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CIK: 0002010926
Total reported value
$2.3B
$2.3B
630 檔
16.4%
The Q2 2026 SEC filing reveals that Signal Advisors Wealth, LLC held a total portfolio value of $2.3B, covering 630 public equity positions.
In Q2 2026, Signal Advisors Wealth, LLC displayed an active expansion posture, initiating 29 new positions and adding to 135 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, VEA, ACIO) accounted for 16.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
INTC
市值: $3.1M
Top Position Liquidated / Trimmed
VRIG
前期市值: $4.1M
Showing top 200 holdings (of 630 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 | 6.12% | -0.02% | +37.38% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.09% | -0.19% | +31.86% | |
| 3 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.39% | -0.15% | +20.93% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.71% | +0.24% | +23.59% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.52% | +0.12% | +30.01% | |
| 6 | BKAG | Bny Mellon Core Bond ETF | ETF-Other | 2.25% | -0.24% | +28.40% | |
| 7 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.89% | -0.26% | +20.88% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | +0.26% | +35.57% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.78% | -0.28% | +26.35% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.54% | -0.15% | +54.56% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.08% | +35.53% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.31% | -0.15% | +24.21% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.30% | -0.05% | +32.98% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.30% | -0.05% | +26.39% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | -0.22% | +166.63% | |
| 16 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-Other | 1.07% | -0.06% | +22.99% | |
| 17 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.07% | -0.11% | +27.38% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | -0.20% | +7.71% | |
| 19 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.01% | -0.10% | +1.53% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.99% | -0.18% | +3.41% | |
| 21 | DMBS | Doubleline Mortgage ETF | ETF-Other | 0.94% | -0.12% | +30.56% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.06% | +20.69% | |
| 23 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 0.93% | +0.03% | +46.84% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.88% | -0.14% | +22.82% | |
| 25 | XLSR | Ss US Sector Rotation | ETF-Other | 0.84% | — | +14.11% | |
| 26 | PWR | Quanta Services Inc | Stock-Industrials | 0.81% | -0.18% | -8.49% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | -0.08% | +17.19% | |
| 28 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 0.79% | -0.06% | +35.06% | |
| 29 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.78% | -0.05% | +42.09% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.77% | +0.06% | -1.55% | |
| 31 | BND | Vanguard Total Bond Market | ETF-Other | 0.72% | -0.06% | +33.36% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.69% | -0.08% | +29.00% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | -0.03% | +30.98% | |
| 34 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.66% | -0.04% | +16.54% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.66% | EXIT | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.01% | +29.89% | |
| 37 | APH | Amphenol Corp-cl A | Stock-Tech | 0.63% | -0.15% | +2.41% | |
| 38 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.62% | -0.01% | +27.37% | |
| 39 | DUBS | Aptus Lrg Cap Enh Yld ETF | ETF-Other | 0.59% | +0.01% | +34.81% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.11% | +39.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.09% | +37.65% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.14% | +53.47% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.03% | +32.04% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.15% | +28.91% | |
| 45 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.54% | -0.07% | +29.08% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.11% | +2.71% | |
| 47 | NOW | Servicenow Inc | Stock-Tech | 0.50% | +0.02% | +19.16% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.50% | -0.10% | +20.08% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.49% | -0.11% | +16.41% | |
| 50 | CHE | Chemed CORP | Stock-Healthcare | 0.48% | -0.09% | +11.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.9% | +37.38% | Add |
| 2 | AVGO | Broadcom Inc | +0.7% | +166.63% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +22.82% | Add |
| 4 | AMD | Advanced Micro Devices | +0.6% | +7.71% | Add |
| 5 | VB | Vanguard Small-cap ETF | +0.4% | +54.56% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +31.86% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +35.53% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +30.01% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +9.53% | Add |
| 10 | UPSD | Aptus Large Cap Upside ETF | +0.2% | +46.84% | Add |
| 11 | VXUS | Vanguard Total Intl Stock | +0.2% | +98.03% | Add |
| 12 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | +0.1% | +30.98% | Add |
| 14 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +551.46% | Add |
| 15 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +173.33% | Add |
| 16 | XLY | Ss Consumer Disc Select Sect | +0.1% | +779.79% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +26.35% | Add |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +29.89% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +95.25% | Add |
| 20 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 21 | AAPL | Apple Inc | +0.1% | +23.59% | Add |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +32.98% | Add |
| 23 | SMLF | Ishares US Smallcap Equity F | +0.1% | +107.04% | Add |
| 24 | XLK | Ss Technology Select Sector | +0.1% | +3.41% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +347.44% | Add |
| 26 | TER | Teradyne Inc | +0.1% | NEW | New buy |
| 27 | AMZN | Amazon.com Inc | +0.1% | +26.39% | Add |
| 28 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +16.54% | Add |
| 29 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +37.65% | Add |
| 30 | TSLA | Tesla Inc | +0.1% | +39.39% | Add |
| 31 | DUBS | Aptus Lrg Cap Enh Yld ETF | +0.1% | +34.81% | Add |
| 32 | URI | United Rentals Inc | +0.1% | +46.38% | Add |
| 33 | HPE | Hewlett Packard Enterprise | +0.1% | +46.03% | Add |
| 34 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +124.83% | Add |
| 35 | TGT | Target CORP | +0.1% | +376.27% | Add |
| 36 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +157.61% | Add |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 39 | DUK | Duke Energy CORP | +0.1% | +117.16% | Add |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | +20.82% | Add |
| 41 | NTRS | Northern Trust CORP | +0.1% | +84.47% | Add |
| 42 | AIRR | First Trust Rba American Ind | +0.1% | +110.03% | Add |
| 43 | TOPT | Ishares Top 20 US Stocks ETF | +0.1% | NEW | New buy |
| 44 | META | Meta Platforms Inc-class A | +0.1% | +53.47% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +26.87% | Add |
| 46 | JNJ | Johnson & Johnson | +0.1% | +58.62% | Add |
| 47 | UNP | Union Pacific CORP | +0.1% | +72.48% | Add |
| 48 | QCOM | Qualcomm Inc | +0.1% | +68.31% | Add |
| 49 | DELL | Dell Technologies -c | +0.1% | +176.36% | Add |
| 50 | HGER | Harbor Commodity All Weather | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Signal Advisors Wealth, LLC reported a total U.S. public equity portfolio value of $2.3B across 630 disclosed positions in Q2 2026.
During Q2 2026, Signal Advisors Wealth, LLC's top holdings by market value included SPYM (6.1%)、VEA (4.1%)、ACIO (3.4%). The largest single position, SPYM, represented 6.1% of total portfolio value.
In Q2 2026, Signal Advisors Wealth, LLC made 200 total portfolio adjustments, initiating 29 new buys, adding to 135 positions, trimming 28 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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