Signal Advisors Wealth, LLC

CIK

2010926

Location

DETROIT, MI

Portfolio Value

Mid $1,989,131,481

Diversification

Diversified

Filing Date

Global Rank

#1,598 / 8,794 ▲ 117 · as of Jun 2026

Top Industry

Semiconductors 16.6%

Period ended 3 months ago

Filed Aug 4, 2026 · 2mo

11 quarters · since Dec 2023

Clone Performance

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

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Portfolio Concentration

326 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

10.3%

−0.6 pts

Top 5

28.9%

+1.8 pts

Top 10

40.7%

+2.1 pts

HHI

276

Diversified+5

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	63.0%	$1,253,597,375	93
Technology	15.1%	$300,485,253	52
Financial Services	5.2%	$103,272,345	39
Healthcare	3.1%	$62,392,782	26
Consumer Cyclical	3.1%	$62,352,216	20
Industrials	2.9%	$57,762,338	30
Communication Services	2.7%	$52,832,376	11
Energy	1.7%	$33,089,911	23
Consumer Defensive	1.6%	$31,079,846	12
Real Estate	0.7%	$12,971,851	7
Utilities	0.6%	$11,422,438	8
Basic Materials	0.4%	$7,872,750	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+1,207,174	5,854,213	$205,550,749
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+460,759	1,875,474	$144,789,458
VEA	Vanguard FTSE Developed Markets ETF	+274,541	1,136,261	$80,958,596
BKAG	BNY Mellon Core Bond ETF	+234,982	1,062,469	$44,570,574
FNDA	Schwab Fundamental U.S. Small Company ETF	+189,022	848,316	$24,131,349
ABI	VictoryShares Pioneer Asset-Based Income ETF	+129,558	511,845	$37,158,455
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+118,687	862,174	$30,104,308
AMOM	Qraft AI-Enhanced US Large Cap Momentum ETF	+110,646	283,450	$7,616,118
VB	Vanguard Morningstar Small-Cap ETF	+93,185	228,536	$65,426,028
FBCG	Fidelity Blue Chip Growth ETF	+91,980	161,796	$12,207,728
VEU	Vanguard FTSE All-World Ex-US ETF	+87,982	439,838	$26,844,550
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+86,937	317,854	$15,942,210
BNDW	Vanguard Total World Bond ETF	+84,982	450,819	$26,946,748
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+82,801	412,677	$19,487,029
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+79,784	849,548	$78,734,953
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+69,256	417,826	$49,075,371
CPRT	Copart Inc	+66,533	273,558	$7,711,600
CWI	State Street SPDR MSCI ACWI ex-US ETF	+65,445	636,377	$31,968,932
—		+57,895	89,560	$3,902,496
NVDA	Nvidia Corp	+57,589	249,492	$49,920,854
DCOR	Dimensional US Core Equity 1 ETF	+55,047	247,189	$12,165,192
VXUS	Vanguard Total International Stock ETF	+44,625	90,146	$7,706,581
BIV	Vanguard Intermediate-Term Bond ETF	+42,293	227,592	$16,793,653
EDV	Vanguard World Funds Extended Duration ETF	+41,416	50,969	$6,966,627
AIRR	First Trust RBA American Industrial Renaissance ETF	+38,711	178,433	$8,332,363
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVVY	Invesco Diversified Dividend Opportunities ETF	−279,459	31,494	$1,221,410
ACES	ALPS Clean Energy ETF	−89,319	50,116	$1,777,953
IVZ	Invesco Ltd.	−68,433	68,864	$15,067,672
STT	State Street Corp	−43,336	10,870	$582,740
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	−33,860	369,150	$20,041,145
EPD	Enterprise Products Partners L.P.	−31,769	16,090	$591,468
AGQ	ProShares Trust II	−29,360	17,751	$254,726
AFK	VanEck Africa Index ETF	−25,762	19,432	$4,270,250
FSCO	FS Credit Opportunities Corp.	−22,600	54,319	$271,051
BR	Broadridge Financial Solutions, Inc.	−22,106	18,413	$2,521,660
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	−20,935	20,928	$1,149,737
MO	Altria Group, Inc.	−15,238	10,326	$742,955
JA	Janus Henderson AA-A CLO ETF	−13,032	170,077	$8,568,097
—		−12,279	33,688	$2,603,152
ET	Energy Transfer LP	−11,626	28,882	$552,223
BKF	iShares MSCI BIC ETF	−9,704	5,471	$944,852
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−9,515	7,310	$231,142
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−8,859	11,207	$0
IBIT	iShares Bitcoin Trust ETF	−8,375	138,705	$4,617,489
CAGE	Calamos Autocallable Growth ETF	−7,387	57,453	$1,578,981
GLDM	World Gold Trust	−7,310	15,796	$1,254,518
BCLO	iShares BBB-B CLO Active ETF	−6,811	5,057	$264,683
DHSB	Day Hagan Smart Buffer ETF	−5,793	5,908	$326,771
ACSG	American Century Small Cap Growth Insights ETF	−5,758	65,150	$6,704,489
HCAT	Health Catalyst, Inc.	−5,213	18,080	$35,979
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	21,865	$3,053,009
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	29,701	$2,954,658
TXN	Texas Instruments Inc	7,209	$2,148,786
TER	Teradyne, Inc	3,746	$1,812,464
SPCX	Space Exploration Technologies Corp	9,422	$1,609,842
BKNG	Booking Holdings Inc.	8,399	$1,497,037
ACOM	Harbor Active Commodity ETF	42,586	$1,249,473
WMB	Williams Companies, Inc.	15,522	$1,153,905
JBL	Jabil Inc	2,488	$959,074
SNDK	Sandisk Corp	407	$925,408
ASML	Asml Holding NV	424	$843,522
STX	Seagate Technology Holdings plc	798	$770,070
FIX	Comfort Systems USA Inc	380	$753,141
VRT	Vertiv Holdings Co	1,814	$607,363
CMI	Cummins Inc	838	$597,669
AGGH	Simplify Aggregate Bond ETF	20,629	$528,102
MRVL	Marvell Technology, Inc.	1,610	$479,602
HUM	Humana Inc	938	$372,592
FLEX	Flex Ltd.	2,038	$330,298
AXP	American Express Co	965	$326,411
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	6,230	$315,113
KLAC	Kla Corp	951	$286,926
ADI	Analog Devices Inc	698	$277,224
ACII	Innovator Index Autocallable Income Strategy ETF	10,373	$263,992
VSAT	Viasat Inc	2,923	$262,514
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
ACN	Accenture plc	19,431	$3,852,972
WPC	W. P. Carey Inc.	14,111	$958,983
GEN	Gen Digital Inc.	30,456	$573,486
DFNL	Davis Select Financial ETF	9,327	$473,251
AESR	Anfield U.S. Equity Sector Rotation ETF	42,890	$399,734
—		13,055	$368,151
LEN	Lennar Corp /New/	4,049	$351,615
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	7,945	$322,090
AEP	American Electric Power Co Inc	1,986	$260,324
AAAD	PGIM AAA CLO Aggregate Duration ETF	4,798	$245,561
SUN	Sunoco LP	3,556	$231,033
SU	Suncor Energy Inc	3,399	$224,707
ED	Consolidated Edison Inc	1,947	$220,361
SCCO	Southern Copper Corp/	1,264	$217,483
OLN	OLIN Corp	10,745	$216,443
ROST	Ross Stores, Inc.	12,463	$151,576
PLAY	Dave & Buster's Entertainment, Inc.	12,288	$95,917
CLSK	Cleanspark, Inc.	12,116	$80,105
MNDO	Mind Cti Ltd	18,000	$20,700
SGMOQ	Sangamo Therapeutics, Inc	14,600	$3,650
AIPO	Defiance AI & Power Infrastructure ETF	15,850	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

326 tracked positions · $1,989,131,481 total · filing declares 630 positions · $1,979,454,099 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 326 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
		Added	5,854,213	+1,207,174	$205,550,749	+35.6%	10.33%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	1,875,474	+460,759	$144,789,458	+56.2%	7.28%
VEA	Vanguard FTSE Developed Markets ETF	Added	1,136,261	+274,541	$80,958,596	+46.6%	4.07%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	849,548	+79,784	$78,734,953	—	3.96%
VB	Vanguard Morningstar Small-Cap ETF	Added	228,536	+93,185	$65,426,028	+70.9%	3.29%
AAPL	Apple Inc. Technology	Added	185,414	+35,385	$53,651,395	+40.9%	2.70%
NVDA	Nvidia Corp PUT Technology	Added	249,492	+57,589	$49,920,854	+49.3%	2.51%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	417,826	+69,256	$49,075,371	+24.9%	2.47%
BKAG	BNY Mellon Core Bond ETF	Added	1,062,469	+234,982	$44,570,574	+27.6%	2.24%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	511,845	+129,558	$37,158,455	+45.7%	1.87%
MSFT	Microsoft Corp Technology	Added	96,129	+25,221	$35,858,039	+36.6%	1.80%
SPY	Spdr S&P 500 ETF Trust	Added	47,193	+9,842	$35,242,316	+45.1%	1.77%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	636,377	+65,445	$31,968,932	+22.4%	1.61%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	862,174	+118,687	$30,104,308	+21.8%	1.51%
GOOGL	Alphabet Inc. Communication Services	Added	83,761	+20,976	$29,906,975	+65.7%	1.50%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	565,175	+25,304	$26,976,035	+10.2%	1.36%
BNDW	Vanguard Total World Bond ETF	Added	450,819	+84,982	$26,946,748	+24.7%	1.35%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	439,838	+87,982	$26,844,550	+39.5%	1.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	107,757	+22,500	$25,682,803	+44.6%	1.29%
APH	Amphenol Corp /De/ Technology	Added	71,080	+1,674	$25,065,651	+42.9%	1.26%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	848,316	+189,022	$24,131,349	+32.5%	1.21%
AVGO	Broadcom Inc. Technology	Added	61,868	+38,664	$23,370,637	+225.4%	1.17%
		Added	434,826	+30,709	$22,137,522	+5.8%	1.11%
BAPR	Innovator U.S. Equity Buffer ETF - April	Added	501,401	+409	$20,950,090	+6.0%	1.05%
AAAP	Pacer Barings CLO Market Flex ETF	Added	594,525	+1,628	$20,656,414	+5.9%	1.04%
AMD	Advanced Micro Devices Inc Technology	Added	35,094	+2,511	$20,386,455	+207.6%	1.02%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Reduced	369,150	-33,860	$20,041,145	+11.2%	1.01%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	412,677	+82,801	$19,487,029	+26.9%	0.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	56,358	+9,662	$18,447,664	+34.3%	0.93%
MU	Micron Technology Inc CALL Technology	Added	15,038	+2,794	$17,358,213	+346.3%	0.87%
BIV	Vanguard Intermediate-Term Bond ETF	Added	227,592	+42,293	$16,793,653	+22.1%	0.84%
PWR	Quanta Services, Inc. Industrials	Reduced	22,207	-2,059	$15,989,928	+20.0%	0.80%
V	Visa Inc. Financial Services	Added	46,486	+6,818	$15,948,881	+33.0%	0.80%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	317,854	+86,937	$15,942,210	+37.9%	0.80%
IVZ	Invesco Ltd. Financial Services	Reduced	68,864	-68,433	$15,067,672	+40.3%	0.76%
LLY	ELI LILLY & Co Healthcare	Added	11,191	+2,647	$13,422,822	+70.8%	0.67%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	180,075	+25,559	$13,127,467	+55.5%	0.66%
XOM	ExxonMobil Holdings Corp Energy	Added	95,793	+31,179	$13,096,818	+19.5%	0.66%
FBCG	Fidelity Blue Chip Growth ETF	Added	161,796	+91,980	$12,207,728	+279.3%	0.61%
DCOR	Dimensional US Core Equity 1 ETF	Added	247,189	+55,047	$12,165,192	+46.5%	0.61%
TSLA	Tesla, Inc. Consumer Cyclical	Added	27,615	+7,804	$11,614,869	+57.7%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	20,032	+6,979	$11,283,825	+51.1%	0.57%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,941	+5,324	$10,979,056	+37.9%	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	93,247	+2,461	$10,561,155	−6.4%	0.53%
NOW	ServiceNow, Inc. Technology	Added	100,077	+16,092	$9,935,644	+13.2%	0.50%
PGR	Progressive Corp/Oh/ Financial Services	Added	43,985	+6,201	$9,608,523	+28.3%	0.48%
CHE	Chemed Corp Healthcare	Added	20,565	+2,056	$9,577,943	+37.0%	0.48%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	148,266	+17,128	$9,199,724	+17.1%	0.46%
FANG	Diamondback Energy, Inc. Energy	Reduced	49,276	-4,303	$8,661,735	−18.3%	0.44%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	11,342	+987	$8,655,533	+114.1%	0.44%

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.