Signature Wealth Management Group

CIK

1736666

Location

ATLANTA, GA

Portfolio Value

Small $179,100,642

Diversification

Diversified

Filing Date

Global Rank

#4,431 / 8,603 ▲ 312 · as of Mar 2026

Top Industry

Drug Manufacturers - General 12.9%

3Y Alpha vs SPY

-7.3%

Period ended 3 months ago

Filed Apr 1, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+46.0%

SPY

+76.5%

Annualised alpha

-7.4%

Max drawdown

−14.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

6.6%

+0.2 pts

Top 5

22.0%

+2.1 pts

Top 10

37.8%

+3.7 pts

HHI

259

Diversified+14

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	20.2%	$36,204,615	15
Consumer Defensive	17.9%	$32,063,988	9
Healthcare	16.4%	$29,353,660	13
Energy	10.8%	$19,290,498	4
Consumer Cyclical	8.1%	$14,512,545	9
Real Estate	7.3%	$13,109,694	3
Utilities	6.9%	$12,347,787	2
Industrials	6.5%	$11,693,026	9
Financial Services	4.2%	$7,444,909	6
Unclassified	1.6%	$2,848,722	5
Communication Services	0.1%	$231,198	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 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
AMZN	Amazon Com Inc	+3,811	21,175	$4,410,117
PODD	Insulet Corp	+3,650	5,385	$1,129,988
GIS	General Mills Inc	+1,693	63,049	$2,346,683
AAPL	Apple Inc.	+789	11,804	$2,995,737
PAYX	Paychex Inc	+708	33,713	$3,105,641
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
SNA	Snap-on Inc	+8	4,476	$1,625,772
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	$203,208
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
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
ETR	Entergy Corp /De/	−109	5,410	$607,867
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 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
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

6 positions

Ticker	Company	Shares	Value
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

76 positions · $179,100,642 total · 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 76 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%	6.55%
KMB	Kimberly Clark Corp Consumer Defensive	Added	79,486	+45,809	$7,668,014	+125.7%	4.28%
VLO	Valero Energy Corp/Tx Energy	Reduced	28,738	-451	$7,100,585	+49.4%	3.96%
JNJ	Johnson & Johnson Healthcare	Reduced	27,669	-348	$6,763,410	+16.6%	3.78%
WMB	Williams Companies, Inc. Energy	Reduced	83,773	-725	$6,096,998	+20.0%	3.40%
MSFT	Microsoft Corp Technology	Added	16,362	+4,536	$6,056,721	+5.9%	3.38%
CVX	Chevron Corp Energy	Reduced	27,977	-185	$5,788,441	+34.9%	3.23%
NVDA	Nvidia Corp Technology	Added	33,168	+14,958	$5,784,499	+70.3%	3.23%
CSCO	Cisco Systems, Inc. Technology	Reduced	69,297	-612	$5,376,754	−0.2%	3.00%
ABBV	AbbVie Inc. Healthcare	Added	24,181	+147	$5,259,125	−4.2%	2.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	36,389	+6,556	$5,256,027	+22.9%	2.93%
HSY	Hershey Co Consumer Defensive	Added	24,923	+50	$5,181,242	+14.5%	2.89%
BMY	Bristol Myers Squibb Co Healthcare	Added	83,769	+244	$5,080,589	+12.8%	2.84%
O	Realty Income Corp Real Estate	Added	80,328	+411	$4,914,467	+9.1%	2.74%
PFE	Pfizer Inc Healthcare	Reduced	159,332	-308	$4,474,042	+12.6%	2.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	21,175	+3,811	$4,410,117	+10.0%	2.46%
PEP	Pepsico Inc Consumer Defensive	Added	28,358	+349	$4,403,713	+9.5%	2.46%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	34,065	-86	$4,314,672	−0.2%	2.41%
TFC	Truist Financial Corp Financial Services	Reduced	90,031	-569	$4,138,725	−7.2%	2.31%
TGT	Target Corp Consumer Defensive	Added	33,145	+443	$4,017,174	+25.7%	2.24%
GLPI	Gaming & Leisure Properties, Inc. Real Estate	Reduced	87,459	-238	$3,880,555	−1.0%	2.17%
TXN	Texas Instruments Inc Technology	Added	19,339	+148	$3,754,473	+12.8%	2.10%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	10,136	-3,822	$3,333,629	−30.6%	1.86%
UPS	United Parcel Service Inc Industrials	Added	32,213	+183	$3,169,114	−0.2%	1.77%
PAYX	Paychex Inc Technology	Added	33,713	+708	$3,105,641	−16.1%	1.73%
AAPL	Apple Inc. Technology	Added	11,804	+789	$2,995,737	+0.0%	1.67%
GIS	General Mills Inc Consumer Defensive	Added	63,049	+1,693	$2,346,683	−17.7%	1.31%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	6,813	NEW	$2,302,453	NEW	1.29%
IBM	International Business Machines Corp Technology	Reduced	8,399	-41	$2,035,833	−18.6%	1.14%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,484	+4,744	$1,704,372	+653.6%	0.95%
BITB	Bitwise Bitcoin ETF	Added	45,442	+10,039	$1,672,720	−0.7%	0.93%
BA	Boeing Co Industrials	NEW	8,335	NEW	$1,658,915	NEW	0.93%
SNA	Snap-on Inc Industrials	Added	4,476	+8	$1,625,772	+5.6%	0.91%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	NEW	19,709	NEW	$1,550,309	NEW	0.87%
DXCM	Dexcom Inc Healthcare	NEW	23,724	NEW	$1,489,867	NEW	0.83%
AMD	Advanced Micro Devices Inc Technology	NEW	7,101	NEW	$1,444,556	NEW	0.81%
KO	Coca Cola Co Consumer Defensive	Reduced	15,482	-78	$1,177,406	+8.2%	0.66%
NKE	NIKE, Inc. Consumer Cyclical	NEW	21,591	NEW	$1,140,436	NEW	0.64%
PODD	Insulet Corp Healthcare	Added	5,385	+3,650	$1,129,988	+129.1%	0.63%
NOW	ServiceNow, Inc. Technology	Added	10,716	+390	$1,120,357	−29.2%	0.63%
IOT	Samsara Inc. Technology	NEW	34,673	NEW	$1,098,787	NEW	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,944	-2,926	$1,094,432	−58.5%	0.61%
TDG	TransDigm Group INC Industrials	NEW	936	NEW	$1,084,786	NEW	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	1,088	NEW	$1,084,115	NEW	0.61%
WSM	Williams Sonoma Inc Consumer Cyclical	Reduced	5,819	-9,179	$1,060,978	−60.4%	0.59%
MDT	Medtronic plc Healthcare	NEW	11,829	NEW	$1,024,982	NEW	0.57%
TMO	Thermo Fisher Scientific Inc. Healthcare	NEW	2,020	NEW	$992,890	NEW	0.55%
AXP	American Express Co Financial Services	Reduced	3,122	-4,733	$944,342	−67.5%	0.53%
WMT	Walmart Inc. Consumer Defensive	Held	7,480	0	$929,614	+11.6%	0.52%
UNH	Unitedhealth Group Inc Healthcare	NEW	3,360	NEW	$909,182	NEW	0.51%