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Portfolio (Quarterly) Guide ↗

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

· CIK 0001079935
13F Portfolio $5.6B AUM 1,062 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 249 Added 267 Reduced 41 Exited
Page 8 of 14  ·  267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VV VANGUARD INDEX FDS 2,474.0 $851K 0.01% -4K -63.2% $343.90 +2.8%
142 FIW FIRST TR EXCHANGE-TRADED FD 7,725.0 $846K 0.01% -2K -19.5% $109.52 +0.2%
143 CGXU CAPITAL GROUP INTL FOCUS EQT 24,359.0 $843K 0.01% -117K -82.8% $34.62 -0.1%
144 XLU SELECT SECTOR SPDR TR 18,517.0 $840K 0.01% -888K -98.0% $45.34 -2.9%
145 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,231.0 $827K 0.01% -19.0 -0.8% $370.59 -3.6%
146 SPYV SPDR SERIES TRUST 13,552.0 $824K 0.01% -913.0 -6.3% $60.79 +4.3%
147 VDE VANGUARD WORLD FD 5,443.0 $817K 0.01% -730.0 -11.8% $150.13 +19.4%
148 COIN COINBASE GLOBAL INC Financial Services 5,566.0 $814K 0.01% -2K -29.3% $146.19 +0.0%
149 CGNG CAPITAL GROUP NEW GEOGRAPHY 21,369.0 $800K 0.01% -290.0 -1.3% $37.46 -3.4%
150 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,049.0 $793K 0.01% -35.0 -1.7% $387.15 +2.9%
151 PEY INVESCO EXCHANGE TRADED FD T 33,834.0 $784K 0.01% -9K -20.7% $23.18 +8.2%
152 SCZ ISHARES TR 9,497.0 $781K 0.01% -464.0 -4.7% $82.27 +4.1%
153 XLE SELECT SECTOR SPDR TR 14,669.0 $779K 0.01% -4K -20.9% $53.11 +19.9%
154 BTI BRITISH AMERN TOB PLC Consumer Defensive 12,565.0 $776K 0.01% -214.0 -1.7% $61.76 -8.7%
155 F FORD MTR CO Consumer Cyclical 55,534.0 $771K 0.01% -1K -2.0% $13.89 +0.4%
156 SCHB SCHWAB STRATEGIC TR 26,516.0 $768K 0.01% -1K -4.8% $28.96 +2.5%
157 TLH ISHARES TR 7,642.0 $767K 0.01% -528.0 -6.5% $100.35 -4.0%
158 BSTP INNOVATOR ETFS TRUST 19,489.0 $767K 0.01% -105.0 -0.5% $39.33 +2.0%
159 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,505.0 $755K 0.01% -1K -40.1% $501.53 +17.4%
160 MS MORGAN STANLEY Financial Services 3,601.0 $753K 0.01% -228.0 -6.0% $209.11 +4.1%
Page 8 of 14  ·  267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.0%
Financial Services 24.4%
Communication Services 11.2%
Industrials 8.8%
Consumer Cyclical 7.2%
Healthcare 5.4%
Consumer Defensive 3.8%
Utilities 3.2%
Energy 1.3%
Real Estate 1.0%