SIGNATURE ESTATE & INVESTMENT ADVISORS LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 899,397 shares of $GSLC (~$119,053,181). This was an increase of ~20% over their previous position.
- A decrease of -431,767 shares of $NEE (~$34,662,255). This was a decrease of ~94% from their previous position.
- An addition of 185,180 shares of $VST (~$29,875,089). This was an increase of ~inf% over their previous position.
- A decrease of -251,116 shares of $CMG (~$9,291,292). This was a decrease of ~100% from their previous position.
- A decrease of -30,049 shares of $MU (~$8,576,285). This was a decrease of ~7% from their previous position.
- An addition of 154,817 shares of $IBIT (~$7,686,664). This was an increase of ~2324% over their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC for more details.
