Signature Wealth Management Group
CIK 1736666 · Holdings on Mar 31, 2026 · First reported Apr 1, 2026
Top ten holdings
Q1 2026- SO4.46%
- KMB2.91%
- VLO2.70%
- VUSB2.68%
- JNJ2.57%
- IBDS2.39%
- WMB2.31%
- MSFT2.30%
- CVX2.20%
- NVDA2.20%
Share classes counted separately26.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- KMBWeight increased · +1.52 pp1.39% → 2.91%Shares +45.81K (+136.02%)
- NVDAWeight increased · +0.82 pp1.38% → 2.20%Shares +14.96K (+82.14%)
- VLOWeight increased · +0.76 pp1.94% → 2.70%Shares -451 (-1.55%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SOSOUTHERN CO/THE View history and evidence | $11.74M | 4.46% | 121.63K shares | 4.31% → 4.46%+0.15 pp +490 (+0.40%) | Added | ▾ |
| 02 | KMBKIMBERLY-CLARK CORP View history and evidence | $7.67M | 2.91% | 79.49K shares | 1.39% → 2.91%+1.52 pp +45.81K (+136.02%) | Added | ▾ |
| 03 | VLOVALERO ENERGY CORP View history and evidence | $7.10M | 2.70% | 28.74K shares | 1.94% → 2.70%+0.76 pp -451 (-1.55%) | Reduced | ▾ |
| 04 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $7.07M | 2.68% | 141.91K shares | 2.92% → 2.68%-0.24 pp -1.95K (-1.35%) | Reduced | ▾ |
| 05 | JNJJOHNSON & JOHNSON View history and evidence | $6.76M | 2.57% | 27.67K shares | 2.36% → 2.57%+0.21 pp -348 (-1.24%) | Reduced | ▾ |
| 06 | IBDSISHRS IBNDS DEC 27 CORP ETFIBONDS 27 ETF View history and evidence | $6.30M | 2.39% | 259.93K shares | 2.58% → 2.39%-0.19 pp -392 (-0.15%) | Reduced | ▾ |
| 07 | WMBWILLIAMS COS INC View history and evidence | $6.10M | 2.31% | 83.77K shares | 2.07% → 2.31%+0.24 pp -725 (-0.86%) | Reduced | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $6.06M | 2.30% | 16.36K shares | 2.33% → 2.30%-0.03 pp +4.54K (+38.36%) | Added | ▾ |
| 09 | CVXCHEVRON CORP View history and evidence | $5.79M | 2.20% | 27.98K shares | 1.75% → 2.20%+0.45 pp -185 (-0.66%) | Reduced | ▾ |
| 10 | NVDANVIDIA CORP View history and evidence | $5.78M | 2.20% | 33.17K shares | 1.38% → 2.20%+0.82 pp +14.96K (+82.14%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ZTS ZOETIS INC | Non-derivative | -9,041 | -$1.14M | SEC filing ↗ | SEC filing ↗ |
| SPOT SPOTIFY TECHNOLOGY SA | Non-derivative | -1,420 | -$824.70K | SEC filing ↗ | SEC filing ↗ |
| ARKB ARK 21SHARES BITCOIN ETF | Non-derivative | -10,673 | -$309.94K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1736666 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 263370400
}Research all 128 reported holdings.
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