Portfolio (Quarterly) Guide ↗

Signature Wealth Management Group

· CIK 0001736666

13F Portfolio $263M AUM 128 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 29 New 28 Added 39 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ZTS	ZOETIS INC	Healthcare	9,041	$1.1M	0.46%	SOLD
2	SPOT	SPOTIFY TECHNOLOGY S A	Communication Services	1,420	$825K	0.34%	SOLD
3	ARKB	ARK 21SHARES BITCOIN ETF	Financial Services	10,673	$310K	0.13%	SOLD
4	ADP	AUTOMATIC DATA PROCESSING IN	Industrials	1,010	$260K	0.11%	SOLD
5	—	INVESCO QQQ TR	—	375	$230K	0.09%	SOLD
6	AVGO	BROADCOM INC	Technology	601	$208K	0.09%	SOLD
7	IAUX	I-80 GOLD CORP	Basic Materials	30,300	$44K	0.02%	SOLD

Sector Allocation

Technology 18.5%

Consumer Defensive 17.6%

Healthcare 16.1%

Energy 10.8%

Consumer Cyclical 8.0%

Industrials 7.3%

Real Estate 7.2%

Utilities 6.4%

Financial Services 5.6%

Communication Services 2.6%