Signature Wealth Management Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Signature Wealth Management Group reported 106 stock positions worth $245.3 million. Its top holding was Southern (SO) at 4.3% of the portfolio, followed by Vanguard Ultra Short Bond Et (VUSB, 2.9%) and Ishrs Ibnds Dec 27 Corp. ETF (IBDS, 2.6%). Compared with Q3 2025, it opened 6 new positions, sold out of 14, added to 38 and reduced 45. The biggest buy was Procter & Gamble (PG, shares +1424%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBDQ).
- Most Recent 13F
- Q1 2026
- Location
- ATLANTA, GA
- CIK
- 0001736666
- Portfolio Value
- $245.3M (Q4 2025)
- SEC Filing
- 0001736666-26-000001 ↗ filed Jan 15, 2026
Holdings Value
Holdings 106 stocks · $245.3M
| SO The Southern Co. | 4.31% | 121,142 | $10.6M | Add +0.9% |
| VUSB Vanguard Ultra Short Bond Et | 2.92% | 143,856 | $7.2M | Reduce -3.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 2.58% | 260,324 | $6.3M | Reduce -0.3% |
| JNJ Johnson & Johnson | 2.36% | 28,017 | $5.8M | Reduce -4.3% |
| IBDU iShares Ibonds Dec 2029 Term | 2.35% | 246,077 | $5.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 2.33% | 11,826 | $5.7M | Add +2.1% |
| IBDR iShares Ibonds Dec 2026 Term | 2.32% | 234,755 | $5.7M | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 2.28% | 220,059 | $5.6M | Reduce -0.1% |
| ABBV Abbvie Inc. | 2.24% | 24,034 | $5.5M | Reduce -4.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.23% | 248,375 | $5.5M | Reduce -0.4% |
| CSCO Cisco Systems Inc. | 2.20% | 69,909 | $5.4M | Reduce -6.2% |
| WMB Williams Cos Inc. | 2.07% | 84,498 | $5.1M | Add +0.6% |
| HD Home Depot Inc. | 1.96% | 13,958 | $4.8M | Reduce -0.3% |
| VLO Valero Energy Corp. | 1.94% | 29,189 | $4.8M | Reduce -3.4% |
| DIVO Amplify CWP Enhan Divid ETF | 1.93% | 106,133 | $4.7M | Add +0.4% |
| HSY The Hershey Co. | 1.85% | 24,873 | $4.5M | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 1.84% | 83,525 | $4.5M | Add +2.2% |
| O Realty Income Corp. | 1.84% | 79,917 | $4.5M | Add +1.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.82% | 211,111 | $4.5M | Reduce -0.5% |
| TFC Truist Financial Corp. | 1.82% | 90,600 | $4.5M | Reduce -0.7% |
| LAMR Lamar Advertising Co. Class A | 1.76% | 34,151 | $4.3M | Add +2.5% |
| CVX Chevron Corp. | 1.75% | 28,162 | $4.3M | Add +0.9% |
| PG The Procter & Gamble Co. | 1.74% | 29,833 | $4.3M | Add +1424.4% |
| IBDX iShares Ibonds Dec 2032 TC | 1.72% | 165,719 | $4.2M | Reduce -0.3% |
| PEP Pepsico Inc. | 1.64% | 28,009 | $4.0M | Add +0.7% |
| AMZN Amazon.com Inc. | 1.63% | 17,364 | $4.0M | Add +169.6% |
| PFE Pfizer Inc. | 1.62% | 159,640 | $4.0M | Add +0.1% |
| GLPI Gaming and Leisure Propertie | 1.60% | 87,697 | $3.9M | Add +1.9% |
| PAYX Paychex Inc. | 1.51% | 33,005 | $3.7M | Add +3.4% |
| GOOG Alphabet Inc. Class C | 1.44% | 11,253 | $3.5M | Reduce -0.5% |
| KMB Kimberly-Clark Corp. | 1.39% | 33,677 | $3.4M | Add +2.5% |
| NVDA Nvidia Corp. | 1.38% | 18,210 | $3.4M | Add +5.8% |
| TXN Texas Instruments Inc. | 1.36% | 19,191 | $3.3M | Add +0.3% |
| TGT Target Corp. | 1.30% | 32,702 | $3.2M | Add +7.3% |
| UPS United Parcel Service Class B | 1.30% | 32,030 | $3.2M | Add +10.4% |
| AAPL Apple Inc. | 1.22% | 11,015 | $3.0M | Add +3.3% |
| AXP American Express Co. | 1.18% | 7,855 | $2.9M | Reduce -9.9% |
| GIS General Mills Inc. | 1.16% | 61,356 | $2.9M | Add +3.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.12% | 104,858 | $2.7M | Add +0.0% |
| WSM Williams-Sonoma Inc. | 1.09% | 14,998 | $2.7M | Reduce -1.2% |
| TSLA Tesla Inc. | 1.08% | 5,870 | $2.6M | Reduce -1.0% |
| TLT iShares 20+ Year Treasury BD | 1.04% | 29,243 | $2.5M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.02% | 8,440 | $2.5M | Reduce -0.4% |
| BLK BlackRock Inc. | 1.01% | 2,304 | $2.5M | Reduce -1.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.96% | 4,998 | $2.3M | Reduce -0.2% |
| BAB Invesco Taxable Municipal Bo | 0.90% | 80,748 | $2.2M | Reduce -0.8% |
| INTU Intuit Inc. | 0.88% | 3,264 | $2.2M | Add +3.1% |
| DE Deere & Co. | 0.82% | 4,306 | $2.0M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.80% | 4,324 | $2.0M | Add +5.2% |
| TSCO Tractor Supply Company | 0.78% | 38,126 | $1.9M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.77% | 12,313 | $1.9M | Reduce -1.6% |
| CRM Salesforce Inc. | 0.77% | 7,122 | $1.9M | Add +0.9% |
| KBH KB Home | 0.75% | 32,573 | $1.8M | Reduce -0.1% |
| TT Trane Technologies PLC | 0.72% | 4,524 | $1.8M | Add +1.8% |
| BITB Bitwise Bitcoin ETF | 0.69% | 35,403 | $1.7M | Add +7.5% |
| NOW ServiceNow Inc. | 0.64% | 10,326 | $1.6M | Add +3.7% |
| SNA Snap-on Inc. | 0.63% | 4,468 | $1.5M | Reduce -0.5% |
| IBMO iShares Ibonds Dec 2026 Term | 0.60% | 57,597 | $1.5M | Reduce -3.0% |
| PFXF Vaneck Pref Sec X-Financials | 0.57% | 79,053 | $1.4M | Reduce -0.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.55% | 46,058 | $1.4M | Reduce -0.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.53% | 51,062 | $1.3M | Reduce -2.5% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.48% | 46,090 | $1.2M | Reduce -1.9% |
| ZTS Zoetis Inc. | 0.46% | 9,041 | $1.1M | Reduce -10.8% |
| KO The Coca-Cola Co. | 0.44% | 15,560 | $1.1M | Reduce -5.8% |
| LNG Cheniere Energy Inc. | 0.40% | 5,032 | $978K | Reduce -1.0% |
| RJF Raymond James Financial Inc. | 0.35% | 5,415 | $870K | Add +0.9% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,376 | $863K | Add +0.1% |
| WMT Walmart Inc. | 0.34% | 7,480 | $833K | Reduce -6.4% |
| SPOT Spotify Technology SA | 0.34% | 1,420 | $825K | Add +4.0% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.33% | 31,758 | $808K | Add +0.7% |
| LLY Eli Lilly & Co. | 0.31% | 715 | $768K | No change |
| CGGR Cap Group Growth Equity | 0.30% | 16,349 | $727K | No change |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.28% | 19,735 | $684K | Add +2.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 2,063 | $665K | No change |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.26% | 18,080 | $644K | No change |
| FMB First Trust Managed Municipa | 0.25% | 12,225 | $625K | Reduce -2.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.23% | 12,974 | $566K | Reduce -0.3% |
| IAU iShares Gold Trust | 0.22% | 6,743 | $547K | No change |
| DFUS Dimensional US Eq MKT ETF | 0.22% | 7,294 | $541K | Add +9.5% |
| ETR Entergy Corp. | 0.21% | 5,519 | $510K | Reduce -0.7% |
| PODD Insulet Corp. | 0.20% | 1,735 | $493K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.20% | 21,001 | $480K | No change |
| AMGN Amgen Inc. | 0.20% | 1,461 | $478K | No change |
| JIRE JPMorgan Int Res Enh Eqty | 0.16% | 5,260 | $394K | Add +2.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.16% | 17,511 | $393K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.16% | 9,083 | $393K | No change |
| ITAN Sparkline Intangible Val ETF | 0.16% | 10,460 | $387K | Reduce -0.3% |
| IBTI iShares Ibonds Dec 2028 Term | 0.15% | 16,915 | $378K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.15% | 16,651 | $365K | No change |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.15% | 13,700 | $357K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 2,843 | $342K | No change |
| DFAS Dimensional US Small Cap ETF | 0.14% | 4,853 | $338K | Reduce -2.3% |
| LRCX Lam Research Corp. | 0.13% | 1,890 | $324K | No change |
| ARKB ARK 21SHARES Bitcoin ETF | 0.13% | 10,673 | $310K | New |
| SCHW Schwab (charles) Corp. | 0.12% | 2,951 | $295K | Reduce -3.3% |
| AVUS Avantis U.S. Equity ETF | 0.11% | 2,448 | $274K | New |
| IBIT iShares Bitcoin Trust ETF | 0.11% | 5,307 | $263K | Add +52.9% |
| ADP Automatic Data Processing | 0.11% | 1,010 | $260K | Reduce -28.2% |
| FLV American Century Focused Lar | 0.11% | 3,419 | $259K | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.11% | 827 | $259K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −3.56 |
| FLO Flowers Foods Inc. | Sold out | 0.00% | −0.94 |
| IBMN iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.57 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.56 |
| KNSL Kinsale Capital Group Inc. | Sold out | 0.00% | −0.53 |
| HD Home Depot Inc. | Reduce -0.3% | 1.96% | −0.24 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.19 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.13 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.13 |
| ZTS Zoetis Inc. | Reduce -10.8% | 0.46% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.09 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.09 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.09 |
| AEP American Electric Power | Sold out | 0.00% | −0.09 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.08 |
| TSCO Tractor Supply Company | Reduce -0.1% | 0.78% | −0.07 |
| LNG Cheniere Energy Inc. | Reduce -1.0% | 0.40% | −0.06 |
| WSM Williams-Sonoma Inc. | Reduce -1.2% | 1.09% | −0.06 |
| VLO Valero Energy Corp. | Reduce -3.4% | 1.94% | −0.06 |
| KBH KB Home | Reduce -0.1% | 0.75% | −0.06 |
| ADP Automatic Data Processing | Reduce -28.2% | 0.11% | −0.05 |
| BLK BlackRock Inc. | Reduce -1.1% | 1.01% | −0.05 |
| ABBV Abbvie Inc. | Reduce -4.8% | 2.24% | −0.03 |
| MCD McDonald's Corp. | Reduce -7.6% | 0.09% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -0.2% | 0.96% | +0.00 |
| FLV American Century Focused Lar | Reduce -2.0% | 0.11% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -2.3% | 0.14% | +0.01 |
| ETR Entergy Corp. | Reduce -0.7% | 0.21% | +0.01 |
| SCHW Schwab (charles) Corp. | Reduce -3.3% | 0.12% | +0.01 |
| FMB First Trust Managed Municipa | Reduce -2.8% | 0.25% | +0.01 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -3.0% | 0.60% | +0.01 |
| IBMP iShares Ibonds Dec 2027 Term | Reduce -2.5% | 0.53% | +0.01 |
| IBMQ iShares Ibonds Dec 2028 Muni | Reduce -1.9% | 0.48% | +0.01 |
| ITAN Sparkline Intangible Val ETF | Reduce -0.3% | 0.16% | +0.02 |
| CGDV Cap Group Dividend Value | Reduce -0.3% | 0.23% | +0.02 |
| KO The Coca-Cola Co. | Reduce -5.8% | 0.44% | +0.02 |
| WMT Walmart Inc. | Reduce -6.4% | 0.34% | +0.02 |
| CGXU Cap Group Intl Focus | Reduce -0.7% | 0.55% | +0.02 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -0.4% | 0.57% | +0.02 |
| SNA Snap-on Inc. | Reduce -0.5% | 0.63% | +0.02 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -3.5% | 2.92% | +0.03 |
| BAB Invesco Taxable Municipal Bo | Reduce -0.8% | 0.90% | +0.03 |
| DE Deere & Co. | Reduce -0.8% | 0.82% | +0.05 |
| TSLA Tesla Inc. | Reduce -1.0% | 1.08% | +0.05 |
| AXP American Express Co. | Reduce -9.9% | 1.18% | +0.06 |
| TJX TJX Companies Inc. | Reduce -1.6% | 0.77% | +0.07 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -0.3% | 1.72% | +0.07 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -0.5% | 1.82% | +0.07 |
| IBM Intl Business Machines Corp. | Reduce -0.4% | 1.02% | +0.09 |
Portfolio Buys Q3 2025 → Q4 2025
| PG The Procter & Gamble Co. | Add +1424.4% | 1.74% | +1.63 |
| AMZN Amazon.com Inc. | Add +169.6% | 1.63% | +1.09 |
| BMY Bristol-Myers Squibb Co. | Add +2.2% | 1.84% | +0.41 |
| UPS United Parcel Service Class B | Add +10.4% | 1.30% | +0.35 |
| TGT Target Corp. | Add +7.3% | 1.30% | +0.24 |
| PODD Insulet Corp. | New | 0.20% | +0.20 |
| LAMR Lamar Advertising Co. Class A | Add +2.5% | 1.76% | +0.18 |
| VRTX Vertex Pharmaceuticals Inc. | Add +5.2% | 0.80% | +0.17 |
| AAPL Apple Inc. | Add +3.3% | 1.22% | +0.17 |
| NVDA Nvidia Corp. | Add +5.8% | 1.38% | +0.14 |
| ARKB ARK 21SHARES Bitcoin ETF | New | 0.13% | +0.13 |
| PEP Pepsico Inc. | Add +0.7% | 1.64% | +0.12 |
| CRM Salesforce Inc. | Add +0.9% | 0.77% | +0.12 |
| AVUS Avantis U.S. Equity ETF | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | New | 0.11% | +0.11 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.4% | 1.93% | +0.10 |
| INVESCO QQQ TR | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | New | 0.08% | +0.08 |
| CVX Chevron Corp. | Add +0.9% | 1.75% | +0.07 |
| HSY The Hershey Co. | Add +0.6% | 1.85% | +0.05 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +0.0% | 1.12% | +0.05 |
| PFE Pfizer Inc. | Add +0.1% | 1.62% | +0.04 |
| INTU Intuit Inc. | Add +3.1% | 0.88% | +0.04 |
| GLPI Gaming and Leisure Propertie | Add +1.9% | 1.60% | +0.04 |
| TLT iShares 20+ Year Treasury BD | Add +1.0% | 1.04% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +9.5% | 0.22% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.35% | +0.03 |
| CGGO Cap Group Global Growth | Add +2.0% | 0.28% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +52.9% | 0.11% | +0.02 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +0.7% | 0.33% | +0.02 |
| JIRE JPMorgan Int Res Enh Eqty | Add +2.3% | 0.16% | +0.01 |
| GIS General Mills Inc. | Add +3.8% | 1.16% | +0.01 |
| WMB Williams Cos Inc. | Add +0.6% | 2.07% | +0.01 |
| MSFT Microsoft Corp. | Add +2.1% | 2.33% | +0.00 |
| RJF Raymond James Financial Inc. | Add +0.9% | 0.35% | −0.00 |
| TXN Texas Instruments Inc. | Add +0.3% | 1.36% | −0.01 |
| TT Trane Technologies PLC | Add +1.8% | 0.72% | −0.01 |
| O Realty Income Corp. | Add +1.5% | 1.84% | −0.02 |
| SPOT Spotify Technology SA | Add +4.0% | 0.34% | −0.03 |
| PAYX Paychex Inc. | Add +3.4% | 1.51% | −0.06 |
| NOW ServiceNow Inc. | Add +3.7% | 0.64% | −0.07 |
| SO The Southern Co. | Add +0.9% | 4.31% | −0.11 |
| BITB Bitwise Bitcoin ETF | Add +7.5% | 0.69% | −0.11 |
| KMB Kimberly-Clark Corp. | Add +2.5% | 1.39% | −0.20 |
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 |