Signify Wealth

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 26Value: $88.6MLatest: 2024Q4

Signify Wealth is an institutional investment manager that filed its latest Form 13F for 2024Q4, reporting 26 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  null,
  null,
  "META",
  null,
  "MSFT",
  "VGSH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "AMZN",
  null,
  "VEA",
  "BND",
  "BSV",
  "VB",
  null,
  "CRWD",
  "RSP",
  "EFA",
  "TSLA",
  "NFLX",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-06
Total Holdings: 26
Total Value: 88596920
Accession Number: 0001769062-25-000002
Form Type: 13F-HR
CIK: signify-wealth
Manager Name: Signify-Wealth

Data Enrichment

73% identified

19 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

26 positions • $88.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287721

Shares:54.4K

Value:$8.7M

% of Portfolio:9.8% ($8.7M/$88.6M)

92206C102

VGSH|92206C102

Shares:132.3K

Value:$7.7M

% of Portfolio:8.7% ($7.7M/$88.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:11.6K

Value:$6.8M

% of Portfolio:7.7% ($6.8M/$88.6M)

29287L205

Shares:91.0K

Value:$6.6M

% of Portfolio:7.5% ($6.6M/$88.6M)

Tesla, Inc.

TSLA|88160R101

Shares:14.3K

Value:$5.8M

% of Portfolio:6.5% ($5.8M/$88.6M)

AMAZON COM INC

AMZN|023135106

Shares:25.7K

Value:$5.6M

% of Portfolio:6.4% ($5.6M/$88.6M)

Apple Inc.

AAPL|037833100

Shares:19.8K

Value:$5.0M

% of Portfolio:5.6% ($5.0M/$88.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:24.4K

Value:$4.6M

% of Portfolio:5.2% ($4.6M/$88.6M)

89628W302

Shares:64.5K

Value:$4.3M

% of Portfolio:4.8% ($4.3M/$88.6M)

46432F339

QUAL|46432F339

Shares:23.9K

Value:$4.2M

% of Portfolio:4.8% ($4.2M/$88.6M)

46138E354

Shares:60.4K

Value:$4.2M

% of Portfolio:4.8% ($4.2M/$88.6M)

46137V357

RSP|46137V357

Shares:23.5K

Value:$4.1M

% of Portfolio:4.7% ($4.1M/$88.6M)

89628W401

Shares:139.3K

Value:$4.0M

% of Portfolio:4.5% ($4.0M/$88.6M)

464287465

EFA|464287465

Shares:52.6K

Value:$4.0M

% of Portfolio:4.5% ($4.0M/$88.6M)

464285204

Shares:69.2K

Value:$3.4M

% of Portfolio:3.9% ($3.4M/$88.6M)

81369Y506

Shares:35.9K

Value:$3.1M

% of Portfolio:3.5% ($3.1M/$88.6M)

NVIDIA CORP

NVDA|67066G104

Shares:13.3K

Value:$1.8M

% of Portfolio:2.0% ($1.8M/$88.6M)

922908769

VTI|922908769

Shares:4.7K

Value:$1.4M

% of Portfolio:1.5% ($1.4M/$88.6M)

MICROSOFT CORP

MSFT|594918104

Shares:2.2K

Value:$932.0K

% of Portfolio:1.1% ($932.0K/$88.6M)

Meta Platforms, Inc.

META|30303M102

Shares:983

Value:$575.7K

% of Portfolio:0.6% ($575.7K/$88.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287721)✕	54.4K	QoQ +5.57% (+2.9K) YoY-	All Managers (Combined)	$8.7M	9.8% ($8.7M/$88.6M)	QoQ +11.07% (+$864.6K) YoY-
(VGSHcusip92206C102)	132.3K	QoQ +7.45% (+9.2K) YoY-	All Managers (Combined)	$7.7M	8.7% ($7.7M/$88.6M)	QoQ +5.92% (+$430.1K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	11.6K	QoQ +6.85% (+747) YoY-	All Managers (Combined)	$6.8M	7.7% ($6.8M/$88.6M)	QoQ +9.14% (+$572.1K) YoY-
(cusip29287L205)✕	91.0K	QoQ +5.62% (+4.8K) YoY-	All Managers (Combined)	$6.6M	7.5% ($6.6M/$88.6M)	QoQ +3.68% (+$234.6K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	14.3K	QoQ +1.52% (+215) YoY-	All Managers (Combined)	$5.8M	6.5% ($5.8M/$88.6M)	QoQ +56.70% (+$2.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	25.7K	QoQ -0.29% (-75) YoY-	All Managers (Combined)	$5.6M	6.4% ($5.6M/$88.6M)	QoQ +17.40% (-$837.1K) YoY-
Apple Inc.(AAPLcusip037833100)	19.8K	QoQ -0.63% (-126) YoY-	All Managers (Combined)	$5.0M	5.6% ($5.0M/$88.6M)	QoQ +6.80% (-$316.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	24.4K	QoQ -0.31% (-78) YoY-	All Managers (Combined)	$4.6M	5.2% ($4.6M/$88.6M)	QoQ +13.77% (-$559.2K) YoY-
(cusip89628W302)✕	64.5K	QoQ +5.48% (+3.4K) YoY-	All Managers (Combined)	$4.3M	4.8% ($4.3M/$88.6M)	QoQ +7.56% (+$301.6K) YoY-
(QUALcusip46432F339)	23.9K	QoQ +7.59% (+1.7K) YoY-	All Managers (Combined)	$4.2M	4.8% ($4.2M/$88.6M)	QoQ +6.86% (+$272.8K) YoY-
(cusip46138E354)✕	60.4K	QoQ +8.30% (+4.6K) YoY-	All Managers (Combined)	$4.2M	4.8% ($4.2M/$88.6M)	QoQ +5.69% (+$227.6K) YoY-
(RSPcusip46137V357)	23.5K	QoQ +9.28% (+2.0K) YoY-	All Managers (Combined)	$4.1M	4.7% ($4.1M/$88.6M)	QoQ +6.88% (+$265.8K) YoY-
(cusip89628W401)✕	139.3K	QoQ +11.40% (+14.3K) YoY-	All Managers (Combined)	$4.0M	4.5% ($4.0M/$88.6M)	QoQ +2.11% (+$82.7K) YoY-
(EFAcusip464287465)	52.6K	QoQ +12.32% (+5.8K) YoY-	All Managers (Combined)	$4.0M	4.5% ($4.0M/$88.6M)	QoQ +1.55% (+$60.8K) YoY-
(cusip464285204)✕	69.2K	QoQ +6.95% (+4.5K) YoY-	All Managers (Combined)	$3.4M	3.9% ($3.4M/$88.6M)	QoQ +6.54% (+$210.3K) YoY-
(cusip81369Y506)✕	35.9K	QoQ NEW(+35.9K) YoY-	All Managers (Combined)	$3.1M	3.5% ($3.1M/$88.6M)	QoQ NEW(+$3.1M) YoY-
NVIDIA CORP(NVDAcusip67066G104)	13.3K	QoQ -3.77% (-523) YoY-	All Managers (Combined)	$1.8M	2.0% ($1.8M/$88.6M)	QoQ +6.41% (-$107.9K) YoY-
(VTIcusip922908769)	4.7K	QoQ +8.84% (+381) YoY-	All Managers (Combined)	$1.4M	1.5% ($1.4M/$88.6M)	QoQ +11.39% (+$139.1K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	2.2K	QoQ +0.04% (-1) YoY-	All Managers (Combined)	$932.0K	1.1% ($932.0K/$88.6M)	QoQ -1.97% (-$18.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	983	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$575.7K	0.6% ($575.7K/$88.6M)	QoQ +2.33% (+$13.1K) YoY-