Institutional Manager · CIK 0001824694
Signature Wealth Management Partners, LLC
MONTVALE, NJ · File #028-20996
Latest AUM
$202.2M
Positions
120
Top-10 Concentration
64.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025120 pos · $202.2M
- 13F HOLDINGS REPORTQ/E Sep 2025113 pos · $191.0M
- 13F HOLDINGS REPORTQ/E Jun 2025110 pos · $175.0M
- 13F HOLDINGS REPORTQ/E Mar 2025103 pos · $152.7M
- 13F HOLDINGS REPORTQ/E Dec 2024102 pos · $145.6M
- 13F HOLDINGS REPORTQ/E Sep 2024104 pos · $138.1M
- 13F HOLDINGS REPORTQ/E Jun 2024104 pos · $131.6M
- 13F HOLDINGS REPORTQ/E Mar 2024101 pos · $122.9M
- 13F HOLDINGS REPORTQ/E Dec 202393 pos · $102.2M
- 13F HOLDINGS REPORTQ/E Sep 202399 pos · $107.9M
- 13F HOLDINGS REPORTQ/E Jun 2023108 pos · $107.8M
- 13F HOLDINGS REPORTQ/E Mar 2023102 pos · $101.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287408 | 97,022 | $20.6M | 11.75% |
| 2 | JANUS DETROIT STR TR | 47103U845 | 310,919 | $15.7M | 8.98% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 247,694 | $14.2M | 8.10% |
| 4 | ISHARES TR | 464287309 | 111,954 | $13.8M | 7.88% |
| 5 | APPLE INC | AAPL | 49,671 | $13.5M | 7.71% |
| 6 | ISHARES TR | 464287721 | 61,545 | $12.3M | 7.02% |
| 7 | AMETEK INC | AME | 33,950 | $7.0M | 3.98% |
| 8 | MICROSOFT CORP | MSFT | 11,370 | $5.5M | 3.14% |
| 9 | AMAZON COM INC | AMZN | 21,532 | $5.0M | 2.84% |
| 10 | SPDR S&P 500 ETF TR | SPY | 7,015 | $4.8M | 2.73% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 13,544 | $4.4M | 2.49% |
| 12 | META PLATFORMS INC | META | 6,405 | $4.2M | 2.42% |
| 13 | ALPHABET INC | GOOG | 11,622 | $3.6M | 2.08% |
| 14 | NVIDIA CORPORATION | NVDA | 17,990 | $3.4M | 1.92% |
| 15 | JOHNSON & JOHNSON | JNJ | 12,569 | $2.6M | 1.49% |
| 16 | BANK NEW YORK MELLON CORP | 064058100 | 21,369 | $2.5M | 1.42% |
| 17 | ISHARES TR | 464287200 | 3,297 | $2.3M | 1.29% |
| 18 | RTX CORPORATION | RTX | 10,166 | $1.9M | 1.07% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,386 | $1.7M | 0.97% |
| 20 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 19,141 | $1.5M | 0.88% |