Signature Wealth Management Group
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$263.4M
Q ending 2026-03-31
Prior quarter
$245.3M
Q ending 2025-12-31
Change
+7.4% QoQ · +2.6% YoY
Positions
128
reported holdings
Largest positions
Top 100 of 128 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Southern Co | SO | Shares | $11.7M | 122K |
| Kimberly-Clark Corp | KMB | Shares | $7.7M | 79K |
| Valero Energy Corp | VLO | Shares | $7.1M | 29K |
| Vanguard Bd Index Fds | VUSB | Shares | $7.1M | 142K |
| Johnson & Johnson | JNJ | Shares | $6.8M | 28K |
| Ishares Tr | IBDS | Shares | $6.3M | 260K |
| Williams Cos Inc | WMB | Shares | $6.1M | 84K |
| Microsoft Corp | MSFT | Shares | $6.1M | 16K |
| Chevron Corp New | CVX | Shares | $5.8M | 28K |
| Nvidia Corporation | NVDA | Shares | $5.8M | 33K |
| Ishares Tr | IBDU | Shares | $5.7M | 246K |
| Ishares Tr | IBDR | Shares | $5.6M | 232K |
| Ishares Tr | IBDT | Shares | $5.6M | 220K |
| Ishares Tr | IBDV | Shares | $5.4M | 248K |
| Cisco Sys Inc | CSCO | Shares | $5.4M | 69K |
| Abbvie Inc | ABBV | Shares | $5.3M | 24K |
| Procter And Gamble Co | PG | Shares | $5.3M | 36K |
| Hershey Co | HSY | Shares | $5.2M | 25K |
| Bristol-Myers Squibb Co | BMY | Shares | $5.1M | 84K |
| Realty Income Corp | O | Shares | $4.9M | 80K |
| Alphabet Inc | GOOG | Shares | $4.5M | 16K |
| Pfizer Inc | PFE | Shares | $4.5M | 159K |
| Amazon Com Inc | AMZN | Shares | $4.4M | 21K |
| Ishares Tr | IBDW | Shares | $4.4M | 211K |
| Pepsico Inc | PEP | Shares | $4.4M | 28K |
| Lamar Advertising Co New | LAMR | Shares | $4.3M | 34K |
| Ishares Tr | IBDX | Shares | $4.3M | 170K |
| Truist Finl Corp | TFC | Shares | $4.1M | 90K |
| Target Corp | TGT | Shares | $4.0M | 33K |
| Gaming & Leisure Pptys Inc | GLPI | Shares | $3.9M | 87K |
| Texas Instrs Inc | TXN | Shares | $3.8M | 19K |
| Ishares Tr | IBTL | Shares | $3.7M | 181K |
| Home Depot Inc | HD | Shares | $3.3M | 10K |
| United Parcel Service Inc | UPS | Shares | $3.2M | 32K |
| Paychex Inc | PAYX | Shares | $3.1M | 34K |
| Apple Inc | AAPL | Shares | $3.0M | 12K |
| Ishares Tr | IBDY | Shares | $2.7M | 105K |
| Ishares Tr | TLT | Shares | $2.4M | 28K |
| General Mls Inc | GIS | Shares | $2.3M | 63K |
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $2.3M | 7K |
| Invesco Exch Traded Fd Tr Ii | BAB | Shares | $2.2M | 81K |
| International Business Machs | IBM | Shares | $2.0M | 8K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 5K |
| Bitwise Bitcoin Etf Tr | BITB | Shares | $1.7M | 45K |
| Boeing Co | BA | Shares | $1.7M | 8K |
| Ishares Tr | IBDZ | Shares | $1.6M | 63K |
| Snap On Inc | SNA | Shares | $1.6M | 4K |
| Canadian Pacific Kansas City | CP | Shares | $1.6M | 20K |
| Dexcom Inc | DXCM | Shares | $1.5M | 24K |
| Vaneck Etf Trust | PFXF | Shares | $1.4M | 82K |
| Advanced Micro Devices Inc | AMD | Shares | $1.4M | 7K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $1.4M | 46K |
| Ishares Tr | IBMO | Shares | $1.3M | 52K |
| Coca Cola Co | KO | Shares | $1.2M | 15K |
| Nike Inc | NKE | Shares | $1.1M | 22K |
| Ishares Tr | IBMP | Shares | $1.1M | 44K |
| Insulet Corp | PODD | Shares | $1.1M | 5K |
| Servicenow Inc | NOW | Shares | $1.1M | 11K |
| Samsara Inc | IOT | Shares | $1.1M | 35K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| Transdigm Group Inc | TDG | Shares | $1.1M | 936 |
| Costco Whsl Corp New | COST | Shares | $1.1M | 1K |
| Ishares Tr | IBMQ | Shares | $1.1M | 42K |
| Williams Sonoma Inc | WSM | Shares | $1.1M | 6K |
| Medtronic Plc | Shares | $1.0M | 12K | |
| Spdr Series Trust | SPYM | Shares | $998K | 13K |
| Thermo Fisher Scientific Inc | TMO | Shares | $993K | 2K |
| American Express Co | AXP | Shares | $944K | 3K |
| Walmart Inc | WMT | Shares | $930K | 7K |
| Unitedhealth Group Inc | UNH | Shares | $909K | 3K |
| Fidelity Covington Trust | FBCG | Shares | $824K | 16K |
| Bio-Techne Corp | TECH | Shares | $823K | 16K |
| Vanguard Index Fds | VOO | Shares | $814K | 1K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $813K | 2K |
| Dimensional Etf Trust | DFUS | Shares | $812K | 11K |
| Raymond James Finl Inc | RJF | Shares | $784K | 5K |
| Fidelity Covington Trust | FENI | Shares | $759K | 20K |
| Capital Group Growth Etf | CGGR | Shares | $752K | 19K |
| Trane Technologies Plc | Shares | $738K | 2K | |
| Tjx Cos Inc New | TJX | Shares | $734K | 5K |
| Blackrock Inc | BLK | Shares | $699K | 727 |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $698K | 21K |
| Ishares Tr | IBMR | Shares | $697K | 27K |
| Deere & Co | DE | Shares | $689K | 1K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $671K | 3K |
| Eli Lilly & Co | LLY | Shares | $658K | 715 |
| Capital Group Dividend Growe | CGDG | Shares | $624K | 17K |
| Entergy Corp New | ETR | Shares | $608K | 5K |
| Jpmorgan Chase & Co. | JPM | Shares | $607K | 2K |
| Schwab Strategic Tr | SCHD | Shares | $548K | 18K |
| Capital Group Dividend Value | CGDV | Shares | $548K | 13K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $544K | 11K |
| Tractor Supply Co | TSCO | Shares | $534K | 12K |
| Ishares Gold Tr | IAU | Shares | $518K | 6K |
| Amgen Inc | AMGN | Shares | $514K | 1K |
| Vertiv Holdings Co | VRT | Shares | $507K | 2K |
| Kb Home | KBH | Shares | $500K | 10K |
| Exxon Mobil Corp | XOM | Shares | $482K | 3K |
| Ishares Tr | IBTG | Shares | $481K | 21K |
| Amplify Etf Tr | DIVO | Shares | $471K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.