Signature Wealth Management Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kimberly-Clark
KMB
|
+$4.69M |
| 2 |
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
|
+$3.72M |
| 3 |
NVIDIA
NVDA
|
+$2.74M |
| 4 |
TSMC
TSM
|
+$2.34M |
| 5 |
Microsoft
MSFT
|
+$1.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
+$4.38M |
| 2 |
Williams-Sonoma
WSM
|
+$1.83M |
| 3 |
Vertex Pharmaceuticals
VRTX
|
+$1.77M |
| 4 |
Deere & Co
DE
|
+$1.74M |
| 5 |
Blackrock
BLK
|
+$1.66M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.98% |
| 2 | Consumer Staples | 12.17% |
| 3 | Healthcare | 11.15% |
| 4 | Energy | 7.51% |
| 5 | Consumer Discretionary | 5.51% |
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Signature Wealth Management Group's Q1 2026 Portfolio in Review
As of Q1 2026, Signature Wealth Management Group held 135 positions worth $263M, up 7.4% from $245M the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Signature Wealth Management Group deployed $16.7M of net new capital in Q1 2026, opening 29 new positions and adding to 34 existing holdings. Its largest new stake was iShares iBonds Dec 2031 Term Treasury ETF: 181,499 shares worth $3.7M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Consumer Staples and Healthcare.
On the sell side, the largest reduction was Amplify CWP Enhanced Dividend Income ETF, an estimated $4.38M trimmed.
- Signature Wealth Management Group's largest Q1 2026 buy was iShares iBonds Dec 2031 Term Treasury ETF: 181,499 shares worth $3.7M.
- Signature Wealth Management Group added most to Kimberly-Clark in Q1 2026, an estimated $4.69M increase.
- Signature Wealth Management Group's biggest Q1 2026 reduction was Amplify CWP Enhanced Dividend Income ETF, cutting an estimated $4.38M.
- Signature Wealth Management Group fully exited Zoetis in Q1 2026, selling an estimated $1.14M.
- Signature Wealth Management Group's ten largest holdings make up 27% of its $263M portfolio in Q1 2026.
- Signature Wealth Management Group opened 29 new positions and closed 7 in Q1 2026.
- Signature Wealth Management Group's portfolio value rose 7.4% quarter-over-quarter to $263M.
Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.