Signature Wealth Management Group

Est. AUM

$244.3M

13F long equity, this entity only

Positions

121

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SOUTHERN CO	COM	$11.7M	121632	4.81%	SOLE
2	KIMBERLY-CLARK CORP	COM	$7.7M	79486	3.14%	SOLE
3	VALERO ENERGY CORP	COM	$7.1M	28738	2.91%	SOLE
4	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$7.1M	141911	2.89%	SOLE
5	JOHNSON & JOHNSON	COM	$6.8M	27669	2.77%	SOLE
6	ISHARES TR	IBONDS 27 ETF	$6.3M	259932	2.58%	SOLE
7	WILLIAMS COS INC	COM	$6.1M	83773	2.50%	SOLE
8	MICROSOFT CORP	COM	$6.1M	16362	2.48%	SOLE
9	CHEVRON CORP NEW	COM	$5.8M	27977	2.37%	SOLE
10	NVIDIA CORPORATION	COM	$5.8M	33168	2.37%	SOLE
11	ISHARES TR	IBONDS DEC 29	$5.7M	245791	2.34%	SOLE
12	ISHARES TR	IBONDS DEC2026	$5.6M	232146	2.30%	SOLE
13	ISHARES TR	IBDS DEC28 ETF	$5.6M	219637	2.28%	SOLE
14	CISCO SYS INC	COM	$5.4M	69297	2.20%	SOLE
15	ABBVIE INC	COM	$5.3M	24181	2.15%	SOLE
16	PROCTER AND GAMBLE CO	COM	$5.3M	36389	2.15%	SOLE
17	HERSHEY CO	COM	$5.2M	24923	2.12%	SOLE
18	BRISTOL-MYERS SQUIBB CO	COM	$5.1M	83769	2.08%	SOLE
19	REALTY INCOME CORP	COM	$4.9M	80328	2.01%	SOLE
20	ALPHABET INC	CAP STK CL C	$4.5M	15676	1.84%	SOLE
21	PFIZER INC	COM	$4.5M	159332	1.83%	SOLE
22	AMAZON COM INC	COM	$4.4M	21175	1.81%	SOLE
23	PEPSICO INC	COM	$4.4M	28358	1.80%	SOLE
24	LAMAR ADVERTISING CO NEW	CL A	$4.3M	34065	1.77%	SOLE
25	TRUIST FINL CORP	COM	$4.1M	90031	1.69%	SOLE
26	TARGET CORP	COM	$4.0M	33145	1.64%	SOLE
27	GAMING & LEISURE PPTYS INC	COM	$3.9M	87459	1.59%	SOLE
28	TEXAS INSTRS INC	COM	$3.8M	19339	1.54%	SOLE
29	HOME DEPOT INC	COM	$3.3M	10136	1.36%	SOLE
30	UNITED PARCEL SERVICE INC	CL B	$3.2M	32213	1.30%	SOLE
31	PAYCHEX INC	COM	$3.1M	33713	1.27%	SOLE
32	APPLE INC	COM	$3.0M	11804	1.23%	SOLE
33	ISHARES TR	IBONDS DEC 2033	$2.7M	105106	1.11%	SOLE
34	ISHARES TR	20 YR TR BD ETF	$2.4M	28171	1.00%	SOLE
35	GENERAL MLS INC	COM	$2.3M	63049	0.96%	SOLE
36	TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.3M	6813	0.94%	SOLE
37	INVESCO EXCH TRADED FD TR II	TAXABLE MUN BD	$2.2M	81363	0.90%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$2.0M	8399	0.83%	SOLE
39	MCDONALDS CORP	COM	$1.7M	5484	0.70%	SOLE
40	BITWISE BITCOIN ETF TR	SHS BEN INT	$1.7M	45442	0.68%	SOLE
41	BOEING CO	COM	$1.7M	8335	0.68%	SOLE
42	ISHARES TR	IBONDS DEC 2034	$1.6M	63237	0.67%	SOLE
43	SNAP ON INC	COM	$1.6M	4476	0.67%	SOLE
44	CANADIAN PACIFIC KANSAS CITY	COM	$1.6M	19709	0.63%	SOLE
45	DEXCOM INC	COM	$1.5M	23724	0.61%	SOLE
46	VANECK ETF TRUST	PREFERRED SECURT	$1.4M	82466	0.59%	SOLE
47	ADVANCED MICRO DEVICES INC	COM	$1.4M	7101	0.59%	SOLE
48	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.4M	46263	0.56%	SOLE
49	ISHARES TR	IBONDS DEC 26	$1.3M	51811	0.54%	SOLE
50	COCA COLA CO	COM	$1.2M	15482	0.48%	SOLE

1–50 of 121

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.