Portfolio (Quarterly) Guide ↗

Signature Wealth Management Partners, LLC

· CIK 0001824694

13F Portfolio $214M AUM 122 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 12 New 36 Added 41 Reduced 10 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	MU	MICRON TECHNOLOGY INC	Technology	1,048.0	$1.2M	0.56%	NEW	—	$1154.29	-19.1%
2	INTC	INTEL CORP	Technology	3,137.0	$438K	0.20%	NEW	—	$139.64	-36.3%
3	CMDT	PIMCO ETF TR	—	13,337.0	$409K	0.19%	NEW	—	$30.67	+9.6%
4	SNDK	SANDISK CORP	Technology	117.0	$266K	0.12%	NEW	—	$2273.73	-32.4%
5	BE	BLOOM ENERGY CORP	Industrials	844.0	$255K	0.12%	NEW	—	$302.70	-29.4%
6	CARR	CARRIER GLOBAL CORPORATION	Industrials	3,450.0	$253K	0.12%	NEW	—	$73.35	-21.9%
7	NXPI	NXP SEMICONDUCTORS N V	Technology	850.0	$239K	0.11%	NEW	—	$281.03	-20.9%
8	BX	BLACKSTONE INC	Financial Services	2,007.0	$236K	0.11%	NEW	—	$117.67	+16.1%
9	TSM	TAIWAN SEMICONDUCTOR MANUFAC	Technology	482.0	$230K	0.11%	NEW	—	$477.57	-13.3%
10	WDC	WESTERN DIGITAL CORP	Technology	340.0	$217K	0.10%	NEW	—	$638.72	-29.5%
11	FV	FIRST TR EXCHANGE TRADED FD	—	2,791.0	$212K	0.10%	NEW	—	$75.88	-4.6%
12	NVTS CALL	NAVITAS SEMICONDUCTOR CORP	Technology	400.0	$7K	0.00%	NEW	—	$17.92	-39.0%

① 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 33.3%

Financial Services 17.8%

Industrials 13.5%

Communication Services 9.1%

Consumer Cyclical 7.0%

Healthcare 6.4%

Utilities 4.4%

Consumer Defensive 3.7%

Basic Materials 2.9%

Energy 1.9%