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: $199.4M115 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$204K	0.1%	1,003 SH	New
ALPHABET INC	CAP STK CL A	$3.9M	2.0%Prev: 1.1%	13,622 SH	Increased+2,556 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.9%Prev: 0.5%	6,409 SH	Increased+1,701 SH
ALTRIA GROUP INC	COM	$900K	0.5%Prev: 0.5%	13,644 SH	Increased+6 SH
AMAZON COM INC	COM	$4.5M	2.3%Prev: 2.8%	21,680 SH	Increased-502 SH
AMERICAN EXPRESS CO	COM	$614K	0.3%Prev: 0.4%	2,029 SH	Increased+19 SH
AMETEK INC	COM	$7.3M	3.6%Prev: 3.8%	33,950 SH	Increased-105 SH
APPLE INC	COM	$13.6M	6.8%Prev: 7.6%	53,661 SH	Increased+1,526 SH
AT&T INC	COM	$1.5M	0.8%Prev: 0.9%	51,949 SH	Increased+732 SH
BANK NEW YORK MELLON CORP	COM	$2.5M	1.3%Prev: 1.2%	21,369 SH	Increased+132 SH
BARRICK MNG CORP	COM SHS	$375K	0.2%	9,200 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.6M	0.8%Prev: 1.0%	3,386 SH	Increased+653 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	0.6%	21,357 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.4M	0.7%Prev: 0.6%	26,329 SH	Increased+8,065 SH
BLACKROCK INC	COM	$524K	0.3%Prev: 0.3%	545 SH	Increased+96 SH
BLUE OWL CAPITAL INC	COM CL A	$159K	0.1%	17,375 SH	New
BOEING CO	COM	$501K	0.3%Prev: 0.3%	2,518 SH	Increased-370 SH
BROADCOM INC	COM	$835K	0.4%Prev: 0.2%	2,699 SH	Increased+771 SH
CHEVRON CORPORATION	COM	$774K	0.4%	3,741 SH	New
CIRCLE INTERNET GROUP INC	COM CL A	$257K	0.1%	2,697 SH	New
CITIGROUP INC	COM NEW	$290K	0.1%Prev: 0.1%	2,556 SH	Increased-504 SH
CONOCOPHILLIPS	COM	$324K	0.2%	2,451 SH	New
COREWEAVE INC	COM CL A	$468K	0.2%	6,044 SH	New
COTY INC	COM CL A	$26K	0.0%Prev: 0.1%	12,999 SH	Decreased-2,000 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$202K	0.1%	4,250 SH	New
CROWDSTRIKE HLDGS INC	CL A	$1.3M	0.7%Prev: 0.9%	3,442 SH	Increased-242 SH
DEERE & CO	COM	$1.3M	0.6%Prev: 0.8%	2,291 SH	Increased-332 SH
DOVER CORP	COM	$1.4M	0.7%Prev: 1.1%	6,668 SH	Decreased-3,113 SH
ELI LILLY & CO	COM	$937K	0.5%Prev: 0.4%	1,019 SH	Increased+238 SH
ENBRIDGE INC	COM	$625K	0.3%Prev: 0.3%	11,549 SH	Increased+22 SH
ENTERGY CORP NEW	COM	$821K	0.4%Prev: 0.4%	7,304 SH	Increased
EXELON CORP	COM	$207K	0.1%	4,225 SH	New
EXXON MOBIL CORP	COM	$1.8M	0.9%Prev: 0.7%	10,860 SH	Increased+1,520 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$768K	0.4%Prev: 0.7%	10,909 SH	Decreased-4,810 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$604K	0.3%	20,530 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$437K	0.2%Prev: 0.3%	1,867 SH	Increased-16 SH
FIRST TR EXCHANGE-TRADED FD	HLTH CARE ALPH	$313K	0.2%	2,854 SH	New
FLAHERTY & CRUMRINE PFD INCO	COM	$160K	0.1%	14,351 SH	New
FREEPORT MCMORAN INC	CL B	$716K	0.4%	12,188 SH	New
GE AEROSPACE	COM NEW	$657K	0.3%Prev: 0.4%	2,317 SH	Increased-375 SH
GE VERNOVA INC	COM	$684K	0.3%	783 SH	New
GENERAL MTRS CO	COM	$700K	0.4%Prev: 0.4%	9,392 SH	Increased-2,474 SH
GOLDMAN SACHS GROUP INC	COM	$1.3M	0.7%Prev: 0.6%	1,547 SH	Increased
GOLUB CAP BDC INC	COM	$309K	0.2%Prev: 0.1%	24,371 SH	Increased+13,199 SH
GSK PLC	SPONSORED ADR	$414K	0.2%Prev: 0.2%	7,504 SH	Increased
HOME DEPOT INC	COM	$236K	0.1%Prev: 0.2%	717 SH	Decreased-55 SH
INTERCONTINENTAL EXCHANGE IN	COM	$426K	0.2%Prev: 0.3%	2,707 SH	Decreased-24 SH
INTERNATIONAL BUSINESS MACHS	COM	$983K	0.5%Prev: 0.6%	4,055 SH	Increased+526 SH
INVESCO QQQ TR	UNIT SER 1	$813K	0.4%Prev: 0.4%	1,409 SH	Increased+182 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	0.7%Prev: 0.8%	9,979 SH	Increased+423 SH
ISHARES TR	CORE S&P500 ETF	$2.3M	1.2%Prev: 1.1%	3,526 SH	Increased+508 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.6%Prev: 0.7%	7,655 SH	Increased-292 SH
ISHARES TR	RUS 1000 ETF	$203K	0.1%	570 SH	New
ISHARES TR	RUS 1000 GRW ETF	$856K	0.4%Prev: 0.6%	2,008 SH	Decreased-456 SH
ISHARES TR	S&P 500 GRWT ETF	$13.4M	6.7%Prev: 6.2%	118,305 SH	Increased+15,492 SH
ISHARES TR	S&P 500 VAL ETF	$20.4M	10.3%Prev: 10.5%	96,818 SH	Increased+12,588 SH
ISHARES TR	S&P MC 400GR ETF	$634K	0.3%Prev: 0.3%	6,300 SH	Increased
ISHARES TR	S&P SML 600 GWT	$757K	0.4%Prev: 0.4%	5,232 SH	Increased-283 SH
ISHARES TR	U.S. TECH ETF	$11.3M	5.6%Prev: 5.9%	62,031 SH	Increased-2,521 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.1M	7.1%Prev: 8.4%	248,062 SH	Increased+24,791 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$229K	0.1%Prev: 0.1%	4,578 SH	Decreased
JANUS DETROIT STR TR	HENDRSON AAA CL	$16.1M	8.1%Prev: 8.2%	319,953 SH	Increased+73,443 SH
JOHNSON & JOHNSON	COM	$3.1M	1.5%Prev: 0.7%	12,531 SH	Increased+6,152 SH
JPMORGAN CHASE & CO	COM	$4.0M	2.0%	13,534 SH	New
LOEWS CORP	COM	$852K	0.4%Prev: 0.6%	7,979 SH	Decreased-1,313 SH
MARTIN MARIETTA MATLS INC	COM	$822K	0.4%Prev: 0.4%	1,396 SH	Increased
MCDONALDS CORP	COM	$264K	0.1%Prev: 0.2%	849 SH	Decreased-16 SH
MERCK & CO INC	COM	$864K	0.4%Prev: 0.4%	7,179 SH	Increased+173 SH
META PLATFORMS INC	CL A	$3.4M	1.7%Prev: 1.7%	6,027 SH	Increased+1,505 SH
MICRON TECHNOLOGY INC	COM	$357K	0.2%	1,056 SH	New
MICROSOFT CORP	COM	$4.4M	2.2%Prev: 2.3%	11,833 SH	Increased+2,473 SH
MONDELEZ INTL INC	CL A	$621K	0.3%Prev: 0.5%	10,775 SH	Decreased-220 SH
NAVITAS SEMICONDUCTOR CORP	COM	$152K	0.1%Prev: 0.0%	17,300 SH	Increased+1,000 SH
NETFLIX INC.	COM	$545K	0.3%	5,670 SH	New
NEWMONT CORP	COM	$1.4M	0.7%Prev: 0.5%	13,380 SH	Increased-3,469 SH
NEXTERA ENERGY INC	COM	$1.6M	0.8%Prev: 0.4%	17,465 SH	Increased+8,795 SH
NORWEGIAN CRUISE LINE HLDGS	SHS	$477K	0.2%	25,526 SH	New
NOVO-NORDISK A S	ADR	$234K	0.1%	6,377 SH	New
NVIDIA CORPORATION	COM	$3.2M	1.6%Prev: 1.2%	18,160 SH	Increased+1,315 SH
OKLO INC	COM CL A	$208K	0.1%	4,204 SH	New
ORACLE CORP	COM	$569K	0.3%	3,869 SH	New
OTIS WORLDWIDE CORP	COM	$224K	0.1%Prev: 0.2%	2,910 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$754K	0.4%Prev: 0.2%	5,154 SH	Increased+1,174 SH
PALO ALTO NETWORKS INC	COM	$505K	0.3%Prev: 0.2%	3,153 SH	Increased+1,711 SH
PEPSICO INC	COM	$677K	0.3%Prev: 0.4%	4,359 SH	Increased-10 SH
PHILIP MORRIS INTL INC	COM	$1.4M	0.7%Prev: 1.0%	8,639 SH	Decreased-1,050 SH
PHILLIPS 66	COM	$322K	0.2%Prev: 0.1%	1,765 SH	Increased
PROSHARES TR	S&P 500 HIGH INC	$387K	0.2%Prev: 0.2%	8,925 SH	Increased+2,462 SH
PROSHARES TR	S&P MDCP 400 DIV	$711K	0.4%	8,231 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$1.6M	0.8%	19,366 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$206K	0.1%	14,638 SH	New
RTX CORPORATION	COM	$1.8M	0.9%Prev: 0.9%	9,536 SH	Increased-636 SH
SALESFORCE INC	COM	$303K	0.2%Prev: 0.2%	1,621 SH	Increased+685 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$485K	0.2%	4,446 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$1.6M	0.8%	25,696 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$834K	0.4%	16,893 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.2M	0.6%	8,816 SH	New
SEMPRA	COM	$391K	0.2%Prev: 0.2%	4,020 SH	Increased
SERVICENOW INC	COM	$614K	0.3%Prev: 0.5%	5,870 SH	Decreased+4,926 SH
SHELL PLC	SPON ADS	$388K	0.2%Prev: 0.2%	4,168 SH	Increased
SPDR GOLD TR	GOLD SHS	$411K	0.2%Prev: 0.3%	955 SH	Decreased-795 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.7M	0.8%	61,005 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	2.3%	6,974 SH	New
TESLA INC	COM	$694K	0.3%Prev: 0.3%	1,866 SH	Increased+167 SH
TG THERAPEUTICS INC	COM	$391K	0.2%Prev: 0.3%	11,780 SH	Decreased+1,000 SH
THERMO FISHER SCIENTIFIC INC	COM	$418K	0.2%Prev: 0.3%	851 SH	Decreased-10 SH
TRAVELERS COMPANIES INC	COM	$223K	0.1%	763 SH	New
UBER TECHNOLOGIES INC	COM	$378K	0.2%Prev: 0.3%	5,260 SH	Decreased-450 SH
UNITIL CORP	COM	$307K	0.2%Prev: 0.2%	5,876 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$228K	0.1%	382 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$294K	0.1%Prev: 0.2%	1,365 SH	Increased
VANGUARD WORLD FD	CONSUM STP ETF	$357K	0.2%Prev: 0.3%	1,591 SH	Decreased-214 SH
VANGUARD WORLD FD	INF TECH ETF	$389K	0.2%Prev: 0.2%	557 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$563K	0.3%Prev: 0.4%	11,210 SH	Decreased-2,821 SH
WALMART INC	COM	$238K	0.1%	1,913 SH	New

Sold (vs prior filing)

ADOBE INC — $352K
AIR PRODS & CHEMS INC — $291K
BANK AMERICA CORP — $222K
BECTON DICKINSON & CO — $363K
CARRIER GLOBAL CORPORATION — $219K
CHEVRON CORP NEW — $591K
ENERGY TRANSFER L P — $425K
FIRST TR EXCHANGE TRADED FD — $205K
FIRST TR EXCHANGE TRADED FD — $356K
FREEPORT-MCMORAN INC — $269K
ISHARES TR — $238K
ISHARES TR — $246K
JPMORGAN CHASE & CO. — $3.1M
NETFLIX INC — $347K
NORWEGIAN CRUISE LINE HLDG L — $193K
PFIZER INC — $419K
PUBLIC SVC ENTERPRISE GRP IN — $621K
ROPER TECHNOLOGIES INC — $413K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $851K
… and 3 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