account_balance
Investment manager · 13F filer · SEC CIK 1736666
Signature Wealth Management Group
Reported value$263Mas of Mar 31, 2026
Positions128
Top 10 weight26.7%SO alone is 4%
FiledApr 11 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
SOSouthern Co
4.5%
KMBKimberly Clark Corp
2.9%
VLOValero Energy Corp
2.7%
VUSBVanguard Bd Index FDS
2.7%
JNJJohnson & Johnson
2.6%
IBDSiShares Tr
2.4%
WMBWilliams Companies, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
CVXChevron Corp
2.2%
NVDANVIDIA Corp
2.2%
IBDUiShares Tr
2.2%
IBDRiShares Tr
2.1%
SOSouthern Co
4.5%
KMBKimberly Clark Corp
2.9%
VLOValero Energy Corp
2.7%
VUSBVanguard Bd Index FDS
2.7%
JNJJohnson & Johnson
2.6%
IBDSiShares Tr
2.4%
WMBWilliams Companies, Inc.
2.3%
MSFTMicrosoft Corp
2.3%
CVXChevron Corp
2.2%
NVDANVIDIA Corp
2.2%
IBDUiShares Tr
2.2%
IBDRiShares Tr
2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SO Southern Co 4.5% KMB Kimberly Clark Corp 2.9% VLO Valero Energy Corp 2.7%
VUSB Vanguard Bd Index FDS 2.7%
JNJ Johnson & Johnson 2.6% IBDS iShares Tr 2.4%
WMB Williams Companies, Inc. 2.3% MSFT Microsoft Corp 2.3% CVX Chevron Corp 2.2% NVDA NVIDIA Corp 2.2% IBDU iShares Tr 2.2%
IBDR iShares Tr 2.1%
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