SIGNATUREFD, LLC

Q3 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
3,559
Total value ($000)
$7,761,094
Net value change ($000)
+274,859 (3.7%)
New positions
200
Sold out positions
157
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 31,969 18.6%
NVDA 28,353 18.0%
MSFT 26,380 31.3%
IWF 26,009 2.9%
VWO 24,422 8.5%
IEFA 23,621 6.4%
IUSV 23,195 4.3%
BND 18,666 218.4%
EXXONMOBIL HOLDINGS CORP 17,527 NEW
SPACE EXPLORATION TECHN CORP 13,925 1465.8%
Top Reduces (Value $000, Stocks/ETFs)
MUB -26,168 -22.0%
VCRB -18,250 -4.1%
XOM -14,007 -100.0%
VB -12,373 -4.3%
VV -8,497 -17.2%
TSLA -7,438 -14.6%
ZSEP -4,292 -55.1%
AMAT -3,649 -25.7%
CAT -3,579 -24.2%
ICSH -3,562 -18.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,272 (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