SIGNATUREFD, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 6,525,185
- Description
- Atlanta Georgia based independent investment platform with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for risk aware portfolio mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through execution path consistency and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 3,465 | 6,525,185 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2025 | 1/20/2026 | 3,406 | 6,548,409 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2025 | 10/21/2025 | 3,392 | 6,343,235 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2025 | 7/16/2025 | 3,259 | 5,867,597 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2025 | 5/2/2025 | 3,324 | 5,283,445 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2024 | 2/10/2025 | 3,304 | 5,279,119 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2024 | 10/21/2024 | 3,240 | 5,250,327 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2024 | 7/29/2024 | 3,122 | 4,922,268 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2024 | 5/3/2024 | 3,170 | 4,734,757 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2023 | 2/1/2024 | 3,125 | 4,330,955 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2023 | 11/3/2023 | 3,198 | 3,839,519 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2023 | 8/1/2023 | 3,228 | 3,915,142 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2023 | 4/28/2023 | 3,275 | 3,662,604 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2022 | 1/30/2023 | 3,279 | 3,421,465 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2022 | 11/8/2022 | 3,290 | 2,920,673 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2022 | 8/10/2022 | 3,217 | 2,937,171 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2022 | 5/2/2022 | 3,225 | 3,320,979 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2021 | 1/25/2022 | 3,168 | 3,252,574 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2021 | 10/28/2021 | 3,106 | 2,894,664 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2021 | 7/26/2021 | 3,010 | 2,507,291 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2021 | 4/30/2021 | 2,809 | 2,261,431 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2020 | 2/11/2021 | 2,593 | 2,121,671 | 13F-HR | SIGNATUREFD, LLC |
| Q3 2020 | 11/3/2020 | 2,656 | 1,867,465 | 13F-HR | SIGNATUREFD, LLC |
| Q2 2020 | 7/30/2020 | 2,555 | 1,655,048 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2020 | 4/23/2020 | 2,390 | 1,157,105 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2019 | 2/5/2020 | 2,239 | 1,354,074 | 13F-HR | SIGNATUREFD, LLC |
| Q1 2014 | 5/16/2014 | 858 | 248,378 | 13F-HR | SIGNATUREFD, LLC |
| Q4 2013 | 2/11/2014 | 779 | 274,586 | 13F-HR | SIGNATUREFD, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.675 K
(0.0% of total reported value)
· QoQ Δ:
+670
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 2.274 M | 34.9% | 0 | 1.726 M | -1.726 M |
| ETFs | 4.229 M | 64.8% | 1.7 M | 0 | 1.7 M |
| Debt | 20.94 K | 0.3% | 1.553 K | 0 | 1.553 K |
| Other | 221 | 0.0% | 0 | 43 | -43 |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
6,525,185
Holdings
3465
QoQ value change ($000)
-23,224
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.