Signature Equity Partners, LLC

Q3 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2026
Date filed
10/29/2026
Form type
13F-HR
Num holdings
1,769
Total value ($000)
$286,927
Net value change ($000)
+69,118 (31.7%)
New positions
282
Sold out positions
86
Turnover %
4.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 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)
IVV 3,483 137.4%
AAPL 2,197 22.3%
CGDV 2,002 1803.6%
NVDA 1,999 32.5%
CGBL 1,957 NEW
IUSB 1,866 952.0%
RDVY 1,857 2040.7%
COWZ 1,690 113.1%
MSFT 1,660 46.6%
JPIE 1,516 5227.6%
Top Reduces (Value $000, Stocks/ETFs)
FWD -3,372 -99.4%
JEPI -1,412 -90.5%
UWMC -1,203 -43.4%
JHMM -637 -30.5%
SOXX -551 -26.0%
BA -521 -13.8%
AVUV -489 -27.6%
TSLA -470 -14.0%
JPST -469 -52.8%
FTRB -434 -10.7%
Instrument mix + QoQ Δ (ex-options)
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