Signature Wealth Management Group
Latest statistics and disclosures from Signature Wealth Management Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SO, KMB, VLO, VUSB, JNJ, and represent 15.32% of Signature Wealth Management Group's stock portfolio.
- Added to shares of these 10 stocks: KMB, IBTL, NVDA, TSM, MSFT, BA, IBDZ, CP, DXCM, MCD.
- Started 29 new stock positions in FBCG, TMO, TSM, COST, IOT, AMD, MDT, SCHD, UNH, IBDZ.
- Reduced shares in these 10 stocks: DIVO, DE, VRTX, WSM, BLK, AXP, HD, TJX, TSCO, KBH.
- Sold out of its positions in ARKB, ADP, AVGO, IAUX, Invesco Qqq Trust etf, ZTS, SPOT.
- Signature Wealth Management Group was a net buyer of stock by $16M.
- Signature Wealth Management Group has $263M in assets under management (AUM), dropping by 7.38%.
- Central Index Key (CIK): 0001736666
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Portfolio Holdings for Signature Wealth Management Group
Signature Wealth Management Group holds 128 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Southern Company (SO) | 4.5 | $12M | 122k | 96.52 |
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| Kimberly-Clark Corporation (KMB) | 2.9 | $7.7M | +136% | 80k | 96.47 |
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| Valero Energy Corporation (VLO) | 2.7 | $7.1M | 29k | 247.08 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 2.7 | $7.1M | 142k | 49.78 |
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| Johnson & Johnson (JNJ) | 2.6 | $6.8M | 28k | 244.44 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 2.4 | $6.3M | 260k | 24.24 |
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| Williams Companies (WMB) | 2.3 | $6.1M | 84k | 72.78 |
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| Microsoft Corporation (MSFT) | 2.3 | $6.1M | +38% | 16k | 370.18 |
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| Chevron Corporation (CVX) | 2.2 | $5.8M | 28k | 206.90 |
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| NVIDIA Corporation (NVDA) | 2.2 | $5.8M | +82% | 33k | 174.40 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 2.2 | $5.7M | 246k | 23.26 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 2.1 | $5.6M | 232k | 24.24 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 2.1 | $5.6M | 220k | 25.33 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 2.1 | $5.4M | 248k | 21.89 |
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| Cisco Systems (CSCO) | 2.0 | $5.4M | 69k | 77.59 |
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| Abbvie (ABBV) | 2.0 | $5.3M | 24k | 217.49 |
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| Procter & Gamble Company (PG) | 2.0 | $5.3M | +21% | 36k | 144.44 |
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| Hershey Company (HSY) | 2.0 | $5.2M | 25k | 207.89 |
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| Bristol Myers Squibb (BMY) | 1.9 | $5.1M | 84k | 60.65 |
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| Realty Income (O) | 1.9 | $4.9M | 80k | 61.18 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.5M | +39% | 16k | 286.87 |
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| Pfizer (PFE) | 1.7 | $4.5M | 159k | 28.08 |
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| Amazon (AMZN) | 1.7 | $4.4M | +21% | 21k | 208.27 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 1.7 | $4.4M | 211k | 20.93 |
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| Pepsi (PEP) | 1.7 | $4.4M | 28k | 155.29 |
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| Lamar Advertising Cl A (LAMR) | 1.6 | $4.3M | 34k | 126.66 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 1.6 | $4.3M | +2% | 170k | 25.27 |
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| Truist Financial Corp equities (TFC) | 1.6 | $4.1M | 90k | 45.97 |
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| Target Corporation (TGT) | 1.5 | $4.0M | 33k | 121.20 |
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| Gaming & Leisure Pptys (GLPI) | 1.5 | $3.9M | 88k | 44.37 |
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| Texas Instruments Incorporated (TXN) | 1.4 | $3.8M | 19k | 194.14 |
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| Ishares Tr Ibonds Dec 2031 (IBTL) | 1.4 | $3.7M | NEW | 182k | 20.40 |
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| Home Depot (HD) | 1.3 | $3.3M | -27% | 10k | 328.89 |
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| United Parcel Service CL B (UPS) | 1.2 | $3.2M | 32k | 98.38 |
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| Paychex (PAYX) | 1.2 | $3.1M | +2% | 34k | 92.12 |
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| Apple (AAPL) | 1.1 | $3.0M | +7% | 12k | 253.78 |
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| Ishares Tr Ibonds Dec 2033 (IBDY) | 1.0 | $2.7M | 105k | 25.85 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $2.4M | -3% | 28k | 86.69 |
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| General Mills (GIS) | 0.9 | $2.3M | +2% | 63k | 37.22 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.9 | $2.3M | NEW | 6.8k | 337.95 |
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| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.8 | $2.2M | 81k | 26.96 |
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| International Business Machines (IBM) | 0.8 | $2.0M | 8.4k | 242.39 |
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| McDonald's Corporation (MCD) | 0.6 | $1.7M | +641% | 5.5k | 310.76 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.6 | $1.7M | +28% | 45k | 36.81 |
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| Boeing Company (BA) | 0.6 | $1.7M | NEW | 8.3k | 199.03 |
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| Ishares Tr Ibonds Dec 2034 (IBDZ) | 0.6 | $1.6M | NEW | 63k | 26.06 |
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| Snap-on Incorporated (SNA) | 0.6 | $1.6M | 4.5k | 363.20 |
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| Canadian Pacific Kansas City (CP) | 0.6 | $1.6M | NEW | 20k | 78.66 |
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| Dex (DXCM) | 0.6 | $1.5M | NEW | 24k | 62.80 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.5 | $1.4M | +4% | 83k | 17.54 |
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| Advanced Micro Devices (AMD) | 0.5 | $1.4M | NEW | 7.1k | 203.43 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.5 | $1.4M | 46k | 29.49 |
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| Ishares Tr Ibonds Dec 26 (IBMO) | 0.5 | $1.3M | -10% | 52k | 25.63 |
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| Coca-Cola Company (KO) | 0.4 | $1.2M | 16k | 76.05 |
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| Nike CL B (NKE) | 0.4 | $1.1M | NEW | 22k | 52.82 |
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| Ishares Tr Ibonds Dec 27 (IBMP) | 0.4 | $1.1M | -12% | 45k | 25.44 |
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| Insulet Corporation (PODD) | 0.4 | $1.1M | +210% | 5.4k | 209.84 |
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| Servicenow (NOW) | 0.4 | $1.1M | +3% | 11k | 104.55 |
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| Samsara Com Cl A (IOT) | 0.4 | $1.1M | NEW | 35k | 31.69 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | -49% | 2.9k | 371.75 |
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| TransDigm Group Incorporated (TDG) | 0.4 | $1.1M | NEW | 936.00 | 1158.96 |
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| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | NEW | 1.1k | 996.33 |
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| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.4 | $1.1M | -8% | 42k | 25.53 |
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| Williams-Sonoma (WSM) | 0.4 | $1.1M | -61% | 5.8k | 182.32 |
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| Medtronic SHS (MDT) | 0.4 | $1.0M | NEW | 12k | 86.65 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $998k | NEW | 13k | 76.54 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $993k | NEW | 2.0k | 491.53 |
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| American Express Company (AXP) | 0.4 | $944k | -60% | 3.1k | 302.46 |
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| Wal-Mart Stores (WMT) | 0.4 | $930k | 7.5k | 124.28 |
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| UnitedHealth (UNH) | 0.3 | $909k | NEW | 3.4k | 270.56 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.3 | $824k | NEW | 16k | 50.12 |
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| Bio-techne Corporation (TECH) | 0.3 | $823k | NEW | 16k | 52.26 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $815k | 1.4k | 597.58 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $813k | -58% | 2.1k | 390.34 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.3 | $812k | +56% | 11k | 70.91 |
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| Raymond James Financial (RJF) | 0.3 | $784k | 5.4k | 144.79 |
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| Fidelity Covington Trust Enhanced Intl (FENI) | 0.3 | $759k | NEW | 20k | 37.20 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $753k | +14% | 19k | 40.19 |
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| Trane Technologies SHS (TT) | 0.3 | $738k | -60% | 1.8k | 416.81 |
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| TJX Companies (TJX) | 0.3 | $734k | -62% | 4.6k | 159.70 |
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| Blackrock (BLK) | 0.3 | $699k | -68% | 727.00 | 961.30 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.3 | $698k | +6% | 21k | 33.37 |
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| Ishares Tr Ibonds Dec 2029 (IBMR) | 0.3 | $697k | -13% | 28k | 25.35 |
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| Deere & Company (DE) | 0.3 | $689k | -71% | 1.2k | 563.33 |
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| J.B. Hunt Transport Services (JBHT) | 0.3 | $671k | NEW | 3.2k | 211.90 |
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| Eli Lilly & Co. (LLY) | 0.2 | $658k | 715.00 | 919.77 |
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| Capital Group Dividend Growe Shs Etf (CGDG) | 0.2 | $624k | -3% | 17k | 35.90 |
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| Entergy Corporation (ETR) | 0.2 | $608k | 5.4k | 112.35 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $607k | 2.1k | 294.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $548k | NEW | 18k | 30.68 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $548k | 13k | 42.54 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $544k | -12% | 11k | 50.66 |
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| Tractor Supply Company (TSCO) | 0.2 | $534k | -69% | 12k | 45.30 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $518k | -12% | 5.9k | 88.16 |
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| Amgen (AMGN) | 0.2 | $514k | 1.5k | 351.90 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $507k | NEW | 2.0k | 250.58 |
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| KB Home (KBH) | 0.2 | $500k | -70% | 9.7k | 51.75 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $482k | 2.8k | 169.66 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.2 | $481k | 21k | 22.91 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $471k | -90% | 11k | 44.85 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.2 | $414k | 9.1k | 45.52 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $404k | 1.9k | 213.67 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $393k | 18k | 22.43 |
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| Ea Series Trust Sparkline Intang (ITAN) | 0.1 | $381k | 11k | 35.86 |
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| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $377k | 17k | 22.28 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.1 | $369k | -7% | 4.9k | 75.73 |
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| Ishares Tr Ibonds Dec 2030 (IBMS) | 0.1 | $366k | +3% | 14k | 25.83 |
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| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $364k | 17k | 21.84 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $352k | NEW | 7.6k | 46.40 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $345k | 4.8k | 71.13 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $319k | NEW | 4.0k | 80.58 |
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| Intuit (INTU) | 0.1 | $316k | -77% | 731.00 | 432.34 |
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| Cheniere Energy Com New (LNG) | 0.1 | $305k | -78% | 1.1k | 283.82 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $290k | NEW | 5.8k | 49.99 |
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| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.1 | $272k | 2.4k | 111.18 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $272k | 2.9k | 93.99 |
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| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.1 | $264k | 3.4k | 76.68 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $251k | NEW | 5.6k | 44.72 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $245k | 1.7k | 145.94 |
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| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.1 | $245k | NEW | 4.5k | 54.93 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $237k | 365.00 | 650.34 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $235k | -87% | 527.00 | 446.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $231k | -2% | 804.00 | 287.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $216k | NEW | 375.00 | 577.18 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $209k | NEW | 5.9k | 35.71 |
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| salesforce (CRM) | 0.1 | $206k | -84% | 1.1k | 186.71 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $204k | 5.3k | 38.42 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $201k | NEW | 4.3k | 47.03 |
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Past Filings by Signature Wealth Management Group
SEC 13F filings are viewable for Signature Wealth Management Group going back to 2017
- Signature Wealth Management Group 2026 Q1 filed April 1, 2026
- Signature Wealth Management Group 2025 Q4 filed Jan. 15, 2026
- Signature Wealth Management Group 2025 Q3 filed Oct. 29, 2025
- Signature Wealth Management Group 2025 Q2 filed Aug. 1, 2025
- Signature Wealth Management Group 2025 Q1 filed April 17, 2025
- Signature Wealth Management Group 2024 Q4 filed Feb. 10, 2025
- Signature Wealth Management Group 2024 Q3 filed Oct. 15, 2024
- Signature Wealth Management Group 2024 Q2 filed July 15, 2024
- Signature Wealth Management Group 2024 Q1 filed April 22, 2024
- Signature Wealth Management Group 2023 Q4 filed Jan. 9, 2024
- Signature Wealth Management Group 2023 Q2 filed July 10, 2023
- Signature Wealth Management Group 2023 Q1 filed April 14, 2023
- Signature Wealth Management Group 2022 Q4 filed Jan. 10, 2023
- Signature Wealth Management Group 2022 Q3 filed Nov. 2, 2022
- Signature Wealth Management Group 2022 Q2 filed July 14, 2022
- Signature Wealth Management Group 2022 Q1 filed April 14, 2022