Signature Wealth Management Partners, LLC

RIA/Wealth

Signature Wealth Management Partners, LLC is a RIA/Wealth based in Montvale, NJ led by Elizabeth Ann Emr, reporting $387.1M in AUM as of Q3 2025 with 50% ETF concentration and 56% concentrated in top 10 holdings.

Managing PartnerElizabeth Ann Emr

Portfolio Value: $191.0M
Positions: 113
Top Holding: IVE at 10.27%
Last Reported: Q3 2025

Address85 Chestnut Ridge Road, Suite 201, Montvale, NJ, 07645, United States

Top Holdings

Largest long holdings in Signature Wealth Management Partners, LLC's portfolio (56.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares S&P 500 Value IVE	ETF ETF	$19.6M	10.27%	+$83.4K Bought	— 95.0K shares	Q4 2020 Held for 4y 11m
2 Janus Henderson AAA CLO JAAA	ETF ETF	$15.0M	7.88%	+$787.1K Bought	— 296.4K shares	Q1 2024 Held for 1y 8m
3 JPMorgan Equity Premium Income JEPI	ETF ETF	$14.2M	7.41%	+$583.4K Bought	— 247.8K shares	Q3 2022 Held for 3y 2m
4 Apple AAPL	Consumer Electronics Technology	$12.7M	6.67%	-$119.2K Sold	0.00% 50.1K shares	Q4 2020 Held for 4y 11m
5 iShares S&P 500 Growth ETF IVW	ETF ETF	$12.5M	6.57%	+$295.6K Bought	— 103.9K shares	Q4 2020 Held for 4y 11m
6 iShares U.S. Technology IYW	ETF ETF	$12.2M	6.38%	-$561.1K Sold	— 62.2K shares	Q4 2020 Held for 4y 11m
7 Ametek AME	Industrial - Machinery Industrials	$6.4M	3.35%	—	0.01% 34.1K shares	Q4 2020 Held for 4y 11m
8 Microsoft MSFT	Software - Infrastructure Technology	$5.5M	2.87%	+$588.9K Bought	0.00% 10.6K shares	Q4 2020 Held for 4y 11m
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$4.9M	2.54%	+$18.0K Bought	0.00% 22.1K shares	Q4 2020 Held for 4y 11m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.7M	2.46%	—	— 7.0K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Signature Wealth Management Partners, LLC's latest filing

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Market Value

$191.0M

Prior: $175.0M

Q/Q Change

+9.17%

+$16.1M

Net Flows % of MV

+1.45%

Turnover Ratio

2.29%

New Purchases

5 stocks

$1.3M

Added To

37 stocks

+$4.3M

Sold Out Of

3 stocks

$687.9K

Reduced Holdings

31 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 Rigetti Computing, Inc. RGTI	New	0 → 12.0K +$357.4K
2 Barnes Group B	New	0 → 9.2K +$301.5K
3 SPDR Portfolio S&P 500 Growth ETF SPYG	New	0 → 2.4K +$253.8K
4 iShares Russell 1000 IWB	New	0 → 570.0 +$208.3K
5 iShares Bitcoin Trust IBIT	New	0 → 3.1K +$204.6K

Decreased Positions

Position	Shares Δ	Change
1 Air Products and Chemicals APD	Sold	988.0 → 0 −$278.6K
2 Costco Wholesale COST	Sold	207.0 → 0 −$205.3K
3 PayPal Holdings, Inc. PYPL	Sold	2.7K → 0 −$203.9K
4 Oklo OKLO	-31.07%	6.8K → 4.7K −$237.2K
5 Newmont NEM	-16.81%	16.9K → 14.0K −$238.9K