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13F holdings

SIGNATUREFD, LLC portfolio

Managed by . 3,431 reported positions worth $6.5B as of 2026-03-31, filed with the SEC on 2026-04-07. Parsed from the filing itself, not a reseller.

$6.5B
Book value
3,431
Positions
56%
Top 10 weight
+193
New this quarter
-142
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 7 days old on 2026-04-07, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.

New positions (193)
TickerIssuerValueShares% of book
SHVISHARES TR$850,6657,7060.01%
PDBCINVESCO ACTVELY MNGD ETC FD$519,28829,9820.01%
ZFEBINNOVATOR ETFS TRUST$431,63017,0000.01%
EBUFINNOVATOR ETFS TRUST$319,20810,8200.00%
BTCLWORLD FDS TR$312,83020,5000.00%
GLXYGALAXY DIGITAL INC.$221,40012,0000.00%
GPIQGOLDMAN SACHS ETF TR$210,3334,2500.00%
UMARINNOVATOR ETFS TRUST$195,6404,9230.00%
NVDLGRANITESHARES ETF TR$166,9112,3000.00%
ETHUVOLATILITY SHS TR$151,0316,7580.00%
IXNISHARES TR$134,9601,3500.00%
VSNTVERSANT MEDIA GROUP INC$127,2013,4360.00%
BNTXBIONTECH SE$101,5901,1430.00%
TUASIMPLIFY EXCHANGE TRADED FUN$97,9884,6440.00%
SOLZVOLATILITY SHS TR$83,72210,0150.00%
BGIGETF SER SOLUTIONS$82,1852,4710.00%
TSBKTIMBERLAND BANCORP INC$78,8602,0000.00%
GRNYTIDAL TRUST I$68,6022,8740.00%
ZTEKZENTEK LTD$65,975125,0000.00%
SNDASONIDA SENIOR LIVING INC$63,3071,9630.00%
SPYUBANK MONTREAL QUE$52,1002,5000.00%
SGDJSPROTT ETF TRUST$44,8485210.00%
PRFINVESCO EXCHANGE TRADED FD T$36,5987700.00%
CPERUNITED STS COMMODITY INDEX F$34,4301,0000.00%
XSSPXNUVEEN S&P 500 DYNAMIC OVERW$33,8762,1080.00%
Closed out (142)
TickerIssuerWas worthShares% of book
AZNNASTRAZENECA PLC$6.0M65,7760.00%
CYBRCYBERARK SOFTWARE LTD$694,0691,5560.00%
CMACOMERICA INC$362,4134,1690.00%
EWIISHARES INC$315,1145,8000.00%
SYU1SYNOVUS FINL CORP$269,6805,3880.00%
CIVICIVITAS RESOURCES INC$249,7439,2190.00%
EXKEXACT SCIENCES CORP$238,2602,3460.00%
EWPISHARES INC$211,5973,9250.00%
GU9GUESS INC$205,03712,2410.00%
CADECADENCE BANK$203,4404,7490.00%
TGNATEGNA INC$202,71810,4440.00%
IWVISHARES TR$172,5354460.00%
GMUBGOLDMAN SACHS ETF TR$135,8072,6530.00%
AKREPROFESIONALLY MANAGED PORTFO$130,2991,9890.00%
CGMUCAPITAL GRP FIXED INCM ETF T$124,6064,5510.00%
PLYMPLYMOUTH INDL REIT INC$121,3465,5460.00%
RNAGBPAVIDITY BIOSCIENCES INC$98,1691,3610.00%
CUREVAC N VCUREVAC N V$97,73621,6230.00%
MOFGMIDWESTONE FINL GROUP INC NE$81,7742,1240.00%
DAYDAYFORCE INC$78,2891,1320.00%
WDIWESTERN ASSET DIVERSIFIED IN$67,0744,8570.00%
NGDNNEW GOLD INC CDA$58,6716,7360.00%
8QRCONFLUENT INC$48,2031,5940.00%
BBJPJ P MORGAN EXCHANGE TRADED F$42,3806430.00%
DVAXDYNAVAX TECHNOLOGIES CORP$40,8192,6540.00%
Added to (1627)
TickerIssuerValueShares% of bookShares Δ
IUSVISHARES TR$474.7M4,642,2827.28%+1%
VIGVANGUARD SPECIALIZED FUNDS$473.8M2,203,2577.26%+3%
VCRBVANGUARD MALVERN FDS$421.4M5,446,4616.46%+8%
VXUSVANGUARD STAR FDS$401.2M5,202,7596.15%+59%
IEFAISHARES TR$329.3M3,637,2975.05%+3%
VWOVANGUARD INTL EQUITY INDEX F$241.8M4,473,0083.71%+3%
VBVANGUARD INDEX FDS$236.8M904,1253.63%+5156%
JAAAJANUS DETROIT STR TR$174.6M3,466,1552.68%+4%
AAPLAPPLE INC$148.7M585,9002.28%+1%
NVDANVIDIA CORPORATION$136.8M784,4602.10%+2%
VUGVANGUARD INDEX FDS$71.3M163,1981.09%+5%
JPSTJ P MORGAN EXCHANGE TRADED F$69.6M1,375,8051.07%+70%
GOOGLALPHABET INC$67.9M236,0211.04%+2%
AMZNAMAZON COM INC$61.0M292,6610.93%+1%
METAMETA PLATFORMS INC$36.0M62,8940.55%+2%
Trimmed (740)
TickerIssuerValueShares% of bookShares Δ
THNQEXCHANGE TRADED CONCEPTS TRU$1200.00%-100%
REETISHARES TR$100.00%-100%
DSLDOUBLELINE INCOME SOLUTIONS$4540.00%-100%
VIOOVANGUARD ADMIRAL FDS INC$1,148100.00%-100%
SQQQPROSHARES TR$4,025500.00%-99%
CATHGLOBAL X FDS$7510.00%-99%
MTBASIMPLIFY EXCHANGE TRADED FUN$3710.00%-99%
GPCRSTRUCTURE THERAPEUTICS INC$4,8201000.00%-98%
SLYVSPDR SERIES TRUST$10410.00%-98%
TTGTTECHTARGET INC$167430.00%-98%
ANROALTO NEUROSCIENCE INC$922410.00%-96%
BLFSBIOLIFE SOLUTIONS INC$1,851970.00%-95%
BIRKBIRKENSTOCK HOLDING PLC$358100.00%-95%
CHDNCHURCHILL DOWNS INC$3,054340.00%-95%
XMTRXOMETRY INC$1,050260.00%-94%
The book

Largest 150 of 3,431 holdings

TickerIssuerValueShares% of bookShares Δ
IWFISHARES TR$767.1M1,798,99911.76%
IUSVISHARES TR$474.7M4,642,2827.28%
VIGVANGUARD SPECIALIZED FUNDS$473.8M2,203,2577.26%
VCRBVANGUARD MALVERN FDS$421.4M5,446,4616.46%
VXUSVANGUARD STAR FDS$401.2M5,202,7596.15%
IEFAISHARES TR$329.3M3,637,2975.05%
VWOVANGUARD INTL EQUITY INDEX F$241.8M4,473,0083.71%
VBVANGUARD INDEX FDS$236.8M904,1253.63%
JAAAJANUS DETROIT STR TR$174.6M3,466,1552.68%
AAPLAPPLE INC$148.7M585,9002.28%
NVDANVIDIA CORPORATION$136.8M784,4602.10%
MUBISHARES TR$119.6M1,126,7501.83%
MSFTMICROSOFT CORP$82.4M222,5071.26%
VEAVANGUARD TAX-MANAGED FDS$71.7M1,118,6401.10%
VUGVANGUARD INDEX FDS$71.3M163,1981.09%
JPSTJ P MORGAN EXCHANGE TRADED F$69.6M1,375,8051.07%
VTVVANGUARD INDEX FDS$68.9M351,1131.06%
GOOGLALPHABET INC$67.9M236,0211.04%
AMZNAMAZON COM INC$61.0M292,6610.93%
VVVANGUARD INDEX FDS$51.1M171,0500.78%
SPYSPDR S&P 500 ETF TR$50.5M77,6980.77%
OEFISHARES TR$49.3M154,9850.76%
TSLATESLA INC$43.5M116,9300.67%
IEMGISHARES INC$42.1M603,9730.65%
METAMETA PLATFORMS INC$36.0M62,8940.55%
BRK/BBERKSHIRE HATHAWAY INC DEL$35.1M73,1510.54%
AVGOBROADCOM INC$31.8M102,9010.49%
JQUAJ P MORGAN EXCHANGE TRADED F$31.3M510,8840.48%
KOCOCA COLA CO$26.4M347,7630.41%
IVVISHARES TR$25.6M39,1430.39%
DDFDINNOVATOR ETFS TRUST$24.8M1,310,7830.38%
JPMJPMORGAN CHASE & CO.$24.7M83,8760.38%
LLYELI LILLY & CO$23.6M25,6990.36%
GOOGALPHABET INC$21.5M74,9410.33%
WMTWALMART INC$20.1M162,0970.31%
TSMTAIWAN SEMICONDUCTOR MFG LTD$19.4M57,3900.30%
ICSHISHARES TR$19.1M376,6420.29%
VTIVANGUARD INDEX FDS$18.8M58,5230.29%
EXMOCEXXON MOBIL CORP$17.6M103,6660.27%
JNJJOHNSON & JOHNSON$17.2M70,4330.26%
HDHOME DEPOT INC$15.8M47,9190.24%
COSTCOSTCO WHSL CORP NEW$13.5M13,5270.21%
HELOJ P MORGAN EXCHANGE TRADED F$13.3M207,8470.20%
NFLXNETFLIX INC$13.0M134,7730.20%
VVISA INC$12.9M42,5210.20%
ABBVABBVIE INC$12.3M56,5570.19%
MAMASTERCARD INCORPORATED$11.6M23,1260.18%
VLUEISHARES TR$11.5M80,7710.18%
ASMLASML HOLDING N V$11.0M8,3190.17%
PLTRPALANTIR TECHNOLOGIES INC$10.5M72,0460.16%
DFACDIMENSIONAL ETF TRUST$10.4M267,3870.16%
PGPROCTER AND GAMBLE CO$10.1M70,2520.16%
CATCATERPILLAR INC$9.6M13,5290.15%
BACBANK AMERICA CORP$9.5M195,6350.15%
EFXEQUIFAX INC$9.1M50,4200.14%
GEGE AEROSPACE$9.0M31,8630.14%
MUMICRON TECHNOLOGY INC$9.0M26,6320.14%
BNDVANGUARD BD INDEX FDS$9.0M122,0940.14%
CSCOCISCO SYS INC$8.8M113,6200.14%
DALDELTA AIR LINES INC DEL$8.4M125,7700.13%
HCAHCA HEALTHCARE INC$8.0M16,8930.12%
ZSEPINNOVATOR ETFS TRUST$7.6M282,8000.12%
ORCLORACLE CORP$7.5M51,1550.12%
IWDISHARES TR$7.5M35,1870.12%
USEPINNOVATOR ETFS TRUST$7.5M194,3500.12%
RTXRTX CORPORATION$7.5M38,8760.11%
AMDADVANCED MICRO DEVICES INC$7.4M36,2960.11%
NVSNOVARTIS AG$7.3M48,0400.11%
SPGIS&P GLOBAL INC$7.2M16,9500.11%
IBMINTERNATIONAL BUSINESS MACHS$7.2M29,5160.11%
MRKMERCK & CO INC$6.9M57,3990.11%
LRCXLAM RESEARCH CORP$6.8M31,9880.10%
AMATAPPLIED MATLS INC$6.5M18,9160.10%
ROLROLLINS INC$6.3M118,4620.10%
VOOVANGUARD INDEX FDS$6.3M10,5460.10%
CVXCHEVRON CORP NEW$6.3M30,2970.10%
SOSOUTHERN CO$6.0M62,2490.09%
COINCOINBASE GLOBAL INC$6.0M34,4040.09%
MCDMCDONALDS CORP$6.0M19,3090.09%
BMYBRISTOL-MYERS SQUIBB CO$5.9M97,7950.09%
WFCWELLS FARGO CO NEW$5.9M74,4070.09%
GEVGE VERNOVA INC$5.9M6,7830.09%
SHOPSHOPIFY INC$5.8M49,1320.09%
BPOPPOPULAR INC$5.7M42,3770.09%
GSGOLDMAN SACHS GROUP INC$5.6M6,6490.09%
ARHSARHAUS INC$5.6M822,7650.09%
NEENEXTERA ENERGY INC$5.6M60,0440.09%
PEPPEPSICO INC$5.6M35,7520.09%
DISDISNEY WALT CO$5.5M57,4610.08%
SHELSHELL PLC$5.5M58,9670.08%
UNHUNITEDHEALTH GROUP INC$5.3M19,7600.08%
PMPHILIP MORRIS INTL INC$5.3M32,2210.08%
QQQINVESCO QQQ TR$5.2M9,0390.08%
APHAMPHENOL CORP NEW$5.2M41,0760.08%
AXPAMERICAN EXPRESS CO$5.1M16,7190.08%
ACWXISHARES TR$5.0M73,4060.08%
AMGNAMGEN INC$5.0M14,2320.08%
RYROYAL BK CDA$5.0M30,7880.08%
MUFGMITSUBISHI UFJ FINL GROUP IN$4.9M291,2150.08%
LINLINDE PLC$4.9M9,9460.08%
GPCGENUINE PARTS CO$4.9M46,3460.08%
CSXCSX CORP$4.9M119,0150.07%
TAT&T INC$4.9M168,2490.07%
MSMORGAN STANLEY$4.9M29,5150.07%
HSBCHSBC HLDGS PLC$4.8M58,0890.07%
ABTABBOTT LABS$4.8M46,5610.07%
ETNEATON CORP PLC$4.8M13,3240.07%
TJXTJX COS INC NEW$4.8M29,8080.07%
NSCNORFOLK SOUTHN CORP$4.7M16,2270.07%
MCKMCKESSON CORP$4.6M5,3000.07%
VONGVANGUARD SCOTTSDALE FDS$4.5M40,6830.07%
TTTRANE TECHNOLOGIES PLC$4.4M10,6640.07%
SMFGSUMITOMO MITSUI FINL GROUP I$4.4M224,6940.07%
TMTOYOTA MOTOR CORP$4.3M20,8810.07%
BWXTBWX TECHNOLOGIES INC$4.2M20,7020.06%
AFLAFLAC INC$4.1M37,8190.06%
LOWLOWES COS INC$4.1M17,4310.06%
UPSUNITED PARCEL SERVICE INC$4.1M41,6960.06%
TMOTHERMO FISHER SCIENTIFIC INC$4.1M8,3420.06%
ISRGINTUITIVE SURGICAL INC$4.1M8,8770.06%
SANBANCO SANTANDER SA$4.1M360,7940.06%
CRMSALESFORCE INC$4.0M21,2810.06%
HSTHOST HOTELS & RESORTS INC$3.9M206,1430.06%
IBTIISHARES TR$3.9M172,9740.06%
TXNTEXAS INSTRS INC$3.8M19,6990.06%
IBTHISHARES TR$3.8M168,9130.06%
ADIANALOG DEVICES INC$3.8M11,8440.06%
ACWIISHARES TR$3.7M26,7180.06%
IBTJISHARES TR$3.6M166,6730.06%
IJRISHARES TR$3.6M29,0670.06%
TTETOTALENERGIES SE$3.6M39,5670.06%
BRK/ABERKSHIRE HATHAWAY INC DEL$3.6M50.06%
IBTGISHARES TR$3.5M154,2450.05%
SCHBSCHWAB STRATEGIC TR$3.5M140,0250.05%
GILDGILEAD SCIENCES INC$3.5M25,1380.05%
BXBLACKSTONE INC$3.5M30,4370.05%
SCHFSCHWAB STRATEGIC TR$3.5M140,4860.05%
COFCAPITAL ONE FINL CORP$3.5M18,9740.05%
INGING GROEP N.V.$3.4M130,9540.05%
KLACKLA CORP$3.4M2,3140.05%
LHXL3HARRIS TECHNOLOGIES INC$3.4M9,8300.05%
SAPSAP SE$3.3M19,5630.05%
PFEPFIZER INC$3.3M118,3710.05%
VZVERIZON COMMUNICATIONS INC$3.3M65,9250.05%
MNSTMONSTER BEVERAGE CORP NEW$3.3M44,9420.05%
ANETARISTA NETWORKS INC$3.3M26,5080.05%
UNPUNION PAC CORP$3.3M13,4140.05%
SYKSTRYKER CORPORATION$3.2M9,8630.05%
UBERUBER TECHNOLOGIES INC$3.2M44,5990.05%
MPCMARATHON PETE CORP$3.2M13,0320.05%

This table is the 150 largest positions by value, out of 3,431 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

This manager also disclosed 34 options positions with a combined notional of $1.7M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by SIGNATUREFD, LLC (CIK 1456048, accession 0001456048-26-000003). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

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