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Signal Advisors Wealth 13F Portfolio

Portfolio Manager
Signal Advisors Wealth, LLC
Performance
+10.40% (2026 Q2)
AUM (13F)
$1.98B
# of Holdings
626
Performance Rank
Allocation (Top 20)
39.61%
Latest filing
Q2 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
6.35%1.38M$121.1M
+37.38%(+375.02K)
2025-Q2: 638.5K shares2025-Q3: 766.9K shares2025-Q4: 803.7K shares2026-Q1: 1.00M shares2026-Q2: 1.38M shares
$73.21(+24.35%)
2026-06-30
VEA
VANGUARD TAX-MANAGED FDS
4.24%1.14M$81.0M
+31.86%(+274.54K)
2025-Q2: 477.7K shares2025-Q3: 637.8K shares2025-Q4: 699.6K shares2026-Q1: 861.7K shares2026-Q2: 1.14M shares
$58.14(+25.52%)
2026-06-30
ACIO
ETF SER SOLUTIONS
3.51%1.45M$67.0M
+20.93%(+251.45K)
2025-Q2: 756.9K shares2025-Q3: 1.06M shares2025-Q4: 1.12M shares2026-Q1: 1.20M shares2026-Q2: 1.45M shares
$41.22(+15.14%)
2026-06-30
AAPL
APPLE INC
2.81%185.4K$53.7M
+23.59%(+35.38K)
2025-Q2: 68.8K shares2025-Q3: 73.7K shares2025-Q4: 124.0K shares2026-Q1: 150.0K shares2026-Q2: 185.4K shares
$243.16(+26.12%)
2026-06-30
BKAG
BNY MELLON ETF TRUST
2.34%1.06M$44.6M
+28.40%(+234.98K)
2025-Q2: 536.4K shares2025-Q3: 656.8K shares2025-Q4: 750.3K shares2026-Q1: 827.5K shares2026-Q2: 1.06M shares
$42.11(-1.94%)
2026-06-30
DRSK
ETF SER SOLUTIONS
1.96%1.30M$37.4M
+20.88%(+224.96K)
2025-Q2: 692.4K shares2025-Q3: 854.3K shares2025-Q4: 986.3K shares2026-Q1: 1.08M shares2026-Q2: 1.30M shares
$27.96(+3.48%)
2026-06-30
MSFT
MICROSOFT CORP
1.88%96.1K$35.9M
+35.57%(+25.22K)
2025-Q2: 36.8K shares2025-Q3: 46.9K shares2025-Q4: 49.9K shares2026-Q1: 70.9K shares2026-Q2: 96.1K shares
$422.88(+18.89%)
2026-06-30
SPY
STATE STR SPDR S&P 500 ETF T
1.85%47.2K$35.2M
+26.35%(+9.84K)
2025-Q2: 65.8K shares2025-Q3: 38.6K shares2025-Q4: 39.6K shares2026-Q1: 37.4K shares2026-Q2: 47.2K shares
$593.87(+30.25%)
2026-06-30
VB
VANGUARD INDEX FDS
1.6%100.9K$30.6M
+54.56%(+35.60K)
2025-Q2: 27.6K shares2025-Q3: 34.1K shares2025-Q4: 39.6K shares2026-Q1: 65.3K shares2026-Q2: 100.9K shares
$256.27(+19.56%)
2026-06-30
GOOGL
ALPHABET INC
1.44%77.2K$27.6M
+35.53%(+20.23K)
2025-Q2: 35.0K shares2025-Q3: 44.9K shares2025-Q4: 47.4K shares2026-Q1: 56.9K shares2026-Q2: 77.2K shares
$229.39(+53.22%)
2026-06-30

About Signal Advisors Wealth, LLCโ€™s portfolio

Signal Advisors Wealth, LLC reports $1.98B in US-listed equity holdings across 626 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (6.3%), VEA (4.2%) and ACIO (3.5%). The top 20 holdings account for 39.61% of reported assets. Its disclosed equity book has returned +41.20% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SPYM โ€” 10.6% ($121.13M)VEA โ€” 7.1% ($80.96M)ACIO โ€” 5.9% ($67.04M)AAPL โ€” 4.7% ($53.65M)BKAG โ€” 3.9% ($44.57M)DRSK โ€” 3.3% ($37.45M)MSFT โ€” 3.1% ($35.86M)SPY โ€” 3.1% ($35.24M)VB โ€” 2.7% ($30.57M)GOOGL โ€” 2.4% ($27.57M)Other โ€” 53.1% ($604.75M)
47%in top 10
  • SPYM10.6%
  • VEA7.1%
  • ACIO5.9%
  • AAPL4.7%
  • BKAG3.9%
  • DRSK3.3%
  • MSFT3.1%
  • SPY3.1%
  • VB2.7%
  • GOOGL2.4%
  • Other53.1%

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.

Added to
47
SPYMSPDR SERIES TRUST+37.4%
VEAVANGUARD TAX-MANAGED FDS+31.9%
AVGOBROADCOM INC+166.6%
ACIOETF SER SOLUTIONS+20.9%
+43 more
Trimmed
3
PWRQUANTA SVCS INC-8.5%
BILSPDR SERIES TRUST-13.5%
SPDWSPDR INDEX SHS FDS-1.6%

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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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