Signature Wealth Management Group — 13F Holdings & Portfolio
CIK 1736666 · latest 13F-HR filed 2026-04-01
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$263.4M
Long-equity book
Holdings
128
Distinct positions
Period
2026-03-31
Filed 2026-04-01
Q/Q Activity
+29 / −7 / ↑29 / ↓35
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- KIMBERLY-CLARK CORP$4.3M +125.7%
- NVIDIA CORPORATION$2.4M +70.3%
- VALERO ENERGY CORP$2.3M +49.4%
- CHEVRON CORP NEW$1.5M +34.9%
- MCDONALDS CORP$1.5M +653.5%
Top Trims
- AMPLIFY ETF TR-$4.3M -90.0%
- AMERICAN EXPRESS CO-$2.0M -67.5%
- INTUIT-$1.8M -85.4%
- BLACKROCK INC-$1.8M -71.7%
- VERTEX PHARMACEUTICALS INC-$1.7M -88.0%
New Positions
- ISHARES TR$3.7M
- TAIWAN SEMICONDUCTOR MFG LTD$2.3M
- BOEING CO$1.7M
- ISHARES TR$1.6M
- CANADIAN PACIFIC KANSAS CITY$1.6M
Exited Positions
- ZOETIS INC$1.1M
- SPOTIFY TECHNOLOGY S A$824.7K
- ARK 21SHARES BITCOIN ETF$309.9K
- AUTOMATIC DATA PROCESSING IN$259.8K
- INVESCO QQQ TR$230.4K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SOUTHERN CO | SO | 842587107 | $11.7M | 4.46% | 121,632 | SH |
| 2 | KIMBERLY-CLARK CORP | KMB | 494368103 | $7.7M | 2.91% | 79,486 | SH |
| 3 | VALERO ENERGY CORP | VLO | 91913Y100 | $7.1M | 2.70% | 28,738 | SH |
| 4 | VANGUARD BD INDEX FDS | VUSB | 92203C303 | $7.1M | 2.68% | 141,911 | SH |
| 5 | JOHNSON & JOHNSON | JNJ | 478160104 | $6.8M | 2.57% | 27,669 | SH |
| 6 | ISHARES TR | IBDS | 46435UAA9 | $6.3M | 2.39% | 259,932 | SH |
| 7 | WILLIAMS COS INC | WMB | 969457100 | $6.1M | 2.31% | 83,773 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $6.1M | 2.30% | 16,362 | SH |
| 9 | CHEVRON CORP NEW | CVX | 166764100 | $5.8M | 2.20% | 27,977 | SH |
| 10 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.8M | 2.20% | 33,168 | SH |
| 11 | ISHARES TR | IBDU | 46436E205 | $5.7M | 2.17% | 245,791 | SH |
| 12 | ISHARES TR | IBDR | 46435GAA0 | $5.6M | 2.14% | 232,146 | SH |
| 13 | ISHARES TR | IBDT | 46435U515 | $5.6M | 2.11% | 219,637 | SH |
| 14 | ISHARES TR | IBDV | 46436E726 | $5.4M | 2.06% | 248,077 | SH |
| 15 | CISCO SYS INC | CSCO | 17275R102 | $5.4M | 2.04% | 69,297 | SH |
| 16 | ABBVIE INC | ABBV | 00287Y109 | $5.3M | 2.00% | 24,181 | SH |
| 17 | PROCTER AND GAMBLE CO | PG | 742718109 | $5.3M | 2.00% | 36,389 | SH |
| 18 | HERSHEY CO | HSY | 427866108 | $5.2M | 1.97% | 24,923 | SH |
| 19 | BRISTOL-MYERS SQUIBB CO | BMY | 110122108 | $5.1M | 1.93% | 83,769 | SH |
| 20 | REALTY INCOME CORP | O | 756109104 | $4.9M | 1.87% | 80,328 | SH |
| 21 | ALPHABET INC | GOOG | 02079K107 | $4.5M | 1.71% | 15,676 | SH |
| 22 | PFIZER INC | PFE | 717081103 | $4.5M | 1.70% | 159,332 | SH |
| 23 | AMAZON COM INC | AMZN | 023135106 | $4.4M | 1.67% | 21,175 | SH |
| 24 | ISHARES TR | IBDW | 46436E486 | $4.4M | 1.67% | 210,521 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $4.4M | 1.67% | 28,358 | SH |
| 26 | LAMAR ADVERTISING CO NEW | LAMR | 512816109 | $4.3M | 1.64% | 34,065 | SH |
| 27 | ISHARES TR | IBDX | 46436E312 | $4.3M | 1.63% | 169,983 | SH |
| 28 | TRUIST FINL CORP | TFC | 89832Q109 | $4.1M | 1.57% | 90,031 | SH |
| 29 | TARGET CORP | TGT | 87612E106 | $4.0M | 1.53% | 33,145 | SH |
| 30 | GAMING & LEISURE PPTYS INC | GLPI | 36467J108 | $3.9M | 1.47% | 87,459 | SH |
| 31 | TEXAS INSTRS INC | TXN | 882508104 | $3.8M | 1.43% | 19,339 | SH |
| 32 | ISHARES TR | IBTL | 46436E460 | $3.7M | 1.41% | 181,499 | SH |
| 33 | HOME DEPOT INC | HD | 437076102 | $3.3M | 1.27% | 10,136 | SH |
| 34 | UNITED PARCEL SERVICE INC | UPS | 911312106 | $3.2M | 1.20% | 32,213 | SH |
| 35 | PAYCHEX INC | PAYX | 704326107 | $3.1M | 1.18% | 33,713 | SH |
| 36 | APPLE INC | AAPL | 037833100 | $3.0M | 1.14% | 11,804 | SH |
| 37 | ISHARES TR | IBDY | 46436E130 | $2.7M | 1.03% | 105,106 | SH |
| 38 | ISHARES TR | TLT | 464287432 | $2.4M | 0.93% | 28,171 | SH |
| 39 | GENERAL MLS INC | GIS | 370334104 | $2.3M | 0.89% | 63,049 | SH |
| 40 | TAIWAN SEMICONDUCTOR MFG LTD | TSM | 874039100 | $2.3M | 0.87% | 6,813 | SH |
| 41 | INVESCO EXCH TRADED FD TR II | BAB | 46138G805 | $2.2M | 0.83% | 81,363 | SH |
| 42 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $2.0M | 0.77% | 8,399 | SH |
| 43 | MCDONALDS CORP | MCD | 580135101 | $1.7M | 0.65% | 5,484 | SH |
| 44 | BITWISE BITCOIN ETF TR | BITB | 09174C104 | $1.7M | 0.64% | 45,442 | SH |
| 45 | BOEING CO | BA | 097023105 | $1.7M | 0.63% | 8,335 | SH |
| 46 | ISHARES TR | IBDZ | 46438G653 | $1.6M | 0.63% | 63,237 | SH |
| 47 | SNAP ON INC | SNA | 833034101 | $1.6M | 0.62% | 4,476 | SH |
| 48 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $1.6M | 0.59% | 19,709 | SH |
| 49 | DEXCOM INC | DXCM | 252131107 | $1.5M | 0.57% | 23,724 | SH |
| 50 | VANECK ETF TRUST | PFXF | 92189F429 | $1.4M | 0.55% | 82,466 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-01 | $263.4M | 128 | 0001736666-26-000002 |
| 2025-12-31 | 2026-01-15 | $245.3M | 106 | 0001736666-26-000001 |