Signature Wealth Management Group reported 76 positions worth $184.23M for the quarter ended Mar 31, 2026, up 7.5% on the prior quarter. It opened 15 new positions, added to 23, trimmed 30 and exited 5. Its largest holding is Southern Co at 6.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| KMB Kimberly Clark Corp | +45.8K | +136.0% | $4.42M | 4.16% |
| NVDA Nvidia Corp | +15.0K | +82.1% | $2.61M | 3.14% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +6,813 | – | $2.30M | 1.25% |
| MSFT Microsoft Corp | +4,536 | +38.4% | $1.68M | 3.29% |
| BA Boeing Co | +8,335 | – | $1.66M | 0.9% |
| CP Canadian Pacific Kansas City Ltd | +19.7K | – | $1.55M | 0.841% |
| DXCM Dexcom Inc | +23.7K | – | $1.49M | 0.809% |
| MCD Mcdonalds Corp | +4,744 | +641.1% | $1.47M | 0.925% |
| AMD Advanced Micro Devices Inc | +7,101 | – | $1.44M | 0.784% |
| GOOG Alphabet Inc. | +4,423 | +39.3% | $1.27M | 2.44% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DE Deere & Co | -3,083 | -71.6% | $1.74M | 0.374% |
| VRTX Vertex Pharmaceuticals Inc / Ma | -3,797 | -87.8% | $1.70M | 0.128% |
| WSM Williams Sonoma Inc | -9,179 | -61.2% | $1.67M | 0.576% |
| BLK BlackRock, Inc. | -1,577 | -68.4% | $1.52M | 0.379% |
| AXP American Express Co | -4,733 | -60.3% | $1.43M | 0.513% |
| HD Home Depot, Inc. | -3,822 | -27.4% | $1.26M | 1.81% |
| TJX Tjx Companies Inc | -7,714 | -62.6% | $1.23M | 0.399% |
| TSCO Tractor Supply Co | -26.3K | -69.1% | $1.19M | 0.29% |
| KBH Kb Home | -22.9K | -70.3% | $1.19M | 0.271% |
| TT Trane Technologies plc | -2,754 | -60.9% | $1.15M | 0.4% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +6,813 | $2.30M | 1.25% |
| BA Boeing Co | +8,335 | $1.66M | 0.9% |
| CP Canadian Pacific Kansas City Ltd | +19.7K | $1.55M | 0.841% |
| DXCM Dexcom Inc | +23.7K | $1.49M | 0.809% |
| AMD Advanced Micro Devices Inc | +7,101 | $1.44M | 0.784% |
| NKE NIKE, Inc. | +21.6K | $1.14M | 0.619% |
| IOT Samsara Inc. | +34.7K | $1.10M | 0.596% |
| TDG TransDigm Group INC | +936 | $1.08M | 0.589% |
| COST Costco Wholesale Corp | +1,088 | $1.08M | 0.588% |
| MDT Medtronic plc | +11.8K | $1.02M | 0.556% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SO Southern Co | Utilities | 121.6K | $11.74M | 6.37% | +490 | +0.4% | Added | 0.01% |
| 2 | KMB Kimberly Clark Corp | Consumer Staples | 79.5K | $7.67M | 4.16% | +45.8K | +136.0% | Added | 0.02% |
| 3 | VLO Valero Energy Corp | Energy | 28.7K | $7.10M | 3.85% | -451 | -1.5% | Reduced | 0.01% |
| 4 | JNJ Johnson & Johnson | Healthcare | 27.7K | $6.76M | 3.67% | -348 | -1.2% | Reduced | 0% |
| 5 | WMB Williams Companies, Inc. | Energy | 83.8K | $6.10M | 3.31% | -725 | -0.9% | Reduced | 0.01% |
| 6 | MSFT Microsoft Corp | Technology | 16.4K | $6.06M | 3.29% | +4,536 | +38.4% | Added | 0% |
| 7 | CVX Chevron Corp | Energy | 28.0K | $5.79M | 3.14% | -185 | -0.7% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 33.2K | $5.78M | 3.14% | +15.0K | +82.1% | Added | 0% |
| 9 | CSCO Cisco Systems, Inc. | Technology | 69.3K | $5.38M | 2.92% | -612 | -0.9% | Reduced | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 24.2K | $5.26M | 2.85% | +147 | +0.6% | Added | 0% |
| 11 | PG PROCTER & GAMBLE Co | Consumer Staples | 36.4K | $5.26M | 2.85% | +6,556 | +22.0% | Added | 0% |
| 12 | HSY Hershey Co | Consumer Staples | 24.9K | $5.18M | 2.81% | +50 | +0.2% | Added | 0.01% |
| 13 | BMY Bristol Myers Squibb Co | Healthcare | 83.8K | $5.08M | 2.76% | +244 | +0.3% | Added | 0% |
| 14 | O Realty Income Corp | Real Estate | 80.3K | $4.91M | 2.67% | +411 | +0.5% | Added | 0.01% |
| 15 | GOOG Alphabet Inc. | Technology | 15.7K | $4.50M | 2.44% | +4,423 | +39.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Signature Wealth Management.
As of its Q1 2026 13F filing, Signature Wealth Management Group’s five largest positions were Southern Co (SO) at 6.4%, Kimberly Clark Corp (KMB) at 4.2%, Valero Energy Corp (VLO) at 3.9%, Johnson & Johnson (JNJ) at 3.7%, Williams Companies, Inc. (WMB) at 3.3% of the reported portfolio.
Signature Wealth Management Group reported a 13F portfolio worth $184.23M across 76 positions for Q1 2026. That is up 7.5% from the previous quarter.
Its largest purchases by value were Kimberly Clark Corp ($4.42M), Nvidia Corp ($2.61M), Taiwan Semiconductor Manufacturing Co Ltd ($2.30M). It opened 15 new positions.
Its largest sales by value were Deere & Co ($1.74M), Vertex Pharmaceuticals Inc / Ma ($1.70M), Williams Sonoma Inc ($1.67M). It exited 5 positions entirely.
From the Form 13F-HR reports Signature Wealth Management Group files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.