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

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 Q4 2025 Q1 2026: $263.4M $263.4M Q1 2026

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%
SPYD SS SPDR P S&P 500 Hi Div ETF 0.16% 9,083 $413K No change
LRCX Lam Research Corp. 0.15% 1,890 $404K No change
IBTH iShares Ibonds Dec 2027 Term 0.15% 17,511 $393K No change
ITAN Sparkline Intangible Val ETF 0.14% 10,620 $381K Add +1.5%
IBTI iShares Ibonds Dec 2028 Term 0.14% 16,915 $377K No change
JIRE JPMorgan Int Res Enh Eqty 0.14% 4,874 $369K Reduce -7.3%
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.14% 14,160 $366K Add +3.4%
IBTJ iShares Ibonds Dec 2029 Term 0.14% 16,651 $364K No change
PVAL Putnam Focused LRG Cap Value 0.13% 7,592 $352K New
DFAS Dimensional US Small Cap ETF 0.13% 4,846 $345K Reduce -0.1%
AVEM Avantis Emerging Markets Eq 0.12% 3,952 $318K New
INTU Intuit Inc. 0.12% 731 $316K Reduce -77.6%
LNG Cheniere Energy Inc. 0.12% 1,073 $305K Reduce -78.7%
JMUB JPMorgan Municipal ETF 0.11% 5,792 $290K New
AVUS Avantis U.S. Equity ETF 0.10% 2,448 $272K No change
SCHW Schwab (charles) Corp. 0.10% 2,892 $272K Reduce -2.0%
FLV American Century Focused Lar 0.10% 3,445 $264K Add +0.8%
FSMD Fidelity Small-Mid Multifact 0.10% 5,616 $251K New
SDY SS SPDR S&P Dividend ETF 0.09% 1,680 $245K No change
FLQM Franklin U.S. Mid Cap Multif 0.09% 4,452 $245K New
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 365 $237K No change
VRTX Vertex Pharmaceuticals Inc. 0.09% 527 $235K Reduce -87.8%
GOOGL Alphabet Inc. Class A 0.09% 804 $231K Reduce -2.8%
QQQ Invesco QQQ Trust Series 1 0.08% 375 $216K New
DFLV Dim US Large Cap Value ETF 0.08% 5,857 $209K New
CRM Salesforce Inc. 0.08% 1,102 $206K Reduce -84.5%
IBIT iShares Bitcoin Trust ETF 0.08% 5,307 $204K No change
FVD First Trust Value Line DVD 0.08% 4,272 $201K New

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

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