Signature Wealth Management Partners, LLC
All 13F Filings
- Location
- Montvale, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,488
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 122 | 214,488 | 13F-HR | Signature Wealth Management Partners, LLC |
| Q1 2026 | 4/21/2026 | 116 | 199,403 | 13F-HR | Signature Wealth Management Partners, LLC |
| Q4 2025 | 2/2/2026 | 120 | 202,228 | 13F-HR | Signature Wealth Management Partners, LLC |
| Q3 2025 | 10/23/2025 | 113 | 191,033 | 13F-HR | Signature Wealth Management Partners, LLC |
| Q2 2025 | 7/22/2025 | 110 | 174,982 | 13F-HR | Signature Wealth Management Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
+7
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 121.7 K | 56.8% | 6.26 K | 0 | 6.26 K |
| ETFs | 92.75 K | 43.2% | 8.816 K | 0 | 8.816 K |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
214,488
Holdings
122
QoQ value change ($000)
15,085
(7.6%)
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.