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: $234.3M124 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$511K	0.2%	836 SH	New
ALPHABET INC	CAP STK CL A	$4.7M	2.0%Prev: 1.5%	13,719 SH	Increased+2,035 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.9%Prev: 0.6%	6,501 SH	Increased+1,634 SH
ALTRIA GROUP INC	COM	$919K	0.4%Prev: 0.5%	13,647 SH	Increased+6 SH
AMAZON COM INC	COM	$5.4M	2.3%Prev: 2.5%	21,784 SH	Increased-357 SH
AMERICAN EXPRESS CO	COM	$617K	0.3%Prev: 0.4%	2,029 SH	Decreased
AMETEK INC	COM	$8.4M	3.6%Prev: 3.4%	33,950 SH	Increased-105 SH
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$4.7M	2.0%	232,426 SH	New
APPLE INC	COM	$18.0M	7.7%Prev: 6.7%	54,087 SH	Increased+4,035 SH
AT&T INC	COM	$1.2M	0.5%Prev: 0.8%	48,429 SH	Decreased-4,372 SH
BANK OF NY MELLON CORP	COM	$3.1M	1.3%	21,369 SH	New
BARRICK MNG CORP	COM SHS	$447K	0.2%Prev: 0.2%	11,000 SH	Increased+1,800 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.8M	0.7%Prev: 0.9%	3,522 SH	Increased+136 SH
BLACKROCK ETF TRUST	ISHA LA CORE ETF	$675K	0.3%	13,780 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.8M	1.2%	40,720 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$1.5M	0.6%	29,812 SH	New
BLACKROCK INC	COM	$571K	0.2%Prev: 0.3%	540 SH	Increased+91 SH
BLACKSTONE INC	COM	$225K	0.1%	2,007 SH	New
BLOOM ENERGY CORP	COM CL A	$234K	0.1%	844 SH	New
BOEING CO	COM	$468K	0.2%Prev: 0.3%	2,518 SH	Decreased-135 SH
BROADCOM INC	COM	$898K	0.4%Prev: 0.4%	2,557 SH	Increased+8 SH
CHEVRON CORPORATION	COM	$769K	0.3%	3,763 SH	New
CIRCLE INTERNET GROUP INC	COM CL A	$250K	0.1%	3,047 SH	New
CITIGROUP INC	COM NEW	$318K	0.1%Prev: 0.1%	2,456 SH	Increased-272 SH
COLUMBIA FINL INC	COM SHS	$122K	0.1%	11,000 SH	New
CONOCOPHILLIPS	COM	$307K	0.1%Prev: 0.2%	2,451 SH	Decreased-1,500 SH
COREWEAVE INC	COM CL A	$584K	0.2%	6,707 SH	New
COTY INC	COM CL A	$34K	0.0%Prev: 0.0%	12,999 SH	Decreased
CRISPR THERAPEUTICS AG	NAMEN AKT	$235K	0.1%	4,250 SH	New
CROWDSTRIKE HLDGS INC	CL A	$3.7M	1.6%Prev: 0.8%	13,881 SH	Increased+10,581 SH
DEERE & CO	COM	$1.2M	0.5%Prev: 0.6%	1,829 SH	Increased-539 SH
DOVER CORP	COM	$1.2M	0.5%Prev: 0.8%	6,451 SH	Decreased-2,877 SH
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.4%	999 SH	Increased-40 SH
ENBRIDGE INC	COM	$537K	0.2%Prev: 0.3%	11,549 SH	Decreased+322 SH
ENTERGY CORP NEW	COM	$708K	0.3%Prev: 0.4%	7,129 SH	Increased-175 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.8M	0.8%	10,927 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$582K	0.2%Prev: 0.4%	7,123 SH	Decreased-5,498 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$203K	0.1%	675 SH	New
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$3.4M	1.5%	102,313 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$200K	0.1%Prev: 0.1%	2,731 SH	Decreased-598 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$539K	0.2%Prev: 0.3%	1,867 SH	Increased
FLAHERTY & CRUMRINE PFD INCO	COM	$155K	0.1%Prev: 0.1%	14,351 SH	Decreased
FREEPORT MCMORAN INC	CL B	$859K	0.4%	12,271 SH	New
GE AEROSPACE	COM NEW	$742K	0.3%Prev: 0.4%	2,378 SH	Increased+65 SH
GE VERNOVA INC	COM	$678K	0.3%Prev: 0.2%	713 SH	Increased-40 SH
GENERAL MTRS CO	COM	$723K	0.3%Prev: 0.4%	9,392 SH	Increased-2,399 SH
GLOBAL X FDS	ARTIFICIAL ETF	$225K	0.1%	3,450 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.6%Prev: 0.7%	1,547 SH	Increased-200 SH
GOLUB CAP BDC INC	COM	$150K	0.1%Prev: 0.2%	11,885 SH	Decreased-14,926 SH
GSK PLC	SPONSORED ADR	$361K	0.2%Prev: 0.2%	7,504 SH	Increased
INTEL CORP	COM	$377K	0.2%	3,137 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$378K	0.2%Prev: 0.2%	2,485 SH	Decreased-246 SH
INTERNATIONAL BUSINESS MACHS	COM	$893K	0.4%Prev: 0.5%	4,059 SH	Decreased+574 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$295K	0.1%	1,420 SH	New
INVESCO QQQ TR	UNIT SER 1	$911K	0.4%Prev: 0.4%	1,231 SH	Increased-178 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.8%Prev: 0.7%	10,611 SH	Increased+966 SH
ISHARES TR	CORE S&P500 ETF	$2.9M	1.3%Prev: 1.2%	3,843 SH	Increased+520 SH
ISHARES TR	ISHARES BIOTECH	$1.6M	0.7%Prev: 0.6%	7,606 SH	Increased+86 SH
ISHARES TR	RUS 1000 ETF	$237K	0.1%Prev: 0.1%	570 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$980K	0.4%Prev: 0.6%	7,821 SH	Decreased+5,457 SH
ISHARES TR	S&P 500 GRWT ETF	$13.0M	5.5%Prev: 6.6%	91,230 SH	Increased-12,702 SH
ISHARES TR	S&P 500 VAL ETF	$22.7M	9.7%Prev: 10.3%	99,302 SH	Increased+4,315 SH
ISHARES TR	S&P MC 400GR ETF	$691K	0.3%Prev: 0.3%	6,300 SH	Increased
ISHARES TR	S&P SML 600 GWT	$839K	0.4%Prev: 0.4%	5,232 SH	Increased-283 SH
ISHARES TR	U.S. TECH ETF	$16.1M	6.9%Prev: 6.4%	60,654 SH	Increased-1,529 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.0M	6.0%Prev: 7.4%	249,162 SH	Decreased+1,321 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$218K	0.1%Prev: 0.1%	4,578 SH	Decreased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$222K	0.1%	3,624 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$13.9M	5.9%Prev: 7.9%	274,459 SH	Decreased-21,891 SH
JOHNSON & JOHNSON	COM	$3.2M	1.4%Prev: 1.3%	12,091 SH	Increased-1,022 SH
JPMORGAN CHASE & CO	COM	$4.5M	1.9%	13,518 SH	New
LOEWS CORP	COM	$833K	0.4%Prev: 0.5%	7,979 SH	Decreased-1,113 SH
MARTIN MARIETTA MATLS INC	COM	$670K	0.3%Prev: 0.5%	1,396 SH	Decreased
MERCK & CO INC	COM	$1.0M	0.4%Prev: 0.3%	7,180 SH	Increased+2 SH
META PLATFORMS INC	CL A	$4.3M	1.8%Prev: 1.8%	5,941 SH	Increased+1,354 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.5%	1,066 SH	New
MICROSOFT CORP	COM	$6.3M	2.7%Prev: 2.9%	12,232 SH	Increased+1,662 SH
MONDELEZ INTL INC	CL A	$623K	0.3%Prev: 0.4%	10,775 SH	Decreased-20 SH
NAVITAS SEMICONDUCTOR CORP	COM	$201K	0.1%Prev: 0.1%	17,300 SH	Increased
NETFLIX INC.	COM	$418K	0.2%	6,013 SH	New
NEWMONT CORP	COM	$1.5M	0.7%Prev: 0.6%	13,326 SH	Increased-691 SH
NEXTERA ENERGY INC	COM	$1.3M	0.6%Prev: 0.7%	17,358 SH	Increased+200 SH
NORWEGIAN CRUISE LINE HLDGS	SHS	$272K	0.1%	18,526 SH	New
NVIDIA CORPORATION	COM	$4.2M	1.8%Prev: 1.8%	18,478 SH	Increased+491 SH
NXP SEMICONDUCTORS N V	COM	$207K	0.1%	872 SH	New
ORACLE CORP	COM	$504K	0.2%	3,671 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$961K	0.4%Prev: 0.5%	5,140 SH	Increased+324 SH
PALO ALTO NETWORKS INC	COM	$1.2M	0.5%Prev: 0.3%	2,941 SH	Increased+300 SH
PDS BIOTECHNOLOGY CORP	COM	$10K	0.0%	13,848 SH	New
PEPSICO INC	COM	$549K	0.2%Prev: 0.3%	4,329 SH	Decreased-30 SH
PHILIP MORRIS INTL INC	COM	$1.6M	0.7%Prev: 0.8%	8,640 SH	Increased-249 SH
PHILLIPS 66	COM	$438K	0.2%Prev: 0.1%	1,715 SH	Increased-50 SH
PIMCO ETF TR	COMMODITY STRAT	$465K	0.2%	13,402 SH	New
PROSHARES TR	S&P 500 HIGH ETF	$320K	0.1%	6,699 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$905K	0.4%Prev: 0.2%	10,468 SH	Increased+6,104 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$1.3M	0.5%	18,823 SH	New
REDDIT INC	CL A	$204K	0.1%	1,436 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$246K	0.1%Prev: 0.2%	15,652 SH	Decreased+3,654 SH
RTX CORPORATION	COM	$1.6M	0.7%Prev: 0.9%	8,827 SH	Decreased-1,745 SH
SALESFORCE INC	COM	$477K	0.2%Prev: 0.1%	2,076 SH	Increased+1,140 SH
SANDISK CORP	COM	$204K	0.1%	117 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$484K	0.2%	4,446 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$1.5M	0.7%	25,058 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$856K	0.4%	16,026 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.7M	0.7%	8,816 SH	New
SEMPRA	COM	$313K	0.1%Prev: 0.2%	4,020 SH	Decreased
SERVICENOW INC	COM	$440K	0.2%Prev: 0.4%	3,281 SH	Decreased+2,362 SH
SHELL PLC	SPON ADS	$396K	0.2%Prev: 0.2%	4,168 SH	Increased
SPDR GOLD TR	GOLD SHS	$818K	0.3%Prev: 0.2%	2,147 SH	Increased+1,192 SH
SPDR SERIES TRUST	ST NUVE HIGH ETF	$1.1M	0.5%	46,049 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$299K	0.1%	2,429 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.3M	2.3%	7,000 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$239K	0.1%	523 SH	New
TESLA INC	COM	$648K	0.3%Prev: 0.5%	1,827 SH	Decreased-178 SH
TG THERAPEUTICS INC	COM	$657K	0.3%Prev: 0.2%	11,780 SH	Increased+600 SH
THERMO FISHER SCIENTIFIC INC	COM	$566K	0.2%Prev: 0.2%	839 SH	Increased-22 SH
TRAVELERS COMPANIES INC	COM	$267K	0.1%Prev: 0.1%	750 SH	Increased-13 SH
UBER TECHNOLOGIES INC	COM	$367K	0.2%Prev: 0.3%	5,350 SH	Decreased-360 SH
UNITIL CORP	COM	$298K	0.1%Prev: 0.1%	5,876 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$265K	0.1%Prev: 0.1%	378 SH	Increased-3 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$307K	0.1%Prev: 0.2%	1,317 SH	Increased-48 SH
VANGUARD WORLD FD	CONSUM STP ETF	$312K	0.1%Prev: 0.2%	1,432 SH	Decreased-373 SH
VANGUARD WORLD FD	INF TECH ETF	$560K	0.2%Prev: 0.2%	4,456 SH	Increased+3,899 SH
VERIZON COMMUNICATIONS INC	COM	$345K	0.1%Prev: 0.4%	7,525 SH	Decreased-7,906 SH

Sold (vs prior filing)

BANK AMERICA CORP — $234K
BANK NEW YORK MELLON CORP — $2.3M
BECTON DICKINSON & CO — $264K
BLACKROCK ETF TRUST II — $1.2M
CARRIER GLOBAL CORPORATION — $206K
CHEVRON CORP NEW — $581K
ENERGY TRANSFER L P — $267K
EXXON MOBIL CORP — $1.3M
FIRST TR EXCHANGE TRADED FD — $323K
FREEPORT-MCMORAN INC — $477K
HOME DEPOT INC — $392K
ISHARES BITCOIN TRUST ETF — $205K
ISHARES TR — $269K
JPMORGAN CHASE & CO. — $4.3M
MCDONALDS CORP — $263K
NETFLIX INC — $446K
NORWEGIAN CRUISE LINE HLDG L — $446K
NOVO-NORDISK A S — $243K
OKLO INC — $526K
OTIS WORLDWIDE CORP — $266K
… and 10 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