SIGNATUREFD, LLC

Q2 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
3,516
Total value ($000)
$7,486,235
Net value change ($000)
+961,050 (14.7%)
New positions
220
Sold out positions
170
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWF 131,492 17.1%
VIG 66,442 14.0%
IUSV 61,894 13.0%
VXUS 50,052 12.5%
VB 47,691 20.1%
VWO 46,895 19.4%
IEFA 42,690 13.0%
MU 24,926 277.0%
AAPL 23,117 15.5%
VCRB 20,911 5.0%
Top Reduces (Value $000, Stocks/ETFs)
JPST -4,144 -6.0%
NFLX -3,860 -29.8%
XOM -3,581 -20.4%
HON -2,822 -100.0%
PLTR -2,343 -22.2%
WMT -1,746 -8.7%
VV -1,685 -3.3%
INTU -1,619 -60.1%
HCA -1,505 -18.8%
T -1,476 -30.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,959 (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