Signature Wealth Management Group
Signature Wealth Management Group reported 128 positions worth $263.4M as of March 31, 2026 (13F filed April 1, 2026). Largest holding: SO (4.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SO | SH | $11.7M | 4.46% | 121,632 | — | — | |
| ▸ 2 | KMB | SH | $7.7M | 2.91% | 79,486 | — | — | |
| ▸ 3 | VLO | SH | $7.1M | 2.70% | 28,738 | — | — | |
| ▸ 4 | VUSB | SH | $7.1M | 2.68% | 141,911 | — | — | |
| ▸ 5 | JNJ | SH | $6.8M | 2.57% | 27,669 | — | — | |
| ▸ 6 | IBDS | SH | $6.3M | 2.39% | 259,932 | — | — | |
| ▸ 7 | WMB | SH | $6.1M | 2.31% | 83,773 | — | — | |
| ▸ 8 | MSFT | SH | $6.1M | 2.30% | 16,362 | — | — | |
| ▸ 9 | CVX | SH | $5.8M | 2.20% | 27,977 | — | — | |
| ▸ 10 | NVDA | SH | $5.8M | 2.20% | 33,168 | — | — |
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Frequently Asked Questions
What stocks does Signature Wealth Management Group hold as of Q1 2026?
Signature Wealth Management Group reported 128 positions worth $263.4M in its Q1 2026 13F filing. Largest positions: SO (4.5%), KMB (2.9%), VLO (2.7%), VUSB (2.7%) and JNJ (2.6%).
What did Signature Wealth Management Group buy in Q1 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Signature Wealth Management Group sell in Q1 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.