Signature Wealth Management Group
•CIK: 1736666•Filing: Q4 2025
**Signature Wealth Management Group** manages $245M across a portfolio of 106 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including SO at $10.6M and VUSB at $7.2M. Significant allocations are also visible in healthcare and financial sectors, notably JNJ ($5.8M), IBDU ($5.8M), and MSFT ($5.7M). This positioning suggests a tactical, multi-sector approach targeting established market leaders.
Total AUM
$245.3M
QoQ Performance
-4.8%
Positions
85
Top 10 Concentration
25.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SO4.3%
VUSB2.9%
IBDS2.6%
JNJ2.4%
IBDU2.3%
MSFT2.3%
IBDR2.3%
IBDT2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other57.6%
Technology12.9%
Healthcare8.6%
Consumer5.1%
Utilities4.3%
Financial2.6%
Industrial2.1%
Consumer Staples2.1%
🚪 Exited Positionssold since Q3 2025
—
ISHARES TR
SOLD
$1.5M
+9 more exited positions
Changes from Q3 2025
NEW6 new positions
↑38 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023