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Portfolio (Quarterly) Guide ↗

Signet Private Wealth LLC

· CIK 0002096298
13F Portfolio $105M AUM 118 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 46 Added 36 Reduced 20 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SHY ISHARES TR 15,897.0 $1.3M 1.25% NEW $82.57 -0.6%
2 ACWX ISHARES TR 19,141.0 $1.3M 1.25% NEW $68.47 +7.3%
3 XLU SELECT SECTOR SPDR TR 16,240.0 $745K 0.71% NEW $45.89 -3.4%
4 GE GE AEROSPACE Industrials 1,404.0 $398K 0.38% NEW $283.77 +0.8%
5 CPAG RBB FD INC 3,785.0 $387K 0.37% NEW $102.22 -1.1%
6 APH AMPHENOL CORP Technology 2,941.0 $372K 0.35% NEW $126.37 -5.7%
7 OXY OCCIDENTAL PETE CORP Energy 4,307.0 $280K 0.27% NEW $65.00 -8.2%
8 TIDAL TRUST II 15,540.0 $273K 0.26% NEW $17.58
9 CNP CENTERPOINT ENERGY INC Utilities 6,305.0 $272K 0.26% NEW $43.16 -3.3%
10 EMXC ISHARES INC 3,314.0 $261K 0.25% NEW $78.66 +17.1%
11 PWB INVESCO EXCHANGE TRADED FD T 2,033.0 $256K 0.24% NEW $125.91 +19.2%
12 BWET AMPLIFY COMMODITY TRUST Financial Services 2,535.0 $250K 0.24% NEW $98.50 +93.5%
13 CVX CHEVRON CORPORATION Energy 1,188.0 $246K 0.23% NEW $206.86 -5.2%
14 IJR ISHARES TR 1,903.0 $237K 0.23% NEW $124.30 +7.1%
15 OILK PROSHARES TR 4,372.0 $237K 0.23% NEW $54.10 +12.5%
16 IAU ISHARES GOLD TR Financial Services 2,614.0 $230K 0.22% NEW $88.17 -4.4%
17 VLUE ISHARES TR 1,585.0 $225K 0.21% NEW $142.19 +25.4%
18 REMX VANECK ETF TRUST 2,491.0 $219K 0.21% NEW $88.00 +5.2%
19 CCJ CAMECO CORP Energy 1,953.0 $212K 0.20% NEW $108.61 -4.7%
20 AMD ADVANCED MICRO DEVICES INC Technology 1,039.0 $211K 0.20% NEW $203.43 +103.5%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.6%
Financial Services 15.0%
Industrials 10.9%
Healthcare 10.4%
Consumer Cyclical 7.2%
Communication Services 6.7%
Energy 4.7%
Consumer Defensive 4.3%
Utilities 3.2%
Basic Materials 2.3%