SEC Form 13F · Q2 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Institutional Holdings Report

13F-HRCA
$5.6B
Portfolio Value
1,062
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK
1079935
Accession No.
0001079935-26-000004
Location
LOS ANGELES, CA
Form Type
13F-HR
Portfolio Value
$5.6B
Holdings Reported
1,062
Reporting Period
Q2 2026
Filed
July 14, 2026

About this Filing

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC is an institutional investment manager based in LOS ANGELES, CA reporting approximately $5.6B in 13(f) securities across 1,062 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.