SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13F Holdings

CIK 0001079935 · LOS ANGELES, CA

As of Sep 30, 2025, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC reported 945 positions worth $4.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETFGSLC—4,425,055$576.5M13.35%
VANGUARD GROWTH INDEX FUNDVUG—1,018,462$488.5M11.31%
ISHARES EXPANDED TECH SECTOR ETFIGM—1,869,016$235.4M5.45%
STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETFTOTL—5,371,992$217.9M5.05%
SCHWAB FUNDAMENTAL US LARGE COMPANY ETFFNDX—7,877,150$207.2M4.80%
MICROSOFT CORPMSFTTechnology234,594 21.5M2.81%
CAPITAL GROUP GROWTH ETFCGGR—2,703,045 18.7M2.75%
AMAZON.COM INCAMZNEquity478,166 05.0M2.43%
ALPHABET INCGOOGLEquity428,558 04.2M2.41%
APPLE INCAAPLTechnology386,089$98.3M2.28%
THE FINANCIAL SELECT SECTOR SPDR FUNDXLFEquity1,700,560$91.6M2.12%
ISHARES MSCI EAFE VALUE ETFEFV—1,287,820$87.4M2.02%
META PLATFORMS INCMETACommunication Services115,589$84.9M1.97%
MASTERCARD INCMAFinancial Services142,892$81.3M1.88%
BROADCOM INCAVGOTechnology243,934$80.5M1.86%
ARISTA NETWORKS INCANETTechnology531,355$77.4M1.79%
UBER TECHNOLOGIES INCUBERTechnology766,476$75.1M1.74%
MICRON TECHNOLOGY INCMUTechnology416,736$69.7M1.61%
SALESFORCE INCCRMTechnology250,752$59.4M1.38%
VANGUARD VALUE INDEX FUNDVTV—312,609$58.3M1.35%
COINBASE GLOBAL INCCOINFinancial Services166,156$56.1M1.30%
ELI LILLY & COLLYHealthcare72,850$55.6M1.29%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity359,176$50.0M1.16%
MCKESSON CORPMCKHealthcare59,487$46.0M1.06%
THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUNDXLC—368,376$43.6M1.01%