Signature Wealth Management Partners, LLC reported 84 positions worth $119.25M for the quarter ended Sep 30, 2026, up 10.7% on the prior quarter. It opened 6 new positions, added to 26, trimmed 20 and exited 7. Its largest holding is Apple Inc. at 15.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMRX Amneal Pharmaceuticals, Inc. | +232.4K | – | $4.68M | 3.93% |
| XOM ExxonMobil Holdings Corp | +10.9K | – | $1.78M | 1.49% |
| CRCL Circle Internet Group, Inc. | +3,047 | – | $250.37K | 0.21% |
| RDDT Reddit, Inc. | +1,436 | – | $204.50K | 0.171% |
| GLD Spdr Gold Trust | +407 | +23.4% | $154.99K | 0.686% |
| CLBK Columbia Financial, Inc. | +11.0K | – | $121.66K | 0.102% |
| NVDA Nvidia Corp | +427 | +2.4% | $97.52K | 3.54% |
| GOOGL Alphabet Inc. | +132 | +1.0% | $45.42K | 3.96% |
| CRWV CoreWeave, Inc. | +500 | +8.1% | $43.56K | 0.49% |
| CRWD CrowdStrike Holdings, Inc. | +141 | +1.0% | $37.33K | 3.08% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CARR CARRIER GLOBAL Corp | -3,450 | -100.0% | $253.06K | Exited |
| MCD Mcdonalds Corp | -849 | -100.0% | $229.49K | Exited |
| OKLO Oklo Inc. | -4,321 | -100.0% | $226.12K | Exited |
| WDC Western Digital Corp | -340 | -100.0% | $217.17K | Exited |
| WMT Walmart Inc. | -1,913 | -100.0% | $216.70K | Exited |
| OTIS Otis Worldwide Corp | -2,910 | -100.0% | $208.36K | Exited |
| HD Home Depot, Inc. | -575 | -100.0% | $202.90K | Exited |
| NCLH Norwegian Cruise Line Holdings Ltd. | -7,000 | -27.4% | $102.62K | 0.228% |
| DE Deere & Co | -122 | -6.3% | $81.93K | 1.03% |
| AMD Advanced Micro Devices Inc | -131 | -13.5% | $80.14K | 0.429% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMRX Amneal Pharmaceuticals, Inc. | +232.4K | $4.68M | 3.93% |
| XOM ExxonMobil Holdings Corp | +10.9K | $1.78M | 1.49% |
| CRCL Circle Internet Group, Inc. | +3,047 | $250.37K | 0.21% |
| RDDT Reddit, Inc. | +1,436 | $204.50K | 0.171% |
| CLBK Columbia Financial, Inc. | +11.0K | $121.66K | 0.102% |
| PDSB PDS Biotechnology Corp | +13.8K | $10.40K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| CARR CARRIER GLOBAL Corp | -3,450 | $253.06K | 0.235% |
| MCD Mcdonalds Corp | -849 | $229.49K | 0.213% |
| OKLO Oklo Inc. | -4,321 | $226.12K | 0.21% |
| WDC Western Digital Corp | -340 | $217.17K | 0.202% |
| WMT Walmart Inc. | -1,913 | $216.70K | 0.201% |
| OTIS Otis Worldwide Corp | -2,910 | $208.36K | 0.193% |
| HD Home Depot, Inc. | -575 | $202.90K | 0.188% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 54.1K | $18.01M | 15.1% | -127 | -0.2% | Reduced | 0% |
| 2 | AME Ametek Inc/ | Industrials | 34.0K | $8.41M | 7.05% | 0 | 0.0% | Unchanged | 0.01% |
| 3 | MSFT Microsoft Corp | Technology | 12.2K | $6.27M | 5.26% | -59 | -0.5% | Reduced | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 21.8K | $5.43M | 4.55% | +112 | +0.5% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 13.7K | $4.72M | 3.96% | +132 | +1.0% | Added | 0% |
| 6 | AMRX Amneal Pharmaceuticals, Inc. | Healthcare | 232.4K | $4.68M | 3.93% | +232.4K | – | New | 0.07% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 13.5K | $4.47M | 3.75% | -44 | -0.3% | Reduced | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 5,941 | $4.31M | 3.61% | -36 | -0.6% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 18.5K | $4.22M | 3.54% | +427 | +2.4% | Added | 0% |
| 10 | CRWD CrowdStrike Holdings, Inc. | Technology | 13.9K | $3.67M | 3.08% | +141 | +1.0% | Added | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 12.1K | $3.20M | 2.68% | -290 | -2.3% | Reduced | 0% |
| 12 | BNY Bank of New York Mellon Corp | Financial Services | 21.4K | $3.09M | 2.59% | 0 | 0.0% | Unchanged | 0% |
| 13 | GOOG Alphabet Inc. | Technology | 6,501 | $2.22M | 1.86% | +100 | +1.6% | Added | 0% |
| 14 | XOM ExxonMobil Holdings Corp | Energy | 10.9K | $1.78M | 1.49% | +10.9K | – | New | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,522 | $1.75M | 1.47% | +11 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Signature Wealth Management Partners.
As of its Q3 2026 13F filing, Signature Wealth Management Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 15.1%, Ametek Inc/ (AME) at 7.1%, Microsoft Corp (MSFT) at 5.3%, Amazon Com Inc (AMZN) at 4.6%, Alphabet Inc. (GOOGL) at 4.0% of the reported portfolio.
Signature Wealth Management Partners, LLC reported a 13F portfolio worth $119.25M across 84 positions for Q3 2026. That is up 10.7% from the previous quarter.
Its largest purchases by value were Amneal Pharmaceuticals, Inc. ($4.68M), ExxonMobil Holdings Corp ($1.78M), Circle Internet Group, Inc. ($250.37K). It opened 6 new positions.
Its largest sales by value were CARRIER GLOBAL Corp ($253.06K), Mcdonalds Corp ($229.49K), Oklo Inc. ($226.12K). It exited 7 positions entirely.
From the Form 13F-HR reports Signature Wealth Management Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.