Signature Wealth Management Group
SEC Form 13F institutional filer · CIK 0001736666
13F-HR · 73 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
39.0%
Signature Wealth Management Group — $173M AUM allocation strategy
Signature Wealth Management Group files SEC Form 13F and reports $173M of long US equity value across 73 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Staples 15.3%, followed by Health Care 12.4% and Energy 11.0%.
The top 10 holdings account for 39% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Signature Wealth Management Group — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$173M
total across 73 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
39% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KMB +45.8K sh · +$4.27M+$SCHW +17.8K sh · +$525K+$NVDA +15K sh · +$2.39M
Biggest trims (shares)
−$TSCO −26.3K sh · −$1.37M−$WSM −9.18K sh · −$1.62M−$TJX −7.71K sh · −$1.16M
Exited to nil (held last quarter, gone now)
$ZTS ($1.14M last qtr)$ADP ($260K last qtr)$AVGO ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals9.4%—
- Electric Utilities6.8%—
- Household Products4.4%—
- Oil & Gas Refining & Marketing4.1%—
- Oil & Gas Storage & Transportation3.5%—
- Systems Software3.5%—
- Integrated Oil & Gas3.4%—
- Semiconductors3.4%—
- Other holdings61.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SO | Southern Company | 122K | $11.7M | +490 | 6.8% |
| $KMB | Kimberly-Clark Corporation | 79.5K | $7.67M | +45.8K | 4.4% |
| $VLO | Valero Energy Corporation | 28.7K | $7.1M | -451 | 4.1% |
| $JNJ | Johnson & Johnson | 27.7K | $6.76M | -348 | 3.9% |
| $WMB | Williams Companies Inc | 83.8K | $6.1M | -725 | 3.5% |
| $MSFT | Microsoft Corporation | 16.4K | $6.06M | +4.54K | 3.5% |
| $CVX | Chevron Corporation | 28K | $5.79M | -185 | 3.3% |
| $NVDA | NVIDIA Corporation | 33.2K | $5.78M | +15K | 3.3% |
| $CSCO | Cisco Systems Inc | 69.3K | $5.38M | -612 | 3.1% |
| $ABBV | AbbVie Inc | 24.2K | $5.26M | +147 | 3.0% |
…and 63 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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