Signify Wealth

Registered adviser

CIK

1769062

Location

Saint Louis, MO

Portfolio Value

Micro $88,596,682

Diversification

Diversified

Filing Date

Global Rank

#7,715 / 8,182 ▼ 674 · as of Dec 2024

Top Industry

Auto Manufacturers 23.1%

Period ended 1 year ago

Filed Feb 6, 2025 · 1y

17 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 160094

Roster of Nov 1, 2026

Regulatory AUM

$364,555,522

Main clients

Individuals and high net worth (99% of AUM)

Private funds

1 fund · Venture capital funds

Focus by fund count, roster of Nov 1, 2026

$2,700,000 gross assets

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Jul 2026 to Nov 2026	$364,555,522	Individuals and high net worth (99%)
Mar 2026 to Jun 2026	$364,476,391	Individuals and high net worth (84%)
Aug 2025 to Feb 2026	$283,707,850	Individuals and high net worth (100%)
Apr 2025 to Jul 2025	$283,707,850	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$218,387,203	Individuals and high net worth (100%)
May 2023 to Mar 2024	$169,944,907	Individuals and high net worth (100%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2024, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.0% of the book (60%+)

Turnover

Low turnover

22.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.0 quarters (4 to under 12)

Closest benchmark: the Nasdaq-100 as of 2024-12-31, active share 74.8%; sector active share 62.1% against the combined 13F book's sector weights.

Over time 17 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

26 tracked positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

9.8%

+0.1 pts

Top 5

44.8%

−0.8 pts

Top 10

76.0%

+1.2 pts

HHI

683

Diversified+5

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Unclassified	71.7%	$63,492,782	17
Consumer Cyclical	12.9%	$11,439,849	2
Technology	9.1%	$8,019,136	4
Communication Services	6.4%	$5,644,915	3

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
ABLG	Abacus FCF International Leaders ETF	+14,258	139,250	$3,992,158
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+9,170	132,253	$7,694,479
EFA	iShares MSCI EAFE ETF	+5,773	52,621	$3,978,673
PWRD		+4,847	91,025	$6,605,684
SPLV	Invesco S&P 500 Low Volatility ETF	+4,630	60,383	$4,226,810
IAU	Ishares Gold Trust	+4,496	69,176	$3,424,903
ABFL	Abacus FCF ETF Trust	+3,357	64,516	$4,288,120
IYW	iShares, Inc.	+2,870	54,361	$8,671,666
RSP	Victory Portfolios II	+2,000	23,537	$4,124,388
QUAL	iShares MSCI USA Quality Factor ETF	+1,684	23,859	$4,248,810
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+826	4,002	$287,783
SPY	Spdr S&P 500 ETF Trust	+747	11,645	$6,824,901
VEA	Vanguard FTSE Developed Markets ETF	+510	5,004	$239,291
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+381	4,690	$1,359,208
TSLA	Tesla, Inc.	+215	14,342	$5,791,873
VB	Vanguard Index Funds	+88	1,026	$246,527
MSFT	Microsoft Corp	+1	2,211	$931,936
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−523	13,341	$1,791,562
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−193	2,678	$206,929
AAPL	Apple Inc.	−126	19,849	$4,970,586
GOOGL	Alphabet Inc.	−78	24,397	$4,618,352
AMZN	Amazon Com Inc	−75	25,744	$5,647,976
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	35,868	$3,072,452
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	39,853	$3,219,325
MELI	Mercadolibre Inc	109	$223,663
HEI	Heico Corp	781	$204,215
—		7,896	$203,322
RR	Richtech Robotics Inc.	25,000	$20,975
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $88,596,682 total · filing declares 26 positions · $88,596,920 · as of Dec 31, 2024

All sectors Communication Services Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IYW	iShares, Inc.	Added	54,361	+2,870	$8,671,666	+11.1%	6	$119.77	9.79%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Added	132,253	+9,170	$7,694,479	+5.9%	6	$57.91	8.68%
SPY	Spdr S&P 500 ETF Trust	Added	11,645	+747	$6,824,901	+9.1%	6	$468.91	7.70%
PWRD		Added	91,025	+4,847	$6,605,684	+3.7%	6	$56.22	7.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	14,342	+215	$5,791,873	+56.7%	17	before history	6.54%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	25,744	-75	$5,647,976	+17.4%	17	before history	6.37%
AAPL	Apple Inc. Technology	Reduced	19,849	-126	$4,970,586	+6.8%	17	before history	5.61%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,397	-78	$4,618,352	+13.8%	17	before history	5.21%
ABFL	Abacus FCF ETF Trust	Added	64,516	+3,357	$4,288,120	+7.6%	6	$55.39	4.84%
QUAL	iShares MSCI USA Quality Factor ETF	Added	23,859	+1,684	$4,248,810	+6.9%	6	unpriced	4.80%
SPLV	Invesco S&P 500 Low Volatility ETF	Added	60,383	+4,630	$4,226,810	+5.7%	5	$62.67	4.77%
RSP	Victory Portfolios II	Added	23,537	+2,000	$4,124,388	+6.9%	2	$171.68	4.66%
ABLG	Abacus FCF International Leaders ETF	Added	139,250	+14,258	$3,992,158	+2.1%	6	$28.13	4.51%
EFA	iShares MSCI EAFE ETF	Added	52,621	+5,773	$3,978,673	+1.6%	3	unpriced	4.49%
IAU	Ishares Gold Trust	Added	69,176	+4,496	$3,424,903	+6.5%	6	$38.86	3.87%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	NEW	35,868	NEW	$3,072,452	NEW	1	unpriced	3.47%
NVDA	Nvidia Corp Technology	Reduced	13,341	-523	$1,791,562	+6.4%	7	$42.02	2.02%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	4,690	+381	$1,359,208	+11.4%	5	unpriced	1.53%
MSFT	Microsoft Corp Technology	Added	2,211	+1	$931,936	−2.0%	7	$325.13	1.05%
META	Meta Platforms, Inc. Communication Services	Held	983	0	$575,556	+2.3%	5	$404.75	0.65%
NFLX	Netflix Inc Communication Services	Held	506	0	$451,007	+25.7%	2	$668.77	0.51%
CRWD	CrowdStrike Holdings, Inc. Technology	Held	950	0	$325,052	+22.0%	2	$284.07	0.37%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	4,002	+826	$287,783	+20.6%	4	$72.65	0.32%
VB	Vanguard Index Funds	Added	1,026	+88	$246,527	+10.8%	3	$221.87	0.28%
VEA	Vanguard FTSE Developed Markets ETF	Added	5,004	+510	$239,291	+0.8%	3	$49.80	0.27%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	2,678	-193	$206,929	−8.4%	11	$76.98	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.