Grufity logo
Grufity logo

Latest Signature Wealth Management Group Stock Portfolio

$263Million | No. of Holdings #126

Signature Wealth Management Group Performance

2026 Q1+0.90%
YTD+0.90%
2025+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. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 01 Apr, 2026
$263Million
  as of Apr 01, 2026

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 tr3,702,400
taiwan semiconductor mfg ltd2,302,450
boeing co1,658,920
ishares tr1,647,960
canadian pacific kansas city1,550,310
dexcom inc1,489,870
advanced micro devices inc1,444,560
nike inc1,140,440
New stocks bought by Signature Wealth Management Group

Additions

Ticker% Inc.
mcdonalds corp641
insulet corp210
kimberly-clark corp136
nvidia corporation82.14
dimensional etf trust56.9
alphabet inc39.31
microsoft corp38.36
bitwise bitcoin etf tr28.36
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.

  • Others
  • Consumer Defensive
  • Technology
  • Healthcare
  • Energy
  • Industrials
  • Consumer Cyclical
  • Real Estate
  • Utilities
  • Financial Services
  • Communication Services
Sector%
Others28.7
Consumer Defensive12.8
Technology12.5
Healthcare11.9
Energy7.9
Industrials5.9
Consumer Cyclical5.8
Real Estate5.2
Utilities4.9
Financial Services2.7
Communication Services1.9

Market Cap. Distribution

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

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
Category%
LARGE-CAP39.8
MEGA-CAP30.8
UNALLOCATED28.7

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.

  • S&P 500
  • Others
Index%
S&P 50065.5
Others34.1
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.

$263.37MTotal Value
135Positions
01 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Signature Wealth Management Group, last reported on 01 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Signature Wealth Management Group's holding in American Centy Etf Tr over time
0.12%3,952
$318.5K
0.12%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Signature Wealth Management Group's holding in American Centy Etf Tr over time
0.1%2,448
$272.2K
0.1%
unchanged 0 percentunchanged
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Signature Wealth Management Group's holding in American Centy Etf Tr over time
0.1%3,445
$264.2K
0.1%
increased 0.76 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Signature Wealth Management Group's holding in Vaneck Etf Trust over time
0.55%82,466
$1.45M
0.55%
increased 4.32 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Signature Wealth Management Group's holding in Ishares Tr over time
2.14%232,146
$5.63M
2.14%
decreased 1.11 percentreduced
BAB
Invesco Exch Traded Fd Tr Ii

Invesco Exch Traded Fd Tr Ii

BAB
Signature Wealth Management Group's holding in Invesco Exch Traded Fd Tr Ii over time
0.83%81,363
$2.19M
0.83%
increased 0.76 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Signature Wealth Management Group's holding in J P Morgan Exchange Traded F over time
0.14%4,874
$369.1K
0.14%
decreased 7.34 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Signature Wealth Management Group's holding in J P Morgan Exchange Traded F over time
0.11%5,792
$289.5K
0.11%
new position
BGRN
Ishares Tr

Ishares Tr

BGRN
Signature Wealth Management Group's holding in Ishares Tr over time
2.39%259,932
$6.30M
2.39%
decreased 0.15 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
Signature Wealth Management Group's holding in Ishares Tr over time
2.11%219,637
$5.56M
2.11%
decreased 0.19 percentreduced