Signature Estate & Investment Advisors

$4.9B Assets Reported
667 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
VUGVANGUARD INDEX FDS989,422$432M8.8%
GSLCGOLDMAN SACHS ETF TR3,103,919$388M7.9%
FNDXSCHWAB STRATEGIC TR8,425,671$235M4.8%
TOTLSSGA ACTIVE ETF TR5,644,596$224M4.5%
IGMISHARES TR1,858,032$220M4.5%
GLDMWORLD GOLD TR2,353,509$218M4.4%
EFVISHARES TR2,175,844$162M3.3%
AVESAMERICAN CENTY ETF TR2,585,886$155M3.1%
AMZNAMAZON COM INC487,345$101M2.1%
CGGRCAPITAL GROUP GROWTH ETF2,491,382$100M2.0%

Track Signature Estate & Investment Advisors's 13F portfolio: $4.9B in reported holdings, 667 positions. Top holdings, AUM, and quarterly changes on SentiSense.