SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 1079935
13F filing for Q2 2026・No. 843
- Holdings
- US$5.56B
- Quarter change
- +US$620.44M
- Entries
- 1,062
- Net bought (estimate)
- +US$86.63M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 64
- Sold out 41
- Cut 288
- Added 281
- Corporate actions 2
- Unchanged 35
Largest holdings
668 stocks worth US$5.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | CutSplit 6:1 | 5,553,529 | US$478.38M | 8.61% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Cut | 2,928,946 | US$415.59M | 7.48% |
| ISHARES TREXPND TEC SC ETF | Added | 2,102,124 | US$343.87M | 6.19% |
| SSGA ACTIVE ETF TRST STR TOTAL ETF | Added | 5,976,076 | US$235.88M | 4.25% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 7,473,354 | US$232.42M | 4.18% |
| WORLD GOLD TRSPDR GLD MINIS | Added | 2,531,014 | US$201.01M | 3.62% |
| LISTED FDS TRROUN MA SEVE ETF | New | 2,800,625 | US$180.08M | 3.24% |
| AMERICAN CENTY ETF TREMERGING MKT VAL | Added | 2,605,120 | US$170.9M | 3.08% |
| ISHARES TREAFE VALUE ETF | Added | 2,182,943 | US$167.1M | 3.01% |
| GOOGLAlphabetCAP STK CL A | Cut | 320,887 | US$114.68M | 2.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.