Signature Wealth Management Group
Filing Date
Global Rank
#5,228
/ 8,827
▲ 314
· as of Mar 2026
Top Industry
Drug Manufacturers - General
12.5%
Period ended 7 months ago
Filed Apr 1, 2026 · 7mo
24 quarters · since Mar 2020
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Unknown
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 44.9%, 18.0 effective positions, active share 72.4% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Low turnover
22.9% over the last four quarters (under 30%)
Horizon
Long horizon
Value-weighted holding period 16.6 quarters (12+), a floor since 39.5% of the book was already held when coverage starts
Closest benchmark: every 13F filer's combined book, active share 72.4%; sector active share 35.6% against the combined 13F book's sector weights.
Over time 24 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
127 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.6%
+0.3 pts
Top 5
33.3%
+1.2 pts
Top 10
44.9%
+2.3 pts
HHI
556
Diversified+17
Portfolio Trend
24 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 30.9% | $81,178,100 |
| Technology | 14.0% | $36,814,240 |
| Consumer Defensive | 12.2% | $32,063,988 |
| Healthcare | 11.2% | $29,353,660 |
| Energy | 7.5% | $19,772,841 |
| Consumer Cyclical | 5.5% | $14,512,545 |
| Real Estate | 5.0% | $13,109,694 |
| Utilities | 4.7% | $12,347,787 |
| Industrials | 4.4% | $11,693,026 |
| Financial Services | 2.8% | $7,444,909 |
| Communication Services | 1.8% | $4,728,015 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| GOOG | Alphabet Inc. | +4,423 | 15,676 | $4,496,817 | |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | +4,264 | 169,983 | $4,295,470 | |
| DFUS | Dimensional U.S. Equity Market ETF | +4,150 | 11,444 | $811,494 | |
| AMZN | Amazon Com Inc | +3,811 | 21,175 | $4,410,117 | |
| PODD | Insulet Corp | +3,650 | 5,385 | $1,129,988 | |
| PFXF | VanEck Preferred Securities ex Financials ETF | +3,413 | 82,466 | $1,446,453 | |
| 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 Exchange-Traded Fund Trust II | +615 | 81,363 | $2,193,546 | |
| SO | Southern Co | +490 | 121,632 | $11,739,920 | |
| IBMS | iShares iBonds Dec 2030 Term Muni Bond ETF | +460 | 14,160 | $365,752 | |
| 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 | |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | +248 | 105,106 | $2,716,990 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIVO | Amplify CWP Enhanced Dividend Income ETF | −95,628 | 10,505 | $471,149 | |
| TSCO | Tractor Supply Co | −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 | −7,714 | 4,599 | $734,460 | |
| IBMP | iShares iBonds Dec 2027 Term Muni Bond ETF | −6,608 | 44,454 | $1,130,909 | |
| CRM | Salesforce, Inc. | −6,020 | 1,102 | $205,710 | |
| IBMO | iShares iBonds Dec 2026 Term Muni Bond ETF | −5,786 | 51,811 | $1,327,915 | |
| AXP | American Express Co | −4,733 | 3,122 | $944,342 | |
| IBMR | iShares iBonds Dec 2029 Term Muni Bond ETF | −4,282 | 27,476 | $696,516 | |
| LNG | Cheniere Energy, Inc. | −3,959 | 1,073 | $304,474 | |
| IBMQ | iShares iBonds Dec 2028 Term Muni Bond ETF | −3,827 | 42,263 | $1,078,974 | |
| HD | Home Depot, Inc. | −3,822 | 10,136 | $3,333,629 | |
| VRTX | Vertex Pharmaceuticals Inc | −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 | |
| IBDR | iShares iBonds Dec 2026 Term Corporate ETF | −2,609 | 232,146 | $5,627,219 | |
| INTU | Intuit Inc. | −2,533 | 731 | $316,069 | |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | −1,945 | 141,911 | $7,065,039 | |
| BLK | BlackRock, Inc. | −1,577 | 727 | $699,163 | |
| FMB | First Trust Managed Municipal ETF | −1,484 | 10,741 | $544,139 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −1,072 | 28,171 | $2,442,143 | |
| IAU | Ishares Gold Trust | −864 | 5,879 | $518,292 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IBTL | iShares iBonds Dec 2031 Term Treasury ETF | 181,499 | $3,702,398 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 6,813 | $2,302,453 | |
| BA | Boeing Co | 8,335 | $1,658,915 | |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | 63,237 | $1,647,956 | |
| CP | Canadian Pacific Kansas City Ltd | 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 | 1,088 | $1,084,115 | |
| MDT | Medtronic plc | 11,829 | $1,024,982 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | 13,033 | $997,545 | |
| TMO | Thermo Fisher Scientific Inc. | 2,020 | $992,890 | |
| UNH | Unitedhealth Group Inc | 3,360 | $909,182 | |
| FBCG | Fidelity Covington Trust | 16,449 | $824,423 | |
| TECH | BIO-TECHNE Corp | 15,740 | $822,572 | |
| FENI | Fidelity Enhanced International ETF | 20,390 | $758,508 | |
| JBHT | Hunt J B Transport Services Inc | 3,165 | $670,663 | |
| SCHD | Schwab U.S. Dividend Equity ETF | 17,851 | $547,668 | |
| VRT | Vertiv Holdings Co | 2,023 | $506,923 | |
| AVEM | Avantis Emerging Markets Equity ETF | 3,952 | $318,452 | |
| JMUB | JPMorgan Municipal ETF | 5,792 | $289,542 | |
| FSMD | Fidelity Small-Mid Multifactor ETF | 5,616 | $251,147 | |
| FLQM | Franklin U.S. Mid Cap Multifactor Index ETF | 4,452 | $244,548 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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. | ||||
127 tracked positions ·
$263,018,805 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 127 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SO |
Southern Co
Utilities
|
Added | 121,632 | $11,739,920 | 4.46% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
Added | 79,486 | $7,668,014 | 2.92% | |
| VLO |
Valero Energy Corp
Energy
|
Reduced | 28,738 | $7,100,585 | 2.70% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Reduced | 141,911 | $7,065,039 | 2.69% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 27,669 | $6,763,410 | 2.57% | |
| IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
|
Reduced | 259,932 | $6,300,751 | 2.40% | |
| WMB |
Williams Companies, Inc.
Energy
|
Reduced | 83,773 | $6,096,998 | 2.32% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,362 | $6,056,721 | 2.30% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 27,977 | $5,788,441 | 2.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 33,168 | $5,784,499 | 2.20% | |
| IBDU |
iShares iBonds Dec 2029 Term Corporate ETF
|
Reduced | 245,791 | $5,717,098 | 2.17% | |
| IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
|
Reduced | 232,146 | $5,627,219 | 2.14% | |
| IBDT |
iShares iBonds Dec 2028 Term Corporate ETF
|
Reduced | 219,637 | $5,563,405 | 2.12% | |
| IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
|
Reduced | 248,077 | $5,430,405 | 2.06% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 69,297 | $5,376,754 | 2.04% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 24,181 | $5,259,125 | 2.00% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 36,389 | $5,256,027 | 2.00% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 24,923 | $5,181,242 | 1.97% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 83,769 | $5,080,589 | 1.93% | |
| O |
Realty Income Corp
Real Estate
|
Added | 80,328 | $4,914,467 | 1.87% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 15,676 | $4,496,817 | 1.71% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 159,332 | $4,474,042 | 1.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 21,175 | $4,410,117 | 1.68% | |
| IBDW |
iShares iBonds Dec 2031 Term Corporate ETF
|
Reduced | 210,521 | $4,406,204 | 1.68% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 28,358 | $4,403,713 | 1.67% | |
| LAMR |
Lamar Advertising Co
Real Estate
|
Reduced | 34,065 | $4,314,672 | 1.64% | |
| IBDX |
iShares iBonds Dec 2032 Term Corporate ETF
|
Added | 169,983 | $4,295,470 | 1.63% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 90,031 | $4,138,725 | 1.57% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 33,145 | $4,017,174 | 1.53% | |
| GLPI |
Gaming & Leisure Properties, Inc.
Real Estate
|
Reduced | 87,459 | $3,880,555 | 1.48% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 19,339 | $3,754,473 | 1.43% | |
| IBTL |
iShares iBonds Dec 2031 Term Treasury ETF
|
NEW | 181,499 | $3,702,398 | 1.41% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 10,136 | $3,333,629 | 1.27% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 32,213 | $3,169,114 | 1.20% | |
| PAYX |
Paychex Inc
Technology
|
Added | 33,713 | $3,105,641 | 1.18% | |
| AAPL |
Apple Inc.
Technology
|
Added | 11,804 | $2,995,737 | 1.14% | |
| IBDY |
iShares iBonds Dec 2033 Term Corporate ETF
|
Added | 105,106 | $2,716,990 | 1.03% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Reduced | 28,171 | $2,442,143 | 0.93% | |
| GIS |
General Mills Inc
Consumer Defensive
|
Added | 63,049 | $2,346,683 | 0.89% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 6,813 | $2,302,453 | 0.88% | |
| BAB |
Invesco Exchange-Traded Fund Trust II
|
Added | 81,363 | $2,193,546 | 0.83% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 8,399 | $2,035,833 | 0.77% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 5,484 | $1,704,372 | 0.65% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 45,442 | $1,672,720 | 0.64% | |
| BA |
Boeing Co
Industrials
|
NEW | 8,335 | $1,658,915 | 0.63% | |
| IBDZ |
iShares iBonds Dec 2034 Term Corporate ETF
|
NEW | 63,237 | $1,647,956 | 0.63% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 4,476 | $1,625,772 | 0.62% | |
| CP |
Canadian Pacific Kansas City Ltd
Industrials
|
NEW | 19,709 | $1,550,309 | 0.59% | |
| DXCM |
Dexcom Inc
Healthcare
|
NEW | 23,724 | $1,489,867 | 0.57% | |
| PFXF |
VanEck Preferred Securities ex Financials ETF
|
Added | 82,466 | $1,446,453 | 0.55% |
Showing the top 50 of 127 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.