13F-HR filed by Signature Wealth Management Group
Signature Wealth Management Group filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-01, with 128 holding rows worth $263,370,400.
- Accession
- 0001736666-26-000002
- Filer
- CIK 1736666
- Filed
- 2026-04-01
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 128 entries on the cover page, a total value of $263,370,400 stated on the cover page (in dollars after the unit check, H1), rows summing to $263,370,400 with VALUE read as dollars as filed, 13F file number 028-18713. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Southern Company | 842587107 | COM | 121,632 | $11,739,890 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 79,486 | $7,667,979 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 28,738 | $7,100,508 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 141,911 | $7,065,021 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 27,669 | $6,763,457 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 259,932 | $6,300,740 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 83,773 | $6,097,023 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,362 | $6,056,813 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 27,977 | $5,788,413 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 33,168 | $5,784,565 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 245,791 | $5,717,106 | dollars as filed | |
| iShares iBonds Dec 2026 Term Corporate ETF | 46435GAA0 | SHS | 232,146 | $5,627,210 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 219,637 | $5,563,405 | dollars as filed | |
| ISHARES TR | 46436E726 | IBONDS DEC 2030 | 248,077 | $5,430,406 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 69,297 | $5,376,780 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 24,181 | $5,259,027 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 36,389 | $5,255,963 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 24,923 | $5,181,283 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 83,769 | $5,080,589 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 80,328 | $4,914,468 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 15,676 | $4,496,932 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 159,332 | $4,474,048 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 21,175 | $4,410,144 | dollars as filed | |
| ISHARES TR | 46436E486 | IBONDS DEC 2031 | 210,521 | $4,406,210 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 28,358 | $4,403,689 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 34,065 | $4,314,671 | dollars as filed | |
| ISHARES TR | 46436E312 | IBONDS DEC 2032 | 169,983 | $4,295,467 | dollars as filed | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 90,031 | $4,138,737 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 33,145 | $4,017,158 | dollars as filed | |
| GAMING & LEISURE P COM | 36467J108 | REIT | 87,459 | $3,880,536 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 19,339 | $3,754,378 | dollars as filed | |
| ISHARES TR | 46436E460 | IBONDS DEC 2031 | 181,499 | $3,702,398 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 10,136 | $3,333,609 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 32,213 | $3,169,069 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 33,713 | $3,105,601 | dollars as filed | |
| Apple Inc | 037833100 | COM | 11,804 | $2,995,677 | dollars as filed | |
| ISHARES TR | 46436E130 | IBONDS DEC 2033 | 105,106 | $2,716,983 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 28,171 | $2,442,164 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 63,049 | $2,346,688 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 6,813 | $2,302,453 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138g805 | TAXABLE MUN BD | 81,363 | $2,193,543 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 8,399 | $2,035,810 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 5,484 | $1,704,229 | dollars as filed | |
| Bit Digital, Inc. Ordinary Shares | 09174C104 | COM | 45,442 | $1,672,720 | dollars as filed | |
| Boeing Company | 097023105 | COM | 8,335 | $1,658,915 | dollars as filed | |
| ISHARES TR | 46438G653 | IBONDS DEC 2034 | 63,237 | $1,647,956 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 4,476 | $1,625,673 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 19,709 | $1,550,310 | dollars as filed | |
| DEXCOM INC COM | 252131107 | Stock | 23,724 | $1,489,867 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 82,466 | $1,446,447 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 7,101 | $1,444,556 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 46,263 | $1,364,306 | dollars as filed | |
| iShares iBonds Dec. 2026 Municipal Bond ETF | 46435U259 | ETF | 51,811 | $1,327,916 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 15,482 | $1,177,406 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 21,591 | $1,140,441 | dollars as filed | |
| iShares iBonds Dec. 2027 Municipal Bond ETF | 46435U283 | ETF | 44,454 | $1,130,910 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 5,385 | $1,129,988 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 10,716 | $1,120,407 | dollars as filed | |
| SAMSARA INC COM CL A | 79589L106 | Stock | 34,673 | $1,098,787 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,944 | $1,094,432 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 936 | $1,084,787 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 1,088 | $1,084,010 | dollars as filed | |
| iShares iBonds Dec. 2028 Municipal Bond ETF | 46435U325 | ETF | 42,263 | $1,078,974 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 5,819 | $1,060,923 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 11,829 | $1,024,983 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 13,033 | $997,573 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,020 | $992,891 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,122 | $944,267 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,480 | $929,614 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 3,360 | $909,090 | dollars as filed | |
| Fidelity Blue Chip Growth ETF | 316092352 | SHS | 16,449 | $824,424 | dollars as filed | |
| BIO-TECHNE CORP | 09073M104 | COM | 15,740 | $822,593 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,363 | $814,495 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,082 | $812,693 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 11,444 | $811,525 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 5,415 | $784,038 | dollars as filed | |
| Fidelity Enhanced International ETF | 31609A404 | SHS | 20,390 | $758,523 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 18,723 | $752,475 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 1,770 | $737,753 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 4,599 | $734,439 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 727 | $698,866 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 20,920 | $698,098 | dollars as filed | |
| iShares iBonds Dec. 2029 Municipal Bond ETF | 46436E163 | ETF | 27,476 | $696,517 | dollars as filed | |
| Deere & Company | 244199105 | COM | 1,223 | $688,950 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 3,165 | $670,675 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 715 | $657,636 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 17,392 | $624,373 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 5,410 | $607,833 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,063 | $606,875 | dollars as filed | |
| SCHD | 808524797 | COM | 17,851 | $547,668 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 12,872 | $547,575 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 10,741 | $544,139 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 11,794 | $534,272 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 5,879 | $518,293 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,461 | $514,130 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,023 | $506,925 | dollars as filed | |
| KBHOME | 48666K109 | COM | 9,659 | $499,876 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,843 | $482,343 | dollars as filed | |
| ISHARES TR | 46436E858 | IBONDS 26 TRM TS | 21,001 | $481,238 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 10,505 | $471,153 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 9,083 | $413,458 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,890 | $403,830 | dollars as filed | |
| ISHARES TR | 46436E841 | IBONDS 27 TRM TS | 17,511 | $392,772 | dollars as filed | |
| EA SERIES TRUST | 02072L771 | SPAR INT VAL ETF | 10,620 | $380,812 | dollars as filed | |
| ISHARES TR | 46436E833 | IBONDS 28 TRM TS | 16,915 | $376,917 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q134 | INTRNL RES EQT | 4,874 | $369,129 | dollars as filed | |
| ISHARES TR | 46438G687 | IBONDS DEC 2030 | 14,160 | $365,753 | dollars as filed | |
| ISHARES TR | 46436E825 | IBONDS 29 TRM TS | 16,651 | $363,708 | dollars as filed | |
| PUTNAM ETF TRUST | 746729300 | FOCUSED LAR CAP | 7,592 | $352,269 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 4,846 | $344,696 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 3,952 | $318,459 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 731 | $316,039 | dollars as filed | |
| CHENIERE ENERGY INC COM NEW | 16411R208 | Stock | 1,073 | $304,543 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 5,792 | $289,536 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 2,448 | $272,169 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,892 | $271,823 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072794 | FOCUSED LRG CAP | 3,445 | $264,167 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092527 | SML MID MLTFCT | 5,616 | $251,134 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 1,680 | $245,179 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P884 | US MID CP MLTFCT | 4,452 | $244,568 | dollars as filed | |
| SPY | 78462F103 | SHS | 365 | $237,374 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 527 | $235,327 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 804 | $231,198 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 375 | $216,443 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 5,857 | $209,149 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,102 | $205,759 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 5,307 | $203,895 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 4,272 | $200,912 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001736666-26-000002 | this filing | 2026-04-01 | acceptance time not in the bulk data set |