Q1 2026 13F · SEC CIK 1736666

Signature Wealth Management Group

Wealth managerFiled 2026-04-01 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $263.4M
Reported positions: 128
Top holdings a year, 3 yrs: +9.9%
Average holding period: 5.2 yrs

Signature Wealth Management Group is a wealth manager that reported 128 positions worth $263.4M in its Q1 2026 13F, filed 2026-04-01. Its largest holdings were Southern Co (SO, 4.5%), Kimberly-Clark Corp (KMB, 2.9%), Valero Energy Corp (VLO, 2.7%). A portfolio copying its top holdings returned 9.9% a year over the last 3 years, against 20.4% for the S&P 500.

Signature Wealth Management Group holdings largest 50 of 128 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Signature Wealth Management Group 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
SOSouthern Co	4.5%	4.3%	121,632	+0.4%	$11.7M
KMBKimberly-Clark Corp	2.9%	1.4%	79,486	+136.0%	$7.7M
VLOValero Energy Corp	2.7%	1.9%	28,738	-1.5%	$7.1M
VUSBVanguard Bd Index Fds	2.7%	2.9%	141,911	-1.4%	$7.1M
JNJJohnson & Johnson	2.6%	2.4%	27,669	-1.2%	$6.8M
IBDSIshares Tr	2.4%	2.6%	259,932	-0.2%	$6.3M
WMBWilliams Cos	2.3%	2.1%	83,773	-0.9%	$6.1M
MSFTMicrosoft Corp	2.3%	2.3%	16,362	+38.4%	$6.1M
CVXChevron Corporation	2.2%	1.8%	27,977	-0.7%	$5.8M
NVDANvidia Corporation	2.2%	1.4%	33,168	+82.1%	$5.8M
IBDUIshares Tr	2.2%	2.3%	245,791	-0.1%	$5.7M
IBDRIshares Tr	2.1%	2.3%	232,146	-1.1%	$5.6M
IBDTIshares Ibonds Dec 2028 Term Corporate E	2.1%	2.3%	219,637	-0.2%	$5.6M
IBDVIshares Tr	2.1%	2.2%	248,077	-0.1%	$5.4M
CSCOCisco Sys Inc	2.0%	2.2%	69,297	-0.9%	$5.4M
ABBVAbbvie Inc	2.0%	2.2%	24,181	+0.6%	$5.3M
PGProcter & Gamble Co	2.0%	1.7%	36,389	+22.0%	$5.3M
HSYHershey Co	2.0%	1.8%	24,923	+0.2%	$5.2M
BMYBristol-Myers Squibb Co	1.9%	1.8%	83,769	+0.3%	$5.1M
ORealty Income Corp.	1.9%	1.8%	80,328	+0.5%	$4.9M
GOOGAlphabet Inc	1.7%	1.4%	15,676	+39.3%	$4.5M
PFEPfizer Inc	1.7%	1.6%	159,332	-0.2%	$4.5M
AMZNAmazon Com Inc	1.7%	1.6%	21,175	+21.9%	$4.4M
IBDWIshares Tr	1.7%	1.8%	210,521	-0.3%	$4.4M
PEPPepsico Inc	1.7%	1.6%	28,358	+1.2%	$4.4M
LAMRLamar Advertising Co New Cl A	1.6%	1.8%	34,065	-0.3%	$4.3M
IBDXIshares Tr	1.6%	1.7%	169,983	+2.6%	$4.3M
TFCTruist Finl Corp	1.6%	1.8%	90,031	-0.6%	$4.1M
TGTTarget Corp	1.5%	1.3%	33,145	+1.4%	$4.0M
GLPIGaming & Leisure P	1.5%	1.6%	87,459	-0.3%	$3.9M
TXNTexas Instrs Inc	1.4%	1.4%	19,339	+0.8%	$3.8M
IBTLIshares Tr	1.4%	—	181,499	—	$3.7M
HDHome Depot Inc	1.3%	2.0%	10,136	-27.4%	$3.3M
UPSUnited Parcel Svcs Inc	1.2%	1.3%	32,213	+0.6%	$3.2M
PAYXPaychex Inc	1.2%	1.5%	33,713	+2.1%	$3.1M
AAPLApple Inc	1.1%	1.2%	11,804	+7.2%	$3.0M
IBDYIshares Tr	1.0%	1.1%	105,106	+0.2%	$2.7M
TLTIshares Tr	0.9%	1.0%	28,171	-3.7%	$2.4M
GISGeneral Mills Inc	0.9%	1.2%	63,049	+2.8%	$2.3M
TSMTaiwan Semiconductor Manufac	0.9%	—	6,813	—	$2.3M
BABInvesco Exch Traded Fd Tr II	0.8%	0.9%	81,363	+0.8%	$2.2M
IBMInternational Business Machs	0.8%	1.0%	8,399	-0.5%	$2.0M
MCDMcdonalds Corp	0.6%	—	5,484	—	$1.7M
BITBBitwise Bitcoin ETF Tr	0.6%	—	45,442	—	$1.7M
BABoeing Co	0.6%	—	8,335	—	$1.7M
IBDZIshares Tr	0.6%	—	63,237	—	$1.6M
SNASnap on Inc	0.6%	—	4,476	—	$1.6M
CPCanadian Pacific Kansas City	0.6%	—	19,709	—	$1.6M
DXCMDexcom Inc	0.6%	—	23,724	—	$1.5M
PFXFVaneck ETF Trust	0.5%	—	82,466	—	$1.4M

What Signature Wealth Management Group bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

KMB Kimberly-Clark Corp+136.0% shares
NVDA Nvidia Corporation+82.1% shares
GOOG Alphabet Inc+39.3% shares
MSFT Microsoft Corp+38.4% shares
PG Procter & Gamble Co+22.0% shares
AMZN Amazon Com Inc+21.9% shares
AAPL Apple Inc+7.2% shares

Reduced

HD Home Depot Inc-27.4% shares

Left the top 50

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.2% /yr; S&P 500 +20.1%
3 years: +9.9% /yr; S&P 500 +20.4%
5 years: +5.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$263.4M	128
Q4 2025	$245.3M	106
Q3 2025	$257.7M	114
Q2 2025	$253.4M	116
Q1 2025	$256.6M	113
Q4 2024	$248.7M	106
Q3 2024	$249.4M	104
Q2 2024	$228.3M	100
Q1 2024	$219.8M	101
Q4 2023	$216.3M	99
Q2 2023	$214.8M	96
Q1 2023	$210.8M	93

Questions about Signature Wealth Management Group's portfolio

What stocks does Signature Wealth Management Group own?

Signature Wealth Management Group's latest 13F, for Q1 2026 and filed Apr 1, 2026, lists 128 positions worth $263.4M. The largest are Southern Co (SO) at 4.5%, Kimberly-Clark Corp (KMB) at 2.9%, Valero Energy Corp (VLO) at 2.7%, Vanguard Bd Index Fds (VUSB) at 2.7% and Johnson & Johnson (JNJ) at 2.6%.

What did Signature Wealth Management Group buy last quarter?

In Q1 2026, Signature Wealth Management Group added Kimberly-Clark Corp (KMB) (+136.0% shares), Nvidia Corporation (NVDA) (+82.1% shares) and Alphabet Inc (GOOG) (+39.3% shares), compared with its Q4 2025 filing.

What did Signature Wealth Management Group sell last quarter?

In Q1 2026, Signature Wealth Management Group cut from its top 50 Amplify ETF Tr (DIVO), cut from its top 50 American Express Co (AXP), cut from its top 50 Williams Sonoma Inc (WSM), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 Blackrock Inc (BLK) and Home Depot Inc (HD) (-27.4% shares), compared with its Q4 2025 filing.

How has Signature Wealth Management Group's portfolio performed?

A portfolio copying Signature Wealth Management Group's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.2% against +20.1%. Over 5 years: +5.4% a year against +11.6%.

When is Signature Wealth Management Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Signature Wealth Management Group's filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.