CIK 1079935
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
605
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 605
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 244K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 193K | $1M+ | SH |
| KKR | KKR & CO INC | 76K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 176K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 405K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 16K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 240K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 16K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 15K | $1M+ | SH |
| GOOG | ALPHABET INC | 24K | $1M+ | SH |
| IXN | ISHARES TR | 70K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 274K | $1M+ | SH |
| WELL | WELLTOWER INC | 38K | $1M+ | SH |
| HAS | HASBRO INC | 85K | $1M+ | SH |
| LNG | CHENIERE ENERGY INC | 36K | $1M+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 206K | $1M+ | SH |
| OEF | ISHARES TR | 20K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 14K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 156K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 188K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 240K | $1M+ | SH |
| IOO | ISHARES TR | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 20K | $1M+ | SH |
| APTV | APTIV PLC | 82K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 8K | $1M+ | SH |
| IVW | ISHARES TR | 50K | $1M+ | SH |
| IYH | ISHARES TR | 94K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |
| DOX | AMDOCS LTD | 73K | $1M+ | SH |
| MOTG | VANECK ETF TRUST | 152K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 117K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 58K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 53K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 21K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 0 | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 38K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| SYY | SYSCO CORP | 69K | $1M+ | SH |
| LRGF | ISHARES TR | 72K | $1M+ | SH |
| IEMG | ISHARES INC | 74K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| KO | COCA COLA CO | 69K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 51K | $1M+ | SH |
| IJR | ISHARES TR | 40K | $1M+ | SH |
| LH | LABCORP HOLDINGS INC | 19K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 30K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 21K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 123K | $1M+ | SH |