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Signal Advisors Wealth, LLC Top Holdings and 13F Report (2026)

About Signal Advisors Wealth, LLC

Investment Activity

  • Signal Advisors Wealth, LLC has $1.46 billion in total holdings as of March 31, 2026.
  • Signal Advisors Wealth, LLC owns shares of 570 different stocks, but just 143 companies or ETFs make up 80% of its holdings.
  • Approximately 20.65% of the portfolio was purchased this quarter.
  • About 4.73% of the portfolio was sold this quarter.
  • This quarter, Signal Advisors Wealth, LLC has purchased 502 new stocks and bought additional shares in 310 stocks.
  • Signal Advisors Wealth, LLC sold shares of 145 stocks and completely divested from 39 stocks this quarter.

Largest New Holdings this Quarter

45784N593 - INNOVATOR ETFS TRUST
$3,751,898 Holding
00162Q353 - ALPS ETF TR
$3,051,894 Holding
808513105 - Charles Schwab
$2,532,282 Holding
46434V290 - iShares U.S. Small Cap Equity Factor ETF
$1,756,501 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
199,603 shares (about $15.28M)
Vanguard FTSE Developed Markets ETF
162,104 shares (about $10.39M)
Microsoft
20,995 shares (about $7.77M)
Vanguard Small-Cap ETF
25,615 shares (about $6.71M)
Apple
26,053 shares (about $6.61M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF
179,170 shares (about $9.02M)
Lowe's Companies
16,246 shares (about $3.84M)
Devon Energy
68,257 shares (about $3.43M)
INVESCO EXCH TRADED FD TR II
89,284 shares (about $2.44M)
Sherwin-Williams
6,530 shares (about $2.09M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSignal Advisors Wealth, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$76,795,149$15,277,607 â–²24.8%1,003,3345.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$55,219,002$10,387,621 â–²23.2%861,7203.8%ETF
Aptus Collared Investment Opportunity ETF stock logo
ACIO
Aptus Collared Investment Opportunity ETF
$50,417,920$3,244,851 â–²6.9%1,201,5713.5%ETF
Apple Inc. stock logo
AAPL
Apple
$38,075,927$6,612,003 â–²21.0%150,0292.6%Computer and Technology
BNY Mellon Core Bond ETF stock logo
BKAG
BNY Mellon Core Bond ETF
$34,919,963$3,256,997 â–²10.3%827,4872.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$33,428,544$6,579,345 â–²24.5%191,9032.3%Computer and Technology
Aptus Defined Risk ETF stock logo
DRSK
Aptus Defined Risk ETF
$29,450,366$2,495,557 â–²9.3%1,077,5842.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$26,247,871$7,771,677 â–²42.1%70,9081.8%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,290,715$1,470,411 â–¼-5.7%37,3511.7%Finance
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$18,873,317$2,186,698 â–²13.1%349,1831.3%ETF
PSFF
Pacer Swan SOS Fund of Funds ETF
$18,472,626$184,287 â–¼-1.0%576,4701.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$17,756,456$2,451,543 â–²16.0%85,2571.2%Retail/Wholesale
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$17,490,718$2,493,245 â–²16.6%91,1351.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,091,477$6,709,037 â–²64.6%65,2551.2%ETF
JUCY
Aptus Enhanced Yield ETF
$16,690,124$512,906 â–²3.2%753,5041.1%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,369,768$2,752,546 â–²20.2%56,9261.1%Computer and Technology
ADME
Aptus Drawdown Managed Equity ETF
$15,260,792$441,608 â–²3.0%308,7351.0%ETF
DMBS
DoubleLine Mortgage ETF
$14,400,327$220,383 â–²1.6%291,6231.0%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$14,013,230$1,769,668 â–²14.5%306,9711.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,736,142$1,659,362 â–²13.7%46,6960.9%Finance
Quanta Services, Inc. stock logo
PWR
Quanta Services
$13,322,470$975,605 â–¼-6.8%24,2660.9%Construction
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$13,286,027$1,273,050 â–¼-8.7%99,9700.9%ETF
SPDR SSGA US Sector Rotation ETF stock logo
XLSR
SPDR SSGA US Sector Rotation ETF
$12,951,486$1,635,255 â–²14.5%224,3070.9%ETF
Visa Inc. stock logo
V
Visa
$11,989,347$1,143,987 â–²10.5%39,6680.8%Business Services
ETF SER SOLUTIONS
$11,324,258$2,484,972 â–²28.1%444,0890.8%APTUS LRG CAP UP
WALMART INC
$11,282,859$1,692,068 â–¼-13.0%90,7860.8%COM
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$10,962,479$2,214,416 â–²25.3%64,6140.8%Energy
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF stock logo
XHLF
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
$10,914,449$789,375 â–¼-6.7%216,8580.7%ETF
OSCV
Opus Small Cap Value Plus ETF
$10,783,064$2,280,384 â–²26.8%273,4040.7%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$10,690,061$6,275,107 â–²142.1%145,1660.7%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$10,597,348$1,738,963 â–¼-14.1%53,5790.7%Energy
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$10,276,630$1,167,130 â–¼-10.2%112,1410.7%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$9,600,517$1,479,215 â–²18.2%204,6580.7%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$8,780,642$2,864,569 â–²48.4%83,9850.6%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$8,769,491$3,478,306 â–²65.7%69,4060.6%Computer and Technology
IDUB
Aptus International Enhanced Yield ETF
$8,581,859$1,593,461 â–²22.8%347,8660.6%ETF
XLC
Communication Services Select Sector SPDR Fund
$8,477,732$143,897 â–¼-1.7%76,4720.6%ETF
Freedom 100 Emerging Markets ETF stock logo
FRDM
Freedom 100 Emerging Markets ETF
$8,444,307$1,279,030 â–²17.9%154,5160.6%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$8,374,550$641,382 â–²8.3%314,7140.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,963,070$3,005,140 â–²60.6%16,6170.5%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$7,858,357$2,123,706 â–²37.0%8,5440.5%Medical
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$7,686,271$1,294,312 â–²20.2%32,3470.5%ETF
American Tower Corporation stock logo
AMT
American Tower
$7,626,966$123,739 â–¼-1.6%44,1940.5%Finance
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$7,568,225$1,616,640 â–²27.2%129,2830.5%ETF
ETF SER SOLUTIONS
$7,501,953$1,724,280 â–²29.8%208,0410.5%APTUS LARGE CAP
The Progressive Corporation stock logo
PGR
Progressive
$7,490,217$277,136 â–²3.8%37,7840.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,467,949$2,361,160 â–²46.2%13,0530.5%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$7,364,876$1,906,369 â–²34.9%19,8110.5%Auto/Tires/Trucks
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$7,360,361$1,867,278 â–²34.0%12,3180.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$7,259,655$815,504 â–¼-10.1%22,6290.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$7,181,955$2,662,127 â–²58.9%23,2040.5%Computer and Technology
Chemed Corporation stock logo
CHE
Chemed
$6,991,602$101,990 â–²1.5%18,5090.5%Medical
Copart, Inc. stock logo
CPRT
Copart
$6,873,215$861,538 â–¼-11.1%207,0250.5%Business Services
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$6,839,581$1,035,789 â–²17.8%46,6520.5%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$6,799,523$9,024,761 â–¼-57.0%134,9920.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,628,292$4,486,196 â–²209.4%32,5830.5%Computer and Technology
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$6,583,604$587,047 â–²9.8%40,5190.5%Computer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$6,018,864$812,295 â–²15.6%63,3900.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$5,943,983$142,394 â–¼-2.3%9,1000.4%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$5,786,985$2,031,651 â–²54.1%60,1870.4%Consumer Discretionary
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$5,753,100$2,112,543 â–²58.0%57,1540.4%ETF
ISHARES BITCOIN TRUST ETF
$5,650,823$258,836 â–¼-4.4%147,0800.4%SHS BEN INT
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$5,429,026$289,588 â–²5.6%12,6170.4%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$5,310,875$268,696 â–²5.3%173,1050.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$5,233,004$1,313,537 â–²33.5%52,7150.4%Finance
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$5,209,382$1,026,999 â–²24.6%130,8890.4%ETF
Innovator U.S. Equity Power Buffer ETF - July stock logo
PJUL
Innovator U.S. Equity Power Buffer ETF - July
$5,158,381$1,090,717 â–²26.8%112,2180.4%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$5,117,939$1,080,411 â–²26.8%110,9460.4%ETF
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,078,923$579,614 â–²12.9%70,6090.3%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,059,738$478,499 â–²10.4%8,7660.3%Finance
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$5,036,972$1,029,036 â–²25.7%116,8400.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$4,994,895$4,511,482 â–²933.3%30,8840.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$4,960,931$1,545,795 â–²45.3%34,3460.3%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$4,606,098$2,662,616 â–²137.0%75,1890.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,525,140$1,774,920 â–²64.5%54,6840.3%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$4,219,028$121,945 â–²3.0%9,7220.3%Computer and Technology
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$4,200,184$1,971,661 â–²88.5%89,4610.3%ETF
LINDE PLC
$4,158,850$351,983 â–¼-7.8%8,3890.3%SHS
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,156,286$416,735 â–²11.1%9,0160.3%Medical
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$4,141,905$2,659,061 â–²179.3%165,4450.3%ETF
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$4,092,096$704,056 â–²20.8%73,9250.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$4,069,944$547,369 â–¼-11.9%84,2290.3%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,042,696$781,601 â–²24.0%10,3550.3%Computer and Technology
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$3,991,907$1,917,537 â–¼-32.4%85,2430.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$3,889,465$1,664,554 â–²74.8%12,2440.3%Computer and Technology
Accenture PLC stock logo
ACN
Accenture
$3,853,020$696,800 â–²22.1%19,4310.3%Computer and Technology
SPDR SERIES TRUST
$3,852,120$1,175,501 â–²43.9%109,3110.3%STATE STRET SPDR
FISR
SPDR SSGA Fixed Income Sector Rotation ETF
$3,761,807$1,336,283 â–²55.1%146,2600.3%ETF
INNOVATOR ETFS TRUST
$3,751,898$3,751,898 â–²New Holding162,1390.3%EQUITY AUTOCALLA
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$3,697,397$1,598,392 â–²76.1%15,1260.3%Medical
WisdomTree Japan Hedged SmallCap Equity Fund stock logo
DXJS
WisdomTree Japan Hedged SmallCap Equity Fund
$3,554,790$1,302,367 â–²57.8%65,3930.2%Manufacturing
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,510,088$3,006,873 â–²597.5%45,5210.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$3,356,913$286,686 â–²9.3%56,6850.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,256,910$229,134 â–²7.6%35,0660.2%Utilities
FT Vest U.S. Equity Buffer ETF - April stock logo
FAPR
FT Vest U.S. Equity Buffer ETF - April
$3,112,762$563,295 â–¼-15.3%69,3180.2%ETF
ALPS ETF TR
$3,051,894$3,051,894 â–²New Holding82,7580.2%LEVEL FOUR LARGE
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$3,031,217$467,405 â–²18.2%115,2550.2%ETF
Invesco Financial Preferred ETF stock logo
PGF
Invesco Financial Preferred ETF
$2,971,389$387,495 â–¼-11.5%215,9440.2%Manufacturing
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,893,156$328,450 â–¼-10.2%6,6240.2%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$2,840,159$47,278 â–¼-1.6%11,4140.2%ETF

Showing largest 100 holdings. View all holdings.
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