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Signal Advisors Wealth, LLC — 13F Holdings & Portfolio

CIK 2010926 · latest 13F-HR filed 2026-10-13

Backtest portfolio

Signal Advisors Wealth, LLC manages $2.27B in 13F-reported U.S. long-equity assets across 701 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPYM (6.10%), VEA (3.90%), ACIO (3.24%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 118 new positions and exited 43; 300 existing positions rose in reported value and 140 fell.

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
$2.27B

Long-equity book

Holdings
701

Distinct positions

Period
2026-09-30

Filed 2026-10-13

Q/Q Activity
+118 / −43 / ↑300 / ↓140

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPYM6.1% · +12%VEA3.9% · +10%ACIO3.2% · +8%AAPL2.9% · +8%NVDA2.6% · newMSFT2.1% · -4%BKAG2.0% · +7%DRSK1.6% · +4%SPY1.5% · -5%GOOGL1.5% · +26%VB1.4% · +10%AMZN1.3% · +6%RSP1.2% · +13%VWO1.2% · +2%ADME1.0% · +7%UPSD1.0% · +12%AVGO1.0% · +1%JUCY1.0% · +5%PSFF0.9% · +0%JPM0.9% · +6%XLSR0.8% · +12%AMD0.8% · -12%SPDW0.8% · +24%DMBS0.8% · +6%XLK0.8% · -8%XOM0.8% · +13%MU0.7% · newV0.7% · -0%XHLF0.7% · +7%OSCV0.7% · +14%META0.7% · +11%VOO0.7% · +43%VTI0.7% · +30%BND0.7% · +10%QQQM0.7% · +16%LLY0.6% · +14%PWR0.6% · +0%FRDM0.6% · +12%SPEM0.6% · +2%IDUB0.6% · +14%DUBS0.6% · +13%BRK.B0.5% · +9%NOW0.5% · -12%FTEC0.5% · +220%APH0.5% · +83%TSLA0.5% · +12%IVV0.5% · +16%SCHP0.5% · +5%IBIT0.5% · +61%CRWD0.4% · +219%WMT0.4% · -1%VXUS0.4% · +19%XLC0.4% · -12%CHE0.4% · -14%BIL0.4% · +0%QQQ0.4% · +7%XLV0.4% · +385%PG0.4% · +15%PGR0.4% · -6%VGSH0.4% · +9%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 27.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 27, 2026.

Assets Under Management
$1.69B
Discretionary
$1.63B
Employees
37
Accounts
10,642
Address
1555 BROADWAY ST
DETROIT, MI 48226
Phone
(866) 774-4625
Website
Name Title / Status Ownership Type
HEATH, JOHN, RYAN ControlPRESIDENT
since Mar 2023
Less than 5%Individual
Hamm, Jessica ControlDIRECTOR OF WEALTH OPERATIONS
since Jun 2026
Less than 5%Individual
KELLY, PATRICK, RICHARD ControlCHIEF EXECUTIVE OFFICER
since Sep 2020
Less than 5%Individual
Morris, James, Michael ControlCHIEF COMPLIANCE OFFICER
since Aug 2025
Less than 5%Individual
SIGNAL ADVISORS USA INC ControlMEMBER
since Sep 2022
75% or moreDomestic Entity
Ownership & leadership changes · 7 filings with changes since Nov 9, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 25, 2026 filing
  • No longer listedLINGO, LINDSAY, RENEE · VP OF OPERATIONS WEALTH · Less than 5% · control person · listed since Mar 2023
  • AddedHamm, Jessica · DIRECTOR OF WEALTH OPERATIONS · Less than 5% · control person
Sep 30, 2025 filing
  • Listed againLINGO, LINDSAY, RENEE · VP OF OPERATIONS WEALTH · Less than 5% · control person
Aug 8, 2025 filing
  • No longer listedLINGO, LINDSAY, RENEE · OPERATIONS DIRECTOR · Less than 5% · control person · listed since Mar 2023
  • AddedMorris, James, Michael · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHEATH, JOHN, RYAN · title PRESIDENT / CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 24, 2025 filing
  • No longer listedLEDUC, VERONICA, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since May 2023
  • ChangedHEATH, JOHN, RYAN · title PRESIDENT → PRESIDENT / CHIEF COMPLIANCE OFFICER
Mar 13, 2024 filing
  • AddedLINGO, LINDSAY, RENEE · OPERATIONS DIRECTOR · Less than 5% · control person
Jun 5, 2023 filing
  • AddedLEDUC, VERONICA, JEAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedHEATH, JOHN, RYAN · title CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 27, 2023 filing
  • No longer listedAnshutz, Zachary, Jon Christopher · CCO · Less than 5% · control person · listed since Sep 2022
  • AddedHEATH, JOHN, RYAN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Nov 9, 2022 filing (earliest on record)
  • ListedAnshutz, Zachary, Jon Christopher · CCO · Less than 5% · control person
  • ListedKELLY, PATRICK, RICHARD · CHIEF EXECUTIVE OFFICER · Less than 5% · control person
  • ListedSIGNAL ADVISORS USA INC · MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Signal Advisors Wealth, LLC Holdings (2026-09-30)

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 $138.6M 6.10% 1,544,029 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $88.5M 3.90% 1,253,064 SH
3 ETF SER SOLUTIONS ACIO 26922A222 $73.6M 3.24% 1,568,599 SH
4 APPLE INC AAPL 037833100 $66.9M 2.95% 200,923 SH
5 NVIDIA CORPORATION NVDA 67066G104 $60.0M 2.64% 262,533 SH
6 MICROSOFT CORP MSFT 594918104 $47.1M 2.07% 91,802 SH
7 BNY MELLON ETF TRUST BKAG 09661T602 $45.7M 2.01% 1,140,641 SH
8 ETF SER SOLUTIONS DRSK 26922A388 $36.9M 1.63% 1,359,672 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $34.1M 1.50% 44,777 SH
10 ALPHABET INC GOOGL 02079K305 $33.3M 1.47% 96,856 SH
11 VANGUARD INDEX FDS VB 922908751 $31.6M 1.39% 111,211 SH
12 AMAZON COM INC AMZN 023135106 $28.5M 1.25% 114,221 SH
13 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $28.4M 1.25% 136,517 SH
14 VANGUARD INTL EQUITY INDEX F VWO 922042858 $26.4M 1.16% 444,696 SH
15 ETF SER SOLUTIONS ADME 26922A784 $22.9M 1.01% 407,686 SH
16 ETF SER SOLUTIONS UPSD 26922B444 $21.9M 0.96% 732,758 SH
17 BROADCOM INC AVGO 11135F101 $21.9M 0.96% 62,276 SH
18 ETF SER SOLUTIONS JUCY 26922B642 $21.8M 0.96% 1,010,059 SH
19 PACER FDS TR PSFF 69374H568 $20.6M 0.91% 587,328 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $19.7M 0.87% 59,449 SH
21 SSGA ACTIVE TR XLSR 78470P408 $19.1M 0.84% 287,010 SH
22 ADVANCED MICRO DEVICES INC AMD 007903107 $18.8M 0.83% 30,746 SH
23 SPDR INDEX SHS FDS SPDW 78463X889 $18.7M 0.83% 373,217 SH
24 DOUBLELINE ETF TRUST DMBS 25861R402 $18.6M 0.82% 402,565 SH
25 SELECT SECTOR SPDR TR XLK 81369Y803 $18.5M 0.82% 94,700 SH
26 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $17.6M 0.77% 107,934 SH
27 MICRON TECHNOLOGY INC MU 595112103 $16.8M 0.74% 15,811 SH
28 VISA INC V 92826C839 $16.6M 0.73% 46,232 SH
29 BONDBLOXX ETF TRUST XHLF 09789C788 $16.6M 0.73% 330,104 SH
30 ETF SER SOLUTIONS OSCV 26922A446 $16.5M 0.73% 422,288 SH
31 META PLATFORMS INC META 30303M102 $16.1M 0.71% 22,186 SH
32 VANGUARD INDEX FDS VOO 922908363 $15.9M 0.70% 22,647 SH
33 VANGUARD INDEX FDS VTI 922908769 $15.2M 0.67% 40,623 SH
34 VANGUARD BD INDEX FDS BND 921937835 $14.9M 0.66% 212,531 SH
35 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $14.8M 0.65% 48,655 SH
36 ELI LILLY & CO LLY 532457108 $14.7M 0.65% 12,708 SH
37 QUANTA SVCS INC PWR 74762E102 $14.3M 0.63% 22,290 SH
38 EA SERIES TRUST FRDM 02072L607 $14.1M 0.62% 200,999 SH
39 SPDR INDEX SHS FDS SPEM 78463X509 $13.9M 0.61% 268,231 SH
40 ETF SER SOLUTIONS IDUB 26922B709 $13.8M 0.61% 503,132 SH
41 ETF SER SOLUTIONS DUBS 26922B535 $13.6M 0.60% 316,887 SH
42 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $11.9M 0.52% 23,874 SH
43 SERVICENOW INC NOW 81762P102 $11.8M 0.52% 87,743 SH
44 FIDELITY COVINGTON TRUST FTEC 316092808 $11.3M 0.50% 37,732 SH
45 AMPHENOL CORP APH 032095101 $11.0M 0.48% 130,010 SH
46 TESLA INC TSLA 88160R101 $10.9M 0.48% 30,844 SH
47 ISHARES TR IVV 464287200 $10.8M 0.48% 14,131 SH
48 SCHWAB STRATEGIC TR SCHP 808524870 $10.7M 0.47% 426,553 SH
49 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $10.6M 0.47% 223,840 SH
50 CROWDSTRIKE HLDGS INC CRWD 22788C105 $9.6M 0.42% 36,223 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-13 $2.27B 701 0002010926-26-000004
2026-06-30 2026-08-04 $1.98B 630 0002010926-26-000002
2026-03-31 2026-04-17 $1.46B 602 0002010926-26-000001
2025-12-31 2026-01-13 $1.26B 504 0001754960-26-000033
Filer Information
Address
1555 BROADWAY
DETROIT, MI 48226
Phone
(866) 774-4625
Filing Manager
Signal Advisors Wealth, LLC
DETROIT, MI
Signatory
James Morris
Chief Compliance Officer