SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 669 positions worth $5.56B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: VUG (8.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $478.4M | 8.61% | 5,553,529 | — | — | |
| ▸ 2 | GSLC | SH | $415.6M | 7.48% | 2,928,946 | — | — | |
| ▸ 3 | IGM | SH | $343.9M | 6.19% | 2,102,124 | — | — | |
| ▸ 4 | TOTL | SH | $235.9M | 4.24% | 5,976,076 | — | — | |
| ▸ 5 | FNDX | SH | $232.4M | 4.18% | 7,473,354 | — | — | |
| ▸ 6 | GLDM | SH | $201.0M | 3.62% | 2,531,014 | — | — | |
| ▸ 7 | MAGS | SH | $180.1M | 3.24% | 2,800,625 | — | — | |
| ▸ 8 | AVES | SH | $170.9M | 3.07% | 2,605,120 | — | — | |
| ▸ 9 | EFV | SH | $167.1M | 3.01% | 2,182,943 | — | — | |
| ▸ 10 | GOOGL | SH | $114.7M | 2.06% | 320,887 | — | — |
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Frequently Asked Questions
What stocks does SIGNATURE ESTATE & INVESTMENT ADVISORS LLC hold as of Q2 2026?
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 669 positions worth $5.56B in its Q2 2026 13F filing. Largest positions: VUG (8.6%), GSLC (7.5%), IGM (6.2%), TOTL (4.2%) and FNDX (4.2%).
What did SIGNATURE ESTATE & INVESTMENT ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SIGNATURE ESTATE & INVESTMENT ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.