Signature Wealth Management Group - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, Signature Wealth Management Group held in its portfolio 104 assets valued at $245,275,795 (i.e. $245.28M).
The most valuable assets in the portfolio included: SOUTHERN CO ($10.56M), VANGUARD BD INDEX FDS ($7.17M), and ISHARES TR ($6.32M).
The chart below shows the top 10 valuable assets, and the table below shows the top 104 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Signature Wealth Management Group - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SOUTHERN CO | 121142 | 10563594 | COM |
| VANGUARD BD INDEX FDS | 143856 | 7169782 | VANGUARD ULTRA |
| ISHARES TR | 260324 | 6320672 | IBONDS 27 ETF |
| ISHARES TR | 262075 | 5838652 | IBONDS DEC 2030 |
| JOHNSON & JOHNSON | 28017 | 5798067 | COM |
| ISHARES TR | 246077 | 5759430 | IBONDS DEC 29 |
| MICROSOFT CORP | 11826 | 5719528 | COM |
| ISHARES TR | 234755 | 5688105 | IBONDS DEC2026 |
| ISHARES TR | 220059 | 5601595 | IBDS DEC28 ETF |
| ABBVIE INC | 24034 | 5491522 | COM |
| CISCO SYS INC | 69909 | 5385095 | COM |
| WILLIAMS COS INC | 84498 | 5079175 | COM |
| HOME DEPOT INC | 13958 | 4802895 | COM |
| VALERO ENERGY CORP | 29189 | 4751703 | COM |
| AMPLIFY ETF TR | 106133 | 4722913 | CWP ENHANCED DIV |
| HERSHEY CO | 24873 | 4526309 | COM |
| BRISTOL-MYERS SQUIBB CO | 83525 | 4505340 | COM |
| REALTY INCOME CORP | 79917 | 4504944 | COM |
| ISHARES TR | 211111 | 4464999 | IBONDS DEC 2031 |
| TRUIST FINL CORP | 90600 | 4458443 | COM |
| LAMAR ADVERTISING CO NEW | 34151 | 4322831 | CL A |
| CHEVRON CORP NEW | 28162 | 4292135 | COM |
| PROCTER AND GAMBLE CO | 29833 | 4275367 | COM |
| ISHARES TR | 165719 | 4230808 | IBONDS DEC 2032 |
| PEPSICO INC | 28009 | 4019810 | COM |
| AMAZON COM INC | 17364 | 4008005 | COM |
| PFIZER INC | 159640 | 3975032 | COM |
| GAMING & LEISURE PPTYS INC | 87697 | 3919183 | COM |
| PAYCHEX INC | 33005 | 3702552 | COM |
| ALPHABET INC | 11253 | 3531257 | CAP STK CL C |
| KIMBERLY-CLARK CORP | 33677 | 3397679 | COM |
| NVIDIA CORPORATION | 18210 | 3396197 | COM |
| TEXAS INSTRS INC | 19191 | 3329423 | COM |
| TARGET CORP | 32702 | 3196644 | COM |
| UNITED PARCEL SERVICE INC | 32030 | 3177082 | CL B |
| APPLE INC | 11015 | 2994593 | COM |
| AMERICAN EXPRESS CO | 7855 | 2905883 | COM |
| GENERAL MLS INC | 61356 | 2853070 | COM |
| ISHARES TR | 104858 | 2740998 | IBONDS DEC 2033 |
| WILLIAMS SONOMA INC | 14998 | 2678533 | COM |
| TESLA INC | 5870 | 2639856 | COM |
| ISHARES TR | 29243 | 2548855 | 20 YR TR BD ETF |
| INTERNATIONAL BUSINESS MACHS | 8440 | 2499927 | COM |
| BLACKROCK INC | 2304 | 2466535 | COM |
| CROWDSTRIKE HLDGS INC | 4998 | 2342694 | CL A |
| INVESCO EXCH TRADED FD TR II | 80748 | 2196346 | TAXABLE MUN BD |
| INTUIT | 3264 | 2162363 | COM |
| DEERE & CO | 4306 | 2004666 | COM |
| VERTEX PHARMACEUTICALS INC | 4324 | 1960340 | COM |
| TRACTOR SUPPLY CO | 38126 | 1906689 | COM |
| TJX COS INC NEW | 12313 | 1891343 | COM |
| SALESFORCE INC | 7122 | 1886584 | COM |
| KB HOME | 32573 | 1837432 | COM |
| TRANE TECHNOLOGIES PLC | 4524 | 1760599 | SHS |
| BITWISE BITCOIN ETF TR | 35403 | 1683765 | SHS BEN INT |
| SERVICENOW INC | 10326 | 1581905 | COM |
| SNAP ON INC | 4468 | 1539529 | COM |
| ISHARES TR | 57597 | 1476626 | IBONDS DEC 26 |
| VANECK ETF TRUST | 79053 | 1396082 | PREFERRED SECURT |
| CAPITAL GROUP INTL FOCUS EQT | 46058 | 1361024 | SHS CREATION UNI |
| ISHARES TR | 51062 | 1296461 | IBONDS DEC 27 |
| ISHARES TR | 46090 | 1178751 | IBONDS DEC 28 |
| ZOETIS INC | 9041 | 1137595 | CL A |
| COCA COLA CO | 15560 | 1087800 | COM |
| CHENIERE ENERGY INC | 5032 | 978170 | COM NEW |
| RAYMOND JAMES FINL INC | 5415 | 869595 | COM |
| VANGUARD INDEX FDS | 1376 | 862967 | S&P 500 ETF SHS |
| WALMART INC | 7480 | 833347 | COM |
| SPOTIFY TECHNOLOGY S A | 1420 | 824695 | SHS |
| ISHARES TR | 31758 | 807618 | IBONDS DEC 2029 |
| ELI LILLY & CO | 715 | 768396 | COM |
| CAPITAL GROUP GROWTH ETF | 16349 | 727040 | SHS CREATION UNI |
| CAPITAL GROUP GBL GROWTH EQT | 19735 | 683808 | SHS CREATION UNI |
| JPMORGAN CHASE & CO. | 2063 | 664684 | COM |
| CAPITAL GROUP DIVIDEND GROWE | 18080 | 644371 | SHS ETF |
| SPDR SERIES TRUST | 10763 | 626629 | STATE STREET SPD |
| FIRST TR EXCH TRADED FD III | 12225 | 625125 | MANAGD MUN ETF |
| CAPITAL GROUP DIVIDEND VALUE | 12974 | 566185 | SHS CREATION UNI |
| ISHARES GOLD TR | 6743 | 547329 | ISHARES NEW |
| DIMENSIONAL ETF TRUST | 7294 | 540973 | US EQUITY MARKET |
| ENTERGY CORP NEW | 5519 | 510092 | COM |
| INSULET CORP | 1735 | 493156 | COM |
| ISHARES TR | 21001 | 480398 | IBONDS 26 TRM TS |
| AMGEN INC | 1461 | 478271 | COM |
| J P MORGAN EXCHANGE TRADED F | 5260 | 393842 | INTRNL RES EQT |
| ISHARES TR | 17511 | 393472 | IBONDS 27 TRM TS |
| EA SERIES TRUST | 10460 | 387399 | SPARKLINE INTANG |
| ISHARES TR | 16915 | 378304 | IBONDS 28 TRM TS |
| ISHARES TR | 16651 | 365406 | IBONDS 29 TRM TS |
| EXXON MOBIL CORP | 2843 | 342127 | COM |
| DIMENSIONAL ETF TRUST | 4853 | 338109 | US SMALL CAP ETF |
| LAM RESEARCH CORP | 1890 | 323540 | COM NEW |
| ARK 21SHARES BITCOIN ETF | 10673 | 309944 | SHS BEN INT |
| SCHWAB CHARLES CORP | 2951 | 294823 | COM |
| AMERICAN CENTY ETF TR | 2448 | 273637 | US EQT ETF |
| ISHARES BITCOIN TRUST ETF | 5307 | 263493 | SHS BEN INT |
| AUTOMATIC DATA PROCESSING IN | 1010 | 259802 | COM |
| AMERICAN CENTY ETF TR | 3419 | 259035 | FOCUSED LRG CAP |
| ALPHABET INC | 827 | 258851 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 365 | 248901 | TR UNIT |
| INVESCO QQQ TR | 375 | 230366 | UNIT SER 1 |
| MCDONALDS CORP | 740 | 226166 | COM |
| BROADCOM INC | 601 | 207879 | COM |
| I-80 GOLD CORP | 30300 | 44238 | COM |
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