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Signature Wealth Management Group
Period ended Mar 31, 2026 · Latest filing Apr 1, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2026: $263,370,400
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SOUTHERN CO · COM · 842587107 · shares: $11,739,890
- KIMBERLY-CLARK CORP · COM · 494368103 · shares: $7,667,979
- VALERO ENERGY CORP · COM · 91913Y100 · shares: $7,100,508
- VANGUARD BD INDEX FDS · VANGUARD ULTRA · 92203C303 · shares: $7,065,021
- JOHNSON & JOHNSON · COM · 478160104 · shares: $6,763,457
- ISHARES TR · IBONDS 27 ETF · 46435UAA9 · shares: $6,300,740
- WILLIAMS COS INC · COM · 969457100 · shares: $6,097,023
- MICROSOFT CORP · COM · 594918104 · shares: $6,056,813
- CHEVRON CORP NEW · COM · 166764100 · shares: $5,788,413
- NVIDIA CORPORATION · COM · 67066G104 · shares: $5,784,565
Reported holdings
128 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | STATE STREET SPD | 78468R788 | — | 9,083 shares | $413,458 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,890 shares | $403,830 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 | — | 17,511 shares | $392,772 |
| EA SERIES TRUST | SPARKLINE INTANG | 02072L771 | — | 10,620 shares | $380,812 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 | — | 16,915 shares | $376,917 |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | — | 4,874 shares | $369,129 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 | — | 14,160 shares | $365,753 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 | — | 16,651 shares | $363,708 |
| PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | — | 7,592 shares | $352,269 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 4,846 shares | $344,696 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 3,952 shares | $318,459 |
| INTUIT | COM | 461202103 | — | 731 shares | $316,039 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 1,073 shares | $304,543 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | — | 5,792 shares | $289,536 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | — | 2,448 shares | $272,169 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 2,892 shares | $271,823 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 | — | 3,445 shares | $264,167 |
| FIDELITY COVINGTON TRUST | SML MID MLTFCT | 316092527 | — | 5,616 shares | $251,134 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 | — | 1,680 shares | $245,179 |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | 35473P884 | — | 4,452 shares | $244,568 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | — | 365 shares | $237,374 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 527 shares | $235,327 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 804 shares | $231,198 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 375 shares | $216,443 |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | — | 5,857 shares | $209,149 |
| SALESFORCE INC | COM | 79466L302 | — | 1,102 shares | $205,759 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,307 shares | $203,895 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 | — | 4,272 shares | $200,912 |