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Signal Advisors Wealth 13F Portfolio

Portfolio Manager
Signal Advisors Wealth LLC
Performance
+2.38% (2026 Q3)
AUM (13F)
$2.27B
# of Holdings
701
Performance Rank
Allocation (Top 20)
38.23%
Latest filing
Q3 2026

Signal Advisors Wealth LLC Holdings Map

Top 50 Signal Advisors Wealth LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYM
SPDR SERIES TRUST
6.1%1.54M$138.6M
+12.02%(+165.67K)
2025-Q3: 766.9K shares2025-Q4: 803.7K shares2026-Q1: 1.00M shares2026-Q2: 1.38M shares2026-Q3: 1.54M shares
$75.42(+19.64%)
2026-09-30
VEA
VANGUARD TAX-MANAGED FDS
3.9%1.25M$88.5M
+10.28%(+116.80K)
2025-Q3: 637.8K shares2025-Q4: 699.6K shares2026-Q1: 861.7K shares2026-Q2: 1.14M shares2026-Q3: 1.25M shares
$59.34(+16.89%)
2026-09-30
ACIO
ETF SER SOLUTIONS
3.24%1.57M$73.6M
+7.95%(+115.58K)
2025-Q3: 1.06M shares2025-Q4: 1.12M shares2026-Q1: 1.20M shares2026-Q2: 1.45M shares2026-Q3: 1.57M shares
$41.61(+13.07%)
2026-09-30
AAPL
APPLE INC
2.95%200.9K$66.9M
+8.36%(+15.51K)
2025-Q3: 73.7K shares2025-Q4: 124.0K shares2026-Q1: 150.0K shares2026-Q2: 185.4K shares2026-Q3: 200.9K shares
$248.41(+38.06%)
2026-09-30
NVDA
NVIDIA CORPORATION
2.64%262.5K$60.0Mnew2025-Q3: 145.5K shares2025-Q4: 154.1K shares2026-Q1: 191.6K shares2026-Q2: 0 shares2026-Q3: 262.5K shares
$163.09(+33.11%)
2026-09-30
MSFT
MICROSOFT CORP
2.07%91.8K$47.1M
-4.50%(-4.33K)
2025-Q3: 46.9K shares2025-Q4: 49.9K shares2026-Q1: 70.9K shares2026-Q2: 96.1K shares2026-Q3: 91.8K shares
$422.88(+26.16%)
2026-09-30
BKAG
BNY MELLON ETF TRUST
2.01%1.14M$45.7M
+7.36%(+78.17K)
2025-Q3: 656.8K shares2025-Q4: 750.3K shares2026-Q1: 827.5K shares2026-Q2: 1.06M shares2026-Q3: 1.14M shares
$42.03(-4.34%)
2026-09-30
DRSK
ETF SER SOLUTIONS
1.63%1.36M$36.9M
+4.39%(+57.13K)
2025-Q3: 854.3K shares2025-Q4: 986.3K shares2026-Q1: 1.08M shares2026-Q2: 1.30M shares2026-Q3: 1.36M shares
$27.96(-2.98%)
2026-09-30
SPY
STATE STR SPDR S&P 500 ETF T
1.5%44.8K$34.1M
-5.12%(-2.42K)
2025-Q3: 38.6K shares2025-Q4: 39.6K shares2026-Q1: 37.4K shares2026-Q2: 47.2K shares2026-Q3: 44.8K shares
$593.87(+29.07%)
2026-09-30
GOOGL
ALPHABET INC
1.47%96.9K$33.3M
+25.54%(+19.70K)
2025-Q3: 44.9K shares2025-Q4: 47.4K shares2026-Q1: 56.9K shares2026-Q2: 77.2K shares2026-Q3: 96.9K shares
$254.12(+35.44%)
2026-09-30

About Signal Advisors Wealth LLCโ€™s portfolio

Signal Advisors Wealth LLC reports $2.27B in US-listed equity holdings across 701 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.1%), VEA (3.9%) and ACIO (3.2%). The top 20 holdings account for 38.23% of reported assets. Its disclosed equity book has returned +44.56% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
SPYM โ€” 10.7% ($138.59M)VEA โ€” 6.8% ($88.48M)ACIO โ€” 5.7% ($73.60M)AAPL โ€” 5.2% ($66.91M)NVDA โ€” 4.6% ($59.96M)MSFT โ€” 3.6% ($47.09M)BKAG โ€” 3.5% ($45.70M)DRSK โ€” 2.8% ($36.94M)SPY โ€” 2.6% ($34.15M)GOOGL โ€” 2.6% ($33.33M)Other โ€” 51.9% ($673.41M)
48%in top 10
  • SPYM10.7%
  • VEA6.8%
  • ACIO5.7%
  • AAPL5.2%
  • NVDA4.6%
  • MSFT3.6%
  • BKAG3.5%
  • DRSK2.8%
  • SPY2.6%
  • GOOGL2.6%
  • Other51.9%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
NVDANVIDIA CORPORATION2.6%
MUMICRON TECHNOLOGY INC0.7%
Added to
39
SPYMSPDR SERIES TRUST+12.0%
VEAVANGUARD TAX-MANAGED FDS+10.3%
FTECFIDELITY COVINGTON TRUST+219.8%
GOOGLALPHABET INC+25.5%
+35 more
Trimmed
9
AMDADVANCED MICRO DEVICES INC-12.4%
CRWDCROWDSTRIKE HLDGS INC-20.2%
MSFTMICROSOFT CORP-4.5%
SPYSTATE STR SPDR S&P 500 ETF T-5.1%
+5 more

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Source filings

Holdings on this page are parsed from Signal Advisors Wealth LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010926). View Signal Advisors Wealth LLCโ€™s 13F filings on SEC

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