You're signed outSign in or to get full access.
Signet Investment Advisory Group, Inc.
Signet Investment Advisory Group, Inc. is a registered investment adviser based in Providence, Rhode Island. The firm specializes in developing long-term, dynamic investment plans for multi-generational families and businesses. With a team of 9 employees, Signet provides clients with personalized portfolio management and financial advisory services. Its client base includes primarily high-net-worth individuals and families, as well as a small number of charitable organizations and pension plans. Founded prior to 2011, Signet emphasizes disciplined, strategic wealth management and serves clients seeking comprehensive, goal-based advisory relationships.
Investment Strategy
Signet Investment Advisory Group focuses on creating tailored, long-term investment plans using a diversified mix of equities, ETFs, mutual funds, and other securities to meet the evolving needs of multi-generational family and business clients. Their approach emphasizes dynamic and strategic asset allocation, risk management, and a disciplined buy-and-hold philosophy. The firm’s investment philosophy is grounded in fundamental analysis and is designed to adapt over time to help clients achieve their financial goals while preserving and growing wealth across generations.
Latest 13F Filing Activity
Signet Investment Advisory Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $195M. The fund increased holdings in Microsoft Corp., Oracle Corp., Schwab Strategic TR among other positions. Signet Investment Advisory Group, Inc. reduced exposure to International Business Machs, Ishares Gold TR, Starbucks Corp. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 5.89% | $11.5M | 518,795 | $18.25 | $22.10 | +$1.3M |
I IAU | ISHARES GOLD TR | 5.65% | $11.0M | 176,504 | $34.59 | $62.36 | -$3.1M |
M MSFT | MICROSOFT CORP | 4.50% | $8.8M | 17,632 | $226.94 | $497.41 | +$2.1M |
S SCHP | SCHWAB STRATEGIC TR | 4.50% | $8.8M | 328,155 | $30.43 | $26.68 | -$42.2K |
J JPM | JPMORGAN CHASE & CO. | 3.47% | $6.8M | 23,327 | $133.71 | $289.91 | +$1.0M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more