Signature Wealth Management Group
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 263,370
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/1/2026 | 128 | 263,370 | 13F-HR | Signature Wealth Management Group |
| Q4 2025 | 1/15/2026 | 106 | 245,276 | 13F-HR | Signature Wealth Management Group |
| Q3 2025 | 10/29/2025 | 114 | 257,690 | 13F-HR | Signature Wealth Management Group |
| Q2 2025 | 8/1/2025 | 116 | 253,437 | 13F-HR | Signature Wealth Management Group |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 186.9 K | 71.0% | 1.623 K | 0 | 1.623 K |
| ETFs | 30.44 K | 11.6% | 11.83 K | 0 | 11.83 K |
| Debt | 46.06 K | 17.5% | 4.639 K | 0 | 4.639 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/1/2026
Total value ($000)
263,370
Holdings
128
QoQ value change ($000)
18,094
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.