SIGNATUREFD, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/7/2026
Form type
13F-HR
Num holdings
3,465
Total value ($000)
$6,525,185
Net value change ($000)
-23,224 (-0.4%)
New positions
193
Sold out positions
141
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VB 232,371 5237.1%
VXUS 155,053 63.0%
VCRB 29,243 7.5%
JPST 28,723 70.2%
IEFA 13,413 4.2%
VWO 8,655 3.7%
DFAC 8,087 351.0%
JAAA 5,947 3.5%
XOM 5,726 48.3%
IUSV 5,680 1.2%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -313,256 -90.9%
IWF -76,749 -9.1%
VV -67,250 -56.8%
MSFT -24,391 -22.8%
HOOD -12,305 -94.9%
TSLA -8,910 -17.0%
AAPL -8,244 -5.3%
IVV -7,584 -22.9%
NVDA -7,132 -5.0%
AZN -6,047 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,673 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type