Institutional Fund
Signature Wealth Management Group
Atlanta, GACIK 17366665 filings on record
Portfolio Value
$263.37M
Q1 2026
Holdings
128
Reported positions
New Buys
29
Opened this quarter
QoQ Change
+7.4%
from $245.28M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Southern Co4.5%
- Kimberly-Clark Corp2.9%
- Valero Energy Corp2.7%
- Vanguard Bd Index Fds2.7%
- Johnson & Johnson2.6%
- Ishares Tr2.4%
- Other82.3%
Portfolio Holdings
128 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Southern Co | 121.6K | $11.74M | 4.5% | +490 | Added |
| 2 | Kimberly-Clark Corp | 79.5K | $7.67M | 2.9% | +45.8K | Added |
| 3 | Valero Energy Corp | 28.7K | $7.10M | 2.7% | −451 | Reduced |
| 4 | Vanguard Bd Index Fds | 141.9K | $7.07M | 2.7% | −1.9K | Reduced |
| 5 | Johnson & Johnson | 27.7K | $6.76M | 2.6% | −348 | Reduced |
| 6 | Ishares Tr | 259.9K | $6.30M | 2.4% | −392 | Reduced |
| 7 | Williams Cos Inc | 83.8K | $6.10M | 2.3% | −725 | Reduced |
| 8 | Microsoft Corp | 16.4K | $6.06M | 2.3% | +4.5K | Added |
| 9 | Chevron Corp New | 28.0K | $5.79M | 2.2% | −185 | Reduced |
| 10 | Nvidia Corporation | 33.2K | $5.78M | 2.2% | +15.0K | Added |
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