13F Filings History of Signature Wealth Management Partners, LLC

Latest 13F report
Q3 2025 - Oct 23, 2025
Value $
$191M
Signature - Title
Donna Emr - CCO
Location
Montvale, NJ
Summary
This page shows a list of all the recent 13F filings made by Signature Wealth Management Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Signature Wealth Management Partners, LLC reported 113 stock holdings with total value $191M as of Q3 2025. Top holdings included IVE, JAAA, JEPI, AAPL, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 113 $191M +$5.87M -$2.89M +$2.97M IVE, JAAA, JEPI, AAPL, IVW 13F-HR 10/23/2025, 10:22 AM
Q2 2025 110 $175M +$13M -$2.78M +$10.2M IVE, JAAA, JEPI, IYW, IVW 13F-HR 7/21/2025, 05:37 PM
Q1 2025 103 $153M +$15.4M -$3.72M +$11.7M IVE, JEPI, JAAA, AAPL, IVW 13F-HR 5/8/2025, 03:48 PM
Q4 2024 102 $146M +$7.97M -$2.77M +$5.2M AAPL, IVE, JEPI, IYW, IVW 13F-HR 1/22/2025, 06:16 PM
Q3 2024 104 $138M +$4M -$4.33M -$335K AAPL, IVE, JEPI, IYW, IVW 13F-HR 10/24/2024, 05:41 PM
Q2 2024 104 $132M +$7.25M -$1.94M +$5.31M AAPL, IVE, IYW, JEPI, IVW 13F-HR 7/15/2024, 03:31 PM
Q1 2024 101 $123M +$5.97M -$6.46M -$497K IVE, JEPI, AAPL, IYW, IVW 13F-HR 4/26/2024, 12:43 PM
Q4 2023 95 $114M +$4.05M -$3.14M +$908K AAPL, IVE, JEPI, IYW, IVW 13F-HR 1/19/2024, 04:58 PM
Q3 2023 92 $102M +$3.62M -$4.22M -$601K AAPL, IVE, JEPI, IYW, IVW 13F-HR 10/23/2023, 09:03 PM
Q2 2023 98 $108M +$4.79M -$13.5M -$8.71M AAPL, IVE, IYW, JEPI, IVW 13F-HR 7/24/2023, 03:32 PM
Q1 2023 107 $108M +$6.13M -$6.58M -$454K AAPL, IYW, IVE, JEPI, AME 13F-HR 5/2/2023, 06:38 PM
Q4 2022 101 $102M +$5.26M -$2.27M +$2.99M AAPL, IVE, IYW, AME, IVW 13F-HR 2/3/2023, 07:21 PM
Q3 2022 100 $90.8M +$4.77M -$5M -$226K AAPL, IYW, IVE, AME, IVW 13F-HR 11/1/2022, 04:46 PM
Q2 2022 106 $97.6M +$4.24M -$4.33M -$81.2K AAPL, IYW, IVE, AME, IVW 13F-HR 7/21/2022, 09:01 PM
Q1 2022 113 $117M +$9.55M -$5.84M +$3.71M AAPL, IYW, IVE, AME, IVW 13F-HR 5/10/2022, 02:59 PM
Q4 2021 110 $118M +$3.68M -$5.16M -$1.48M AAPL, IYW, IVE, AME, IVW 13F-HR 1/18/2022, 06:51 PM
Q3 2021 111 $110M +$4.21M -$2.85M +$1.36M IYW, AAPL, IVE, AME, IVW 13F-HR 10/19/2021, 07:43 PM
Q2 2021 108 $110M +$4.77M -$4.87M -$93.2K IYW, AAPL, IVE, AME, IVW 13F-HR 7/29/2021, 04:08 PM
Q1 2021 103 $104M +$13M -$13.1M -$123K IYW, AAPL, IVE, AME, DIAL 13F-HR 5/14/2021, 10:36 AM
Q4 2020 93 $100M $0 $0 IGSB, AAPL, IYW, IVE, AME 13F-HR 2/16/2021, 04:57 PM