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AUBREY FERNANDO

Signature Estate & Investment Advisors Llc

Assets Managed
$5.559B
Holdings
669
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.57%(2Q avg: 6.02%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Signature Estate & Investment Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 669 positions.

Assets under management

The assets under management (AUM) of Signature Estate & Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 5.559B in assets, with a quarterly growth rate of 12.57% and a 2-quarter average growth rate of 6.02%. The portfolio is managed by AUBREY FERNANDO, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 461.3%
8.61%
$478.381M
5.554M shares@ $86.15 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -5.63%
7.48%
$415.588M
2.929M shares@ $141.9 avg price
IGM
Ishares Expanded Tech Sector
Recent Activity
Increased 13.14%
6.19%
$343.865M
2.102M shares@ $163.59 avg price
TOTL
Spdr Doubleline Tr Tact Etf
Recent Activity
Increased 5.88%
4.25%
$235.876M
5.976M shares@ $39.47 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -11.3%
4.19%
$232.421M
7.473M shares@ $31.11 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Increased 7.55%
3.62%
$201.013M
2.531M shares@ $79.43 avg price
MAGS
Roundhill Magnificent Seven
Recent Activity
New Position
3.24%
$180.08M
2.801M shares@ $64.3 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 0.75%
3.08%
$170.896M
2.605M shares@ $65.61 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 0.33%
3.01%
$167.104M
2.183M shares@ $76.55 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -6.04%
2.07%
$114.677M
320,887 shares@ $357.38 avg price

1-10 of 669