Signature Wealth Management Group 13F Holdings · Q1 2026
Signature Wealth Management Group reported 128 securities worth $263.37M in its SEC 13F filing for Q1 2026 (period ended 2026-03-31). Top holdings: SO (4.46%), KMB (2.91%), VLO (2.70%). Among its top 25 positions this quarter: 12 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SO | SOUTHERN CO | $11.7M | 4.46% | 121,632 | Added |
| 2 | KMB | KIMBERLY-CLARK CORP | $7.7M | 2.91% | 79,486 | Added |
| 3 | VLO | VALERO ENERGY CORP | $7.1M | 2.70% | 28,738 | Trimmed |
| 4 | VUSB | VANGUARD BD INDEX FDS | $7.1M | 2.68% | 141,911 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $6.8M | 2.57% | 27,669 | Trimmed |
| 6 | IBDS | ISHARES TR | $6.3M | 2.39% | 259,932 | Trimmed |
| 7 | WMB | WILLIAMS COS INC | $6.1M | 2.31% | 83,773 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $6.1M | 2.30% | 16,362 | Added |
| 9 | CVX | CHEVRON CORP NEW | $5.8M | 2.20% | 27,977 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $5.8M | 2.20% | 33,168 | Added |
| 11 | IBDU | ISHARES TR | $5.7M | 2.17% | 245,791 | Trimmed |
| 12 | IBDR | ISHARES TR | $5.6M | 2.14% | 232,146 | Trimmed |
| 13 | IBDT | ISHARES TR | $5.6M | 2.11% | 219,637 | Trimmed |
| 14 | IBDV | ISHARES TR | $5.4M | 2.06% | 248,077 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $5.4M | 2.04% | 69,297 | Trimmed |
| 16 | ABBV | ABBVIE INC | $5.3M | 2.00% | 24,181 | Added |
| 17 | PG | PROCTER AND GAMBLE CO | $5.3M | 2.00% | 36,389 | Added |
| 18 | HSY | HERSHEY CO | $5.2M | 1.97% | 24,923 | Added |
| 19 | BMY | BRISTOL-MYERS SQUIBB CO | $5.1M | 1.93% | 83,769 | Added |
| 20 | O | REALTY INCOME CORP | $4.9M | 1.87% | 80,328 | Added |
| 21 | GOOG | ALPHABET INC | $4.5M | 1.71% | 15,676 | Added |
| 22 | PFE | PFIZER INC | $4.5M | 1.70% | 159,332 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $4.4M | 1.67% | 21,175 | Added |
| 24 | IBDW | ISHARES TR | $4.4M | 1.67% | 210,521 | Trimmed |
| 25 | PEP | PEPSICO INC | $4.4M | 1.67% | 28,358 | Added |
Source: SEC Form 13F filings · as of 2026-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR