CIK: 0002010926
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 602
Signal Advisors Wealth, LLC disclosed 602 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 26.6%.
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Signal Advisors Wealth, LLC's disclosed holdings carry a Herfindahl concentration index of 0.012 — mathematically equivalent to about 85 equally-sized positions, well below its 602 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.39), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 23% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim JAAA
-57.0% -$9.1M
Trim SPY
-5.7% -$2.7M
Add BND
+142.1% $6.2M
Add VB
+64.6% $6.9M
Trim XLK
-8.7% -$2.5M
Add VEA
+23.2% $11.5M
Showing top 200 holdings (of 602 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.27% | +0.14% | +24.83% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.79% | +0.32% | +23.17% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.46% | — | +6.88% | |
| 4 | AAPL | Apple INC | Stock-Tech | 2.61% | -0.07% | +21.01% | |
| 5 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.40% | -0.13% | +10.29% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | — | +24.50% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.02% | — | +9.26% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.12% | +42.06% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.48% | -5.71% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.30% | -0.02% | +13.10% | |
| 11 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.27% | — | -0.99% | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.22% | — | +16.02% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.20% | +0.01% | +16.62% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.17% | +0.36% | +64.62% | |
| 15 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.15% | — | +3.17% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | — | +20.21% | |
| 17 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.05% | — | +2.98% | |
| 18 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.99% | — | +1.55% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.96% | +0.01% | +14.45% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | — | +13.74% | |
| 21 | PWR | Quanta Services INC | Stock-Industrials | 0.91% | +0.04% | -6.82% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.91% | -0.34% | -8.74% | |
| 23 | XLSR | Ss US Sector Rotation | ETF-Other | 0.89% | — | +14.45% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | +10.55% | |
| 25 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 0.78% | +0.04% | +28.11% | |
| 26 | WMT | Walmart INC | Stock-Consumer Staples | 0.77% | — | -13.04% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | +0.26% | +25.31% | |
| 28 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.75% | — | -6.74% | |
| 29 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.74% | +0.11% | +26.82% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | +0.38% | +142.13% | |
| 31 | FANG | Diamondback Energy INC | Stock-Energy | 0.73% | — | -14.10% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | — | -10.20% | |
| 33 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.66% | — | +18.21% | |
| 34 | NOW | Servicenow INC | Stock-Tech | 0.60% | — | +48.42% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.60% | +0.15% | +65.74% | |
| 36 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.59% | — | +22.80% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | — | -1.67% | |
| 38 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.58% | +0.05% | +17.85% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.57% | — | +8.29% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | +0.14% | +60.61% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | — | +37.03% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.53% | — | +20.25% | |
| 43 | AMT | American Tower CORP | Stock-Real Estate | 0.52% | — | -1.60% | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.52% | — | +27.16% | |
| 45 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.51% | — | +29.84% | |
| 46 | PGR | Progressive CORP | Stock-Financials | 0.51% | — | +3.84% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | — | +46.24% | |
| 48 | TSLA | Tesla INC | Stock-Consumer Disc | 0.51% | — | +34.92% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | — | +33.99% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | — | -10.10% |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+15.2%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 602 | $1.5B | 27 | |
| 2025-12-31 | 504 | $1.3B | 22 | |
| 2025-09-30 | 455 | $1.1B | 77 | |
| 2025-06-30 | 464 | $1.3B | 0 | |
| 2025-03-31 | 430 | $1.0B | 0 | |
| 2024-12-31 | 424 | $883.8M | 0 | |
| 2024-09-30 | 416 | $698.2M | 0 | |
| 2024-06-30 | 75 | $45.7M | 0 | |
| 2024-03-31 | 293 | $402.9M | 0 | |
| 2023-12-31 | 225 | $288.4M | 0 |
Signal Advisors Wealth, LLC's most significant position changes for 2026-03-31: New buy: Innovator Eq Aut INC Str ETF (ACEI); New buy: Level Four Large Cap Growth (LGRO); New buy: Schwab (charles) CORP (SCHW); New buy: Jpmorgan Int Res Enh Eqty (JIRE); New buy: Ishares US Smallcap Equity F (SMLF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.4% | +142.13% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.4% | +64.62% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.3% | +23.17% | Add |
| 4 | XLI | Ss Industrial Select Sector | +0.3% | +933.26% | Add |
| 5 | AMD | Advanced Micro Devices | +0.3% | +209.43% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +25.31% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.2% | +137.00% | Add |
| 8 | VXUS | Vanguard Total Intl Stock | +0.2% | +597.53% | Add |
| 9 | VRIG | Invesco Variable Rate Invest | +0.2% | +179.32% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +65.74% | Add |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +24.83% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +60.61% | Add |
| 13 | AMAT | Applied Materials INC | +0.1% | +241.10% | Add |
| 14 | RTX | Rtx CORP | +0.1% | +398.31% | Add |
| 15 | OSCV | Opus Small Cap Value ETF | +0.1% | +26.82% | Add |
| 16 | NFLX | Netflix INC | +0.1% | +54.10% | Add |
| 17 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +88.47% | Add |
| 18 | JNJ | Johnson & Johnson | +0.1% | +76.15% | Add |
| 19 | MU | Micron Technology INC | +0.1% | +74.81% | Add |
| 20 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +58.03% | Add |
| 21 | AVGO | Broadcom INC | +0.1% | +58.90% | Add |
| 22 | VCIT | Vanguard Int-term Corporate | +0.1% | +64.54% | Add |
| 23 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +17.85% | Add |
| 24 | PWR | Quanta Services INC | 0% | -6.82% | Trim |
| 25 | UPSD | Aptus Large Cap Upside ETF | 0% | +28.11% | Add |
| 26 | RSP | Invesco S&p 500 Equal Weight | 0% | +16.62% | Add |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +14.45% | Add |
| 28 | NVDA | Nvidia CORP | — | +24.50% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | +13.10% | Add |
| 30 | AAPL | Apple INC | -0.1% | +21.01% | Add |
| 31 | MSFT | Microsoft CORP | -0.1% | +42.06% | Add |
| 32 | BKAG | Bny Mellon Core Bond ETF | -0.1% | +10.29% | Add |
| 33 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -46.75% | Trim |
| 34 | SHW | Sherwin-williams Co/the | -0.2% | -80.22% | Trim |
| 35 | ELV | Elevance Health INC | -0.2% | -88.31% | Trim |
| 36 | DVN | Devon Energy CORP | -0.2% | -83.31% | Trim |
| 37 | GOVI | Invesco Equal Weight 0-30 Yr | -0.2% | -81.12% | Trim |
| 38 | GTO | Invesco Total Return Bond Et | -0.2% | -32.45% | Trim |
| 39 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -4.38% | Trim |
| 40 | CPRT | Copart INC | -0.3% | -11.14% | Trim |
| 41 | LOW | Lowe's Cos INC | -0.3% | -94.71% | Trim |
| 42 | XLK | Ss Technology Select Sector | -0.3% | -8.74% | Trim |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -5.71% | Trim |
| 44 | JAAA | Janus Henderson Aaa Clo ETF | -0.8% | -57.03% | Trim |
| 45 | ACEI | Innovator Eq Aut INC Str ETF | — | NEW | New buy |
| 46 | LGRO | Level Four Large Cap Growth | — | NEW | New buy |
| 47 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 48 | JIRE | Jpmorgan Int Res Enh Eqty | — | NEW | New buy |
| 49 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 50 | CLSM | Exchange Listed Funds Trust | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-17 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-10 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-11 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-15 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-23 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
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