Latest Signature Wealth Management Group Stock Portfolio

Signature Wealth Management Group Performance:

2025 Q4: -2.77%YTD: 1.6%2024: 5.83%

Performance for 2025 Q4 is -2.77%, and YTD is 1.6%, and 2024 is 5.83%.

About Signature Wealth Management Group and 13F Hedge Fund Stock Holdings

Signature Wealth Management Group is a hedge fund based in ATLANTA, GA. On 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $326.1 Millions. In it's latest 13F Holdings report, Signature Wealth Management Group reported an equity portfolio of $245.3 Millions as of 31 Dec, 2025.

The top stock holdings of Signature Wealth Management Group are SO, VUSB, JNJ. The fund has invested 4.3% of it's portfolio in SOUTHERN CO and 2.9% of portfolio in VANGUARD BD INDEX FDS.

The fund managers got completely rid off FLOWERS FOODS INC (FLO), ISHARES TR (BGRN) and FISERV INC stocks. They significantly reduced their stock positions in AUTOMATIC DATA PROCESSING IN (ADP), ZOETIS INC (ZTS) and AMERICAN EXPRESS CO (AXP). Signature Wealth Management Group opened new stock positions in INSULET CORP (PODD), ARK 21SHARES BITCOIN ETF and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to PROCTER AND GAMBLE CO (PG), SERVICENOW INC (NOW) and AMAZON COM INC (AMZN).

Signature Wealth Management Group Annual Return Estimates Vs S&P 500

Our best estimate is that Signature Wealth Management Group made a return of -2.77% in the last quarter. In trailing 12 months, it's portfolio return was 1.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
insulet corp	493,156
ark 21shares bitcoin etf	309,944
american centy etf tr	273,637
alphabet inc	258,851
broadcom inc	207,879

New stocks bought by Signature Wealth Management Group

Additions

Ticker	% Inc.
procter and gamble co	1,424
servicenow inc	418
amazon com inc	169
ishares bitcoin trust etf	52.9
united parcel service inc	10.38
dimensional etf trust	9.5
bitwise bitcoin etf tr	7.52
target corp	7.34

Additions to existing portfolio by Signature Wealth Management Group

Reductions

Ticker	% Reduced
automatic data processing in	-28.17
zoetis inc	-10.78
american express co	-9.88
mcdonalds corp	-7.62
walmart inc	-6.41
cisco sys inc	-6.15
coca cola co	-5.75
abbvie inc	-4.79

Signature Wealth Management Group reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-9,181,030
flowers foods inc	-2,426,840
ishares tr	-1,472,080
ishares tr	-499,053
fiserv inc	-1,448,400
nextera energy inc	-333,364
kinsale cap group inc	-1,352,770
ishares tr	-224,328

Signature Wealth Management Group got rid off the above stocks

Sector Distribution

Signature Wealth Management Group has about 27.1% of it's holdings in Others sector.

Sector	%
Others	27.1
Technology	13.6
Healthcare	12.6
Consumer Defensive	10.4
Consumer Cyclical	8.6
Energy	6.6
Real Estate	5.5
Industrials	5.3
Utilities	4.7
Financial Services	3.9
Communication Services	1.6

Market Cap. Distribution

Signature Wealth Management Group has about 68.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44.5
UNALLOCATED	27.1
MEGA-CAP	24.4
MICRO-CAP	2
MID-CAP	1.9

Stocks belong to which Index?

About 66.8% of the stocks held by Signature Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	64
Others	33.2
RUSSELL 2000	2.8

Top 5 Winners (%)		%
	i-80 gold corp	52.8 %
LLY	eli lilly & co	40.9 %
GOOG	alphabet inc	28.8 %
LRCX	lam research corp	27.8 %
BMY	bristol-myers squibb co	19.3 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.8 M
BMY	bristol-myers squibb co	0.7 M
CSCO	cisco sys inc	0.6 M
JNJ	johnson & johnson	0.6 M
UPS	united parcel service inc	0.5 M

Top 5 Losers (%)		%
NOW	servicenow inc	-74.9 %
	bitwise bitcoin etf tr	-22.9 %
	ishares bitcoin trust etf	-20.4 %
KMB	kimberly-clark corp	-18.7 %
LNG	cheniere energy inc	-17.2 %

Top 5 Losers ($)		$
NOW	servicenow inc	-4.7 M
SO	southern co	-0.9 M
HD	home depot inc	-0.9 M
KMB	kimberly-clark corp	-0.8 M
	bitwise bitcoin etf tr	-0.5 M

Signature Wealth Management Group Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Signature Wealth Management Group

Signature Wealth Management Group has 104 stocks in it's portfolio. About 25.3% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Signature Wealth Management Group last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.22	11,015	2,994,590	added	3.3

ABBV	abbvie inc	2.24	24,034	5,491,520	reduced	-4.79

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.11	1,010	259,802	reduced	-28.17

AEMB	american centy etf tr	0.11	2,448	273,637	new

AEMB	american centy etf tr	0.11	3,419	259,035	reduced	-2.01

AEP	american elec pwr co inc	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	0.57	79,053	1,396,080	reduced	-0.38

AGT	ishares tr	2.32	234,755	5,688,100	reduced	-0.23

AMGN	amgen inc	0.20	1,461	478,271	unchanged	0.00

AMLX	amplify etf tr	1.93	106,133	4,722,910	added	0.38

AMZN	amazon com inc	1.63	17,364	4,008,000	added	169

AVGO	broadcom inc	0.09	601	207,879	new

AXP	american express co	1.19	7,855	2,905,880	reduced	-9.88

BAB	invesco exch traded fd tr ii	0.90	80,748	2,196,350	reduced	-0.78

BBAX	j p morgan exchange traded f	0.16	5,260	393,842	added	2.29

BGRN	ishares tr	2.58	260,324	6,320,670	reduced	-0.29

BGRN	ishares tr	2.28	220,059	5,601,600	reduced	-0.11

BGRN	ishares tr	0.60	57,597	1,476,630	reduced	-2.97