Signature Wealth Management Group

ATLANTA, GA · CIK 1736666 · 13F filing filed 2026-04-01

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyAtlanta, GA

$263.4m reported value +7.4% vs Q4 2025

128positions

26.7%in top 10

28 new 34 added 49 reduced 6 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SOUTHERN CO COM SO	SO	121,632	$11.7m4.46%	4.46%	Added +490	+490 0.4%
2	KIMBERLY-CLARK CORP COM KMB	KMB	79,486	$7.7m2.91%	2.91%	Added +45.8k	+45,809 136.0%
3	VALERO ENERGY CORP COM VLO	VLO	28,738	$7.1m2.70%	2.70%	Reduced -451	-451 -1.6%
4	VANGUARD BD INDEX FDS VANGUARD ULTRA VUSB	VUSB	141,911	$7.1m2.68%	2.68%	Reduced -1.9k	-1,945 -1.4%
5	JOHNSON & JOHNSON COM JNJ	JNJ	27,669	$6.8m2.57%	2.57%	Reduced -348	-348 -1.2%
6	ISHARES TR IBONDS 27 ETF IBDS	IBDS	259,932	$6.3m2.39%	2.39%	Reduced -392	-392 -0.1%
7	WILLIAMS COS INC COM WMB	WMB	83,773	$6.1m2.31%	2.31%	Reduced -725	-725 -0.9%
8	MICROSOFT CORP COM MSFT	MSFT	16,362	$6.1m2.30%	2.30%	Added +4.5k	+4,536 38.4%
9	CHEVRON CORP NEW COM CVX	CVX	27,977	$5.8m2.20%	2.20%	Reduced -185	-185 -0.7%
10	NVIDIA CORPORATION COM NVDA	NVDA	33,168	$5.8m2.20%	2.20%	Added +15.0k	+14,958 82.1%
11	ISHARES TR IBONDS DEC 29 IBDU	IBDU	245,791	$5.7m2.17%	2.17%	Reduced -286	-286 -0.1%
12	ISHARES TR IBONDS DEC2026 IBDR	IBDR	232,146	$5.6m2.14%	2.14%	Reduced -2.6k	-2,609 -1.1%
13	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	219,637	$5.6m2.11%	2.11%	Reduced -422	-422 -0.2%
14	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	248,077	$5.4m2.06%	2.06%	Reduced -298	-298 -0.1%
15	CISCO SYS INC COM CSCO	CSCO	69,297	$5.4m2.04%	2.04%	Reduced -612	-612 -0.9%
16	ABBVIE INC COM ABBV	ABBV	24,181	$5.3m2.00%	2.00%	Added +147	+147 0.6%
17	PROCTER AND GAMBLE CO COM PG	PG	36,389	$5.3m2.00%	2.00%	Added +6.6k	+6,556 22.0%
18	HERSHEY CO COM HSY	HSY	24,923	$5.2m1.97%	1.97%	Added +50	+50 0.2%
19	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	83,769	$5.1m1.93%	1.93%	Added +244	+244 0.3%
20	REALTY INCOME CORP COM O	O	80,328	$4.9m1.87%	1.87%	Added +411	+411 0.5%
21	ALPHABET INC CAP STK CL C GOOG	GOOG	15,676	$4.5m1.71%	1.71%	Added +4.4k	+4,423 39.3%
22	PFIZER INC COM PFE	PFE	159,332	$4.5m1.70%	1.70%	Reduced -308	-308 -0.2%
23	AMAZON COM INC COM AMZN	AMZN	21,175	$4.4m1.67%	1.67%	Added +3.8k	+3,811 21.9%
24	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	210,521	$4.4m1.67%	1.67%	Reduced -590	-590 -0.3%
25	PEPSICO INC COM PEP	PEP	28,358	$4.4m1.67%	1.67%	Added +349	+349 1.2%
26	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	34,065	$4.3m1.64%	1.64%	Reduced -86	-86 -0.2%
27	ISHARES TR IBONDS DEC 2032 IBDX	IBDX	169,983	$4.3m1.63%	1.63%	Added +4.3k	+4,264 2.6%
28	TRUIST FINL CORP COM TFC	TFC	90,031	$4.1m1.57%	1.57%	Reduced -569	-569 -0.6%
29	TARGET CORP COM TGT	TGT	33,145	$4.0m1.53%	1.53%	Added +443	+443 1.4%
30	GAMING & LEISURE PPTYS INC COM GLPI	GLPI	87,459	$3.9m1.47%	1.47%	Reduced -238	-238 -0.3%
31	TEXAS INSTRS INC COM TXN	TXN	19,339	$3.8m1.43%	1.43%	Added +148	+148 0.8%
32	ISHARES TR IBONDS DEC 2031 IBTL	IBTL	181,499	$3.7m1.41%	1.41%	New
33	HOME DEPOT INC COM HD	HD	10,136	$3.3m1.27%	1.27%	Reduced -3.8k	-3,822 -27.4%
34	UNITED PARCEL SERVICE INC CL B UPS	UPS	32,213	$3.2m1.20%	1.20%	Added +183	+183 0.6%
35	PAYCHEX INC COM PAYX	PAYX	33,713	$3.1m1.18%	1.18%	Added +708	+708 2.1%
36	APPLE INC COM AAPL	AAPL	11,804	$3.0m1.14%	1.14%	Added +789	+789 7.2%
37	ISHARES TR IBONDS DEC 2033 IBDY	IBDY	105,106	$2.7m1.03%	1.03%	Added +248	+248 0.2%
38	ISHARES TR 20 YR TR BD ETF TLT	TLT	28,171	$2.4m0.93%	0.93%	Reduced -1.1k	-1,072 -3.7%
39	GENERAL MLS INC COM GIS	GIS	63,049	$2.3m0.89%	0.89%	Added +1.7k	+1,693 2.8%
40	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	6,813	$2.3m0.87%	0.87%	New
41	INVESCO EXCH TRADED FD TR II TAXABLE MUN BD BAB	BAB	81,363	$2.2m0.83%	0.83%	Added +615	+615 0.8%
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	8,399	$2.0m0.77%	0.77%	Reduced -41	-41 -0.5%
43	MCDONALDS CORP COM MCD	MCD	5,484	$1.7m0.65%	0.65%	Added +4.7k	+4,744 641.1%
44	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	45,442	$1.7m0.64%	0.64%	Added +10.0k	+10,039 28.4%
45	BOEING CO COM BA	BA	8,335	$1.7m0.63%	0.63%	New
46	ISHARES TR IBONDS DEC 2034 IBDZ	IBDZ	63,237	$1.6m0.63%	0.63%	New
47	SNAP ON INC COM SNA	SNA	4,476	$1.6m0.62%	0.62%	Added +8	+8 0.2%
48	CANADIAN PACIFIC KANSAS CITY COM CP	CP	19,709	$1.6m0.59%	0.59%	New
49	DEXCOM INC COM DXCM	DXCM	23,724	$1.5m0.57%	0.57%	New
50	VANECK ETF TRUST PREFERRED SECURT PFXF	PFXF	82,466	$1.4m0.55%	0.55%	Added +3.4k	+3,413 4.3%
51	ADVANCED MICRO DEVICES INC COM AMD	AMD	7,101	$1.4m0.55%	0.55%	New
52	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	46,263	$1.4m0.52%	0.52%	Added +205	+205 0.5%
53	ISHARES TR IBONDS DEC 26 IBMO	IBMO	51,811	$1.3m0.50%	0.50%	Reduced -5.8k	-5,786 -10.1%
54	COCA COLA CO COM KO	KO	15,482	$1.2m0.45%	0.45%	Reduced -78	-78 -0.5%
55	NIKE INC CL B NKE	NKE	21,591	$1.1m0.43%	0.43%	New
56	ISHARES TR IBONDS DEC 27 IBMP	IBMP	44,454	$1.1m0.43%	0.43%	Reduced -6.6k	-6,608 -12.9%
57	INSULET CORP COM PODD	PODD	5,385	$1.1m0.43%	0.43%	Added +3.6k	+3,650 210.4%
58	SERVICENOW INC COM NOW	NOW	10,716	$1.1m0.43%	0.43%	Added +390	+390 3.8%
59	SAMSARA INC COM CL A IOT	IOT	34,673	$1.1m0.42%	0.42%	New
60	TESLA INC COM TSLA	TSLA	2,944	$1.1m0.42%	0.42%	Reduced -2.9k	-2,926 -49.9%
61	TRANSDIGM GROUP INC COM TDG	TDG	936	$1.1m0.41%	0.41%	New
62	COSTCO WHSL CORP NEW COM COST	COST	1,088	$1.1m0.41%	0.41%	New
63	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	42,263	$1.1m0.41%	0.41%	Reduced -3.8k	-3,827 -8.3%
64	WILLIAMS SONOMA INC COM WSM	WSM	5,819	$1.1m0.40%	0.40%	Reduced -9.2k	-9,179 -61.2%
65	MEDTRONIC PLC SHS MDT	MDT	11,829	$1.0m0.39%	0.39%	New
66	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	13,033	$997.6k0.38%	0.38%	New
67	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	2,020	$992.9k0.38%	0.38%	New
68	AMERICAN EXPRESS CO COM AXP	AXP	3,122	$944.3k0.36%	0.36%	Reduced -4.7k	-4,733 -60.2%
69	WALMART INC COM WMT	WMT	7,480	$929.6k0.35%	0.35%	Unchanged
70	UNITEDHEALTH GROUP INC COM UNH	UNH	3,360	$909.1k0.35%	0.35%	New
71	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	16,449	$824.4k0.31%	0.31%	New
72	BIO-TECHNE CORP COM TECH	TECH	15,740	$822.6k0.31%	0.31%	New
73	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,363	$814.5k0.31%	0.31%	Reduced -13	-13 -0.9%
74	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	2,082	$812.7k0.31%	0.31%	Reduced -2.9k	-2,916 -58.3%
75	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	11,444	$811.5k0.31%	0.31%	Added +4.2k	+4,150 56.9%
76	RAYMOND JAMES FINL INC COM RJF	RJF	5,415	$784.0k0.30%	0.30%	Unchanged
77	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	20,390	$758.5k0.29%	0.29%	New
78	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	18,723	$752.5k0.29%	0.29%	Added +2.4k	+2,374 14.5%
79	TRANE TECHNOLOGIES PLC SHS TT	TT	1,770	$737.8k0.28%	0.28%	Reduced -2.8k	-2,754 -60.9%
80	TJX COS INC NEW COM TJX	TJX	4,599	$734.4k0.28%	0.28%	Reduced -7.7k	-7,714 -62.6%
81	BLACKROCK INC COM BLK	BLK	727	$698.9k0.27%	0.27%	Reduced -1.6k	-1,577 -68.5%
82	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	20,920	$698.1k0.27%	0.27%	Added +1.2k	+1,185 6.0%
83	ISHARES TR IBONDS DEC 2029 IBMR	IBMR	27,476	$696.5k0.26%	0.26%	Reduced -4.3k	-4,282 -13.5%
84	DEERE & CO COM DE	DE	1,223	$689.0k0.26%	0.26%	Reduced -3.1k	-3,083 -71.6%
85	HUNT J B TRANS SVCS INC COM JBHT	JBHT	3,165	$670.7k0.25%	0.25%	New
86	ELI LILLY & CO COM LLY	LLY	715	$657.6k0.25%	0.25%	Unchanged
87	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	17,392	$624.4k0.24%	0.24%	Reduced -688	-688 -3.8%
88	ENTERGY CORP NEW COM ETR	ETR	5,410	$607.8k0.23%	0.23%	Reduced -109	-109 -2.0%
89	JPMORGAN CHASE & CO COM JPM	JPM	2,063	$606.9k0.23%	0.23%	Unchanged
90	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	17,851	$547.7k0.21%	0.21%	New
91	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	12,872	$547.6k0.21%	0.21%	Reduced -102	-102 -0.8%
92	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	10,741	$544.1k0.21%	0.21%	Reduced -1.5k	-1,484 -12.1%
93	TRACTOR SUPPLY CO COM TSCO	TSCO	11,794	$534.3k0.20%	0.20%	Reduced -26.3k	-26,332 -69.1%
94	ISHARES GOLD TR ISHARES NEW IAU	IAU	5,879	$518.3k0.20%	0.20%	Reduced -864	-864 -12.8%
95	AMGEN INC COM AMGN	AMGN	1,461	$514.1k0.20%	0.20%	Unchanged
96	VERTIV HOLDINGS CO COM CL A VRT	VRT	2,023	$506.9k0.19%	0.19%	New
97	KB HOME COM KBH	KBH	9,659	$499.9k0.19%	0.19%	Reduced -22.9k	-22,914 -70.3%
98	EXXON MOBIL CORP COM XOM	XOM	2,843	$482.3k0.18%	0.18%	Unchanged
99	ISHARES TR IBONDS 26 TRM TS IBTG	IBTG	21,001	$481.2k0.18%	0.18%	Unchanged
100	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	10,505	$471.2k0.18%	0.18%	Reduced -95.6k	-95,628 -90.1%

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
ZOETIS INC ZTS	ZTS	9,041	$1.1m9.0k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	1,420	$824.7k1.4k shares
ARK 21SHARES BITCOIN ETF ARKB	ARKB	10,673	$309.9k10.7k shares
AUTOMATIC DATA PROCESSING IN ADP	ADP	1,010	$259.8k1.0k shares
BROADCOM INC AVGO	AVGO	601	$207.9k601 shares
I-80 GOLD CORP IAUX	IAUX	30,300	$44.2k30.3k shares