Signature Wealth Management Group Portfolio Stock Holdings
According to the SEC 13F filed on April 1, 2026, Signature Wealth Management Group disclosed 125 stock positions valued at approximately $263.37M as of quarter-end March 31, 2026. The largest holdings include SOUTHERN CO, KIMBERLY-CLARK CORP, and VALERO ENERGY CORP.
- Report Period
- March 31, 2026
- No. of Stocks
- 125
- Portfolio Value
- $263.37M
Holdings by Sector
Signature Wealth Management Group Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SOUTHERN CO | SO | Utilities | 4.46% | 121,632 | +490 | +0.40% | $11,739,890 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 2.91% | 79,486 | +45,809 | +136.02% | $7,667,979 |
| VALERO ENERGY CORP | VLO | Energy | 2.70% | 28,738 | -451 | -1.55% | $7,100,508 |
| VANGUARD BD INDEX FDS | VUSB | Other | 2.68% | 141,911 | -1,945 | -1.35% | $7,065,021 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.57% | 27,669 | -348 | -1.24% | $6,763,457 |
| ISHARES TR | IBDS | Other | 2.39% | 259,932 | -392 | -0.15% | $6,300,740 |
| WILLIAMS COS INC | WMB | Energy | 2.31% | 83,773 | -725 | -0.86% | $6,097,023 |
| MICROSOFT CORP | MSFT | Technology | 2.30% | 16,362 | +4,536 | +38.36% | $6,056,813 |
| CHEVRON CORP NEW | CVX | Energy | 2.20% | 27,977 | -185 | -0.66% | $5,788,413 |
| NVIDIA CORPORATION | NVDA | Technology | 2.20% | 33,168 | +14,958 | +82.14% | $5,784,565 |
| ISHARES TR | IBDU | Other | 2.17% | 245,791 | -286 | -0.12% | $5,717,106 |
| ISHARES TR | IBDR | Other | 2.14% | 232,146 | -2,609 | -1.11% | $5,627,210 |
| ISHARES TR | IBDT | Other | 2.11% | 219,637 | -422 | -0.19% | $5,563,405 |
| ISHARES TR | IBDV | Other | 2.06% | 248,077 | -298 | -0.12% | $5,430,406 |
| CISCO SYS INC | CSCO | Technology | 2.04% | 69,297 | -612 | -0.88% | $5,376,780 |
| ABBVIE INC | ABBV | Healthcare | 2.00% | 24,181 | +147 | +0.61% | $5,259,027 |
| PROCTER AND GAMBLE CO | PG | Consumer Defensive | 2.00% | 36,389 | +6,556 | +21.98% | $5,255,963 |
| HERSHEY CO | HSY | Consumer Defensive | 1.97% | 24,923 | +50 | +0.20% | $5,181,283 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 1.93% | 83,769 | +244 | +0.29% | $5,080,589 |
| REALTY INCOME CORP | O | Real Estate | 1.87% | 80,328 | +411 | +0.51% | $4,914,468 |
| ALPHABET INC | GOOG | Communication Services | 1.71% | 15,676 | +4,423 | +39.31% | $4,496,932 |
| PFIZER INC | PFE | Healthcare | 1.70% | 159,332 | -308 | -0.19% | $4,474,048 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.67% | 21,175 | +3,811 | +21.95% | $4,410,144 |
| ISHARES TR | IBDW | Other | 1.67% | 210,521 | -590 | -0.28% | $4,406,210 |
| PEPSICO INC | PEP | Consumer Defensive | 1.67% | 28,358 | +349 | +1.25% | $4,403,689 |
| LAMAR ADVERTISING CO NEW | LAMR | Real Estate | 1.64% | 34,065 | -86 | -0.25% | $4,314,671 |
| ISHARES TR | IBDX | Other | 1.63% | 169,983 | +4,264 | +2.57% | $4,295,467 |
| TRUIST FINL CORP | TFC | Financial Services | 1.57% | 90,031 | -569 | -0.63% | $4,138,737 |
| TARGET CORP | TGT | Consumer Defensive | 1.53% | 33,145 | +443 | +1.35% | $4,017,158 |
| GAMING & LEISURE PPTYS INC | GLPI | Real Estate | 1.47% | 87,459 | -238 | -0.27% | $3,880,536 |
Showing 30 of 125 holdings in the latest reporting period.