Signature Wealth Management Partners, LLC

CIK 0001824694 • 7 13F filings • May 8, 2025 – Oct 21, 2026

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Filer information

Filed by: Signature Wealth Management Partners, LLC, CCO
Address: 85 CHESTNUT RIDGE ROAD, SUITE 201, MONTVALE, NJ, 07645
Phone: 201-505-1100
AUM: $202.2M

AUM over time

$234.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $202.2M119 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$215K	0.1%Prev: 0.2%	1,003 SH	Decreased+167 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.8%Prev: 2.0%	11,622 SH	Decreased-2,097 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.8%Prev: 0.9%	4,834 SH	Decreased-1,667 SH
ALTRIA GROUP INC	COM	$787K	0.4%Prev: 0.4%	13,643 SH	Decreased-4 SH
AMAZON COM INC	COM	$5.0M	2.5%Prev: 2.3%	21,532 SH	Decreased-252 SH
AMERICAN EXPRESS CO	COM	$751K	0.4%Prev: 0.3%	2,029 SH	Increased
AMETEK INC	COM	$7.0M	3.4%Prev: 3.6%	33,950 SH	Decreased
APPLE INC	COM	$13.5M	6.7%Prev: 7.7%	49,671 SH	Decreased-4,416 SH
AT&T INC	COM	$1.3M	0.6%Prev: 0.5%	51,941 SH	Increased+3,512 SH
BANK AMERICA CORP	COM	$250K	0.1%	4,542 SH	New
BANK NEW YORK MELLON CORP	COM	$2.5M	1.2%	21,369 SH	New
BARRICK MNG CORP	COM SHS	$401K	0.2%Prev: 0.2%	9,200 SH	Decreased-1,800 SH
BECTON DICKINSON & CO	COM	$242K	0.1%	1,249 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.8%Prev: 0.7%	3,386 SH	Decreased-136 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$909K	0.4%Prev: 1.2%	14,948 SH	Decreased-25,772 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.3M	0.7%	25,535 SH	New
BLACKROCK INC	COM	$476K	0.2%Prev: 0.2%	445 SH	Decreased-95 SH
BLUE OWL CAPITAL INC	COM CL A	$248K	0.1%	16,575 SH	New
BOEING CO	COM	$547K	0.3%Prev: 0.2%	2,518 SH	Increased
BROADCOM INC	COM	$886K	0.4%Prev: 0.4%	2,560 SH	Decreased+3 SH
CHEVRON CORP NEW	COM	$586K	0.3%	3,844 SH	New
CITIGROUP INC	COM NEW	$318K	0.2%Prev: 0.1%	2,728 SH	Increased+272 SH
CONOCOPHILLIPS	COM	$229K	0.1%Prev: 0.1%	2,451 SH	Decreased
CONSTELLATION ENERGY CORP	COM	$201K	0.1%	570 SH	New
COREWEAVE INC	COM CL A	$393K	0.2%Prev: 0.2%	5,485 SH	Decreased-1,222 SH
COTY INC	COM CL A	$40K	0.0%Prev: 0.0%	12,999 SH	Increased
CRISPR THERAPEUTICS AG	NAMEN AKT	$223K	0.1%Prev: 0.1%	4,250 SH	Decreased
CROWDSTRIKE HLDGS INC	CL A	$1.5M	0.8%Prev: 1.6%	3,254 SH	Decreased-10,627 SH
DEERE & CO	COM	$1.1M	0.5%Prev: 0.5%	2,325 SH	Decreased+496 SH
DOVER CORP	COM	$1.3M	0.6%Prev: 0.5%	6,668 SH	Increased+217 SH
ELI LILLY & CO	COM	$1.1M	0.6%Prev: 0.5%	1,043 SH	Decreased+44 SH
ENBRIDGE INC	COM	$531K	0.3%Prev: 0.2%	11,099 SH	Decreased-450 SH
ENTERGY CORP NEW	COM	$675K	0.3%Prev: 0.3%	7,304 SH	Decreased+175 SH
EXXON MOBIL CORP	COM	$1.3M	0.7%	11,205 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$796K	0.4%Prev: 0.2%	10,719 SH	Increased+3,596 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$246K	0.1%Prev: 1.5%	7,963 SH	Decreased-94,350 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$335K	0.2%	2,942 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$503K	0.2%Prev: 0.2%	1,867 SH	Decreased
FLAHERTY & CRUMRINE PFD INCO	COM	$170K	0.1%Prev: 0.1%	14,351 SH	Increased
FREEPORT-MCMORAN INC	CL B	$624K	0.3%	12,284 SH	New
GE AEROSPACE	COM NEW	$713K	0.4%Prev: 0.3%	2,315 SH	Decreased-63 SH
GE VERNOVA INC	COM	$512K	0.3%Prev: 0.3%	783 SH	Decreased+70 SH
GENERAL MTRS CO	COM	$943K	0.5%Prev: 0.3%	11,592 SH	Increased+2,200 SH
GOLDMAN SACHS GROUP INC	COM	$1.5M	0.8%Prev: 0.6%	1,747 SH	Increased+200 SH
GOLUB CAP BDC INC	COM	$557K	0.3%Prev: 0.1%	41,050 SH	Increased+29,165 SH
GSK PLC	SPONSORED ADR	$368K	0.2%Prev: 0.2%	7,504 SH	Increased
HOME DEPOT INC	COM	$247K	0.1%	717 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$438K	0.2%Prev: 0.2%	2,707 SH	Increased+222 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.6%Prev: 0.4%	3,954 SH	Increased-105 SH
INVESCO QQQ TR	UNIT SER 1	$866K	0.4%Prev: 0.4%	1,409 SH	Decreased+178 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	0.7%Prev: 0.8%	9,744 SH	Decreased-867 SH
ISHARES TR	CORE S&P500 ETF	$2.3M	1.1%Prev: 1.3%	3,297 SH	Decreased-546 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.6%Prev: 0.7%	7,520 SH	Decreased-86 SH
ISHARES TR	RUS 1000 ETF	$213K	0.1%Prev: 0.1%	570 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.6%Prev: 0.4%	2,365 SH	Increased-5,456 SH
ISHARES TR	RUS 1000 VAL ETF	$279K	0.1%	1,325 SH	New
ISHARES TR	S&P 500 GRWT ETF	$13.8M	6.8%Prev: 5.5%	111,954 SH	Increased+20,724 SH
ISHARES TR	S&P 500 VAL ETF	$20.6M	10.2%Prev: 9.7%	97,022 SH	Decreased-2,280 SH
ISHARES TR	S&P MC 400GR ETF	$610K	0.3%Prev: 0.3%	6,300 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$739K	0.4%Prev: 0.4%	5,232 SH	Decreased
ISHARES TR	U.S. TECH ETF	$12.3M	6.1%Prev: 6.9%	61,545 SH	Decreased+891 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.2M	7.0%Prev: 6.0%	247,694 SH	Increased-1,468 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$231K	0.1%Prev: 0.1%	4,578 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$206K	0.1%Prev: 0.1%	3,547 SH	Decreased-77 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$15.7M	7.8%Prev: 5.9%	310,919 SH	Increased+36,460 SH
JOHNSON & JOHNSON	COM	$2.6M	1.3%Prev: 1.4%	12,569 SH	Decreased+478 SH
JPMORGAN CHASE & CO.	COM	$4.4M	2.2%	13,544 SH	New
LOEWS CORP	COM	$870K	0.4%Prev: 0.4%	8,262 SH	Increased+283 SH
MARTIN MARIETTA MATLS INC	COM	$869K	0.4%Prev: 0.3%	1,396 SH	Increased
MCDONALDS CORP	COM	$264K	0.1%	865 SH	New
MERCK & CO INC	COM	$756K	0.4%Prev: 0.4%	7,179 SH	Decreased-1 SH
META PLATFORMS INC	CL A	$4.2M	2.1%Prev: 1.8%	6,405 SH	Decreased+464 SH
MICROSOFT CORP	COM	$5.5M	2.7%Prev: 2.7%	11,370 SH	Decreased-862 SH
MONDELEZ INTL INC	CL A	$580K	0.3%Prev: 0.3%	10,775 SH	Decreased
NAVITAS SEMICONDUCTOR CORP	COM	$124K	0.1%Prev: 0.1%	17,300 SH	Decreased
NETFLIX INC	COM	$466K	0.2%	4,970 SH	New
NEWMONT CORP	COM	$1.4M	0.7%Prev: 0.7%	13,679 SH	Decreased+353 SH
NEXTERA ENERGY INC	COM	$1.4M	0.7%Prev: 0.6%	17,158 SH	Increased-200 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$541K	0.3%	24,226 SH	New
NOVO-NORDISK A S	ADR	$327K	0.2%	6,427 SH	New
NVIDIA CORPORATION	COM	$3.4M	1.7%Prev: 1.8%	17,990 SH	Decreased-488 SH
OKLO INC	COM CL A	$302K	0.1%	4,204 SH	New
ORACLE CORP	COM	$667K	0.3%Prev: 0.2%	3,424 SH	Increased-247 SH
OTIS WORLDWIDE CORP	COM	$254K	0.1%	2,910 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$869K	0.4%Prev: 0.4%	4,889 SH	Decreased-251 SH
PALO ALTO NETWORKS INC	COM	$486K	0.2%Prev: 0.5%	2,641 SH	Decreased-300 SH
PEPSICO INC	COM	$626K	0.3%Prev: 0.2%	4,359 SH	Increased+30 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.7%Prev: 0.7%	8,932 SH	Decreased+292 SH
PHILLIPS 66	COM	$228K	0.1%Prev: 0.2%	1,765 SH	Decreased+50 SH
PROSHARES TR	S&P 500 HIGH INC	$316K	0.2%	6,920 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$570K	0.3%Prev: 0.4%	6,763 SH	Decreased-3,705 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$1.5M	0.8%	19,141 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$273K	0.1%Prev: 0.1%	12,318 SH	Increased-3,334 SH
ROPER TECHNOLOGIES INC	COM	$312K	0.2%	700 SH	New
RTX CORPORATION	COM	$1.9M	0.9%Prev: 0.7%	10,166 SH	Increased+1,339 SH
SALESFORCE INC	COM	$248K	0.1%Prev: 0.2%	936 SH	Decreased-1,140 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$531K	0.3%	4,446 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.2M	0.6%	25,748 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$877K	0.4%	16,009 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.3M	0.6%	8,816 SH	New
SEMPRA	COM	$355K	0.2%Prev: 0.1%	4,020 SH	Increased
SERVICENOW INC	COM	$704K	0.3%Prev: 0.2%	4,595 SH	Increased+1,314 SH
SHELL PLC	SPON ADS	$306K	0.2%Prev: 0.2%	4,168 SH	Decreased
SPDR GOLD TR	GOLD SHS	$378K	0.2%Prev: 0.3%	955 SH	Decreased-1,192 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.8M	2.4%	7,015 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.7M	0.9%	61,004 SH	New
TESLA INC	COM	$922K	0.5%Prev: 0.3%	2,051 SH	Increased+224 SH
TG THERAPEUTICS INC	COM	$321K	0.2%Prev: 0.3%	10,780 SH	Decreased-1,000 SH
THERMO FISHER SCIENTIFIC INC	COM	$499K	0.2%Prev: 0.2%	861 SH	Decreased+22 SH
TRAVELERS COMPANIES INC	COM	$221K	0.1%Prev: 0.1%	763 SH	Decreased+13 SH
UBER TECHNOLOGIES INC	COM	$467K	0.2%Prev: 0.2%	5,710 SH	Increased+360 SH
UNITIL CORP	COM	$285K	0.1%Prev: 0.1%	5,876 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$239K	0.1%Prev: 0.1%	381 SH	Decreased+3 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$300K	0.1%Prev: 0.1%	1,365 SH	Decreased+48 SH
VANGUARD WORLD FD	CONSUM STP ETF	$336K	0.2%Prev: 0.1%	1,591 SH	Increased+159 SH
VANGUARD WORLD FD	INF TECH ETF	$465K	0.2%Prev: 0.2%	617 SH	Decreased-3,839 SH
VERIZON COMMUNICATIONS INC	COM	$439K	0.2%Prev: 0.1%	10,774 SH	Increased+3,249 SH
WALMART INC	COM	$213K	0.1%	1,913 SH	New
ZSCALER INC	COM	$202K	0.1%	900 SH	New

Sold (vs prior filing)

AMNEAL PHARMACEUTICALS INC — $4.7M
BANK OF NY MELLON CORP — $3.1M
BLACKROCK ETF TRUST — $675K
BLACKROCK ETF TRUST II — $1.5M
BLACKSTONE INC — $225K
BLOOM ENERGY CORP — $234K
CHEVRON CORPORATION — $769K
CIRCLE INTERNET GROUP INC — $250K
COLUMBIA FINL INC — $122K
EXXONMOBIL HOLDINGS CORP — $1.8M
FIDELITY COVINGTON TRUST — $203K
FIRST TR EXCHANGE TRADED FD — $200K
FREEPORT MCMORAN INC — $859K
GLOBAL X FDS — $225K
INTEL CORP — $377K
INVESCO EXCHANGE TRADED FD T — $295K
JPMORGAN CHASE & CO — $4.5M
MICRON TECHNOLOGY INC — $1.1M
NETFLIX INC. — $418K
NORWEGIAN CRUISE LINE HLDGS — $272K
… and 15 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001824694-26-000001	$202.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0001824694-26-000008	$234.3M	View
Oct 23, 2025	Q3 2025