Latest Signature Wealth Management Group Stock Portfolio

Signature Wealth Management Group Performance:

2026 Q1: 0.9%YTD: 0.9%2025: 3.49%

Performance for 2026 Q1 is 0.9%, and YTD is 0.9%, and 2025 is 3.49%.

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

Signature Wealth Management Group is a hedge fund based in Atlanta, GA. On 2026-04-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signature Wealth Management Group reported an equity portfolio of $263.4 Millions as of 31 Mar, 2026.

The top stock holdings of Signature Wealth Management Group are SO, KMB, VLO. The fund has invested 4.5% of it's portfolio in SOUTHERN CO and 2.9% of portfolio in KIMBERLY-CLARK CORP.

The fund managers got completely rid off ZOETIS INC (ZTS), SPOTIFY TECHNOLOGY S A (SPOT) and ARK 21SHARES BITCOIN ETF stocks. They significantly reduced their stock positions in AMPLIFY ETF TR (AMLX), VERTEX PHARMACEUTICALS INC (VRTX) and SALESFORCE INC (CRM). Signature Wealth Management Group opened new stock positions in ISHARES TR (DMXF), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and BOEING CO (BA). The fund showed a lot of confidence in some stocks as they added substantially to MCDONALDS CORP (MCD), INSULET CORP (PODD) and KIMBERLY-CLARK CORP (KMB).

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

Our best estimate is that Signature Wealth Management Group made a return of 0.9% in the last quarter. In trailing 12 months, it's portfolio return was 4.11%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,702,400
taiwan semiconductor mfg ltd	2,302,450
boeing co	1,658,920
ishares tr	1,647,960
canadian pacific kansas city	1,550,310
dexcom inc	1,489,870
advanced micro devices inc	1,444,560
nike inc	1,140,440

New stocks bought by Signature Wealth Management Group

Additions

Ticker	% Inc.
mcdonalds corp	641
insulet corp	210
kimberly-clark corp	136
nvidia corporation	82.14
dimensional etf trust	56.9
alphabet inc	39.31
microsoft corp	38.36
bitwise bitcoin etf tr	28.36

Additions to existing portfolio by Signature Wealth Management Group

Reductions

Ticker	% Reduced
amplify etf tr	-90.1
vertex pharmaceuticals inc	-87.81
salesforce inc	-84.53
cheniere energy inc	-78.68
intuit	-77.6
deere & co	-71.6
kb home	-70.35
tractor supply co	-69.07

Signature Wealth Management Group reduced stake in above stock

Sold off

Ticker	$ Sold
i-80 gold corp	-44,238
ark 21shares bitcoin etf	-309,944
zoetis inc	-1,137,600
spotify technology s a	-824,695
automatic data processing in	-259,802
broadcom inc	-207,879
invesco qqq tr	-230,366

Signature Wealth Management Group got rid off the above stocks

Sector Distribution

Signature Wealth Management Group has about 28.7% of it's holdings in Others sector.

Sector	%
Others	28.7
Consumer Defensive	12.8
Technology	12.5
Healthcare	11.9
Energy	7.9
Industrials	5.9
Consumer Cyclical	5.8
Real Estate	5.2
Utilities	4.9
Financial Services	2.7
Communication Services	1.9

Market Cap. Distribution

Signature Wealth Management Group has about 70.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.8
MEGA-CAP	30.8
UNALLOCATED	28.7

Stocks belong to which Index?

About 65.5% of the stocks held by Signature Wealth Management Group either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.5
Others	34.1

Top 5 Winners (%)		%
VLO	valero energy corp	51.4 %
XOM	exxon mobil corp	41.0 %
CVX	chevron corp new	35.6 %
LNG	cheniere energy inc	27.9 %
LRCX	lam research corp	24.8 %

Top 5 Winners ($)		$
VLO	valero energy corp	2.4 M
CVX	chevron corp new	1.5 M
SO	southern co	1.1 M
WMB	williams cos inc	1.1 M
JNJ	johnson & johnson	1.0 M

Top 5 Losers (%)		%
NOW	servicenow inc	-31.4 %
	ishares bitcoin trust etf	-22.6 %
INTU	intuit	-21.3 %
MSFT	microsoft corp	-20.9 %
	bitwise bitcoin etf tr	-20.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-1.6 M
PAYX	paychex inc	-0.7 M
GIS	general mls inc	-0.6 M
NOW	servicenow inc	-0.5 M
INTU	intuit	-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 126 stocks in it's portfolio. About 26.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for Signature Wealth Management Group last quarter.

Last Reported on: 01 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.14	11,804	2,995,680	added	7.16

ABBV	abbvie inc	2.00	24,181	5,259,030	added	0.61

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	0.12	3,952	318,459	new

AEMB	american centy etf tr	0.10	2,448	272,169	unchanged	0.00

AEMB	american centy etf tr	0.10	3,445	264,167	added	0.76

AFK	vaneck etf trust	0.55	82,466	1,446,450	added	4.32

AGT	ishares tr	2.14	232,146	5,627,210	reduced	-1.11

AMD	advanced micro devices inc	0.55	7,101	1,444,560	new

AMGN	amgen inc	0.20	1,461	514,130	unchanged	0.00

AMLX	amplify etf tr	0.18	10,505	471,153	reduced	-90.1

AMZN	amazon com inc	1.68	21,175	4,410,140	added	21.95

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

AXP	american express co	0.36	3,122	944,267	reduced	-60.25

BA	boeing co	0.63	8,335	1,658,920	new

BAB	invesco exch traded fd tr ii	0.83	81,363	2,193,540	added	0.76

BBAX	j p morgan exchange traded f	0.14	4,874	369,129	reduced	-7.34

BBAX	j p morgan exchange traded f	0.11	5,792	289,536	new

BGRN	ishares tr	2.39	259,932	6,300,740	reduced	-0.15

BGRN	ishares tr	2.11	219,637	5,563,400	reduced	-0.19