Signature Wealth Management Group Top Holdings and 13F Report (2026) About Signature Wealth Management GroupInvestment ActivitySignature Wealth Management Group has $263.37 million in total holdings as of March 31, 2026.Signature Wealth Management Group owns shares of 128 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 16.70% of the portfolio was purchased this quarter.About 10.79% of the portfolio was sold this quarter.This quarter, Signature Wealth Management Group has purchased 106 new stocks and bought additional shares in 34 stocks.Signature Wealth Management Group sold shares of 49 stocks and completely divested from 7 stocks this quarter.Largest Holdings Southern $11,739,890KIMBERLY-CLARK CORP $7,667,979Valero Energy $7,100,508Vanguard Ultra-Short Bond ETF $7,065,021Johnson & Johnson $6,763,457 Largest New Holdings this Quarter 46436E460 - iShares iBonds Dec 2031 Term Treasury ETF $3,702,398 Holding874039100 - Taiwan Semiconductor Manufacturing $2,302,453 Holding097023105 - Boeing $1,658,915 Holding46438G653 - ISHARES TR $1,647,956 Holding13646K108 - Canadian Pacific Kansas City $1,550,310 Holding Largest Purchases this Quarter KIMBERLY-CLARK CORP 45,809 shares (about $4.42M)iShares iBonds Dec 2031 Term Treasury ETF 181,499 shares (about $3.70M)NVIDIA 14,958 shares (about $2.61M)Taiwan Semiconductor Manufacturing 6,813 shares (about $2.30M)Microsoft 4,536 shares (about $1.68M) Largest Sales this Quarter Amplify CWP Enhanced Dividend Income ETF 95,628 shares (about $4.29M)Deere & Company 3,083 shares (about $1.74M)Vertex Pharmaceuticals 3,797 shares (about $1.70M)Williams-Sonoma 9,179 shares (about $1.67M)BLACKROCK INC 1,577 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSignature Wealth Management Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSOSouthern$11,739,890$47,295 ▲0.4%121,6324.5%UtilitiesKIMBERLY-CLARK CORP$7,667,979$4,419,174 ▲136.0%79,4862.9%COMVLOValero Energy$7,100,508$111,432 ▼-1.5%28,7382.7%EnergyVUSBVanguard Ultra-Short Bond ETF$7,065,021$96,832 ▼-1.4%141,9112.7%ETFJNJJohnson & Johnson$6,763,457$85,066 ▼-1.2%27,6692.6%MedicalIBDSiShares iBonds Dec 2027 Term Corporate ETF$6,300,740$9,502 ▼-0.2%259,9322.4%ETFWMBWilliams Companies$6,097,023$52,766 ▼-0.9%83,7732.3%EnergyMSFTMicrosoft$6,056,813$1,679,116 ▲38.4%16,3622.3%Computer and TechnologyCVXChevron$5,788,413$38,276 ▼-0.7%27,9772.2%EnergyNVDANVIDIA$5,784,565$2,608,705 ▲82.1%33,1682.2%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$5,717,106$6,652 ▼-0.1%245,7912.2%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$5,627,210$63,242 ▼-1.1%232,1462.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$5,563,405$10,689 ▼-0.2%219,6372.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$5,430,406$6,523 ▼-0.1%248,0772.1%ETFCSCOCisco Systems$5,376,780$47,485 ▼-0.9%69,2972.0%Computer and TechnologyABBVAbbVie$5,259,027$31,970 ▲0.6%24,1812.0%MedicalPGProcter & Gamble$5,255,963$946,937 ▲22.0%36,3892.0%Consumer StaplesHSYHershey$5,181,283$10,395 ▲0.2%24,9232.0%Consumer StaplesBMYBristol Myers Squibb$5,080,589$14,799 ▲0.3%83,7691.9%MedicalORealty Income$4,914,468$25,145 ▲0.5%80,3281.9%FinanceGOOGAlphabet$4,496,932$1,268,814 ▲39.3%15,6761.7%Computer and TechnologyPFEPfizer$4,474,048$8,649 ▼-0.2%159,3321.7%MedicalAMZNAmazon.com$4,410,144$793,722 ▲21.9%21,1751.7%Retail/WholesaleIBDWiShares iBonds Dec 2031 Term Corporate ETF$4,406,210$12,349 ▼-0.3%210,5211.7%ETFPEPPepsiCo$4,403,689$54,196 ▲1.2%28,3581.7%Consumer StaplesLAMRLamar Advertising$4,314,671$10,893 ▼-0.3%34,0651.6%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$4,295,467$107,751 ▲2.6%169,9831.6%ETFTFCTruist Financial$4,138,737$26,157 ▼-0.6%90,0311.6%FinanceTGTTarget$4,017,158$53,691 ▲1.4%33,1451.5%Retail/WholesaleGLPIGaming and Leisure Properties$3,880,536$10,560 ▼-0.3%87,4591.5%FinanceTXNTexas Instruments$3,754,378$28,732 ▲0.8%19,3391.4%Computer and TechnologyIBTLiShares iBonds Dec 2031 Term Treasury ETF$3,702,398$3,702,398 ▲New Holding181,4991.4%ETFHDHome Depot$3,333,609$1,257,010 ▼-27.4%10,1361.3%Retail/WholesaleUPSUnited Parcel Service$3,169,069$18,003 ▲0.6%32,2131.2%TransportationPAYXPaychex$3,105,601$65,220 ▲2.1%33,7131.2%Computer and TechnologyAAPLApple$2,995,677$200,236 ▲7.2%11,8041.1%Computer and TechnologyIBDYiShares iBonds Dec 2033 Term Corporate ETF$2,716,983$6,411 ▲0.2%105,1061.0%ETFTLTiShares 20+ Year Treasury Bond ETF$2,442,164$92,932 ▼-3.7%28,1710.9%ETFGISGeneral Mills$2,346,688$63,014 ▲2.8%63,0490.9%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$2,302,453$2,302,453 ▲New Holding6,8130.9%Computer and TechnologyBABInvesco Taxable Municipal Bond ETF$2,193,543$16,580 ▲0.8%81,3630.8%ETFIBMInternational Business Machines$2,035,810$9,938 ▼-0.5%8,3990.8%Computer and TechnologyMCDMcDonald's$1,704,229$1,474,264 ▲641.1%5,4840.6%Retail/WholesaleBITWISE BITCOIN ETF TR$1,672,720$369,536 ▲28.4%45,4420.6%SHS BEN INTBABoeing$1,658,915$1,658,915 ▲New Holding8,3350.6%AerospaceISHARES TR$1,647,956$1,647,956 ▲New Holding63,2370.6%IBONDS DEC 2034SNASnap-On$1,625,673$2,906 ▲0.2%4,4760.6%Consumer DiscretionaryCPCanadian Pacific Kansas City$1,550,310$1,550,310 ▲New Holding19,7090.6%TransportationDXCMDexCom$1,489,867$1,489,867 ▲New Holding23,7240.6%MedicalPFXFVanEck Preferred Securities ex Financials ETF$1,446,447$59,864 ▲4.3%82,4660.5%ETFAMDAdvanced Micro Devices$1,444,556$1,444,556 ▲New Holding7,1010.5%Computer and TechnologyCGXUCapital Group International Focus Equity ETF$1,364,306$6,045 ▲0.4%46,2630.5%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$1,327,916$148,295 ▼-10.0%51,8110.5%ETFKOCocaCola$1,177,406$5,932 ▼-0.5%15,4820.4%Consumer StaplesNKENIKE$1,140,441$1,140,441 ▲New Holding21,5910.4%Consumer DiscretionaryIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$1,130,910$168,108 ▼-12.9%44,4540.4%ETFPODDInsulet$1,129,988$765,916 ▲210.4%5,3850.4%MedicalNOWServiceNow$1,120,407$40,776 ▲3.8%10,7160.4%Computer and TechnologyIOTSamsara$1,098,787$1,098,787 ▲New Holding34,6730.4%Computer and TechnologyTSLATesla$1,094,432$1,087,741 ▼-49.8%2,9440.4%Auto/Tires/TrucksTDGTransdigm Group$1,084,787$1,084,787 ▲New Holding9360.4%AerospaceCOSTCostco Wholesale$1,084,010$1,084,010 ▲New Holding1,0880.4%Retail/WholesaleIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$1,078,974$97,703 ▼-8.3%42,2630.4%ETFWSMWilliams-Sonoma$1,060,923$1,673,520 ▼-61.2%5,8190.4%Retail/WholesaleMDTMedtronic$1,024,983$1,024,983 ▲New Holding11,8290.4%MedicalSPLGSPDR Portfolio S&P 500 ETF$997,573$997,573 ▲New Holding13,0330.4%ETFTMOThermo Fisher Scientific$992,891$992,891 ▲New Holding2,0200.4%MedicalAXPAmerican Express$944,267$1,431,523 ▼-60.3%3,1220.4%FinanceWALMART INC$929,6140.0%7,4800.4%COMUNHUnitedHealth Group$909,090$909,090 ▲New Holding3,3600.3%MedicalFBCGFidelity Blue Chip Growth ETF$824,424$824,424 ▲New Holding16,4490.3%ETFTECHBio-Techne$822,593$822,593 ▲New Holding15,7400.3%MedicalVOOVanguard S&P 500 ETF$814,495$7,768 ▼-0.9%1,3630.3%ETFCRWDCrowdStrike$812,693$1,138,239 ▼-58.3%2,0820.3%Computer and TechnologyDFUSDimensional U.S. Equity ETF$811,525$294,288 ▲56.9%11,4440.3%ETFRJFRaymond James Financial$784,0380.0%5,4150.3%FinanceFIDELITY COVINGTON TRUST$758,523$758,523 ▲New Holding20,3900.3%ENHANCED INTLCGGRCapital Group Growth ETF$752,475$95,411 ▲14.5%18,7230.3%ETFTTTrane Technologies$737,753$1,147,894 ▼-60.9%1,7700.3%ConstructionTJXTJX Companies$734,439$1,231,890 ▼-62.6%4,5990.3%Retail/WholesaleBLACKROCK INC$698,866$1,515,972 ▼-68.4%7270.3%COMCGGOCapital Group Global Growth Equity ETF$698,098$39,543 ▲6.0%20,9200.3%ETFISHARES TR$696,517$108,549 ▼-13.5%27,4760.3%IBONDS DEC 2029DEDeere & Company$688,950$1,736,740 ▼-71.6%1,2230.3%IndustrialsJBHTJ.B. Hunt Transport Services$670,675$670,675 ▲New Holding3,1650.3%TransportationLLYEli Lilly and Company$657,6360.0%7150.2%MedicalCAPITAL GROUP DIVIDEND GROWE$624,373$24,699 ▼-3.8%17,3920.2%SHS ETFETREntergy$607,833$12,247 ▼-2.0%5,4100.2%UtilitiesJPMJPMorgan Chase & Co.$606,8750.0%2,0630.2%FinanceSCHDSchwab US Dividend Equity ETF$547,668$547,668 ▲New Holding17,8510.2%ETFCGDVCapital Group Dividend Value ETF$547,575$4,339 ▼-0.8%12,8720.2%ETFFMBFirst Trust Managed Municipal ETF$544,139$75,179 ▼-12.1%10,7410.2%ManufacturingTSCOTractor Supply$534,272$1,192,848 ▼-69.1%11,7940.2%Retail/WholesaleIAUiShares Gold Trust$518,293$76,170 ▼-12.8%5,8790.2%FinanceAMGNAmgen$514,1300.0%1,4610.2%MedicalVRTVertiv$506,925$506,925 ▲New Holding2,0230.2%Computer and TechnologyKBHKB Home$499,876$1,185,853 ▼-70.3%9,6590.2%ConstructionXOMExxonMobil$482,3430.0%2,8430.2%EnergyIBTGiShares iBonds Dec 2026 Term Treasury ETF$481,2380.0%21,0010.2%ManufacturingDIVOAmplify CWP Enhanced Dividend Income ETF$471,153$4,288,950 ▼-90.1%10,5050.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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