13F Insight
DOSSIER · 13F-HR · Q1 2026

Signature Wealth Management Group

Signature Wealth's hedge fund based in San Francisco, CA — $263M in tracked AUM across 128 positions as of Q1 2026.

SW
Signature Wealth·San Francisco, CA·Hedge Fund
CIK 0001736666 · last filed Mar 31, 2026
Total AUM
$263M
▼ 10.8%
vs prior
Holdings
128
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Signature Wealth Management Group filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SO
SOUTHERN CO
$12M122K4.5%
02
KMB
KIMBERLY-CLARK CORP
$8M79K2.9%
03
VLO
VALERO ENERGY CORP
$7M29K2.7%
04
VUSB
VANGUARD BD INDEX FDS
$7M142K2.7%
05
JNJ
JOHNSON & JOHNSON
$7M28K2.6%
06
IBDS
ISHARES TR
$6M260K2.4%
07
WMB
WILLIAMS COS INC
$6M84K2.3%
08
MSFT
MICROSOFT CORP
$6M16K2.3%
09
CVX
CHEVRON CORP NEW
$6M28K2.2%
10
NVDA
NVIDIA CORPORATION
$6M33K2.2%

Filing history

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