Signature Wealth Management Group

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
4/1/2026
Form type
13F-HR
Num holdings
128
Total value ($000)
$263,370
Net value change ($000)
+18,094 (7.4%)
New positions
29
Sold out positions
7
Turnover %
11.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
KMB 4,270 125.7%
IBTL 3,702 NEW
NVDA 2,389 70.3%
VLO 2,349 49.4%
TSM 2,302 NEW
BA 1,659 NEW
IBDZ 1,648 NEW
CP 1,550 NEW
CVX 1,496 34.9%
DXCM 1,490 NEW
Top Reduces (Value $000, Stocks/ETFs)
DIVO -4,252 -90.0%
AXP -1,962 -67.5%
INTU -1,846 -85.4%
BLK -1,768 -71.7%
VRTX -1,725 -88.0%
CRM -1,681 -89.1%
WSM -1,618 -60.4%
TSLA -1,546 -58.6%
CRWD -1,530 -65.3%
HD -1,469 -30.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type