
VOO Vanguard S&P 500 ETF 0.12% 378 $260K Reduce -1.1%
BE Bloom Energy Corp. Class A 0.12% 844 $255K New
COP Conocophillips 0.12% 2,451 $255K No change
CARR Carrier Global Corp. 0.12% 3,450 $253K New
TRV The Travelers Cos Inc. 0.12% 750 $248K Reduce -1.7%
NXPI NXP Semiconductors NV 0.11% 850 $239K New
BX Blackstone Inc. 0.11% 2,007 $236K New
IWB iShares Russell 1000 ETF 0.11% 570 $233K No change
JMUB JPMorgan Municipal ETF 0.11% 4,578 $232K No change
CRSP Crispr Therapeutics AG 0.11% 4,250 $232K No change
TSM Taiwan Semiconductor-SP ADR 0.11% 482 $230K New
MCD McDonald's Corp. 0.11% 849 $229K No change
OKLO Oklo Inc. 0.11% 4,321 $226K Add +2.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.10% 3,611 $222K New
WDC Western Digital Corp. 0.10% 340 $217K New
WMT Walmart Inc. 0.10% 1,913 $217K No change
FV First Trust DW Focus 5 Fund 0.10% 2,791 $212K New
OTIS Otis Worldwide Corp. 0.10% 2,910 $208K No change
HD Home Depot Inc. 0.09% 575 $203K Reduce -19.8%
PFD Flaherty & Crumrin Pre&inc F 0.08% 14,351 $167K No change
GBDC Golub Capital BDC Inc. 0.07% 11,582 $149K Reduce -52.5%
COTY Coty Inc. Class A 0.01% 12,999 $28K No change

Options reported separately and not counted above: NVTS calls ($7K).

Portfolio Sells Q1 2026 → Q2 2026
JAAA Janus Henderson Aaa Clo ETF Reduce -16.5% 6.29% −1.79
IVW iShares S&P 500 Growth ETF Reduce -27.3% 5.52% −1.19
XOM Exxon Mobil Corp. Sold out 0.00% −0.92
JEPI JPMorgan Equity Premium Inco Reduce -1.2% 6.45% −0.60
T AT&T Inc. Reduce -6.8% 0.47% −0.29
XLE SS Energy Select Sector Reduce -1.7% 0.63% −0.16
NOW ServiceNow Inc. Reduce -45.9% 0.15% −0.16
META Meta Platforms Inc. Class A Reduce -0.8% 1.57% −0.16
FXH First Trust Health Care Alph Sold out 0.00% −0.16
HYMB SS SPDR N Ice HY Muni ETF Reduce -17.1% 0.58% −0.15
NEM Newmont Corp. Reduce -0.4% 0.58% −0.15
RTX RTX Corp. Reduce -7.9% 0.78% −0.15
VZ Verizon Communications Inc. Reduce -35.3% 0.14% −0.14
CRCL Circle Internet Group Inc. Sold out 0.00% −0.13
FHLC Fidelity MSCI Health Care Reduce -34.7% 0.26% −0.13
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.12
EXC Exelon Corp. Sold out 0.00% −0.10
CVX Chevron Corp. Reduce -0.8% 0.29% −0.10
PLTR Palantir Technologies Inc. Class A Reduce -1.3% 0.28% −0.10
NEE Nextera Energy Inc. Reduce -0.3% 0.71% −0.10
GBDC Golub Capital BDC Inc. Reduce -52.5% 0.07% −0.09
OWL Blue Owl Capital Inc. Sold out 0.00% −0.08
PEG Public Service Enterprise GP Reduce -2.8% 0.71% −0.07
ICE Intercontinental Exchange Inc. Reduce -8.2% 0.14% −0.07
DE Deere & Co. Reduce -14.8% 0.58% −0.07
JNJ Johnson & Johnson Reduce -1.2% 1.47% −0.07
ISPY Proshares S&P High Incom ETF Reduce -25.6% 0.15% −0.04
ETR Entergy Corp. Reduce -2.4% 0.38% −0.03
VDC Vanguard Consumer Staple ETF Reduce -10.0% 0.15% −0.03
HD Home Depot Inc. Reduce -19.8% 0.09% −0.02
DOV Dover Corp. Reduce -1.7% 0.69% −0.01
XLF SS Financial Select Sector Reduce -3.3% 0.41% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -17.6% 0.40% −0.01
FCX Freeport-McMoran Inc. Reduce -0.7% 0.35% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -3.5% 0.15% −0.00
TRV The Travelers Cos Inc. Reduce -1.7% 0.12% +0.00
TSLA Tesla Inc. Reduce -3.4% 0.35% +0.01
VOO Vanguard S&P 500 ETF Reduce -1.1% 0.12% +0.01
IWF iShares Russell 1000 Growth Reduce -2.6% 0.45% +0.02
IBB iShares Biotechnology ETF Reduce -0.6% 0.67% +0.03
IVV iShares Core S&P 500 ETF Reduce -1.5% 1.21% +0.06
GEV GE Vernova Inc. Reduce -6.4% 0.40% +0.06
NVDA Nvidia Corp. Reduce -0.6% 1.68% +0.10
GOOG Alphabet Inc. Class C Reduce -0.1% 1.05% +0.13
AMZN Amazon.com Inc. Reduce -0.0% 2.41% +0.14
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 2.43% +0.15
AMD Advanced Micro Devices Reduce -3.6% 0.26% +0.16
PANW Palo Alto Networks Inc. Reduce -5.3% 0.47% +0.22
GOOGL Alphabet Inc. Class A Reduce -0.3% 2.26% +0.30
MU Micron Technology Inc. Reduce -0.8% 0.56% +0.39

Portfolio Buys Q1 2026 → Q2 2026
AAPL Apple Inc. Add +1.0% 7.31% +0.48
DYNF Ishrs US E F R A ETF-Usd Inc. Add +30.3% 0.88% +0.26
INTC Intel Corp. New 0.20% +0.20
CMDT PIMCO Commodity Active Strat New 0.19% +0.19
IVE iShares S&P 500 Value ETF Add +1.7% 10.43% +0.17
SNDK Sandisk Corp. New 0.12% +0.12
BE Bloom Energy Corp. Class A New 0.12% +0.12
CARR Carrier Global Corp. New 0.12% +0.12
NXPI NXP Semiconductors NV New 0.11% +0.11
BX Blackstone Inc. New 0.11% +0.11
FHEQ Fidelity Hedged Equity ETF Add +30.8% 0.41% +0.11
TSM Taiwan Semiconductor-SP ADR New 0.11% +0.11
JEPQ JPM Nasdaq Equity Premium New 0.10% +0.10
LLY Eli Lilly & Co. Add +0.5% 0.57% +0.10
WDC Western Digital Corp. New 0.10% +0.10
FV First Trust DW Focus 5 Fund New 0.10% +0.10
GLD SPDR Gold Shares Add +82.2% 0.30% +0.09
GE General Electric Add +0.1% 0.40% +0.07
JPM JPMorgan Chase & Co. Add +0.2% 2.07% +0.07
AVGO Broadcom Inc. Add +2.1% 0.49% +0.07
ITOT iShares Core S&P Total U.S. Add +1.8% 0.78% +0.07
CRWV Coreweave Inc. Class A Add +2.7% 0.29% +0.05
REGL Prshrs S&P Mid 400 DVD Arist Add +12.9% 0.40% +0.04
IBM Intl Business Machines Corp. Add +0.1% 0.53% +0.04
RGTI Rigetti Computing Inc. Add +3.5% 0.14% +0.03
BINC iShares Flex I A ETF-Usd Inc. Add +9.2% 0.70% +0.02
PM Philip Morris International Add +0.0% 0.73% +0.01
MO Altria Group Inc. Add +0.0% 0.46% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +3.7% 0.82% +0.01
OKLO Oklo Inc. Add +2.8% 0.11% +0.00
B Barrick Mining Corp. Add +19.6% 0.19% +0.00
CRM Salesforce Inc. Add +28.1% 0.15% −0.00
MRK Merck & Co. Inc. Add +0.0% 0.43% −0.00
ORCL Oracle Corp. Add +0.0% 0.26% −0.02
MSFT Microsoft Corp. Add +3.9% 2.14% −0.06

Options Activity Q1 2026 → Q2 2026
NVTS Navitas Semiconductor Corp. call New 400 $7K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

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