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

Signature Wealth Management Group

$263M in tracked AUM across 128 positions as of Q1 2026.

SW
CIK 0001736666 · last filed Mar 31, 2026
Total AUM
$263M
as of Q1 2026
Holdings
128
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$263M▲ 7.4%
128 positionsView →2025Q4Dec 31
$245M▼ 4.8%
106 positionsView →2025Q3Sep 30
$258M▲ 1.7%
114 positionsView →2025Q2Jun 30
$253M▼ 1.2%
116 positionsLocked2025Q1Mar 31
$257M▲ 3.2%
113 positionsLocked2024Q4Dec 31
$249M▼ 0.3%
106 positionsLocked2024Q3Sep 30
$249M▲ 9.2%
104 positionsLocked2024Q2Jun 30
$228M▲ 3.9%
100 positionsLocked2024Q1Mar 31
$220M▲ 1.6%
101 positionsLocked2023Q4Dec 31
$216M▲ 0.7%
99 positionsLocked2023Q2Jun 30
$215M▲ 1.9%
96 positionsLocked2023Q1Mar 31
$211M▲ 3.1%
93 positionsLocked
Showing 12 of 29