Signature Wealth Management Group — Q1 2026 13F Holdings

Holdings as of March 31, 2026

Portfolio value

$263.37B

Holdings count

128

128 positions reported

Accession #

0001736666-26-000002

Form 13F-HR

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All Reported Positions

128 positions sorted by value

128 positions

Issuer	CUSIP	Valuev	Weight	Shares/Prin.	Discretion	Voting (Sole/Shared/None)
SOUTHERN COCOM	842587107	$11.74B	4.46%	121,632shares	SOLE	0 / 0 / 121,632
KIMBERLY-CLARK CORPCOM	494368103	$7.67B	2.91%	79,486shares	SOLE	0 / 0 / 79,486
VALERO ENERGY CORPCOM	91913Y100	$7.10B	2.70%	28,738shares	SOLE	0 / 0 / 28,738
VANGUARD BD INDEX FDSVANGUARD ULTRA	92203C303	$7.07B	2.68%	141,911shares	SOLE	0 / 0 / 141,911
JOHNSON & JOHNSONCOM	478160104	$6.76B	2.57%	27,669shares	SOLE	0 / 0 / 27,669
ISHARES TRIBONDS 27 ETF	46435UAA9	$6.30B	2.39%	259,932shares	SOLE	0 / 0 / 259,932
WILLIAMS COS INCCOM	969457100	$6.10B	2.31%	83,773shares	SOLE	0 / 0 / 83,773
MICROSOFT CORPCOM	594918104	$6.06B	2.30%	16,362shares	SOLE	0 / 0 / 16,362
CHEVRON CORP NEWCOM	166764100	$5.79B	2.20%	27,977shares	SOLE	0 / 0 / 27,977
NVIDIA CORPORATIONCOM	67066G104	$5.78B	2.20%	33,168shares	SOLE	0 / 0 / 33,168
ISHARES TRIBONDS DEC 29	46436E205	$5.72B	2.17%	245,791shares	SOLE	0 / 0 / 245,791
ISHARES TRIBONDS DEC2026	46435GAA0	$5.63B	2.14%	232,146shares	SOLE	0 / 0 / 232,146
ISHARES TRIBDS DEC28 ETF	46435U515	$5.56B	2.11%	219,637shares	SOLE	0 / 0 / 219,637
ISHARES TRIBONDS DEC 2030	46436E726	$5.43B	2.06%	248,077shares	SOLE	0 / 0 / 248,077
CISCO SYS INCCOM	17275R102	$5.38B	2.04%	69,297shares	SOLE	0 / 0 / 69,297
ABBVIE INCCOM	00287Y109	$5.26B	2.00%	24,181shares	SOLE	0 / 0 / 24,181
PROCTER AND GAMBLE COCOM	742718109	$5.26B	2.00%	36,389shares	SOLE	0 / 0 / 36,389
HERSHEY COCOM	427866108	$5.18B	1.97%	24,923shares	SOLE	0 / 0 / 24,923
BRISTOL-MYERS SQUIBB COCOM	110122108	$5.08B	1.93%	83,769shares	SOLE	0 / 0 / 83,769
REALTY INCOME CORPCOM	756109104	$4.91B	1.87%	80,328shares	SOLE	0 / 0 / 80,328
ALPHABET INCCAP STK CL C	02079K107	$4.50B	1.71%	15,676shares	SOLE	0 / 0 / 15,676
PFIZER INCCOM	717081103	$4.47B	1.70%	159,332shares	SOLE	0 / 0 / 159,332
AMAZON COM INCCOM	023135106	$4.41B	1.67%	21,175shares	SOLE	0 / 0 / 21,175
ISHARES TRIBONDS DEC 2031	46436E486	$4.41B	1.67%	210,521shares	SOLE	0 / 0 / 210,521
PEPSICO INCCOM	713448108	$4.40B	1.67%	28,358shares	SOLE	0 / 0 / 28,358
LAMAR ADVERTISING CO NEWCL A	512816109	$4.31B	1.64%	34,065shares	SOLE	0 / 0 / 34,065
ISHARES TRIBONDS DEC 2032	46436E312	$4.30B	1.63%	169,983shares	SOLE	0 / 0 / 169,983
TRUIST FINL CORPCOM	89832Q109	$4.14B	1.57%	90,031shares	SOLE	0 / 0 / 90,031
TARGET CORPCOM	87612E106	$4.02B	1.53%	33,145shares	SOLE	0 / 0 / 33,145
GAMING & LEISURE PPTYS INCCOM	36467J108	$3.88B	1.47%	87,459shares	SOLE	0 / 0 / 87,459
TEXAS INSTRS INCCOM	882508104	$3.75B	1.43%	19,339shares	SOLE	0 / 0 / 19,339
ISHARES TRIBONDS DEC 2031	46436E460	$3.70B	1.41%	181,499shares	SOLE	0 / 0 / 181,499
HOME DEPOT INCCOM	437076102	$3.33B	1.27%	10,136shares	SOLE	0 / 0 / 10,136
UNITED PARCEL SERVICE INCCL B	911312106	$3.17B	1.20%	32,213shares	SOLE	0 / 0 / 32,213
PAYCHEX INCCOM	704326107	$3.11B	1.18%	33,713shares	SOLE	0 / 0 / 33,713
APPLE INCCOM	037833100	$3.00B	1.14%	11,804shares	SOLE	0 / 0 / 11,804
ISHARES TRIBONDS DEC 2033	46436E130	$2.72B	1.03%	105,106shares	SOLE	0 / 0 / 105,106
ISHARES TR20 YR TR BD ETF	464287432	$2.44B	0.93%	28,171shares	SOLE	0 / 0 / 28,171
GENERAL MLS INCCOM	370334104	$2.35B	0.89%	63,049shares	SOLE	0 / 0 / 63,049
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS	874039100	$2.30B	0.87%	6,813shares	SOLE	0 / 0 / 6,813
INVESCO EXCH TRADED FD TR IITAXABLE MUN BD	46138G805	$2.19B	0.83%	81,363shares	SOLE	0 / 0 / 81,363
INTERNATIONAL BUSINESS MACHSCOM	459200101	$2.04B	0.77%	8,399shares	SOLE	0 / 0 / 8,399
MCDONALDS CORPCOM	580135101	$1.70B	0.65%	5,484shares	SOLE	0 / 0 / 5,484
BITWISE BITCOIN ETF TRSHS BEN INT	09174C104	$1.67B	0.64%	45,442shares	SOLE	0 / 0 / 45,442
BOEING COCOM	097023105	$1.66B	0.63%	8,335shares	SOLE	0 / 0 / 8,335
ISHARES TRIBONDS DEC 2034	46438G653	$1.65B	0.63%	63,237shares	SOLE	0 / 0 / 63,237
SNAP ON INCCOM	833034101	$1.63B	0.62%	4,476shares	SOLE	0 / 0 / 4,476
CANADIAN PACIFIC KANSAS CITYCOM	13646K108	$1.55B	0.59%	19,709shares	SOLE	0 / 0 / 19,709
DEXCOM INCCOM	252131107	$1.49B	0.57%	23,724shares	SOLE	0 / 0 / 23,724
VANECK ETF TRUSTPREFERRED SECURT	92189F429	$1.45B	0.55%	82,466shares	SOLE	0 / 0 / 82,466
ADVANCED MICRO DEVICES INCCOM	007903107	$1.44B	0.55%	7,101shares	SOLE	0 / 0 / 7,101
CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI	14019W109	$1.36B	0.52%	46,263shares	SOLE	0 / 0 / 46,263
ISHARES TRIBONDS DEC 26	46435U259	$1.33B	0.50%	51,811shares	SOLE	0 / 0 / 51,811
COCA COLA COCOM	191216100	$1.18B	0.45%	15,482shares	SOLE	0 / 0 / 15,482
NIKE INCCL B	654106103	$1.14B	0.43%	21,591shares	SOLE	0 / 0 / 21,591
ISHARES TRIBONDS DEC 27	46435U283	$1.13B	0.43%	44,454shares	SOLE	0 / 0 / 44,454
INSULET CORPCOM	45784P101	$1.13B	0.43%	5,385shares	SOLE	0 / 0 / 5,385
SERVICENOW INCCOM	81762P102	$1.12B	0.43%	10,716shares	SOLE	0 / 0 / 10,716
SAMSARA INCCOM CL A	79589L106	$1.10B	0.42%	34,673shares	SOLE	0 / 0 / 34,673
TESLA INCCOM	88160R101	$1.09B	0.42%	2,944shares	SOLE	0 / 0 / 2,944
TRANSDIGM GROUP INCCOM	893641100	$1.08B	0.41%	936shares	SOLE	0 / 0 / 936
COSTCO WHSL CORP NEWCOM	22160K105	$1.08B	0.41%	1,088shares	SOLE	0 / 0 / 1,088
ISHARES TRIBONDS DEC 28	46435U325	$1.08B	0.41%	42,263shares	SOLE	0 / 0 / 42,263
WILLIAMS SONOMA INCCOM	969904101	$1.06B	0.40%	5,819shares	SOLE	0 / 0 / 5,819
MEDTRONIC PLCSHS	G5960L103	$1.02B	0.39%	11,829shares	SOLE	0 / 0 / 11,829
SPDR SERIES TRUSTSTATE STREET SPD	78464A854	$997.57M	0.38%	13,033shares	SOLE	0 / 0 / 13,033
THERMO FISHER SCIENTIFIC INCCOM	883556102	$992.89M	0.38%	2,020shares	SOLE	0 / 0 / 2,020
AMERICAN EXPRESS COCOM	025816109	$944.27M	0.36%	3,122shares	SOLE	0 / 0 / 3,122
WALMART INCCOM	931142103	$929.61M	0.35%	7,480shares	SOLE	0 / 0 / 7,480
UNITEDHEALTH GROUP INCCOM	91324P102	$909.09M	0.35%	3,360shares	SOLE	0 / 0 / 3,360
FIDELITY COVINGTON TRUSTBLUE CHIP GRWTH	316092352	$824.42M	0.31%	16,449shares	SOLE	0 / 0 / 16,449
BIO-TECHNE CORPCOM	09073M104	$822.59M	0.31%	15,740shares	SOLE	0 / 0 / 15,740
VANGUARD INDEX FDSS&P 500 ETF SHS	922908363	$814.50M	0.31%	1,363shares	SOLE	0 / 0 / 1,363
CROWDSTRIKE HLDGS INCCL A	22788C105	$812.69M	0.31%	2,082shares	SOLE	0 / 0 / 2,082
DIMENSIONAL ETF TRUSTUS EQUITY MARKET	25434V401	$811.52M	0.31%	11,444shares	SOLE	0 / 0 / 11,444
RAYMOND JAMES FINL INCCOM	754730109	$784.04M	0.30%	5,415shares	SOLE	0 / 0 / 5,415
FIDELITY COVINGTON TRUSTENHANCED INTL	31609A404	$758.52M	0.29%	20,390shares	SOLE	0 / 0 / 20,390
CAPITAL GROUP GROWTH ETFSHS CREATION UNI	14020G101	$752.48M	0.29%	18,723shares	SOLE	0 / 0 / 18,723
TRANE TECHNOLOGIES PLCSHS	G8994E103	$737.75M	0.28%	1,770shares	SOLE	0 / 0 / 1,770
TJX COS INC NEWCOM	872540109	$734.44M	0.28%	4,599shares	SOLE	0 / 0 / 4,599
BLACKROCK INCCOM	09290D101	$698.87M	0.27%	727shares	SOLE	0 / 0 / 727
CAPITAL GROUP GBL GROWTH EQTSHS CREATION UNI	14020X104	$698.10M	0.27%	20,920shares	SOLE	0 / 0 / 20,920
ISHARES TRIBONDS DEC 2029	46436E163	$696.52M	0.26%	27,476shares	SOLE	0 / 0 / 27,476
DEERE & COCOM	244199105	$688.95M	0.26%	1,223shares	SOLE	0 / 0 / 1,223
HUNT J B TRANS SVCS INCCOM	445658107	$670.67M	0.25%	3,165shares	SOLE	0 / 0 / 3,165
ELI LILLY & COCOM	532457108	$657.64M	0.25%	715shares	SOLE	0 / 0 / 715
CAPITAL GROUP DIVIDEND GROWESHS ETF	14021L109	$624.37M	0.24%	17,392shares	SOLE	0 / 0 / 17,392
ENTERGY CORP NEWCOM	29364G103	$607.83M	0.23%	5,410shares	SOLE	0 / 0 / 5,410
JPMORGAN CHASE & CO.COM	46625H100	$606.88M	0.23%	2,063shares	SOLE	0 / 0 / 2,063
SCHWAB STRATEGIC TRUS DIVIDEND EQ	808524797	$547.67M	0.21%	17,851shares	SOLE	0 / 0 / 17,851
CAPITAL GROUP DIVIDEND VALUESHS CREATION UNI	14020W106	$547.58M	0.21%	12,872shares	SOLE	0 / 0 / 12,872
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF	33739N108	$544.14M	0.21%	10,741shares	SOLE	0 / 0 / 10,741
TRACTOR SUPPLY COCOM	892356106	$534.27M	0.20%	11,794shares	SOLE	0 / 0 / 11,794
ISHARES GOLD TRISHARES NEW	464285204	$518.29M	0.20%	5,879shares	SOLE	0 / 0 / 5,879
AMGEN INCCOM	031162100	$514.13M	0.20%	1,461shares	SOLE	0 / 0 / 1,461
VERTIV HOLDINGS COCOM CL A	92537N108	$506.93M	0.19%	2,023shares	SOLE	0 / 0 / 2,023
KB HOMECOM	48666K109	$499.88M	0.19%	9,659shares	SOLE	0 / 0 / 9,659
EXXON MOBIL CORPCOM	30231G102	$482.34M	0.18%	2,843shares	SOLE	0 / 0 / 2,843
ISHARES TRIBONDS 26 TRM TS	46436E858	$481.24M	0.18%	21,001shares	SOLE	0 / 0 / 21,001
AMPLIFY ETF TRCWP ENHANCED DIV	032108409	$471.15M	0.18%	10,505shares	SOLE	0 / 0 / 10,505
SPDR SERIES TRUSTSTATE STREET SPD	78468R788	$413.46M	0.16%	9,083shares	SOLE	0 / 0 / 9,083
LAM RESEARCH CORPCOM NEW	512807306	$403.83M	0.15%	1,890shares	SOLE	0 / 0 / 1,890
ISHARES TRIBONDS 27 TRM TS	46436E841	$392.77M	0.15%	17,511shares	SOLE	0 / 0 / 17,511
EA SERIES TRUSTSPARKLINE INTANG	02072L771	$380.81M	0.14%	10,620shares	SOLE	0 / 0 / 10,620
ISHARES TRIBONDS 28 TRM TS	46436E833	$376.92M	0.14%	16,915shares	SOLE	0 / 0 / 16,915
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT	46641Q134	$369.13M	0.14%	4,874shares	SOLE	0 / 0 / 4,874
ISHARES TRIBONDS DEC 2030	46438G687	$365.75M	0.14%	14,160shares	SOLE	0 / 0 / 14,160
ISHARES TRIBONDS 29 TRM TS	46436E825	$363.71M	0.14%	16,651shares	SOLE	0 / 0 / 16,651
PUTNAM ETF TRUSTFOCUSED LAR CAP	746729300	$352.27M	0.13%	7,592shares	SOLE	0 / 0 / 7,592
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF	25434V500	$344.70M	0.13%	4,846shares	SOLE	0 / 0 / 4,846
AMERICAN CENTY ETF TRAVANTIS EMGMKT	025072604	$318.46M	0.12%	3,952shares	SOLE	0 / 0 / 3,952
INTUITCOM	461202103	$316.04M	0.12%	731shares	SOLE	0 / 0 / 731
CHENIERE ENERGY INCCOM NEW	16411R208	$304.54M	0.12%	1,073shares	SOLE	0 / 0 / 1,073
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF	46641Q647	$289.54M	0.11%	5,792shares	SOLE	0 / 0 / 5,792
AMERICAN CENTY ETF TRUS EQT ETF	025072885	$272.17M	0.10%	2,448shares	SOLE	0 / 0 / 2,448
SCHWAB CHARLES CORPCOM	808513105	$271.82M	0.10%	2,892shares	SOLE	0 / 0 / 2,892
AMERICAN CENTY ETF TRFOCUSED LRG CAP	025072794	$264.17M	0.10%	3,445shares	SOLE	0 / 0 / 3,445
FIDELITY COVINGTON TRUSTSML MID MLTFCT	316092527	$251.13M	0.10%	5,616shares	SOLE	0 / 0 / 5,616
SPDR SERIES TRUSTSTATE STREET SPD	78464A763	$245.18M	0.09%	1,680shares	SOLE	0 / 0 / 1,680
FRANKLIN TEMPLETON ETF TRUS MID CP MLTFCT	35473P884	$244.57M	0.09%	4,452shares	SOLE	0 / 0 / 4,452
SPDR S&P 500 ETF TRTR UNIT	78462F103	$237.37M	0.09%	365shares	SOLE	0 / 0 / 365
VERTEX PHARMACEUTICALS INCCOM	92532F100	$235.33M	0.09%	527shares	SOLE	0 / 0 / 527
ALPHABET INCCAP STK CL A	02079K305	$231.20M	0.09%	804shares	SOLE	0 / 0 / 804
INVESCO QQQ TRUNIT SER 1	46090E103	$216.44M	0.08%	375shares	SOLE	0 / 0 / 375
DIMENSIONAL ETF TRUSTUS LARGE CAP VAL	25434V666	$209.15M	0.08%	5,857shares	SOLE	0 / 0 / 5,857
SALESFORCE INCCOM	79466L302	$205.76M	0.08%	1,102shares	SOLE	0 / 0 / 1,102
ISHARES BITCOIN TRUST ETFSHS BEN INT	46438F101	$203.90M	0.08%	5,307shares	SOLE	0 / 0 / 5,307
FIRST TR EXCHANGE-TRADED FDSHS	33734H106	$200.91M	0.08%	4,272shares	SOLE	0 / 0 / 4,272

Filing Metadata

Form type

13F-HR

Filing date

Apr 1, 2026

Holdings as of

March 31, 2026

Accession

0001736666-26-000002

CIK

0001736666

View on SEC

Portfolio Snapshot

Total Portfolio Value

$263.37B

Number of Positions

128

128 reported by filer

Top 10 Concentration

26.7%

Top 20 Concentration

47.0%

Unique Issuers

128

By CUSIP

Avg. Position Size

$2.06B

Across 128 holdings

Top 5 Holdings

SOUTHERN CO4.5%

KIMBERLY-CLARK CORP2.9%

VALERO ENERGY CORP2.7%

VANGUARD BD INDEX FDS2.7%

JOHNSON & JOHNSON2.6%