Portfolio (Quarterly) Guide ↗

Signature Wealth Management Partners, LLC

· CIK 0001824694

13F Portfolio $202M AUM 120 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 11 New 25 Added 29 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ET	ENERGY TRANSFER L P	Energy	15,557	$267K	0.14%	SOLD
2	FV	FIRST TR EXCHANGE TRADED FD	—	3,329	$206K	0.11%	SOLD
3	CARR	CARRIER GLOBAL CORPORATION	Industrials	3,450	$206K	0.11%	SOLD
4	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	3,147	$205K	0.11%	SOLD

Sector Allocation

Technology 29.7%

Financial Services 18.2%

Industrials 12.7%

Communication Services 11.2%

Consumer Cyclical 7.7%

Healthcare 6.3%

Utilities 4.4%

Consumer Defensive 3.6%

Basic Materials 3.2%

Energy 3.1%