SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - Portfolio Stock Holdings

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC disclosed 705 stock positions in a recent SEC 13F filing. $5,544,358,013 of stock holdings were filed, with the largest holdings including VUG, GSLC, and IGM. This filing represented positions held on June 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.