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: $214.5M121 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$562K	0.3%	967 SH	New
ALPHABET INC	CAP STK CL A	$4.9M	2.3%Prev: 1.2%	13,587 SH	Increased+2,057 SH
ALPHABET INC	CAP STK CL C	$2.3M	1.1%Prev: 0.5%	6,401 SH	Increased+1,534 SH
ALTRIA GROUP INC	COM	$982K	0.5%Prev: 0.5%	13,645 SH	Increased+5 SH
AMAZON COM INC	COM	$5.2M	2.4%Prev: 2.8%	21,672 SH	Increased-387 SH
AMERICAN EXPRESS CO	COM	$686K	0.3%Prev: 0.4%	2,029 SH	Increased
AMETEK INC	COM	$8.2M	3.8%Prev: 3.5%	33,950 SH	Increased-105 SH
APPLE INC	COM	$15.7M	7.3%Prev: 5.9%	54,214 SH	Increased+3,694 SH
AT&T INC	COM	$1.0M	0.5%Prev: 0.9%	48,421 SH	Decreased-4,526 SH
BANK OF NY MELLON CORP	COM	$3.1M	1.4%	21,369 SH	New
BARRICK MNG CORP	COM SHS	$404K	0.2%	11,000 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.8%Prev: 0.8%	3,511 SH	Increased+725 SH
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.9M	0.9%	27,822 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$1.5M	0.7%	28,749 SH	New
BLACKROCK INC	COM	$524K	0.2%Prev: 0.3%	545 SH	Increased+96 SH
BLACKSTONE INC	COM	$236K	0.1%	2,007 SH	New
BLOOM ENERGY CORP	COM CL A	$255K	0.1%	844 SH	New
BOEING CO	COM	$545K	0.3%Prev: 0.3%	2,518 SH	Decreased-170 SH
BROADCOM INC	COM	$1.0M	0.5%Prev: 0.4%	2,757 SH	Increased+327 SH
CARRIER GLOBAL CORPORATION	COM	$253K	0.1%Prev: 0.1%	3,450 SH	Increased
CHEVRON CORPORATION	COM	$615K	0.3%	3,712 SH	New
CITIGROUP INC	COM NEW	$358K	0.2%Prev: 0.1%	2,556 SH	Increased-142 SH
CONOCOPHILLIPS	COM	$255K	0.1%Prev: 0.2%	2,451 SH	Decreased-1,000 SH
COREWEAVE INC	COM CL A	$618K	0.3%	6,207 SH	New
COTY INC	COM CL A	$28K	0.0%Prev: 0.0%	12,999 SH	Decreased-2,000 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$232K	0.1%	4,250 SH	New
CROWDSTRIKE HLDGS INC	CL A	$2.6M	1.2%Prev: 1.1%	3,435 SH	Increased-339 SH
DEERE & CO	COM	$1.2M	0.6%Prev: 0.7%	1,951 SH	Decreased-528 SH
DOVER CORP	COM	$1.5M	0.7%Prev: 1.0%	6,554 SH	Decreased-3,227 SH
ELI LILLY & CO	COM	$1.2M	0.6%Prev: 0.4%	1,024 SH	Increased+46 SH
ENBRIDGE INC	COM	$626K	0.3%Prev: 0.3%	11,549 SH	Increased+22 SH
ENTERGY CORP NEW	COM	$819K	0.4%Prev: 0.3%	7,129 SH	Increased-175 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$550K	0.3%Prev: 0.5%	7,123 SH	Decreased-7,234 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$884K	0.4%	26,857 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$212K	0.1%	2,791 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$494K	0.2%Prev: 0.3%	1,867 SH	Decreased
FLAHERTY & CRUMRINE PFD INCO	COM	$167K	0.1%Prev: 0.1%	14,351 SH	Increased
FREEPORT MCMORAN INC	CL B	$761K	0.4%	12,105 SH	New
GE AEROSPACE	COM NEW	$867K	0.4%Prev: 0.3%	2,320 SH	Increased-16 SH
GE VERNOVA INC	COM	$861K	0.4%Prev: 0.2%	733 SH	Increased+89 SH
GENERAL MTRS CO	COM	$724K	0.3%Prev: 0.3%	9,392 SH	Increased-2,399 SH
GOLDMAN SACHS GROUP INC	COM	$1.6M	0.7%Prev: 0.7%	1,547 SH	Increased-200 SH
GOLUB CAP BDC INC	COM	$149K	0.1%Prev: 0.1%	11,582 SH	Decreased-1,338 SH
GSK PLC	SPONSORED ADR	$393K	0.2%Prev: 0.2%	7,504 SH	Increased
HOME DEPOT INC	COM	$203K	0.1%Prev: 0.2%	575 SH	Decreased-197 SH
INTEL CORP	COM	$438K	0.2%	3,137 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$306K	0.1%Prev: 0.3%	2,485 SH	Decreased-246 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.1M	0.5%Prev: 0.6%	4,057 SH	Increased+574 SH
INVESCO QQQ TR	UNIT SER 1	$855K	0.4%Prev: 0.4%	1,161 SH	Increased-248 SH
ISHARES TR	CORE S&P TTL STK	$1.7M	0.8%Prev: 0.7%	10,160 SH	Increased+576 SH
ISHARES TR	CORE S&P500 ETF	$2.6M	1.2%Prev: 1.2%	3,473 SH	Increased+163 SH
ISHARES TR	ISHARES BIOTECH	$1.4M	0.7%Prev: 0.6%	7,606 SH	Increased-64 SH
ISHARES TR	RUS 1000 ETF	$233K	0.1%	570 SH	New
ISHARES TR	RUS 1000 GRW ETF	$971K	0.5%Prev: 0.6%	7,820 SH	Decreased+5,498 SH
ISHARES TR	S&P 500 GRWT ETF	$11.8M	5.5%Prev: 6.4%	86,070 SH	Increased-15,413 SH
ISHARES TR	S&P 500 VAL ETF	$22.4M	10.4%Prev: 10.6%	98,481 SH	Increased+3,898 SH
ISHARES TR	S&P MC 400GR ETF	$740K	0.3%Prev: 0.3%	6,300 SH	Increased
ISHARES TR	S&P SML 600 GWT	$934K	0.4%Prev: 0.4%	5,232 SH	Increased-283 SH
ISHARES TR	U.S. TECH ETF	$15.5M	7.2%Prev: 6.4%	61,513 SH	Increased-3,535 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$13.8M	6.5%Prev: 7.7%	245,018 SH	Increased+7,395 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$232K	0.1%Prev: 0.1%	4,578 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$222K	0.1%	3,611 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$13.5M	6.3%Prev: 8.1%	267,076 SH	Decreased-13,774 SH
JOHNSON & JOHNSON	COM	$3.1M	1.5%Prev: 1.1%	12,381 SH	Increased-790 SH
JPMORGAN CHASE & CO	COM	$4.4M	2.1%	13,562 SH	New
LOEWS CORP	COM	$903K	0.4%Prev: 0.5%	7,979 SH	Increased-1,313 SH
MARTIN MARIETTA MATLS INC	COM	$805K	0.4%Prev: 0.4%	1,396 SH	Increased
MCDONALDS CORP	COM	$229K	0.1%Prev: 0.1%	849 SH	Decreased-21 SH
MERCK & CO INC	COM	$923K	0.4%Prev: 0.3%	7,180 SH	Increased+223 SH
META PLATFORMS INC	CL A	$3.4M	1.6%Prev: 1.9%	5,977 SH	Decreased+1,362 SH
MICRON TECHNOLOGY INC	COM	$1.2M	0.6%	1,048 SH	New
MICROSOFT CORP	COM	$4.6M	2.1%Prev: 2.7%	12,291 SH	Decreased+2,858 SH
MONDELEZ INTL INC	CL A	$623K	0.3%Prev: 0.4%	10,775 SH	Decreased-20 SH
NAVITAS SEMICONDUCTOR CORP	COM	$317K	0.1%Prev: 0.1%	17,700 SH	Increased+400 SH
NETFLIX INC.	COM	$405K	0.2%	5,670 SH	New
NEWMONT CORP	COM	$1.2M	0.6%Prev: 0.6%	13,326 SH	Increased-3,524 SH
NEXTERA ENERGY INC	COM	$1.5M	0.7%Prev: 0.7%	17,408 SH	Increased+250 SH
NORWEGIAN CRUISE LINE HLDGS	SHS	$539K	0.3%	25,526 SH	New
NVIDIA CORPORATION	COM	$3.6M	1.7%Prev: 1.6%	18,051 SH	Increased-119 SH
NXP SEMICONDUCTORS N V	COM	$239K	0.1%	850 SH	New
OKLO INC	COM CL A	$226K	0.1%Prev: 0.2%	4,321 SH	Decreased-2,518 SH
ORACLE CORP	COM	$567K	0.3%	3,870 SH	New
OTIS WORLDWIDE CORP	COM	$208K	0.1%Prev: 0.2%	2,910 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$594K	0.3%Prev: 0.4%	5,089 SH	Decreased+143 SH
PALO ALTO NETWORKS INC	COM	$1.0M	0.5%Prev: 0.2%	2,985 SH	Increased+1,543 SH
PEPSICO INC	COM	$590K	0.3%Prev: 0.3%	4,359 SH	Increased-10 SH
PHILIP MORRIS INTL INC	COM	$1.6M	0.7%Prev: 1.0%	8,640 SH	Decreased-619 SH
PHILLIPS 66	COM	$298K	0.1%Prev: 0.1%	1,765 SH	Increased
PIMCO ETF TR	COMMODITY STRAT	$409K	0.2%	13,337 SH	New
PROSHARES TR	S&P 500 HIGH ETF	$320K	0.1%	6,643 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$851K	0.4%Prev: 0.1%	9,290 SH	Increased+6,775 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$1.5M	0.7%	18,823 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$293K	0.1%	15,150 SH	New
RTX CORPORATION	COM	$1.7M	0.8%Prev: 0.9%	8,786 SH	Increased-1,886 SH
SALESFORCE INC	COM	$325K	0.2%Prev: 0.1%	2,076 SH	Increased+1,140 SH
SANDISK CORP	COM	$266K	0.1%	117 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$521K	0.2%	4,446 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.3M	0.6%	25,270 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$876K	0.4%	16,338 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.7M	0.8%	8,816 SH	New
SEMPRA	COM	$373K	0.2%Prev: 0.2%	4,020 SH	Increased
SERVICENOW INC	COM	$315K	0.1%Prev: 0.5%	3,175 SH	Decreased+2,241 SH
SHELL PLC	SPON ADS	$323K	0.2%Prev: 0.2%	4,168 SH	Increased
SPDR GOLD TR	GOLD SHS	$641K	0.3%Prev: 0.2%	1,740 SH	Increased+800 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$1.2M	0.6%	48,536 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$289K	0.1%	2,429 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.2M	2.4%	6,970 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$230K	0.1%	482 SH	New
TESLA INC	COM	$758K	0.4%Prev: 0.4%	1,803 SH	Increased-211 SH
TG THERAPEUTICS INC	COM	$647K	0.3%Prev: 0.2%	11,780 SH	Increased+1,000 SH
THERMO FISHER SCIENTIFIC INC	COM	$427K	0.2%Prev: 0.2%	851 SH	Increased-10 SH
TRAVELERS COMPANIES INC	COM	$248K	0.1%Prev: 0.1%	750 SH	Increased
UBER TECHNOLOGIES INC	COM	$380K	0.2%Prev: 0.3%	5,260 SH	Decreased-450 SH
UNITIL CORP	COM	$310K	0.1%Prev: 0.2%	5,876 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$260K	0.1%Prev: 0.1%	378 SH	Increased-3 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$312K	0.1%Prev: 0.2%	1,317 SH	Increased-48 SH
VANGUARD WORLD FD	CONSUM STP ETF	$323K	0.2%Prev: 0.2%	1,432 SH	Decreased-373 SH
VANGUARD WORLD FD	INF TECH ETF	$533K	0.2%Prev: 0.2%	4,456 SH	Increased+3,899 SH
VERIZON COMMUNICATIONS INC	COM	$307K	0.1%Prev: 0.3%	7,257 SH	Decreased-6,866 SH
WALMART INC	COM	$217K	0.1%	1,913 SH	New
WESTERN DIGITAL CORP	COM	$217K	0.1%	340 SH	New

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $279K
BANK AMERICA CORP — $224K
BANK NEW YORK MELLON CORP — $1.9M
BECTON DICKINSON & CO — $273K
BLACKROCK ETF TRUST II — $1.0M
CHEVRON CORP NEW — $520K
COSTCO WHSL CORP NEW — $205K
ENERGY TRANSFER L P — $279K
EXXON MOBIL CORP — $1.3M
FIRST TR EXCHANGE TRADED FD — $355K
FREEPORT-MCMORAN INC — $308K
ISHARES TR — $255K
JPMORGAN CHASE & CO. — $3.9M
NETFLIX INC — $498K
NORWEGIAN CRUISE LINE HLDG L — $286K
NOVO-NORDISK A S — $207K
PAYPAL HLDGS INC — $204K
PROSHARES TR — $290K
PUBLIC SVC ENTERPRISE GRP IN — $2.3M
ROPER TECHNOLOGIES INC — $397K
… and 6 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