SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - Portfolio Stock Holdings
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC disclosed 698 stock positions in a recent SEC 13F filing. $5,661,302,522 of stock holdings were filed, with the largest holdings including VUG, GSLC, and IGM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $22,537,603,576 and has 241 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
698Est. Stock Holding Value:
$5,661,302,522Top Stock Holdings By Sector
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Portfolio Stock Holdings - SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
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% of Portfolio
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