Signature Wealth Management Group
Annual return '25
+15.2%
SPY '25
+17.7%
Alpha
-2.5ptsvs SPY
Invested
$263.4M
Holdings
130
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SO
SOUTHERN CO
Q1 2026: Sold 47.9% (83.6k → 43.6k shares)
4.5%
02
$KMB
KIMBERLY-CLARK CORP
Q1 2026: Increased +4079.6% (2.3k → 97.7k shares)
2.9%
03
$VLO
VALERO ENERGY CORP
Q1 2026: Sold 30.4% (22.9k → 15.9k shares)
2.7%
04
$VUSB
VANGUARD BD INDEX FDS
Q1 2026: Increased +100.2% (5.9k → 11.7k shares)
2.7%
05
$JNJ
JOHNSON & JOHNSON
Q1 2026: Increased +60.5% (37.6k → 60.4k shares)
2.6%
06
$IBDS
ISHARES TR
Held since at least Q1 2024
2.4%
07
$WMB
WILLIAMS COS INC
Q1 2026: Sold 48.1% (364.4k → 189.2k shares)
2.3%
08
$MSFT
MICROSOFT CORP
Q1 2026: Sold 34.6% (146.2k → 95.7k shares)
2.3%
09
$CHV
CHEVRON CORP NEW
Q1 2026: Sold 96.7% (142.8k → 4.8k shares)
2.2%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 14.9% (1.30M → 1.11M shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.