SIGNATURE ESTATE & INVESTMENT ADVISORS LLC - Portfolio overview

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has 688 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. GLDM - WORLD GOLD TR, 7.19%
2. IGM - ISHARES TR, 6.98%
3. EFV - ISHARES TR, 5.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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