13F Filings History of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Latest 13F report
Q4 2025 - 06 Feb 2026
Value $
$4,959,859,665
Signature - Title
Alex Kim - CHIEF COMPLIANCE OFFICER
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by SIGNATURE ESTATE & INVESTMENT ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 604 stock holdings with total value $4,959,859,665 as of Q4 2025. Top holdings included GSLC, VUG, IGM, TOTL, and FNDX.

Notify me when SIGNATURE ESTATE & INVESTMENT ADVISORS LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 604 $4,959,859,665 +$279,387,077 -$126,599,731 +$152,787,346 GSLC, VUG, IGM, TOTL, FNDX 13F-HR 06 Feb 2026, 14:23
Q3 2025 596 $4,681,063,723 +$294,228,602 -$255,750,321 +$38,478,281 GSLC, VUG, IGM, TOTL, FNDX 13F-HR 05 Nov 2025, 16:09
Q2 2025 576 $4,333,586,768 +$450,132,380 -$236,087,258 +$214,045,122 GSLC, VUG, IGM, TOTL, FNDX 13F-HR 29 Jul 2025, 14:06
Q1 2025 547 $3,793,770,373 +$432,614,626 -$505,399,988 -$72,785,362 GSLC, VUG, TOTL, FNDX, IGM 13F-HR 15 May 2025, 18:48
Q4 2024 537 $3,992,627,863 +$406,787,211 -$595,572,294 -$188,785,083 GSLC, VUG, TOTL, FNDX, IGM 13F-HR 11 Feb 2025, 15:15
Q3 2024 521 $4,335,037,407 +$470,360,996 -$272,195,342 +$198,165,654 GSLC, FIXD, VUG, TOTL, FNDX 13F-HR 06 Nov 2024, 15:14
Q2 2024 503 $3,996,222,294 +$866,596,116 -$460,787,701 +$405,808,415 GSLC, FIXD, TOTL, VUG, FNDX 13F-HR 25 Jul 2024, 18:25
Q1 2024 176 $3,538,062,052 +$353,127,513 -$357,519,620 -$4,392,107 GSLC, FIXD, TOTL, VUG, SPDW 13F-HR 10 May 2024, 17:40
Q4 2023 185 $3,399,986,000 +$389,652,248 -$214,483,417 +$175,168,831 GSLC, FIXD, TOTL, SPDW, VUG 13F-HR 26 Jan 2024, 18:15
Q3 2023 172 $2,955,880,000 +$146,888,826 -$91,231,216 +$55,657,610 GSLC, TOTL, FIXD, SPDW, VUG 13F-HR 25 Oct 2023, 19:29
Q2 2023 174 $3,016,282,000 +$110,146,892 -$77,424,956 +$32,721,936 GSLC, TOTL, FIXD, VUG, SPDW 13F-HR 19 Jul 2023, 18:37
Q1 2023 175 $2,850,437,000 +$372,580,528 -$435,888,520 -$63,307,992 GSLC, TOTL, FIXD, SPDW, VUG 13F-HR 03 May 2023, 13:49
Q4 2022 181 $2,780,103,000 +$549,687,393 -$73,258,799 +$476,428,594 GSLC, FIXD, TOTL, SPDW, VLUE 13F-HR 11 Jan 2023, 16:42
Q3 2022 161 $2,126,881,000 +$306,146,993 -$33,198,466 +$272,948,527 GSLC, FIXD, SPDW, VLUE, VUG 13F-HR 20 Oct 2022, 14:48
Q2 2022 169 $1,979,135,000 +$448,028,752 -$273,160,228 +$174,868,524 GSLC, SPDW, VLUE, VUG, XLV 13F-HR 13 Jul 2022, 15:20
Q1 2022 163 $2,180,648,000 +$294,201,924 -$239,433,247 +$54,768,677 GSLC, SPDW, VLUE, MTUM, XLV 13F-HR 19 Apr 2022, 16:05
Q4 2021 164 $2,229,175,000 +$175,746,417 -$160,889,140 +$14,857,277 GSLC, SPDW, VLUE, MTUM, XLV 13F-HR 19 Jan 2022, 18:28
Q3 2021 160 $2,042,407,000 +$72,510,741 -$233,285,221 -$160,774,480 GSLC, SPDW, MTUM, VLUE, XLF 13F-HR 12 Oct 2021, 16:51
Q2 2021 162 $2,226,460,000 +$137,597,153 -$72,952,504 +$64,644,649 GSLC, AGG, SPDW, MTUM, VLUE 13F-HR 16 Jul 2021, 12:22
Q1 2021 164 $2,054,171,000 +$222,728,005 -$119,260,171 +$103,467,834 GSLC, AGG, SPDW, VLUE, MTUM 13F-HR 14 Apr 2021, 17:37
Q4 2020 157 $1,851,679,000 +$167,738,957 -$117,789,939 +$49,949,018 GSLC, SPDW, AGG, VLUE, MTUM 13F-HR 13 Jan 2021, 14:26
Q3 2020 151 $1,611,432,000 +$267,908,821 -$144,668,810 +$123,240,011 GSLC, SPDW, MTUM, VLUE, AGG 13F-HR 13 Oct 2020, 15:01
Q2 2020 144 $1,411,854,000 +$153,497,184 -$224,961,391 -$71,464,207 GSLC, RPG, SPDW, XLV, IGM 13F-HR 21 Jul 2020, 12:12
Q1 2020 131 $1,255,656,000 +$168,812,263 -$248,837,871 -$80,025,608 GSLC, USFR, RPG, XLV, USMV 13F-HR 06 May 2020, 18:28
Q4 2019 160 $1,636,849,000 +$200,958,025 -$160,368,636 +$40,589,389 GSLC, RPG, USFR, VEA, XLV Restatement 08 Oct 2020, 18:29
Q3 2019 1 $219,000 $0 $0 $0 NVDA New Holdings 09 Oct 2020, 12:58
Q3 2019 153 $1,506,244,000 +$244,549,544 -$151,507,646 +$93,041,898 GSLC, RPG, USFR, USMV, XLV Restatement 09 Oct 2020, 12:49
Q2 2019 2 $103,667,000 $0 $0 $0 USFR, NVDA New Holdings 09 Oct 2020, 15:16
Q2 2019 154 $1,410,049,000 +$85,186,105 -$44,907,523 +$40,278,582 RPG, USFR, GSLC, VEA, USMV Restatement 09 Oct 2020, 15:11
Q1 2019 17 $158,030,000 $0 $0 $0 USFR, BSJK, IBML, TOTL, FPE New Holdings 09 Oct 2020, 19:10
Q1 2019 153 $1,326,663,000 +$172,829,637 -$108,927,267 +$63,902,370 RPG, USFR, GSLC, VEA, XLV Restatement 09 Oct 2020, 19:03
Q4 2018 172 $1,131,354,000 +$349,130,064 -$165,955,832 +$183,174,232 RPG, GSLC, USFR, VEA, XLV 13F-HR 31 Jan 2019, 20:17
Q3 2018 152 $1,111,781,000 +$114,029,092 -$122,553,019 -$8,523,927 RPG, GSLC, VEA, XLV, VFH 13F-HR 18 Oct 2018, 16:13
Q2 2018 160 $1,060,522,000 +$270,955,556 -$193,714,423 +$77,241,133 RPG, VEA, GSLC, XLV, VFH 13F-HR 24 Jul 2018, 13:49
Q1 2018 147 $988,721,000 +$146,943,908 -$126,801,214 +$20,142,694 RPG, VEA, VFH, XLV, IGM 13F-HR 13 Apr 2018, 18:58
Q4 2017 159 $979,409,000 +$95,598,611 -$47,494,904 +$48,103,707 RPG, VEA, VFH, XLV, XLI 13F-HR 02 Feb 2018, 13:24
Q3 2017 146 $896,866,000 +$81,539,712 -$65,029,389 +$16,510,323 RPG, VEA, VFH, XLV, MLPI 13F-HR 06 Nov 2017, 19:01
Q2 2017 143 $843,290,000 +$70,049,636 -$47,562,255 +$22,487,381 RPG, VFH, VEA, MLPI, XLV 13F-HR 14 Aug 2017, 15:00
Q1 2017 192 $800,023,000 +$85,063,385 -$50,532,039 +$34,531,346 RPG, MLPI, VFH, XLV, IGM 13F-HR 02 May 2017, 13:44
Q4 2016 155 $720,723,000 +$200,869,636 -$158,063,025 +$42,806,611 RPG, MLPI, VFH, XLI, XLV 13F-HR 08 Feb 2017, 15:04
Q3 2016 157 $683,305,000 +$91,663,350 -$54,405,092 +$37,258,258 RPG, MLPI, IGM, XLE, FXEU 13F-HR 04 Nov 2016, 12:40
Q2 2016 161 $626,055,000 +$120,893,189 -$113,870,173 +$7,023,016 RPG, MLPI, XLE, IGM, FXEU 13F-HR 09 Aug 2016, 17:08
Q1 2016 124 $610,097,000 +$158,351,550 -$118,172,322 +$40,179,228 RPG, MLPI, IGM, DXJ, XLE 13F-HR 15 Apr 2016, 13:15
Q4 2015 122 $579,334,000 +$137,819,574 -$48,970,988 +$88,848,586 RPG, MLPI, XLF, BSJH, XLE 13F-HR 09 Feb 2016, 18:52
Q3 2015 105 $479,595,000 +$161,566,039 -$86,496,186 +$75,069,853 RPG, XLF, BSJH, VEA, DWM 13F-HR 09 Nov 2015, 15:11
Q2 2015 92 $447,647,000 +$135,282,846 -$58,538,175 +$76,744,671 XLF, DXJ, HEDJ, XLE, DWM 13F-HR 07 Aug 2015, 12:25
Q1 2015 84 $379,009,000 +$98,075,605 -$27,596,331 +$70,479,274 XLY, XLF, XLI, BSCH, DWM 13F-HR 05 May 2015, 20:40
Q4 2014 86 $300,904,000 +$59,479,311 -$48,331,763 +$11,147,548 XLY, XLF, XLI, BSCH, DWM 13F-HR 09 Feb 2015, 15:14
Q3 2014 69 $279,939,000 +$53,880,645 -$55,582,952 -$1,702,307 DLS, XLF, XLY, XLI, BSCH 13F-HR 05 Nov 2014, 18:39
Q2 2014 60 $284,337,000 +$53,178,150 -$25,279,049 +$27,899,101 DLS, BSCG, XLF, XLI, XLY 13F-HR 22 Jul 2014, 12:30
Q1 2014 60 $255,313,000 +$77,428,638 -$27,385,777 +$50,042,861 DLS, DEM, BSCG, XLF, XLI 13F-HR 07 May 2014, 14:03
Q4 2013 54 $202,140,000 $0 $0 $0 DEM, BSCG, XLI, XLF, XLE 13F-HR 11 Feb 2014, 19:00