Signature Wealth Management Partners, LLC
SEC Form 13F institutional filer · CIK 0001824694
13F-HR · 78 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
57.7%
Signature Wealth Management Partners, LLC — $157M AUM allocation strategy
Signature Wealth Management Partners, LLC files SEC Form 13F and reports $157M of long US equity value across 78 reported holdings for 2026-03-31.
Its largest sector bet is Financials 28.8%, followed by Information Technology 13.5% and Communication Services 5.9%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Signature Wealth Management Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$157M
total across 78 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$BLK +7.25K sh · −$350K+$AAPL +3.99K sh · +$115K+$GOOG +2K sh · +$279K
Biggest trims (shares)
−$GM −2.2K sh · −$243K−$IWM −1.68K sh · −$552K−$RTX −630 sh · −$25.1K
Exited to nil (held last quarter, gone now)
$ROP ($312K last qtr)$BAC ($250K last qtr)$BDX ($242K last qtr)$CEG ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data13.9%—
- Asset Management & Custody Banks11.3%—
- Technology Hardware, Storage & Peripherals8.7%—
- Interactive Media & Services5.9%—
- Electrical Components & Equipment4.6%—
- Broadline Retail2.9%—
- Systems Software2.8%—
- Diversified Banks2.6%—
- Other holdings47.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SPGI | S&P Global Inc | 108K | $21.8M | -204 | 13.9% |
| $BLK | BlackRock Inc | 145K | $15.3M | +7.25K | 9.7% |
| $AAPL | Apple Inc | 53.7K | $13.6M | +3.99K | 8.7% |
| $AME | AMETEK Inc | 34K | $7.28M | +0 | 4.6% |
| $AMZN | Amazon.com Inc | 21.7K | $4.52M | +148 | 2.9% |
| $MSFT | Microsoft Corporation | 11.8K | $4.38M | +463 | 2.8% |
| $JPM | JP Morgan Chase & Co | 13.5K | $3.98M | -10 | 2.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 13.6K | $3.92M | +2K | 2.5% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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