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SIGNATUREFD, LLC - Portfolio Stock Holdings

SIGNATUREFD, LLC disclosed 3581 stock positions in a recent SEC 13F filing. $7,479,814,469 of stock holdings were filed, with the largest holdings including IWF, VIG, and IUSV. This filing represented positions held on June 30, 2026, and was filed today.

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:

June 30, 2026

No. of Stocks:

3581

Est. Stock Holding Value:

$7,479,814,469

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.