Signature Wealth Management Group - Portfolio overview

Signature Wealth Management Group has 145 reported holdings in this dataset, with the latest filing dated 2026-04-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SO - SOUTHERN CO, 4.13%
2. IBDQ - ISHARES TR, 3.23%
3. KMB - KIMBERLY-CLARK CORP, 2.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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