Signature Wealth Management Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 1, 2026), Signature Wealth Management Group reported 128 stock positions worth $263.4 million. Its top holding was Southern (SO) at 4.5% of the portfolio, followed by Kimberly-Clark (KMB, 2.9%) and Valero Energy (VLO, 2.7%). Compared with Q4 2025, it opened 29 new positions, sold out of 7, added to 34 and reduced 49. The biggest buy was Kimberly-Clark (KMB, shares +136%) and the biggest sale Amplify CWP Enhan Divid ETF (DIVO, shares −90%).
- Most Recent 13F
- Q1 2026
- Location
- ATLANTA, GA
- CIK
- 0001736666
- Portfolio Value
- $263.4M (Q1 2026)
- SEC Filing
- 0001736666-26-000002 ↗ filed Apr 1, 2026
Holdings Value
Holdings 128 stocks · $263.4M
| SO The Southern Co. | 4.46% | 121,632 | $11.7M | Add +0.4% |
| KMB Kimberly-Clark Corp. | 2.91% | 79,486 | $7.7M | Add +136.0% |
| VLO Valero Energy Corp. | 2.70% | 28,738 | $7.1M | Reduce -1.6% |
| VUSB Vanguard Ultra Short Bond Et | 2.68% | 141,911 | $7.1M | Reduce -1.4% |
| JNJ Johnson & Johnson | 2.57% | 27,669 | $6.8M | Reduce -1.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.39% | 259,932 | $6.3M | Reduce -0.1% |
| WMB Williams Cos Inc. | 2.31% | 83,773 | $6.1M | Reduce -0.9% |
| MSFT Microsoft Corp. | 2.30% | 16,362 | $6.1M | Add +38.4% |
| CVX Chevron Corp. | 2.20% | 27,977 | $5.8M | Reduce -0.7% |
| NVDA Nvidia Corp. | 2.20% | 33,168 | $5.8M | Add +82.1% |
| IBDU iShares Ibonds Dec 2029 Term | 2.17% | 245,791 | $5.7M | Reduce -0.1% |
| IBDR iShares Ibonds Dec 2026 Term | 2.14% | 232,146 | $5.6M | Reduce -1.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.11% | 219,637 | $5.6M | Reduce -0.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.06% | 248,077 | $5.4M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 2.04% | 69,297 | $5.4M | Reduce -0.9% |
| ABBV Abbvie Inc. | 2.00% | 24,181 | $5.3M | Add +0.6% |
| PG The Procter & Gamble Co. | 2.00% | 36,389 | $5.3M | Add +22.0% |
| HSY The Hershey Co. | 1.97% | 24,923 | $5.2M | Add +0.2% |
| BMY Bristol-Myers Squibb Co. | 1.93% | 83,769 | $5.1M | Add +0.3% |
| O Realty Income Corp. | 1.87% | 80,328 | $4.9M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.71% | 15,676 | $4.5M | Add +39.3% |
| PFE Pfizer Inc. | 1.70% | 159,332 | $4.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.67% | 21,175 | $4.4M | Add +21.9% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.67% | 210,521 | $4.4M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.67% | 28,358 | $4.4M | Add +1.3% |
| LAMR Lamar Advertising Co. Class A | 1.64% | 34,065 | $4.3M | Reduce -0.3% |
| IBDX iShares Ibonds Dec 2032 TC | 1.63% | 169,983 | $4.3M | Add +2.6% |
| TFC Truist Financial Corp. | 1.57% | 90,031 | $4.1M | Reduce -0.6% |
| TGT Target Corp. | 1.53% | 33,145 | $4.0M | Add +1.4% |
| GLPI Gaming and Leisure Propertie | 1.47% | 87,459 | $3.9M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 1.43% | 19,339 | $3.8M | Add +0.8% |
| IBTL iShares Ibonds Dec 2031 Term | 1.41% | 181,499 | $3.7M | New |
| HD Home Depot Inc. | 1.27% | 10,136 | $3.3M | Reduce -27.4% |
| UPS United Parcel Service Class B | 1.20% | 32,213 | $3.2M | Add +0.6% |
| PAYX Paychex Inc. | 1.18% | 33,713 | $3.1M | Add +2.1% |
| AAPL Apple Inc. | 1.14% | 11,804 | $3.0M | Add +7.2% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.03% | 105,106 | $2.7M | Add +0.2% |
| TLT iShares 20+ Year Treasury BD | 0.93% | 28,171 | $2.4M | Reduce -3.7% |
| GIS General Mills Inc. | 0.89% | 63,049 | $2.3M | Add +2.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.87% | 6,813 | $2.3M | New |
| BAB Invesco Taxable Municipal Bo | 0.83% | 81,363 | $2.2M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.77% | 8,399 | $2.0M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.65% | 5,484 | $1.7M | Add +641.1% |
| BITB Bitwise Bitcoin ETF | 0.64% | 45,442 | $1.7M | Add +28.4% |
| BA The Boeing Co. | 0.63% | 8,335 | $1.7M | New |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.63% | 63,237 | $1.6M | New |
| SNA Snap-on Inc. | 0.62% | 4,476 | $1.6M | Add +0.2% |
| CP Canadian Pacific Kansas City | 0.59% | 19,709 | $1.6M | New |
| DXCM Dexcom Inc. | 0.57% | 23,724 | $1.5M | New |
| PFXF Vaneck Pref Sec X-Financials | 0.55% | 82,466 | $1.4M | Add +4.3% |
| AMD Advanced Micro Devices | 0.55% | 7,101 | $1.4M | New |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.52% | 46,263 | $1.4M | Add +0.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.50% | 51,811 | $1.3M | Reduce -10.1% |
| KO The Coca-Cola Co. | 0.45% | 15,482 | $1.2M | Reduce -0.5% |
| NKE Nike Inc. Class B | 0.43% | 21,591 | $1.1M | New |
| IBMP iShares Ibonds Dec 2027 Term | 0.43% | 44,454 | $1.1M | Reduce -12.9% |
| PODD Insulet Corp. | 0.43% | 5,385 | $1.1M | Add +210.4% |
| NOW ServiceNow Inc. | 0.43% | 10,716 | $1.1M | Add +3.8% |
| IOT Samsara Inc. Class A | 0.42% | 34,673 | $1.1M | New |
| TSLA Tesla Inc. | 0.42% | 2,944 | $1.1M | Reduce -49.9% |
| TDG Transdigm Group Inc. | 0.41% | 936 | $1.1M | New |
| COST Costco Wholesale Corp. | 0.41% | 1,088 | $1.1M | New |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.41% | 42,263 | $1.1M | Reduce -8.3% |
| WSM Williams-Sonoma Inc. | 0.40% | 5,819 | $1.1M | Reduce -61.2% |
| MDT Medtronic PLC | 0.39% | 11,829 | $1.0M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 13,033 | $998K | New |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 2,020 | $993K | New |
| AXP American Express Co. | 0.36% | 3,122 | $944K | Reduce -60.3% |
| WMT Walmart Inc. | 0.35% | 7,480 | $930K | No change |
| UNH Unitedhealth Group Inc. | 0.35% | 3,360 | $909K | New |
| FBCG Fidelity Blue Chip Grow ETF | 0.31% | 16,449 | $824K | New |
| TECH Bio-Techne Corp. | 0.31% | 15,740 | $823K | New |
| VOO Vanguard S&P 500 ETF | 0.31% | 1,363 | $814K | Reduce -0.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 2,082 | $813K | Reduce -58.3% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 11,444 | $812K | Add +56.9% |
| RJF Raymond James Financial Inc. | 0.30% | 5,415 | $784K | No change |
| FENI Fidelity Enhanced Intl ETF | 0.29% | 20,390 | $759K | New |
| CGGR Cap Group Growth Equity | 0.29% | 18,723 | $752K | Add +14.5% |
| TT Trane Technologies PLC | 0.28% | 1,770 | $738K | Reduce -60.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 4,599 | $734K | Reduce -62.6% |
| BLK BlackRock Inc. | 0.27% | 727 | $699K | Reduce -68.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.27% | 20,920 | $698K | Add +6.0% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.26% | 27,476 | $697K | Reduce -13.5% |
| DE Deere & Co. | 0.26% | 1,223 | $689K | Reduce -71.6% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 0.25% | 3,165 | $671K | New |
| LLY Eli Lilly & Co. | 0.25% | 715 | $658K | No change |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.24% | 17,392 | $624K | Reduce -3.8% |
| ETR Entergy Corp. | 0.23% | 5,410 | $608K | Reduce -2.0% |
| JPM JPMorgan Chase & Co. | 0.23% | 2,063 | $607K | No change |
| SCHD Schwab US DVD Equity ETF | 0.21% | 17,851 | $548K | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.21% | 12,872 | $548K | Reduce -0.8% |
| FMB First Trust Managed Municipa | 0.21% | 10,741 | $544K | Reduce -12.1% |
| TSCO Tractor Supply Company | 0.20% | 11,794 | $534K | Reduce -69.1% |
| IAU iShares Gold Trust | 0.20% | 5,879 | $518K | Reduce -12.8% |
| AMGN Amgen Inc. | 0.20% | 1,461 | $514K | No change |
| VRT Vertiv Holdings Co. Class A | 0.19% | 2,023 | $507K | New |
| KBH KB Home | 0.19% | 9,659 | $500K | Reduce -70.3% |
| XOM Exxon Mobil Corp. | 0.18% | 2,843 | $482K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.18% | 21,001 | $481K | No change |
| DIVO Amplify CWP Enhan Divid ETF | 0.18% | 10,505 | $471K | Reduce -90.1% |
Portfolio Sells Q4 2025 → Q1 2026
| DIVO Amplify CWP Enhan Divid ETF | Reduce -90.1% | 0.18% | −1.75 |
| AXP American Express Co. | Reduce -60.3% | 0.36% | −0.83 |
| INTU Intuit Inc. | Reduce -77.6% | 0.12% | −0.76 |
| BLK BlackRock Inc. | Reduce -68.5% | 0.27% | −0.74 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -87.8% | 0.09% | −0.71 |
| HD Home Depot Inc. | Reduce -27.4% | 1.27% | −0.69 |
| CRM Salesforce Inc. | Reduce -84.5% | 0.08% | −0.69 |
| WSM Williams-Sonoma Inc. | Reduce -61.2% | 0.40% | −0.69 |
| TSLA Tesla Inc. | Reduce -49.9% | 0.42% | −0.66 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -58.3% | 0.31% | −0.65 |
| TSCO Tractor Supply Company | Reduce -69.1% | 0.20% | −0.57 |
| KBH KB Home | Reduce -70.3% | 0.19% | −0.56 |
| DE Deere & Co. | Reduce -71.6% | 0.26% | −0.56 |
| TJX TJX Companies Inc. | Reduce -62.6% | 0.28% | −0.49 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.46 |
| TT Trane Technologies PLC | Reduce -60.9% | 0.28% | −0.44 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.34 |
| LNG Cheniere Energy Inc. | Reduce -78.7% | 0.12% | −0.28 |
| TFC Truist Financial Corp. | Reduce -0.6% | 1.57% | −0.25 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.77% | −0.25 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -1.4% | 2.68% | −0.24 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -0.1% | 2.39% | −0.18 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -1.1% | 2.14% | −0.18 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -0.1% | 2.17% | −0.18 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -0.1% | 2.06% | −0.17 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -0.2% | 2.11% | −0.17 |
| CSCO Cisco Systems Inc. | Reduce -0.9% | 2.04% | −0.15 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -0.3% | 1.67% | −0.15 |
| ARKB ARK 21SHARES Bitcoin ETF | Sold out | 0.00% | −0.13 |
| GLPI Gaming and Leisure Propertie | Reduce -0.3% | 1.47% | −0.12 |
| LAMR Lamar Advertising Co. Class A | Reduce -0.3% | 1.64% | −0.12 |
| TLT iShares 20+ Year Treasury BD | Reduce -3.7% | 0.93% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.11 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -12.9% | 0.43% | −0.10 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -10.1% | 0.50% | −0.10 |
| INVESCO QQQ TR | Sold out | 0.00% | −0.09 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.08 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -8.3% | 0.41% | −0.07 |
| IBMR iShares Ibonds Dec 2029 M BD | Reduce -13.5% | 0.26% | −0.06 |
| FMB First Trust Managed Municipa | Reduce -12.1% | 0.21% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 0.31% | −0.04 |
| IAU iShares Gold Trust | Reduce -12.8% | 0.20% | −0.03 |
| CGDG Cap Group Dividend Growers | Reduce -3.8% | 0.24% | −0.03 |
| CGDV Cap Group Dividend Value | Reduce -0.8% | 0.21% | −0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -7.3% | 0.14% | −0.02 |
| IAUX I-80 Gold Corp. | Sold out | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 0.09% | −0.02 |
| SCHW Schwab (charles) Corp. | Reduce -2.0% | 0.10% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.1% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.45% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| KMB Kimberly-Clark Corp. | Add +136.0% | 2.91% | +1.53 |
| IBTL iShares Ibonds Dec 2031 Term | New | 1.41% | +1.41 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.87% | +0.87 |
| NVDA Nvidia Corp. | Add +82.1% | 2.20% | +0.81 |
| BA The Boeing Co. | New | 0.63% | +0.63 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | New | 0.63% | +0.63 |
| CP Canadian Pacific Kansas City | New | 0.59% | +0.59 |
| DXCM Dexcom Inc. | New | 0.57% | +0.57 |
| MCD McDonald's Corp. | Add +641.1% | 0.65% | +0.55 |
| AMD Advanced Micro Devices | New | 0.55% | +0.55 |
| NKE Nike Inc. Class B | New | 0.43% | +0.43 |
| IOT Samsara Inc. Class A | New | 0.42% | +0.42 |
| TDG Transdigm Group Inc. | New | 0.41% | +0.41 |
| COST Costco Wholesale Corp. | New | 0.41% | +0.41 |
| MDT Medtronic PLC | New | 0.39% | +0.39 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.38% | +0.38 |
| TMO Thermo Fisher Scientific Inc. | New | 0.38% | +0.38 |
| UNH Unitedhealth Group Inc. | New | 0.35% | +0.35 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.31% | +0.31 |
| TECH Bio-Techne Corp. | New | 0.31% | +0.31 |
| FENI Fidelity Enhanced Intl ETF | New | 0.29% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +39.3% | 1.71% | +0.27 |
| JBHT Hunt (jb) Transprt SVCS Inc. | New | 0.25% | +0.25 |
| PG The Procter & Gamble Co. | Add +22.0% | 2.00% | +0.25 |
| PODD Insulet Corp. | Add +210.4% | 0.43% | +0.23 |
| TGT Target Corp. | Add +1.4% | 1.53% | +0.22 |
| SCHD Schwab US DVD Equity ETF | New | 0.21% | +0.21 |
| VRT Vertiv Holdings Co. Class A | New | 0.19% | +0.19 |
| SO The Southern Co. | Add +0.4% | 4.46% | +0.15 |
| PVAL Putnam Focused LRG Cap Value | New | 0.13% | +0.13 |
| HSY The Hershey Co. | Add +0.2% | 1.97% | +0.12 |
| AVEM Avantis Emerging Markets Eq | New | 0.12% | +0.12 |
| JMUB JPMorgan Municipal ETF | New | 0.11% | +0.11 |
| FSMD Fidelity Small-Mid Multifact | New | 0.10% | +0.10 |
| FLQM Franklin U.S. Mid Cap Multif | New | 0.09% | +0.09 |
| BMY Bristol-Myers Squibb Co. | Add +0.3% | 1.93% | +0.09 |
| DFUS Dimensional US Eq MKT ETF | Add +56.9% | 0.31% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.08% | +0.08 |
| DFLV Dim US Large Cap Value ETF | New | 0.08% | +0.08 |
| FVD First Trust Value Line DVD | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | Add +0.8% | 1.43% | +0.07 |
| AMZN Amazon.com Inc. | Add +21.9% | 1.67% | +0.04 |
| PEP Pepsico Inc. | Add +1.3% | 1.67% | +0.03 |
| O Realty Income Corp. | Add +0.5% | 1.87% | +0.03 |
| FLV American Century Focused Lar | Add +0.8% | 0.10% | −0.01 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +3.4% | 0.14% | −0.01 |
| SNA Snap-on Inc. | Add +0.2% | 0.62% | −0.01 |
| CGGR Cap Group Growth Equity | Add +14.5% | 0.29% | −0.01 |
| ITAN Sparkline Intangible Val ETF | Add +1.5% | 0.14% | −0.01 |
| CGGO Cap Group Global Growth | Add +6.0% | 0.27% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 128 | $263.4M | SO, KMB, VLO, VUSB, JNJ |
| Q4 2025 | 106 | $245.3M | SO, VUSB, IBDS, JNJ, IBDU |
| Q3 2025 | 114 | $257.7M | SO, IBDQ, VUSB, IBDS, MSFT |
| Q2 2025 | 116 | $253.4M | SO, IBDQ, IBDS, MSFT, IBDU |
| Q1 2025 | 113 | $256.6M | SO, IBDQ, IBDS, IBDU, IBDR |
| Q4 2024 | 106 | $248.7M | SO, IBDQ, IBDS, HD, IBDR |
| Q3 2024 | 104 | $249.4M | SO, IBDQ, IBDP, IBDS, HD |
| Q2 2024 | 100 | $228.3M | SO, IBDQ, IBDP, IBDS, IBDR |
| Q1 2024 | 101 | $219.8M | SO, IBDQ, IBDP, IBDS, IBDR |