Signature Wealth Management Partners, LLC

MONTVALE, NJ · CIK 1824694 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMontvale, NJ

$214.5m reported value +7.6% vs Q1 2026

121positions

54.2%in top 10

11 new 24 added 46 reduced 6 sold out vs Q1 2026

Options: 1 call positions ($7.2k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR S&P 500 VAL ETF IVE	IVE	98,481	$22.4m10.43%	10.43%	Added +1.7k	+1,663 1.7%
2	APPLE INC COM AAPL	AAPL	54,214	$15.7m7.31%	7.31%	Added +553	+553 1.0%
3	ISHARES TR U.S. TECH ETF IYW	IYW	61,513	$15.5m7.23%	7.23%	Reduced -518	-518 -0.8%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	245,018	$13.8m6.45%	6.45%	Reduced -3.0k	-3,044 -1.2%
5	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	267,076	$13.5m6.29%	6.29%	Reduced -52.9k	-52,877 -16.5%
6	ISHARES TR S&P 500 GRWT ETF IVW	IVW	86,070	$11.8m5.52%	5.52%	Reduced -32.2k	-32,235 -27.2%
7	AMETEK INC COM AME	AME	33,950	$8.2m3.83%	3.83%	Unchanged
8	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,970	$5.2m2.43%	2.43%	Reduced -4	-4 -0.1%
9	AMAZON COM INC COM AMZN	AMZN	21,672	$5.2m2.41%	2.41%	Reduced -8	-8 -0.0%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	13,587	$4.9m2.26%	2.26%	Reduced -35	-35 -0.3%
11	MICROSOFT CORP COM MSFT	MSFT	12,291	$4.6m2.14%	2.14%	Added +458	+458 3.9%
12	JPMORGAN CHASE & CO COM JPM	JPM	13,562	$4.4m2.07%	2.07%	Added +28	+28 0.2%
13	NVIDIA CORPORATION COM NVDA	NVDA	18,051	$3.6m1.68%	1.68%	Reduced -109	-109 -0.6%
14	META PLATFORMS INC CL A META	META	5,977	$3.4m1.57%	1.57%	Reduced -50	-50 -0.8%
15	JOHNSON & JOHNSON COM JNJ	JNJ	12,381	$3.1m1.47%	1.47%	Reduced -150	-150 -1.2%
16	BANK NEW YORK MELLON CORP COM BNY	BNY	21,369	$3.1m1.44%	1.44%	Unchanged
17	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	3,435	$2.6m1.22%	1.22%	Reduced -7	-7 -0.2%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	3,473	$2.6m1.21%	1.21%	Reduced -53	-53 -1.5%
19	ALPHABET INC CAP STK CL C GOOG	GOOG	6,401	$2.3m1.05%	1.05%	Reduced -8	-8 -0.1%
20	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	27,822	$1.9m0.88%	0.88%	Added +6.5k	+6,465 30.3%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	3,511	$1.8m0.82%	0.82%	Added +125	+125 3.7%
22	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,816	$1.7m0.78%	0.78%	Unchanged
23	ISHARES TR CORE S&P TTL STK ITOT	ITOT	10,160	$1.7m0.78%	0.78%	Added +181	+181 1.8%
24	RTX CORPORATION COM RTX	RTX	8,786	$1.7m0.78%	0.78%	Reduced -750	-750 -7.9%
25	GOLDMAN SACHS GROUP INC COM GS	GS	1,547	$1.6m0.73%	0.73%	Unchanged
26	PHILIP MORRIS INTL INC COM PM	PM	8,640	$1.6m0.73%	0.73%	Added +1	+1 0.0%
27	NEXTERA ENERGY INC COM NEE	NEE	17,408	$1.5m0.71%	0.71%	Reduced -57	-57 -0.3%
28	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	18,823	$1.5m0.71%	0.71%	Reduced -543	-543 -2.8%
29	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	28,749	$1.5m0.70%	0.70%	Added +2.4k	+2,420 9.2%
30	DOVER CORP COM DOV	DOV	6,554	$1.5m0.69%	0.69%	Reduced -114	-114 -1.7%
31	ISHARES TR ISHARES BIOTECH IBB	IBB	7,606	$1.4m0.67%	0.67%	Reduced -49	-49 -0.6%
32	SELECT SECTOR SPDR TR ENERGY XLE	XLE	25,270	$1.3m0.63%	0.63%	Reduced -426	-426 -1.7%
33	NEWMONT CORP COM NEM	NEM	13,326	$1.2m0.58%	0.58%	Reduced -54	-54 -0.4%
34	DEERE & CO COM DE	DE	1,951	$1.2m0.58%	0.58%	Reduced -340	-340 -14.8%
35	SPDR SER TR NUVEEN BLOOMBERG HYMB	HYMB	48,536	$1.2m0.58%	0.58%	Reduced -10.0k	-10,040 -17.1%
36	ELI LILLY & CO COM LLY	LLY	1,024	$1.2m0.57%	0.57%	Added +5	+5 0.5%
37	MICRON TECHNOLOGY INC COM MU	MU	1,048	$1.2m0.56%	0.56%	Reduced -8	-8 -0.8%
38	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,057	$1.1m0.53%	0.53%	Added +2	+2 0.1%
39	BROADCOM INC COM AVGO	AVGO	2,757	$1.0m0.49%	0.49%	Added +58	+58 2.1%
40	PALO ALTO NETWORKS INC COM PANW	PANW	2,985	$1.0m0.47%	0.47%	Reduced -168	-168 -5.3%
41	AT&T INC COM T	T	48,421	$1.0m0.47%	0.47%	Reduced -3.5k	-3,528 -6.8%
42	ALTRIA GROUP INC COM MO	MO	13,645	$981.8k0.46%	0.46%	Added +1	+1 0.0%
43	ISHARES TR RUS 1000 GRW ETF IWF	IWF	7,820	$971.0k0.45%	0.45%	Reduced -212	-212 -2.6%
44	ISHARES TR S&P SML 600 GWT IJT	IJT	5,232	$934.4k0.44%	0.44%	Unchanged
45	MERCK & CO INC COM MRK	MRK	7,180	$922.6k0.43%	0.43%	Added +1	+1 0.0%
46	LOEWS CORP COM L	L	7,979	$903.3k0.42%	0.42%	Unchanged
47	FIDELITY GREENWOOD STREET TR HEDGED EQTY ETF FHEQ	FHEQ	26,857	$884.4k0.41%	0.41%	Added +6.3k	+6,327 30.8%
48	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	16,338	$875.9k0.41%	0.41%	Reduced -555	-555 -3.3%
49	GE AEROSPACE COM NEW GE	GE	2,320	$866.9k0.40%	0.40%	Added +3	+3 0.1%
50	GE VERNOVA INC COM GEV	GEV	733	$861.4k0.40%	0.40%	Reduced -50	-50 -6.4%
51	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,161	$855.0k0.40%	0.40%	Reduced -248	-248 -17.6%
52	PROSHARES TR S&P MDCP 400 DIV REGL	REGL	9,290	$850.7k0.40%	0.40%	Added +1.1k	+1,059 12.9%
53	ENTERGY CORP NEW COM ETR	ETR	7,129	$818.8k0.38%	0.38%	Reduced -175	-175 -2.4%
54	MARTIN MARIETTA MATLS INC COM MLM	MLM	1,396	$805.1k0.38%	0.38%	Unchanged
55	FREEPORT-MCMORAN INC CL B FCX	FCX	12,105	$761.3k0.35%	0.35%	Reduced -83	-83 -0.7%
56	TESLA INC COM TSLA	TSLA	1,803	$758.3k0.35%	0.35%	Reduced -63	-63 -3.4%
57	ISHARES TR S&P MC 400GR ETF IJK	IJK	6,300	$740.2k0.35%	0.35%	Unchanged
58	GENERAL MTRS CO COM GM	GM	9,392	$723.9k0.34%	0.34%	Unchanged
59	AMERICAN EXPRESS CO COM AXP	AXP	2,029	$686.3k0.32%	0.32%	Unchanged
60	TG THERAPEUTICS INC COM TGTX	TGTX	11,780	$647.2k0.30%	0.30%	Unchanged
61	SPDR GOLD TR GOLD SHS GLD	GLD	1,740	$641.0k0.30%	0.30%	Added +785	+785 82.2%
62	ENBRIDGE INC COM ENB	ENB	11,549	$626.1k0.29%	0.29%	Unchanged
63	MONDELEZ INTL INC CL A MDLZ	MDLZ	10,775	$623.2k0.29%	0.29%	Unchanged
64	COREWEAVE INC COM CL A CRWV	CRWV	6,207	$617.8k0.29%	0.29%	Added +163	+163 2.7%
65	CHEVRON CORP NEW COM CVX	CVX	3,712	$615.4k0.29%	0.29%	Reduced -29	-29 -0.8%
66	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	5,089	$593.7k0.28%	0.28%	Reduced -65	-65 -1.3%
67	PEPSICO INC COM PEP	PEP	4,359	$590.2k0.28%	0.28%	Unchanged
68	ORACLE CORP COM ORCL	ORCL	3,870	$567.2k0.26%	0.26%	Added +1	+1 0.0%
69	ADVANCED MICRO DEVICES INC COM AMD	AMD	967	$561.7k0.26%	0.26%	Reduced -36	-36 -3.6%
70	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	7,123	$550.3k0.26%	0.26%	Reduced -3.8k	-3,786 -34.7%
71	BOEING CO COM BA	BA	2,518	$545.1k0.25%	0.25%	Unchanged
72	NORWEGIAN CRUISE LINE HLDG L SHS NCLH	NCLH	25,526	$538.9k0.25%	0.25%	Unchanged
73	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,456	$532.6k0.25%	0.25%	Unchanged
74	BLACKROCK INC COM BLK	BLK	545	$524.0k0.24%	0.24%	Unchanged
75	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	4,446	$521.4k0.24%	0.24%	Unchanged
76	FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX FDN	FDN	1,867	$494.2k0.23%	0.23%	Unchanged
77	INTEL CORP COM INTC	INTC	3,137	$438.1k0.20%	0.20%	New
78	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	851	$426.9k0.20%	0.20%	Unchanged
79	PIMCO ETF TR COMMODITY STRAT CMDT	CMDT	13,337	$409.0k0.19%	0.19%	New
80	NETFLIX INC COM NFLX	NFLX	5,670	$404.8k0.19%	0.19%	Unchanged
81	BARRICK MNG CORP COM SHS B	B	11,000	$404.0k0.19%	0.19%	Added +1.8k	+1,800 19.6%
82	GSK PLC SPONSORED ADR GSK	GSK	7,504	$393.4k0.18%	0.18%	Unchanged
83	UBER TECHNOLOGIES INC COM UBER	UBER	5,260	$379.6k0.18%	0.18%	Unchanged
84	SEMPRA COM SRE	SRE	4,020	$372.7k0.17%	0.17%	Unchanged
85	CITIGROUP INC COM NEW C	C	2,556	$357.7k0.17%	0.17%	Unchanged
86	SALESFORCE INC COM CRM	CRM	2,076	$325.2k0.15%	0.15%	Added +455	+455 28.1%
87	SHELL PLC SPON ADS SHEL	SHEL	4,168	$323.2k0.15%	0.15%	Unchanged
88	VANGUARD WORLD FD CONSUM STP ETF VDC	VDC	1,432	$322.9k0.15%	0.15%	Reduced -159	-159 -10.0%
89	PROSHARES TR S&P 500 HIGH INC ISPY	ISPY	6,643	$320.1k0.15%	0.15%	Reduced -2.3k	-2,282 -25.6%
90	SERVICENOW INC COM NOW	NOW	3,175	$315.2k0.15%	0.15%	Reduced -2.7k	-2,695 -45.9%
91	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,317	$311.6k0.15%	0.15%	Reduced -48	-48 -3.5%
92	NAVITAS SEMICONDUCTOR CORP COM NVTS	NVTS	17,300	$310.0k0.14%	0.14%	Unchanged
93	UNITIL CORP COM UTL	UTL	5,876	$309.6k0.14%	0.14%	Unchanged
94	VERIZON COMMUNICATIONS INC COM VZ	VZ	7,257	$307.3k0.14%	0.14%	Reduced -4.0k	-3,953 -35.3%
95	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	2,485	$305.9k0.14%	0.14%	Reduced -222	-222 -8.2%
96	PHILLIPS 66 COM PSX	PSX	1,765	$298.4k0.14%	0.14%	Unchanged
97	RIGETTI COMPUTING INC COMMON STOCK RGTI	RGTI	15,150	$292.7k0.14%	0.14%	Added +512	+512 3.5%
98	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	2,429	$289.0k0.13%	0.13%	Unchanged
99	SANDISK CORP COM SNDK	SNDK	117	$266.0k0.12%	0.12%	New
100	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	378	$259.7k0.12%	0.12%	Reduced -4	-4 -1.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	10,860	$1.8m10.9k shares
FIRST TR EXCHANGE TRADED FD FXH	FXH	2,854	$313.3k2.9k shares
CIRCLE INTERNET GROUP INC CRCL	CRCL	2,697	$257.3k2.7k shares
NOVO-NORDISK A S NVO	NVO	6,377	$234.4k6.4k shares
EXELON CORP EXC	EXC	4,225	$207.1k4.2k shares
BLUE OWL CAPITAL INC OWL	OWL	17,375	$158.6k17.4k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
NAVITAS SEMICONDUCTOR CORP NVTS · Call	NVTS	Call	400	$7.2k400 shares	New