Signal Advisors Wealth, LLC

CIK: 0002010926Latest portfolio: $1.3B · Q4 2025

Holdings

502

Total Value

$1.3B

New Positions

86

Closed Positions

36

#StockSharesValue% PortfolioChangeType
1
SPYMSPDR SERIES TRUST
803,731$64.5M5.13%+37K
2
ACIOETF SER SOLUTIONS
1,124,239$49.1M3.91%+63K
3
VEAVANGUARD TAX-MANAGED FDS
699,616$43.7M3.47%+62K
4
AAPLAPPLE INC
123,976$33.7M2.68%+50K
5
BKAGBNY MELLON ETF TRUST
750,307$31.8M2.53%+94K
6
NVDANVIDIA CORPORATION
154,133$28.7M2.29%+9K
7
DRSKETF SER SOLUTIONS
986,272$28.1M2.23%+132K
8
SPYSPDR S&P 500 ETF TR
39,612$27.0M2.15%+985
9
MSFTMICROSOFT CORP
49,913$24.1M1.92%+3K
10
PSFFPACER FDS TR
582,221$18.8M1.50%+5K
11
AMZNAMAZON COM INC
73,486$17.0M1.35%+3K
12
VWOVANGUARD INTL EQUITY INDEX F
308,726$16.6M1.32%+19K
13
JUCYETF SER SOLUTIONS
730,348$16.2M1.29%+143K
14
JAAAJANUS DETROIT STR TR
314,162$15.9M1.26%+105K
15
XLKSELECT SECTOR SPDR TR
109,549$15.8M1.25%+73K
16
ADMEETF SER SOLUTIONS
299,801$15.4M1.22%+25K
17
RSPINVESCO EXCHANGE TRADED FD T
78,144$15.0M1.19%+6K
18
GOOGLALPHABET INC
47,354$14.8M1.18%+2K
19
DMBSDOUBLELINE ETF TRUST
287,160$14.3M1.13%+34K
20
JPMJPMORGAN CHASE & CO.
41,055$13.2M1.05%-415
21
VVISA INC
35,883$12.6M1.00%-145
22
XLSRSSGA ACTIVE TR
195,986$12.2M0.97%+1K
23
SPDWSPDR INDEX SHS FDS
268,205$11.9M0.95%+57K
24
XHLFBONDBLOXX ETF TRUST
232,542$11.7M0.93%+51K
25
WMTWALMART INC
104,401$11.6M0.92%+94

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
JUCY730K+143K
DRSK986K+132K
JAAA314K+105K
BKAG750K+94K
SPTL97K+72K
UPSD347K+64K
ACIO1.1M+63K
VEA700K+62K
SPDW268K+57K
XHLF233K+51K

Decreased Positions

NameSharesChange
GOVI110K-78052
HCAT37K-39540
TDSC15K-35210
SMCI13K-30891
WBD36K-20942
JANW18K-19775
XLV40K-17702
DECW15K-16100
GTO126K-15950
SCHZ36K-14674

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($9.282520048754732e+124T)
Technology0.0% ($3.3704287452413985e+123T)
Industrials0.0% ($1.0991912027031539e+65T)
Healthcare0.0% ($7.803670045942786e+58T)
Consumer Cyclical0.0% ($1.6962660341362416e+43T)
Communication Services0.0% ($1.4821589236611792e+27T)
Energy0.0% ($9.376620430019975e+23T)
Consumer Defensive0.0% ($11631338817481304.0T)
Utilities0.0% ($2617557426362.3T)
Real Estate0.0% ($788591479633.3T)
Basic Materials0.0% ($387926.4T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 13, 2026$1.3B504
Q3 2025Oct 10, 2025$1.1T455
Q2 2025Jul 10, 2025$1.3T464
Q1 2025Apr 11, 2025$1.0T430
Q4 2024Jan 14, 2025$883.8B424
Q3 2024Oct 15, 2024$698.2B416
Q2 2024Jul 23, 2024$45.7B75
Q1 2024Apr 10, 2024$402.9B293
Q4 2023Feb 13, 2024$288.4B225

Fund Information

CIK0002010926
Most Recent FilingJan 13, 2026
Number of Filings9

Signal Advisors Wealth, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.3B across 502 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 5.1% of the portfolio. Compared to the previous quarter, the fund opened 86 new positions and closed 39 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.