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SIGNATUREFD, LLC - Portfolio Stock Holdings

SIGNATUREFD, LLC disclosed 3620 stock positions in a recent SEC 13F filing. $7,758,779,475 of stock holdings were filed, with the largest holdings including IWF, IUSV, and VIG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $9,675,890,922 and has 130 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

3620

Est. Stock Holding Value:

$7,758,779,475

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SIGNATUREFD, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - SIGNATUREFD, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.