Signature Wealth Management Group
CIK 0001736666 · ATLANTA, GA · Quarter end: 2026-03-31 · Filed on: 2026-04-01 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$263.4M
2026 Q1
Positions
128
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
26.7%
Est. Net Flow (Q)
—
2026 Q1
Top Holdings
SO
SOUTHERN CO
4.5%
KMB
KIMBERLY-CLARK CORP
2.9%
VLO
VALERO ENERGY CORP
2.7%
VUSB
VANGUARD BD INDEX FDS
2.7%
JNJ
JOHNSON & JOHNSON
2.6%
IBDS
ISHARES TR
2.4%
WMB
WILLIAMS COS INC
2.3%
MSFT
MICROSOFT CORP
2.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.