StockDriftsStockDriftsTop 50 Signature Wealth Management Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SO | SOUTHERN CO | 4.46% | 121.6K | $11.7M | +0.40%(+490) | $51.42(+86.51%) | 2026-03-31 | |
| KMB | KIMBERLY-CLARK CORP | 2.91% | 79.5K | $7.7M | +136.02%(+45.81K) | $108.85(-10.70%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 2.7% | 28.7K | $7.1M | -1.55%(-451) | $137.45(+84.39%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 2.68% | 141.9K | $7.1M | -1.35%(-1.95K) | $49.53(+0.28%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.57% | 27.7K | $6.8M | -1.24%(-348) | $152.55(+47.85%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.39% | 259.9K | $6.3M | -0.15%(-392) | $23.79(+1.60%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 2.31% | 83.8K | $6.1M | -0.86%(-725) | $30.54(+149.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.3% | 16.4K | $6.1M | +38.36%(+4.54K) | $247.52(+66.20%) | 2026-03-31 | |
| CVX | CHEVRON CORP NEW | 2.2% | 28.0K | $5.8M | -0.66%(-185) | $126.29(+52.54%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.2% | 33.2K | $5.8M | +82.14%(+14.96K) | $110.01(+78.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.92% | +22.23% | +12.75% | +82.24% |
| Top 20 Holdings Unweighted | +7.01% | +22.53% | +12.79% | +82.55% |
Signature Wealth Management Group reports $263.37M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are SO (4.5%), KMB (2.9%) and VLO (2.7%). The top 20 holdings account for 47.01% of reported assets. Its disclosed equity book has returned +22.23% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Signature Wealth Management Group’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1736666). View Signature Wealth Management Group’s 13F filings on SEC