§ 13F · FUND PROFILE
Signature Wealth Management Group.
AUM · $258M (13F)Positions · 114Turnover · n/a · Q1Filed · Apr 1, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$28M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SO | SOUTHERN CO | 122K | $12M | 4.5% | ±0% |
| 2 | KMB | KIMBERLY-CLARK CORP | 79K | $8M | 2.9% | +136% |
| 3 | VLO | VALERO ENERGY CORP | 29K | $7M | 2.7% | −2% |
| 4 | VUSB | VANGUARD BD INDEX FDS | 142K | $7M | 2.7% | −1% |
| 5 | JNJ | JOHNSON & JOHNSON | 28K | $7M | 2.6% | −1% |
| 6 | IBDS | ISHARES TR | 260K | $6M | 2.4% | ±0% |
| 7 | WMB | WILLIAMS COS INC | 84K | $6M | 2.3% | −1% |
| 8 | MSFT | MICROSOFT CORP | 16K | $6M | 2.3% | +38% |
| 9 | CVX | CHEVRON CORP NEW | 28K | $6M | 2.2% | −1% |
| 10 | NVDA | NVIDIA CORPORATION | 33K | $6M | 2.2% | +82% |
§ 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 $258 million in assets. The fund runs a portfolio of 114 positions.
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