AiSiWhale

AI & tech investing

SIGNATUREFD, LLC

CIK 1456048

13F filing for Q2 2026・No. 702

Holdings
US$7.49B
Quarter change
+US$961.05M
Entries
3,541
Net bought (estimate)
+US$255.47M

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 224
  • Sold out 168
  • Cut 985
  • Added 1,630
  • Corporate actions 10
  • Unchanged 632

Largest holdings

3,471 stocks worth US$7.48B, options and bonds left out.

StockThis quarterValueWeight
IWFISHARES TRRUS 1000 GRW ETFAddedSplit 4:1US$898.59M12.01%
VANGUARD SPECIALIZED FUNDSDIV APP ETFAddedUS$540.27M7.22%
ISHARES TRCORE S&P US VLUAddedUS$536.57M7.17%
VANGUARD STAR FDSVG TL INTL STK FAddedUS$451.24M6.03%
VANGUARD MALVERN FDSCORE BD ETFAddedUS$442.36M5.91%
ISHARES TRCORE MSCI EAFEAddedUS$371.97M4.97%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETFAddedUS$288.66M3.86%
VANGUARD INDEX FDSSMALL CP ETFAddedUS$284.5M3.80%
JANUS DETROIT STR TRHENDRSON AAA CLAddedUS$181.1M2.42%
AAPLAppleCOMAddedUS$171.81M2.30%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.