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SIGNATUREFD, LLC

13F
SIGNATUREFD, LLC
Last update 2025-07-16 3256 Stocks (156 new)
Value $5.87 Bil Turnover 4 %
Countries:
Top Holdings: IWF(13.02%)IUSV(7.23%)VIG(7.09%)VCRB(6.02%)JQUA(5.63%)
Summary Stock Picks Current Portfolio
SIGNATUREFD, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
1,799,924
764,211.9
-2.95%
13.020
-0.37%
0.690
+21.84%
+9.03%
114,323.5
 
IUSV
ISHARES TRUST
4,483,865
424,308.2
+0.52%
7.230
+0.04%
2.020
+9.88%
+4.65%
21,371.6
 
VIG
Vanguard Dividend Appreciation FTF
2,031,392
415,765.0
+3.48%
7.090
+0.24%
0.470
+10.49%
+6.27%
90,207.5
 
VCRB
Vanguard Core Bond ETF
4,555,932
353,449.2
+29.24%
6.020
+1.36%
11.830
+0.13%
+1.46%
2,961.9
 
JQUA
JPMorgan U.S. Quality Factor ETF
5,501,136
330,343.2
+2.25%
5.630
+0.12%
5.130
+10.45%
+6.50%
6,681.5
 
IEFA
iShares Core MSCI EAFE ETF
3,338,116
278,665.9
+2.74%
4.750
+0.13%
0.200
+9.13%
+20.76%
146,414.2
 
VXUS
Vanguard Total International Stock
3,212,031
221,919.2
+1.25%
3.780
+0.05%
0.240
+11.50%
+19.79%
93,859.7
 
VWO
Vanguard FTSE Emerging Markets ETF
4,141,888
204,857.8
+2.91%
3.490
+0.10%
0.240
+13.24%
+15.76%
86,139.9
 
JAAA
Janus Henderson AAA CLO ETF
3,111,669
157,917.2
+32.56%
2.690
+0.66%
0.710
+0.50%
0%
22,855.0
 
MUB
iShares National Muni Bond ETF
1,246,713
130,256.6
+2.33%
2.220
+0.05%
0.340
-0.39%
-2.87%
37,825.3
 

SIGNATUREFD, LLC's Historical Top Holdings Breakdowns

SIGNATUREFD, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-06-30
Add
Add
+1.36%
●
75.74 ($76.63) 77.9
$76.92
0.38%
Add 29.24%
4,555,932
1,030,827
JAAA
Janus Henderson AAA CLO ETF
2025-06-30
Add
Add
+0.66%
●
49.79 ($50.49) 50.75
$50.71
0.44%
Add 32.56%
3,111,669
764,370
VB
Vanguard Small Cap ETF
2025-06-30
Reduce
Reduce
-0.63%
●
193.73 ($223.07) 237.37
$245.19
9.92%
Reduce -88.14%
20,288
-150,822
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Reduce
Reduce
-0.37%
●
320.42 ($382.13) 424.58
$437.85
14.58%
Reduce -2.95%
1,799,924
-54,794
JPST
JPMorgan Ultra-Short Income ETF
2025-06-30
Reduce
Reduce
-0.32%
●
50.36 ($50.51) 50.68
$50.61
0.20%
Reduce -30.43%
757,505
-331,387
VIG
Vanguard Dividend Appreciation FTF
2025-06-30
Add
Add
+0.24%
●
173.71 ($193.82) 204.67
$208.10
7.37%
Add 3.48%
2,031,392
68,405
BND
Vanguard Total Bond Market ETF
2025-06-30
Reduce
Reduce
-0.17%
●
71.88 ($72.74) 73.82
$72.94
0.27%
Reduce -48.17%
132,967
-123,563
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+0.13%
●
67.83 ($79.31) 84.09
$84.87
7.01%
Add 2.74%
3,338,116
88,919
JQUA
JPMorgan U.S. Quality Factor ETF
2025-06-30
Add
Add
+0.12%
●
50.39 ($57.13) 60.05
$60.99
6.76%
Add 2.25%
5,501,136
120,933
VUG
Vanguard Growth ETF
2025-06-30
Add
Add
+0.12%
●
329.49 ($394.63) 438.4
$452.27
14.61%
Add 10.42%
163,029
15,390

SIGNATUREFD, LLC Total Holding History ($B)

To

SIGNATUREFD, LLC's Asset Allocation

To

SIGNATUREFD, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SIGNATUREFD, LLC's Hypothetical Growth since 2025-06-30

SIGNATUREFD, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SIGNATUREFD, LLC's Holdings Heat Map

Size field:

SIGNATUREFD, LLC's Holdings Bubble Chart

SIGNATUREFD, LLC News

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