Signal Advisors Wealth, LLC — 13F Holdings & Portfolio
CIK 2010926 · latest 13F-HR filed 2026-08-04
Signal Advisors Wealth, LLC manages $1.98B in 13F-reported U.S. long-equity assets across 630 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (6.12%), VEA (4.09%), ACIO (3.39%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 105 new positions, exited 49, added to 360, and trimmed 96.
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.
DETROIT, MI 48226
$1.98B
Long-equity book
630
Distinct positions
2026-06-30
Filed 2026-08-04
+105 / −49 / ↑360 / ↓96
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$44.3M +57.7%
- VANGUARD TAX-MANAGED FDS$25.7M +46.6%
- ETF SER SOLUTIONS$16.6M +33.0%
- BROADCOM INC$16.2M +225.4%
- APPLE INC$15.6M +40.9%
Top Trims
- SELECT SECTOR SPDR TR-$5.1M -75.1%
- BROADRIDGE FINL SOLUTIONS IN-$4.1M -61.7%
- ISHARES TR-$3.3M -63.8%
- INVESCO ACTIVELY MANAGED EXC-$3.1M -77.1%
- SELECT SECTOR SPDR TR-$2.1M -78.2%
New Positions
- INTEL CORP$3.1M
- TEXAS INSTRS INC$2.1M
- TERADYNE INC$1.8M
- SPACE EXPLORATION TECHN CORP$1.6M
- BOOKING HOLDINGS INC$1.5M
Exited Positions
- NVIDIA CORPORATION$33.4M
- INVESCO ACTIVELY MANAGED EXC$4.1M
- MICRON TECHNOLOGY INC$3.9M
- ACCENTURE PLC IRELAND$3.9M
- PALANTIR TECHNOLOGIES INC$1.8M
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 | $121.1M | 6.12% | 1,378,359 | SH |
| 2 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $81.0M | 4.09% | 1,136,261 | SH |
| 3 | ETF SER SOLUTIONS | ACIO | 26922A222 | $67.0M | 3.39% | 1,453,023 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $53.7M | 2.71% | 185,414 | SH |
| 5 | NVIDIA CORPORATION Put | NVDA | 67066G104 | $49.9M | 2.52% | 249,492 | SH |
| 6 | BNY MELLON ETF TRUST | BKAG | 09661T602 | $44.6M | 2.25% | 1,062,469 | SH |
| 7 | ETF SER SOLUTIONS | DRSK | 26922A388 | $37.4M | 1.89% | 1,302,546 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $35.9M | 1.81% | 96,129 | SH |
| 9 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $35.2M | 1.78% | 47,193 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $30.6M | 1.54% | 100,858 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $27.6M | 1.39% | 77,154 | SH |
| 12 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $25.9M | 1.31% | 433,722 | SH |
| 13 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $25.8M | 1.30% | 121,187 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $25.7M | 1.30% | 107,757 | SH |
| 15 | BROADCOM INC | AVGO | 11135F101 | $23.4M | 1.18% | 61,868 | SH |
| 16 | ETF SER SOLUTIONS | ADME | 26922A784 | $21.1M | 1.07% | 379,720 | SH |
| 17 | ETF SER SOLUTIONS | JUCY | 26922B642 | $21.1M | 1.07% | 959,804 | SH |
| 18 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $20.4M | 1.03% | 35,094 | SH |
| 19 | PACER FDS TR | PSFF | 69374H568 | $20.1M | 1.01% | 585,265 | SH |
| 20 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $19.7M | 0.99% | 103,378 | SH |
| 21 | DOUBLELINE ETF TRUST | DMBS | 25861R402 | $18.7M | 0.94% | 380,753 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $18.4M | 0.93% | 56,358 | SH |
| 23 | ETF SER SOLUTIONS | UPSD | 26922B444 | $18.4M | 0.93% | 652,110 | SH |
| 24 | MICRON TECHNOLOGY INC Call | MU | 595112103 | $17.4M | 0.88% | 15,038 | SH |
| 25 | SSGA ACTIVE TR | XLSR | 78470P408 | $16.6M | 0.84% | 255,949 | SH |
| 26 | QUANTA SVCS INC | PWR | 74762E102 | $16.0M | 0.81% | 22,207 | SH |
| 27 | VISA INC | V | 92826C839 | $15.9M | 0.81% | 46,486 | SH |
| 28 | ETF SER SOLUTIONS | OSCV | 26922A446 | $15.6M | 0.79% | 369,268 | SH |
| 29 | BONDBLOXX ETF TRUST | XHLF | 09789C788 | $15.5M | 0.78% | 308,141 | SH |
| 30 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $15.2M | 0.77% | 302,211 | SH |
| 31 | VANGUARD BD INDEX FDS | BND | 921937835 | $14.2M | 0.72% | 193,593 | SH |
| 32 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $13.7M | 0.69% | 264,017 | SH |
| 33 | ELI LILLY & CO | LLY | 532457108 | $13.4M | 0.68% | 11,191 | SH |
| 34 | EA SERIES TRUST | FRDM | 02072L607 | $13.1M | 0.66% | 180,075 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $13.1M | 0.66% | 95,793 | SH |
| 36 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $12.7M | 0.64% | 42,017 | SH |
| 37 | AMPHENOL CORP | APH | 032095101 | $12.5M | 0.63% | 71,080 | SH |
| 38 | ETF SER SOLUTIONS | IDUB | 26922B709 | $12.2M | 0.62% | 443,080 | SH |
| 39 | ETF SER SOLUTIONS | DUBS | 26922B535 | $11.7M | 0.59% | 280,461 | SH |
| 40 | TESLA INC | TSLA | 88160R101 | $11.6M | 0.59% | 27,615 | SH |
| 41 | VANGUARD INDEX FDS | VTI | 922908769 | $11.5M | 0.58% | 31,149 | SH |
| 42 | META PLATFORMS INC | META | 30303M102 | $11.3M | 0.57% | 20,032 | SH |
| 43 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $11.0M | 0.55% | 21,941 | SH |
| 44 | VANGUARD INDEX FDS | VOO | 922908363 | $10.9M | 0.55% | 15,879 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $10.8M | 0.54% | 406,222 | SH |
| 46 | WALMART INC | WMT | 931142103 | $10.6M | 0.53% | 93,247 | SH |
| 47 | SERVICENOW INC | NOW | 81762P102 | $9.9M | 0.50% | 100,077 | SH |
| 48 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $9.8M | 0.50% | 91,830 | SH |
| 49 | PROGRESSIVE CORP | PGR | 743315103 | $9.6M | 0.49% | 43,985 | SH |
| 50 | CHEMED CORP NEW | CHE | 16359R103 | $9.6M | 0.48% | 20,565 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |