Signature Wealth Management Partners, LLC ETF holdings
Montvale, NJ
Reported $107.3M in 36 ETFs in its Form 13F for June 30, 2026.
ETF value
$107.3M
ETFs held
36
Change from prior quarter
+5.6%
With price moves
ETFs as a share of its 13F
50.0%
of $214.5M
Top 10 of 36 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVE | iShares S&P 500 Value ETF | $22.4M | 98,481 | +1,663 shares |
| IYW | iShares U.S. Technology ETF | $15.5M | 61,513 | −518 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $13.8M | 245,018 | −3,044 shares |
| JAAA | Janus Henderson AAA CLO ETF | $13.5M | 267,076 | −52,877 shares |
| IVW | iShares S&P 500 Growth ETF | $11.8M | 86,070 | −32,235 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.2M | 6,970 | −4 shares |
| IVV | iShares Core S&P 500 ETF | $2.6M | 3,473 | −53 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $1.9M | 27,822 | +6,465 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.7M | 8,816 | No change |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $1.7M | 10,160 | +181 shares |
26 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001824694. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Signature Wealth Management Partners, LLC own?
Signature Wealth Management Partners, LLC reported 36 ETF positions worth $107.3M in its Form 13F for June 30, 2026. The largest was IVE, at $22.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.