Signature Wealth Management Group

CIK

1736666

Location

ATLANTA, GA

Portfolio Value

Small $190,329,919

Diversification

Diversified

Filing Date

Global Rank

#4,519 / 8,698 ▲ 259 · as of Mar 2026

Top Industry

Drug Manufacturers - General 12.5%

3Y Alpha vs SPY

+1.8%

Period ended 5 months ago

Filed Apr 1, 2026 · 5mo

24 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+83.7%

SPY

+75.3%

Annualised alpha

+1.9%

Max drawdown

−14.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

83 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

+0.2 pts

Top 5

20.7%

+2.2 pts

Top 10

35.5%

+3.7 pts

HHI

237

Diversified+15

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.3%	$36,814,240	15
Consumer Defensive	16.8%	$32,063,988	9
Healthcare	15.4%	$29,353,660	13
Energy	10.4%	$19,772,841	5
Consumer Cyclical	7.6%	$14,512,545	9
Real Estate	6.9%	$13,109,694	3
Utilities	6.5%	$12,347,787	2
Industrials	6.1%	$11,693,026	9
Unclassified	4.5%	$8,489,214	11
Financial Services	3.9%	$7,444,909	6
Communication Services	2.5%	$4,728,015	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
KMB	Kimberly Clark Corp	+45,809	79,486	$7,668,014
NVDA	Nvidia Corp	+14,958	33,168	$5,784,499
BITB	Bitwise Bitcoin ETF	+10,039	45,442	$1,672,720
PG	PROCTER & GAMBLE Co	+6,556	36,389	$5,256,027
MCD	Mcdonalds Corp	+4,744	5,484	$1,704,372
MSFT	Microsoft Corp	+4,536	16,362	$6,056,721
GOOGL	Alphabet Inc.	+4,400	16,480	$4,728,015
AMZN	Amazon Com Inc	+3,811	21,175	$4,410,117
PODD	Insulet Corp	+3,650	5,385	$1,129,988
CGGR	Capital Group Growth ETF	+2,374	18,723	$752,477
GIS	General Mills Inc	+1,693	63,049	$2,346,683
CGGO	Capital Group Global Growth Equity ETF	+1,185	20,920	$698,100
AAPL	Apple Inc.	+789	11,804	$2,995,737
PAYX	Paychex Inc	+708	33,713	$3,105,641
BAB	Invesco Taxable Municipal Bond ETF	+615	81,363	$2,193,546
SO	Southern Co	+490	121,632	$11,739,920
TGT	Target Corp	+443	33,145	$4,017,174
O	Realty Income Corp	+411	80,328	$4,914,467
NOW	ServiceNow, Inc.	+390	10,716	$1,120,357
PEP	Pepsico Inc	+349	28,358	$4,403,713
BMY	Bristol Myers Squibb Co	+244	83,769	$5,080,589
UPS	United Parcel Service Inc	+183	32,213	$3,169,114
TXN	Texas Instruments Inc	+148	19,339	$3,754,473
ABBV	AbbVie Inc.	+147	24,181	$5,259,125
HSY	Hershey Co	+50	24,923	$5,181,242
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TSCO	Tractor Supply Co /De/	−26,332	11,794	$534,268
KBH	Kb Home	−22,914	9,659	$499,853
WSM	Williams Sonoma Inc	−9,179	5,819	$1,060,978
TJX	Tjx Companies Inc /De/	−7,714	4,599	$734,460
CRM	Salesforce, Inc.	−6,020	1,102	$205,710
AXP	American Express Co	−4,733	3,122	$944,342
LNG	Cheniere Energy, Inc.	−3,959	1,073	$304,474
HD	Home Depot, Inc.	−3,822	10,136	$3,333,629
VRTX	Vertex Pharmaceuticals Inc / Ma	−3,797	527	$235,326
DE	Deere & Co	−3,083	1,223	$688,915
TSLA	Tesla, Inc.	−2,926	2,944	$1,094,432
CRWD	CrowdStrike Holdings, Inc.	−2,916	2,082	$812,833
TT	Trane Technologies plc	−2,754	1,770	$737,629
INTU	Intuit Inc.	−2,533	731	$316,069
BLK	BlackRock, Inc.	−1,577	727	$699,163
IAU	Ishares Gold Trust	−864	5,879	$518,292
WMB	Williams Companies, Inc.	−725	83,773	$6,096,998
CGDG	Capital Group Dividend Growers ETF	−688	17,392	$624,372
CSCO	Cisco Systems, Inc.	−612	69,297	$5,376,754
TFC	Truist Financial Corp	−569	90,031	$4,138,725
VLO	Valero Energy Corp/Tx	−451	28,738	$7,100,585
JNJ	Johnson & Johnson	−348	27,669	$6,763,410
PFE	Pfizer Inc	−308	159,332	$4,474,042
GLPI	Gaming & Leisure Properties, Inc.	−238	87,459	$3,880,555
CVX	Chevron Corp	−185	27,977	$5,788,441
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	6,813	$2,302,453
BA	Boeing Co	8,335	$1,658,915
CP	Canadian Pacific Kansas City Ltd/Cn	19,709	$1,550,309
DXCM	Dexcom Inc	23,724	$1,489,867
AMD	Advanced Micro Devices Inc	7,101	$1,444,556
NKE	NIKE, Inc.	21,591	$1,140,436
IOT	Samsara Inc.	34,673	$1,098,787
TDG	TransDigm Group INC	936	$1,084,786
COST	Costco Wholesale Corp /New	1,088	$1,084,115
MDT	Medtronic plc	11,829	$1,024,982
TMO	Thermo Fisher Scientific Inc.	2,020	$992,890
UNH	Unitedhealth Group Inc	3,360	$909,182
FBCG	Fidelity Blue Chip Growth ETF	16,449	$824,423
TECH	BIO-TECHNE Corp	15,740	$822,572
JBHT	Hunt J B Transport Services Inc	3,165	$670,663
VRT	Vertiv Holdings Co	2,023	$506,923
QQQ	Invesco Qqq Trust, Series 1	375	$216,442
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
CGXU	Capital Group International Focus Equity ETF	46,058	$1,361,013
ZTS	Zoetis Inc.	9,041	$1,137,538
SPOT	Spotify Technology S.A.	1,420	$824,608
ARKB	Ark 21Shares Bitcoin ETF	10,673	$309,943
ADP	Automatic Data Processing Inc	1,010	$259,802
AVGO	Broadcom Inc.	601	$208,006
IAUX	i-80 Gold Corp.	30,300	$44,238
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $190,329,919 total · filing declares 128 positions · $263,370,400 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SO	Southern Co Utilities	Added	121,632	+490	$11,739,920	+11.1%	6.17%
KMB	Kimberly Clark Corp Consumer Defensive	Added	79,486	+45,809	$7,668,014	+125.7%	4.03%
VLO	Valero Energy Corp/Tx Energy	Reduced	28,738	-451	$7,100,585	+49.4%	3.73%
JNJ	Johnson & Johnson Healthcare	Reduced	27,669	-348	$6,763,410	+16.6%	3.55%
WMB	Williams Companies, Inc. Energy	Reduced	83,773	-725	$6,096,998	+20.0%	3.20%
MSFT	Microsoft Corp Technology	Added	16,362	+4,536	$6,056,721	+5.9%	3.18%
CVX	Chevron Corp Energy	Reduced	27,977	-185	$5,788,441	+34.9%	3.04%
NVDA	Nvidia Corp Technology	Added	33,168	+14,958	$5,784,499	+70.3%	3.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	69,297	-612	$5,376,754	−0.2%	2.82%
ABBV	AbbVie Inc. Healthcare	Added	24,181	+147	$5,259,125	−4.2%	2.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	36,389	+6,556	$5,256,027	+22.9%	2.76%
HSY	Hershey Co Consumer Defensive	Added	24,923	+50	$5,181,242	+14.5%	2.72%
BMY	Bristol Myers Squibb Co Healthcare	Added	83,769	+244	$5,080,589	+12.8%	2.67%
O	Realty Income Corp Real Estate	Added	80,328	+411	$4,914,467	+9.1%	2.58%
GOOGL	Alphabet Inc. Communication Services	Added	16,480	+4,400	$4,728,015	+24.7%	2.48%
PFE	Pfizer Inc Healthcare	Reduced	159,332	-308	$4,474,042	+12.6%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,175	+3,811	$4,410,117	+10.0%	2.32%
PEP	Pepsico Inc Consumer Defensive	Added	28,358	+349	$4,403,713	+9.5%	2.31%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	34,065	-86	$4,314,672	−0.2%	2.27%
TFC	Truist Financial Corp Financial Services	Reduced	90,031	-569	$4,138,725	−7.2%	2.17%
TGT	Target Corp Consumer Defensive	Added	33,145	+443	$4,017,174	+25.7%	2.11%
GLPI	Gaming & Leisure Properties, Inc. Real Estate	Reduced	87,459	-238	$3,880,555	−1.0%	2.04%
TXN	Texas Instruments Inc Technology	Added	19,339	+148	$3,754,473	+12.8%	1.97%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,136	-3,822	$3,333,629	−30.6%	1.75%
UPS	United Parcel Service Inc Industrials	Added	32,213	+183	$3,169,114	−0.2%	1.67%
PAYX	Paychex Inc Technology	Added	33,713	+708	$3,105,641	−16.1%	1.63%
AAPL	Apple Inc. Technology	Added	11,804	+789	$2,995,737	+0.0%	1.57%
GIS	General Mills Inc Consumer Defensive	Added	63,049	+1,693	$2,346,683	−17.7%	1.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	6,813	NEW	$2,302,453	NEW	1.21%
BAB	Invesco Taxable Municipal Bond ETF	Added	81,363	+615	$2,193,546	−0.1%	1.15%
IBM	International Business Machines Corp Technology	Reduced	8,399	-41	$2,035,833	−18.6%	1.07%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,484	+4,744	$1,704,372	+653.6%	0.90%
BITB	Bitwise Bitcoin ETF	Added	45,442	+10,039	$1,672,720	−0.7%	0.88%
BA	Boeing Co Industrials	NEW	8,335	NEW	$1,658,915	NEW	0.87%
SNA	Snap-on Inc Industrials	Added	4,476	+8	$1,625,772	+5.6%	0.85%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	NEW	19,709	NEW	$1,550,309	NEW	0.81%
DXCM	Dexcom Inc Healthcare	NEW	23,724	NEW	$1,489,867	NEW	0.78%
AMD	Advanced Micro Devices Inc Technology	NEW	7,101	NEW	$1,444,556	NEW	0.76%
KO	Coca Cola Co Consumer Defensive	Reduced	15,482	-78	$1,177,406	+8.2%	0.62%
NKE	NIKE, Inc. Consumer Cyclical	NEW	21,591	NEW	$1,140,436	NEW	0.60%
PODD	Insulet Corp Healthcare	Added	5,385	+3,650	$1,129,988	+129.1%	0.59%
NOW	ServiceNow, Inc. Technology	Added	10,716	+390	$1,120,357	−29.2%	0.59%
IOT	Samsara Inc. Technology	NEW	34,673	NEW	$1,098,787	NEW	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,944	-2,926	$1,094,432	−58.5%	0.58%
TDG	TransDigm Group INC Industrials	NEW	936	NEW	$1,084,786	NEW	0.57%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	1,088	NEW	$1,084,115	NEW	0.57%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	5,819	-9,179	$1,060,978	−60.4%	0.56%
MDT	Medtronic plc Healthcare	NEW	11,829	NEW	$1,024,982	NEW	0.54%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	2,020	NEW	$992,890	NEW	0.52%
AXP	American Express Co Financial Services	Reduced	3,122	-4,733	$944,342	−67.5%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.