Signature Wealth Management Group
CIK: 0001736666Latest portfolio: $245.3M · Q4 2025
Holdings
106
Total Value
$245.3M
New Positions
103
Closed Positions
0
Top Holdings
View All 106 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SOSOUTHERN CO | 121,142 | $10.6M | 4.31% | NEW | |
| 2 | VUSBVANGUARD BD INDEX FDS | 143,856 | $7.2M | 2.92% | NEW | |
| 3 | IBDSISHARES TR | 260,324 | $6.3M | 2.58% | NEW | |
| 4 | JNJJOHNSON & JOHNSON | 28,017 | $5.8M | 2.36% | NEW | |
| 5 | IBDUISHARES TR | 246,077 | $5.8M | 2.35% | NEW | |
| 6 | MSFTMICROSOFT CORP | 11,826 | $5.7M | 2.33% | NEW | |
| 7 | IBDRISHARES TR | 234,755 | $5.7M | 2.32% | NEW | |
| 8 | IBDTISHARES TR | 220,059 | $5.6M | 2.28% | NEW | |
| 9 | ABBVABBVIE INC | 24,034 | $5.5M | 2.24% | NEW | |
| 10 | IBDVISHARES TR | 248,375 | $5.5M | 2.23% | NEW | |
| 11 | CSCOCISCO SYS INC | 69,909 | $5.4M | 2.20% | NEW | |
| 12 | WMBWILLIAMS COS INC | 84,498 | $5.1M | 2.07% | NEW | |
| 13 | HDHOME DEPOT INC | 13,958 | $4.8M | 1.96% | NEW | |
| 14 | VLOVALERO ENERGY CORP | 29,189 | $4.8M | 1.94% | NEW | |
| 15 | DIVOAMPLIFY ETF TR | 106,133 | $4.7M | 1.93% | NEW | |
| 16 | HSYHERSHEY CO | 24,873 | $4.5M | 1.85% | NEW | |
| 17 | BMYBRISTOL-MYERS SQUIBB CO | 83,525 | $4.5M | 1.84% | NEW | |
| 18 | OREALTY INCOME CORP | 79,917 | $4.5M | 1.84% | NEW | |
| 19 | IBDWISHARES TR | 211,111 | $4.5M | 1.82% | NEW | |
| 20 | TFCTRUIST FINL CORP | 90,600 | $4.5M | 1.82% | NEW | |
| 21 | LAMRLAMAR ADVERTISING CO NEW | 34,151 | $4.3M | 1.76% | NEW | |
| 22 | CVXCHEVRON CORP NEW | 28,162 | $4.3M | 1.75% | NEW | |
| 23 | PGPROCTER AND GAMBLE CO | 29,833 | $4.3M | 1.74% | NEW | |
| 24 | IBDXISHARES TR | 165,719 | $4.2M | 1.72% | NEW | |
| 25 | PEPPEPSICO INC | 28,009 | $4.0M | 1.64% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.169632057595688e+144T)
Technology0.0% ($5.71953853396333e+40T)
Healthcare0.0% ($5.798549145053975e+23T)
Consumer Cyclical0.0% ($4.802400826782639e+21T)
Consumer Defensive0.0% ($452642754019339776.0T)
Industrials0.0% ($37023177200417.6T)
Energy0.0% ($507947514.3T)
Unknown0.0% ($3196547.4T)
Real Estate0.0% ($450.4T)
Communication Services0.0% ($3.5T)
Utilities0.0% ($10.6B)
Filing History
Fund Information
Signature Wealth Management Group is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $245.3M across 106 holdings. The largest position is SOUTHERN CO (SO), representing 4.3% of the portfolio. Compared to the previous quarter, the fund opened 106 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.