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Manager record

Signature Wealth Management Partners, LLC

Montvale, NJ · CIK 1824694 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$234.34MReported 13F valueQ3 2026 · as filed
124Holdings listed
+9.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $175.0M$175.0MQ2 2025110 holdingsQ3 2025: $191.0M$191.0MQ3 2025113 holdingsQ4 2025: $202.2M$202.2MQ4 2025120 holdingsQ1 2026: $199.4M$199.4MQ1 2026116 holdingsQ2 2026: $214.5M$214.5MQ2 2026122 holdingsQ3 2026: $234.3M$234.3MQ3 2026124 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$234.34M · 124 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$214.49M · 122 holdings listed · View original SEC filing ↗
Apr 21 2026 13F-HR · period Q1 2026

$199.40M · 116 holdings listed · View original SEC filing ↗
Feb 02 2026 13F-HR · period Q4 2025

$202.23M · 120 holdings listed · View original SEC filing ↗
Oct 23 2025 13F-HR · period Q3 2025

$191.03M · 113 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$174.98M · 110 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology