§ 13F · FUND PROFILE
Signature Wealth Management Group.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $253.4T (13F)Positions · 116Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SO | SOUTHERN CO | 121K | $10.6T | 4.3% | +1% |
| 2 | VUSB | VANGUARD BD INDEX FDS | 144K | $7.2T | 2.9% | −4% |
| 3 | IBDS | ISHARES TR | 260K | $6.3T | 2.6% | ±0% |
| 4 | JNJ | JOHNSON & JOHNSON | 28K | $5.8T | 2.4% | −4% |
| 5 | IBDU | ISHARES TR | 246K | $5.8T | 2.3% | ±0% |
| 6 | MSFT | MICROSOFT CORP | 12K | $5.7T | 2.3% | +2% |
| 7 | IBDR | ISHARES TR | 235K | $5.7T | 2.3% | ±0% |
| 8 | IBDT | ISHARES TR | 220K | $5.6T | 2.3% | ±0% |
| 9 | ABBV | ABBVIE INC | 24K | $5.5T | 2.2% | −5% |
| 10 | IBDV | ISHARES TR | 248K | $5.5T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGNATURE SIGNAL
AC read
Signature Wealth Management Group is a Other fund managing $253437.4 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed