Signal Advisors Wealth, LLC — 13F Holdings & Portfolio
CIK 2010926 · latest 13F-HR filed 2026-04-17
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$1.46B
Long-equity book
Holdings
602
Distinct positions
Period
2026-03-31
Filed 2026-04-17
Q/Q Activity
+108 / −39 / ↑252 / ↓123
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$12.3M +19.1%
- VANGUARD TAX-MANAGED FDS$11.5M +26.3%
- VANGUARD INDEX FDS$6.9M +67.2%
- VANGUARD BD INDEX FDS$6.2M +140.7%
- EXXON MOBIL CORP$4.8M +76.7%
Top Trims
- JANUS DETROIT STR TR-$9.1M -57.2%
- LOWES COS INC-$3.9M -94.8%
- STATE STR SPDR S&P 500 ETF T-$2.7M -10.1%
- SELECT SECTOR SPDR TR-$2.5M -15.8%
- INVESCO EXCH TRADED FD TR II-$2.5M -81.3%
New Positions
- INNOVATOR ETFS TRUST$3.8M
- ALPS ETF TR$3.1M
- SCHWAB CHARLES CORP$2.5M
- J P MORGAN EXCHANGE TRADED F$1.9M
- ISHARES TR$1.8M
Exited Positions
- FIRST TR EXCHANGE TRADED FD$1.6M
- CYBERARK SOFTWARE LTD$1.4M
- FIRST TR EXCHNG TRADED FD VI$814.0K
- FIRST TR EXCHNG TRADED FD VI$756.6K
- FIRST TR EXCHNG TRADED FD VI$699.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $76.8M | 5.27% | 1,003,334 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $55.2M | 3.79% | 861,720 | SH |
| 3 | ETF SER SOLUTIONS | ACIO | 26922A222 | $50.4M | 3.46% | 1,201,571 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $38.1M | 2.61% | 150,029 | SH |
| 5 | BNY MELLON ETF TRUST | BKAG | 09661T602 | $34.9M | 2.40% | 827,487 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $33.4M | 2.29% | 191,603 | SH |
| 7 | ETF SER SOLUTIONS | DRSK | 26922A388 | $29.5M | 2.02% | 1,077,584 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $26.2M | 1.80% | 70,908 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $24.3M | 1.67% | 37,351 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $18.9M | 1.30% | 349,183 | SH |
| 11 | PACER FDS TR | PSFF | 69374H568 | $18.5M | 1.27% | 576,470 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $17.8M | 1.22% | 85,257 | SH |
| 13 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $17.5M | 1.20% | 91,135 | SH |
| 14 | VANGUARD INDEX FDS | VB | 922908751 | $17.1M | 1.17% | 65,255 | SH |
| 15 | ETF SER SOLUTIONS | JUCY | 26922B642 | $16.7M | 1.15% | 753,504 | SH |
| 16 | ALPHABET INC | GOOGL | 02079K305 | $16.4M | 1.12% | 56,926 | SH |
| 17 | ETF SER SOLUTIONS | ADME | 26922A784 | $15.3M | 1.05% | 308,735 | SH |
| 18 | DOUBLELINE ETF TRUST | DMBS | 25861R402 | $14.4M | 0.99% | 291,623 | SH |
| 19 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $14.0M | 0.96% | 306,971 | SH |
| 20 | JPMORGAN CHASE & CO | JPM | 46625H100 | $13.7M | 0.94% | 46,696 | SH |
| 21 | QUANTA SVCS INC | PWR | 74762E102 | $13.3M | 0.91% | 24,266 | SH |
| 22 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $13.3M | 0.91% | 99,970 | SH |
| 23 | SSGA ACTIVE TR | XLSR | 78470P408 | $13.0M | 0.89% | 224,307 | SH |
| 24 | VISA INC | V | 92826C839 | $12.0M | 0.82% | 39,668 | SH |
| 25 | ETF SER SOLUTIONS | UPSD | 26922B444 | $11.3M | 0.78% | 444,089 | SH |
| 26 | WALMART INC | WMT | 931142103 | $11.3M | 0.77% | 90,786 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $11.0M | 0.75% | 64,614 | SH |
| 28 | BONDBLOXX ETF TRUST | XHLF | 09789C788 | $10.9M | 0.75% | 216,858 | SH |
| 29 | ETF SER SOLUTIONS | OSCV | 26922A446 | $10.8M | 0.74% | 273,404 | SH |
| 30 | VANGUARD BD INDEX FDS | BND | 921937835 | $10.7M | 0.73% | 145,166 | SH |
| 31 | DIAMONDBACK ENERGY INC | FANG | 25278X109 | $10.6M | 0.73% | 53,579 | SH |
| 32 | SPDR SERIES TRUST | BIL | 78468R663 | $10.3M | 0.71% | 112,141 | SH |
| 33 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $9.6M | 0.66% | 204,658 | SH |
| 34 | SERVICENOW INC | NOW | 81762P102 | $8.8M | 0.60% | 83,985 | SH |
| 35 | AMPHENOL CORP | APH | 032095101 | $8.8M | 0.60% | 69,406 | SH |
| 36 | ETF SER SOLUTIONS | IDUB | 26922B709 | $8.6M | 0.59% | 347,866 | SH |
| 37 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $8.5M | 0.58% | 76,472 | SH |
| 38 | EA SERIES TRUST | FRDM | 02072L607 | $8.4M | 0.58% | 154,516 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $8.4M | 0.57% | 314,714 | SH |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.0M | 0.55% | 16,617 | SH |
| 41 | ELI LILLY & CO | LLY | 532457108 | $7.9M | 0.54% | 8,544 | SH |
| 42 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $7.7M | 0.53% | 32,347 | SH |
| 43 | AMERICAN TOWER CORP | AMT | 03027X100 | $7.6M | 0.52% | 44,194 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $7.6M | 0.52% | 129,283 | SH |
| 45 | ETF SER SOLUTIONS | DUBS | 26922B535 | $7.5M | 0.51% | 208,041 | SH |
| 46 | PROGRESSIVE CORP | PGR | 743315103 | $7.5M | 0.51% | 37,784 | SH |
| 47 | META PLATFORMS INC | META | 30303M102 | $7.5M | 0.51% | 13,053 | SH |
| 48 | TESLA INC | TSLA | 88160R101 | $7.4M | 0.51% | 19,811 | SH |
| 49 | VANGUARD INDEX FDS | VOO | 922908363 | $7.4M | 0.51% | 12,318 | SH |
| 50 | VANGUARD INDEX FDS | VTI | 922908769 | $7.3M | 0.50% | 22,629 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-17 | $1.46B | 602 | 0002010926-26-000001 |
| 2025-12-31 | 2026-01-13 | $1.26B | 504 | 0001754960-26-000033 |