Signature Wealth Management Group
Sector Allocation
- Other29.2%$76.9M
- Technology16.3%$42.8M
- Healthcare11.2%$29.4M
- Consumer Staples9.3%$24.4M
- Energy7.5%$19.8M
- Consumer Discretionary5.3%$14.0M
- Real Estate5.0%$13.1M
- Utilities4.7%$12.3M
- Financials4.6%$12.0M
- Industrials4.2%$10.9M
AUM History
13fpro.ai/research/fund/signature-wealth-management-group-1736666
Conviction and streaks
Stable · top 10 = 26.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q1 2026
SO
$11.7MKMB
$7.7MVLO
$7.1M- VANGUARD$7.1M
JNJ
$6.8M- ISHARES$6.3M
WMB
$6.1MMSFT
$6.1MCVX
$5.8MNVDA
$5.8M- ISHARES$5.7M
- ISHARES$5.6M
- ISHARES$5.6M
- ISHARES$5.4M
CSCO
$5.4MABBV
$5.3MPG
$5.3MHSY
$5.2MBMY
$5.1MO
$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/signature-wealth-management-group-1736666
Signature Wealth Management Group 13F holdings — Q1 2026
$263.4M portfolio (+7.4% QoQ) · 128 holdings · Q1 2026 13F · top 10 are 27% of the stock portfolio
$11.7M
4.5% of stocks
+0.4%This quarter-4.5%Since filed9+ qtrsHeld$7.7M
2.9% of stocks
+136%This quarter+12.4%Since filed9+ qtrsHeld$7.1M
2.7% of stocks
-2%This quarter+76.7%Since filed4 qtrsHeldAIQuality58.0#1,046Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 4
VANGUARD BD INDEX FDS
$7.1M
2.7% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.8M
2.6% of stocks
-1%This quarter+9.1%Since filed9+ qtrsHeldAIQuality69.2#265Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 6
ISHARES TR
$6.3M
2.4% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— $6.1M
2.3% of stocks
-0.9%This quarter-0.1%Since filed9+ qtrsHeld$6.1M
2.3% of stocks
+38%This quarter+44.2%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$5.8M
2.2% of stocks
-0.7%This quarter+17.5%Since filed9+ qtrsHeld$5.8M
2.2% of stocks
+82%This quarter+22.9%Since filed9+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
All holdings — Signature Wealth Management Group (Q1 2026)
128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TRetf/fund | — | $5.7M | 2.2% | 246K | -0.1% | — | — | 13F |
| 12 | — | ISHARES TRetf/fund | — | $5.6M | 2.1% | 232K | -1% | — | — | 13F |
| 13 | — | ISHARES TRetf/fund | — | $5.6M | 2.1% | 220K | -0.2% | — | — | 13F |
| 14 | — | ISHARES TRetf/fund | — | $5.4M | 2.1% | 248K | -0.1% | — | — | 13F |
| 15 | CISCO SYSTEMS, INC. | Technology | $5.4M | 2.0% | 69K | -0.9% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | AbbVie Inc. | Healthcare | $5.3M | 2.0% | 24K | +0.6% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | PROCTER & GAMBLE Co | Consumer Staples | $5.3M | 2.0% | 36K | +22% | 9+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | HERSHEY CO | Consumer Staples | $5.2M | 2.0% | 25K | +0.2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BRISTOL MYERS SQUIBB CO | Healthcare | $5.1M | 1.9% | 84K | +0.3% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | REALTY INCOME CORP | Real Estate | $4.9M | 1.9% | 80K | +0.5% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Alphabet Inc. | Technology | $4.5M | 1.7% | 16K | +39% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | PFIZER INC | Healthcare | $4.5M | 1.7% | 159K | -0.2% | 9+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMAZON COM INC | Consumer Discretionary | $4.4M | 1.7% | 21K | +22% | 4 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TRetf/fund | — | $4.4M | 1.7% | 211K | -0.3% | — | — | 13F |
| 25 | PEPSICO INC | Consumer Staples | $4.4M | 1.7% | 28K | +1% | 5 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $4.3M | 1.6% | 34K | -0.3% | |||
| 27 | — | ISHARES TR | — | $4.3M | 1.6% | 170K | +3% | |||
| 28 | $TFC | TRUIST FINANCIAL CORP | Financials | $4.1M | 1.6% | 90K | -0.6% | |||
| 29 | $TGT | TARGET CORP | Consumer Staples | $4.0M | 1.5% | 33K | +1% | |||
| 30 | $GLPI | Gaming & Leisure Properties, Inc. | Real Estate | $3.9M | 1.5% | 87K | -0.3% | |||
| 31 | $TXN | TEXAS INSTRUMENTS INC | Technology | $3.8M | 1.4% | 19K | +0.8% | |||
| 32 | — | ISHARES TR | — | $3.7M | 1.4% | 181K | -27% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.3M | 1.3% | 10K | -27% | |||
| 34 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $3.2M | 1.2% | 32K | +0.6% | |||
| 35 | $PAYX | PAYCHEX INC | Technology | $3.1M | 1.2% | 34K | +2% | |||
| 36 | $AAPL | Apple Inc. | Technology | $3.0M | 1.1% | 12K | +7% | |||
| 37 | — | ISHARES TR | — | $2.7M | 1.0% | 105K | +0.2% | |||
| 38 | — | ISHARES TR | — | $2.4M | 0.9% | 28K | -4% | |||
| 39 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.3M | 0.9% | 63K | +3% | |||
| 40 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $2.3M | 0.9% | 6,813 | New | |||
| 41 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.8% | 81K | +0.8% | |||
| 42 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.0M | 0.8% | 8,399 | -0.5% | |||
| 43 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.7% | 5,484 | +641% | |||
| 44 | $BITB | Bitwise Bitcoin ETF | Financials | $1.7M | 0.6% | 45K | +28% | |||
| 45 | $BA | BOEING CO | Industrials | $1.7M | 0.6% | 8,335 | New | |||
| 46 | — | ISHARES TR | — | $1.6M | 0.6% | 63K | -75% | |||
| 47 | $SNA | Snap-on Inc | Industrials | $1.6M | 0.6% | 4,476 | +0.2% | |||
| 48 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.6M | 0.6% | 20K | New | |||
| 49 | $DXCM | DEXCOM INC | Healthcare | $1.5M | 0.6% | 24K | New | |||
| 50 | — | VANECK ETF TRUST | — | $1.4M | 0.6% | 82K | +4% | |||
| 51 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.4M | 0.6% | 7,101 | New | |||
| 52 | — | CAPITAL GROUP INTL FOCUS EQT | — | $1.4M | 0.5% | 46K | +0.4% | |||
| 53 | — | ISHARES TR | — | $1.3M | 0.5% | 52K | -10% | |||
| 54 | $KO | COCA COLA CO | Consumer Staples | $1.2M | 0.5% | 15K | -0.5% | |||
| 55 | $NKE | NIKE, Inc. | Consumer Discretionary | $1.1M | 0.4% | 22K | New | |||
| 56 | — | ISHARES TR | — | $1.1M | 0.4% | 44K | -13% | |||
| 57 | $PODD | INSULET CORP | Healthcare | $1.1M | 0.4% | 5,385 | +210% | |||
| 58 | $NOW | ServiceNow, Inc. | Technology | $1.1M | 0.4% | 11K | +4% | |||
| 59 | $IOT | Samsara Inc. | Technology | $1.1M | 0.4% | 35K | New | |||
| 60 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.4% | 2,944 | -50% | |||
| 61 | $TDG | TransDigm Group INC | Industrials | $1.1M | 0.4% | 936 | New | |||
| 62 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.4% | 1,088 | New | |||
| 63 | — | ISHARES TR | — | $1.1M | 0.4% | 42K | -8% | |||
| 64 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $1.1M | 0.4% | 5,819 | -61% | |||
| 65 | $MDT | Medtronic plc | Healthcare | $1.0M | 0.4% | 12K | New | |||
| 66 | — | SPDR SERIES TRUST | — | $998K | 0.4% | 13K | +676% | |||
| 67 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $993K | 0.4% | 2,020 | New | |||
| 68 | $AXP | AMERICAN EXPRESS CO | Financials | $944K | 0.4% | 3,122 | -60% | |||
| 69 | $WMT | Walmart Inc. | Consumer Staples | $930K | 0.3% | 7,480 | — | |||
| 70 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $909K | 0.3% | 3,360 | New | |||
| 71 | — | FIDELITY COVINGTON TRUST | — | $824K | 0.3% | 16K | New | |||
| 72 | $TECH | BIO-TECHNE Corp | Healthcare | $823K | 0.3% | 16K | New | |||
| 73 | — | VANGUARD INDEX FDS | — | $814K | 0.3% | 1,363 | -0.9% | |||
| 74 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $813K | 0.3% | 2,082 | -58% | |||
| 75 | — | DIMENSIONAL ETF TRUST | — | $812K | 0.3% | 11K | +57% | |||
| 76 | $RJF | RAYMOND JAMES FINANCIAL INC | Financials | $784K | 0.3% | 5,415 | — | |||
| 77 | — | FIDELITY COVINGTON TRUST | — | $759K | 0.3% | 20K | New | |||
| 78 | — | CAPITAL GROUP GROWTH ETF | — | $752K | 0.3% | 19K | +15% | |||
| 79 | $TT | Trane Technologies plc | Technology | $738K | 0.3% | 1,770 | -61% | |||
| 80 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $734K | 0.3% | 4,599 | -63% | |||
| 81 | $BLK | BlackRock, Inc. | Financials | $699K | 0.3% | 727 | -68% | |||
| 82 | — | CAPITAL GROUP GBL GROWTH EQT | — | $698K | 0.3% | 21K | +6% | |||
| 83 | — | ISHARES TR | — | $697K | 0.3% | 27K | -13% | |||
| 84 | $DE | DEERE & CO | Industrials | $689K | 0.3% | 1,223 | -72% | |||
| 85 | $JBHT | HUNT J B TRANSPORT SERVICES INC | Industrials | $671K | 0.3% | 3,165 | New | |||
| 86 | $LLY | ELI LILLY & Co | Healthcare | $658K | 0.3% | 715 | — | |||
| 87 | — | CAPITAL GROUP DIVIDEND GROWE | — | $624K | 0.2% | 17K | -4% | |||
| 88 | $ETR | ENTERGY CORP /DE/ | Utilities | $608K | 0.2% | 5,410 | -2% | |||
| 89 | $JPM | JPMORGAN CHASE & CO | Financials | $607K | 0.2% | 2,063 | — | |||
| 90 | — | SCHWAB STRATEGIC TR | — | $548K | 0.2% | 18K | New | |||
| 91 | — | CAPITAL GROUP DIVIDEND VALUE | — | $548K | 0.2% | 13K | -0.8% | |||
| 92 | — | FIRST TR EXCH TRADED FD III | — | $544K | 0.2% | 11K | -12% | |||
| 93 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $534K | 0.2% | 12K | -69% | |||
| 94 | $IAU | ISHARES GOLD TRUST | Financials | $518K | 0.2% | 5,879 | -13% | |||
| 95 | $AMGN | AMGEN INC | Healthcare | $514K | 0.2% | 1,461 | — | |||
| 96 | $VRT | Vertiv Holdings Co | Technology | $507K | 0.2% | 2,023 | New | |||
| 97 | $KBH | KB HOME | Industrials | $500K | 0.2% | 9,659 | -70% | |||
| 98 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $482K | 0.2% | 2,843 | — | |||
| 99 | — | ISHARES TR | — | $481K | 0.2% | 21K | — | |||
| 100 | — | AMPLIFY ETF TR | — | $471K | 0.2% | 11K | -90% | |||
| 101 | — | SPDR SERIES TRUST | — | $413K | 0.2% | 9,083 | — | |||
| 102 | $LRCX | LAM RESEARCH CORP | Technology | $404K | 0.1% | 1,890 | — | |||
| 103 | — | ISHARES TR | — | $393K | 0.1% | 18K | — | |||
| 104 | — | EA SERIES TRUST | — | $381K | 0.1% | 11K | +2% | |||
| 105 | — | ISHARES TR | — | $377K | 0.1% | 17K | — | |||
| 106 | — | J P MORGAN EXCHANGE TRADED F | — | $369K | 0.1% | 4,874 | -7% | |||
| 107 | — | ISHARES TR | — | $366K | 0.1% | 14K | +3% | |||
| 108 | — | ISHARES TR | — | $364K | 0.1% | 17K | — | |||
| 109 | — | PUTNAM ETF TRUST | — | $352K | 0.1% | 7,592 | New | |||
| 110 | — | DIMENSIONAL ETF TRUST | — | $345K | 0.1% | 4,846 | -0.1% | |||
| 111 | — | AMERICAN CENTY ETF TR | — | $318K | 0.1% | 3,952 | +61% | |||
| 112 | $INTU | INTUIT INC. | Technology | $316K | 0.1% | 731 | -78% | |||
| 113 | $LNG | Cheniere Energy, Inc. | Energy | $305K | 0.1% | 1,073 | -79% | |||
| 114 | — | J P MORGAN EXCHANGE TRADED F | — | $290K | 0.1% | 5,792 | +10% | |||
| 115 | — | AMERICAN CENTY ETF TR | — | $272K | 0.1% | 2,448 | — | |||
| 116 | $SCHW | SCHWAB CHARLES CORP | Financials | $272K | 0.1% | 2,892 | -2% | |||
| 117 | — | AMERICAN CENTY ETF TR | — | $264K | 0.1% | 3,445 | +0.8% | |||
| 118 | — | FIDELITY COVINGTON TRUST | — | $251K | 0.1% | 5,616 | New | |||
| 119 | — | SPDR SERIES TRUST | — | $245K | 0.1% | 1,680 | — | |||
| 120 | — | FRANKLIN TEMPLETON ETF TR | — | $245K | 0.1% | 4,452 | New | |||
| 121 | $SPY | SPDR S&P 500 ETF TRUST | — | $237K | 0.1% | 365 | — | |||
| 122 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $235K | 0.1% | 527 | -88% | |||
| 123 | $GOOGL | Alphabet Inc. | Technology | $231K | 0.1% | 804 | -3% | |||
| 124 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $216K | 0.1% | 375 | — | |||
| 125 | — | DIMENSIONAL ETF TRUST | — | $209K | 0.1% | 5,857 | +21% | |||
| 126 | $CRM | Salesforce, Inc. | Technology | $206K | 0.1% | 1,102 | -85% | |||
| 127 | $IBIT | iShares Bitcoin Trust ETF | Financials | $204K | 0.1% | 5,307 | — | |||
| 128 | — | FIRST TR EXCHANGE-TRADED FD | — | $201K | 0.1% | 4,272 | New |
What changed in Q1 2026
Against the previous quarter's 13F: 22 new, 38 added to, 51 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (22)
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$2.3M
first bought this quarter
$BABOEING CO$1.7M
first bought this quarter
$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$1.6M
first bought this quarter
$DXCMDEXCOM INC$1.5M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$1.4M
first bought this quarter
$NKENIKE, Inc.$1.1M
first bought this quarter
+16 more in the Excel export
Added to (38)
now $7.7M · held 9+ qtrs, 3 adds in a row
now $5.8M · held 9+ qtrs, 2 adds in a row
now $6.1M · held 9+ qtrs, 2 adds in a row
$MCDMCDONALDS CORP+641%
now $1.7M · held 9+ qtrs
$GOOGAlphabet Inc.+39%
now $4.5M · held 9+ qtrs
now $5.3M · held 9+ qtrs, 2 adds in a row
+32 more in the Excel export
Trimmed (51)
- AMPLIFY ETF TR-90%
now $471K
$DEDEERE & CO-72%
now $689K · held 9+ qtrs
$VRTXVERTEX PHARMACEUTICALS INC / MA-88%
now $235K · held 9+ qtrs
$WSMWILLIAMS SONOMA INC-61%
now $1.1M · held 9+ qtrs, 3 trims in a row
$BLKBlackRock, Inc.-68%
now $699K · held 9+ qtrs, 2 trims in a row
$AXPAMERICAN EXPRESS CO-60%
now $944K · held 9+ qtrs, 2 trims in a row
+45 more in the Excel export
Holdings by quarter
Every 13F Signature Wealth Management Group has filed, 32 earlier quarters. Pick one to see what it held then.
Is it too late to follow Signature Wealth Management Group?
Q1 2026 13F filed with the SEC on Apr 1, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Signature Wealth Management Group's top 20 holdings: 68/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+22.9%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 23% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Signature Wealth Management Group disclosed 128 positions worth $263.4M in its Form 13F-HR for Q1 2026, led by $SO (SOUTHERN CO) at 4.5% of the equity portfolio, followed by $KMB and $VLO. During the quarter the fund opened 22 new positions and exited 6 — including a new stake in $TSM and a full exit from $ZTS. The portfolio is most concentrated in Other (29.2% of disclosed assets). All figures are sourced directly from Signature Wealth Management Group’s Form 13F-HR filing with the SEC under CIK 1736666.
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Every holding in Signature Wealth Management Group's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.