SIGNATURE WEALTH MANAGEMENT PARTNERS LLC
Q2 2023 Form 13-F
MONTVALE, NEW JERSEY
CIK 0001824694
· CRD 298315
· SEC-registered investment adviser
$107.9M Reported Value Total
SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC reports 940 total accounts under management (AUM). There are 848 discretionary accounts valued at $285,599,401, and 92 non-discretionary accounts valued at $21,554,575.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-07-28
Reported value
$107.9M
Quarter over quarter
+8.6%
Holdings
98
Top-10 concentration
53.2%
Key People
Form ADV owners & control persons
Elizabeth Ann Emr
MANAGING MEMBER
Gregory Michael Emr
MANAGING MEMBER
Donna Emr
CHIEF COMPLIANCE OFFICER
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Q2 2023 13F record
Q2 2023 13F filing summary
| Period of report | June 30, 2023 |
|---|---|
| Filed | July 24, 2023 |
| Form | 13F-HR |
| Reported value | $107.9M |
| Positions | 98 |
| Change in reported value | +0.1% |
| New positions | 4 |
| Exited positions | 13 |
| Position turnover | 15.3% |
| Top-10 concentration | 53.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 21, 2026
|
124 | $234.3M |
|
Q2 2026 13F
Filed Jul 29, 2026
|
121 | $214.5M |
|
Q1 2026 13F
Filed Apr 21, 2026
|
116 | $199.4M |
|
Q4 2025 13F
Filed Feb 2, 2026
|
120 | $202.2M |
|
Q3 2025 13F
Filed Oct 23, 2025
|
113 | $191.0M |
|
Q2 2025 13F
Filed Jul 22, 2025
|
110 | $175.0M |
|
Q1 2025 13F
Filed May 8, 2025
|
103 | $152.7M |
|
Q4 2024 13F
Filed Jan 23, 2025
|
102 | $145.6M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
104 | $138.1M |
|
Q2 2024 13F
Filed Jul 15, 2024
|
104 | $131.6M |
|
Q1 2024 13F
Filed Apr 26, 2024
|
101 | $122.9M |
|
Q4 2023 13F
Filed Jan 19, 2024
|
95 | $114.2M |
|
Q3 2023 13F
Filed Oct 24, 2023
|
92 | $102.2M |
|
Q2 2023 13F
Filed Jul 24, 2023
|
98 | $107.9M |
|
Q1 2023 13F
Filed May 3, 2023
|
107 | $107.8M |
|
Q4 2022 13F
Filed Feb 6, 2023
|
101 | $101.5M |
|
Q3 2022 13F
Filed Nov 1, 2022
|
100 | $90.8M |
|
Q2 2022 13F
Filed Jul 22, 2022
|
106 | $97.6M |
|
Q1 2022 13F
Filed May 10, 2022
|
113 | $117.4M |
|
Q4 2021 13F
Filed Jan 19, 2022
|
110 | $118.0M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $10.6M | 9.82% |
| 2 | IVE ISHARES TR | $7.7M | 7.14% |
| 3 | IYW ISHARES TR | $7.4M | 6.9% |
| 4 | JEPI J P MORGAN EXCHANGE TRADED F | $6.8M | 6.33% |
| 5 | IVW ISHARES TR | $6.8M | 6.26% |
| 6 | AME AMETEK INC | $6.2M | 5.73% |
| 7 | MSFT MICROSOFT CORP | $3.1M | 2.85% |
| 8 | SPY SPDR S&P 500 ETF TR | $3.1M | 2.83% |
| 9 | AMZN AMAZON COM INC | $2.9M | 2.69% |
| 10 | JPM JPMORGAN CHASE & CO | $2.9M | 2.66% |
| 11 | FHLC FIDELITY COVINGTON TRUST | $1.6M | 1.51% |
| 12 | DOV DOVER CORP | $1.6M | 1.47% |
| 13 | IBB ISHARES TR | $1.5M | 1.43% |
| 14 | IVV ISHARES TR | $1.4M | 1.28% |
| 15 | META META PLATFORMS INC | $1.4M | 1.28% |
| 16 | GOOGL ALPHABET INC | $1.4M | 1.26% |
| 17 | XOM EXXON MOBIL CORP | $1.3M | 1.23% |
| 18 | DE DEERE & CO | $1.3M | 1.16% |
| 19 | BA BOEING CO | $1.2M | 1.15% |
| 20 | JNJ JOHNSON & JOHNSON | $1.2M | 1.12% |
Values as reported on the Q2 2023 Form 13F. Every position is in the holdings table below.