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

0$100.0M$200.0M$300.0M Q1 2024: $219.8M Q1 2024 Q2 2024: $228.3M Q2 2024 Q3 2024: $249.4M Q3 2024 Q4 2024: $248.7M Q4 2024 Q1 2025: $256.6M Q1 2025 Q2 2025: $253.4M Q2 2025 Q3 2025: $257.7M Q3 2025 Q4 2025: $245.3M $245.3M Q4 2025 Q1 2026: $263.4M Q1 2026

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
SPY SS SPDR S&P 500 ETF Trust-US 0.10% 365 $249K No change
SDY SS SPDR S&P Dividend ETF 0.10% 1,680 $234K No change
INVESCO QQQ TR 0.09% 375 $230K New
MCD McDonald's Corp. 0.09% 740 $226K Reduce -7.6%
AVGO Broadcom Inc. 0.08% 601 $208K New
IAUX I-80 Gold Corp. 0.02% 30,300 $44K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 128$263.4MSO, KMB, VLO, VUSB, JNJ
Q4 2025 106$245.3MSO, VUSB, IBDS, JNJ, IBDU
Q3 2025 114$257.7MSO, IBDQ, VUSB, IBDS, MSFT
Q2 2025 116$253.4MSO, IBDQ, IBDS, MSFT, IBDU
Q1 2025 113$256.6MSO, IBDQ, IBDS, IBDU, IBDR
Q4 2024 106$248.7MSO, IBDQ, IBDS, HD, IBDR
Q3 2024 104$249.4MSO, IBDQ, IBDP, IBDS, HD
Q2 2024 100$228.3MSO, IBDQ, IBDP, IBDS, IBDR
Q1 2024 101$219.8MSO, IBDQ, IBDP, IBDS, IBDR