Signal Advisors Wealth, LLC

CIK

2010926

Location

DETROIT, MI

Portfolio Value

Small $537,959,040

Diversification

Diversified

Filing Date

Global Rank

#2,513 / 8,623 ▲ 274 · as of Mar 2026

Top Industry

Semiconductors 10.9%

3Y Alpha vs SPY

-1.2%

Period ended 4 months ago

Filed Apr 17, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+49.6%

SPY

+50.3%

Annualised alpha

-0.3%

Max drawdown

−16.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

223 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.1%

−0.3 pts

Top 5

26.0%

−2.4 pts

Top 10

38.4%

−3.8 pts

HHI

226

Diversified−35

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.1%	$178,308,340	40
Financial Services	12.2%	$65,566,409	36
Unclassified	8.9%	$47,752,904	11
Consumer Cyclical	8.3%	$44,490,089	19
Healthcare	7.8%	$42,133,812	25
Industrials	7.6%	$40,635,895	24
Communication Services	6.6%	$35,399,513	11
Energy	5.9%	$31,925,275	22
Consumer Defensive	4.6%	$24,941,497	11
Real Estate	2.2%	$11,857,557	7
Utilities	1.6%	$8,661,063	10
Basic Materials	1.2%	$6,286,686	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+37,770	191,903	$33,467,883
APH	Amphenol Corp /De/	+27,529	69,406	$8,769,448
NOW	ServiceNow, Inc.	+27,399	83,985	$8,780,631
AAPL	Apple Inc.	+26,053	150,029	$38,075,859
T	At&T Inc.	+25,212	41,841	$1,212,970
AMD	Advanced Micro Devices Inc	+22,053	32,583	$6,628,359
NFLX	Netflix Inc	+21,130	60,187	$5,786,980
MSFT	Microsoft Corp	+20,995	70,908	$26,248,014
WFC	Wells Fargo & Company/Mn	+18,956	34,150	$2,718,681
EPD	Enterprise Products Partners L.P.	+16,730	47,859	$1,810,984
SYF	Synchrony Financial	+13,520	16,272	$1,106,821
XOM	ExxonMobil Holdings Corp	+13,052	64,614	$10,962,411
DUK	Duke Energy CORP	+12,092	15,186	$1,988,454
AMZN	Amazon Com Inc	+11,771	85,257	$17,756,475
PLTR	Palantir Technologies Inc.	+11,435	16,241	$2,375,733
PG	PROCTER & GAMBLE Co	+10,702	34,346	$4,960,936
RF	Regions Financial Corp	+10,387	20,432	$533,683
GLDM	World Gold Trust	+9,983	23,106	$2,141,695
NTRS	Northern Trust Corp	+9,853	11,377	$1,587,887
GOOGL	Alphabet Inc.	+9,572	56,926	$16,369,640
RTX	RTX Corp	+9,412	11,775	$2,271,397
AVGO	Broadcom Inc.	+8,601	23,204	$7,181,870
UBER	Uber Technologies, Inc	+8,058	70,609	$5,078,905
AGNC	AGNC Investment Corp.	+7,988	38,170	$382,845
SLV	iShares Silver Trust	+7,604	22,721	$1,548,208
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DVN	Devon Energy Corp/De	−68,257	13,677	$688,226
FSCO	FS Credit Opportunities Corp.	−30,591	76,919	$392,286
CPRT	Copart Inc	−25,950	207,025	$6,873,230
MNDO	Mind Cti Ltd	−18,000	18,000	$20,700
LOW	Lowes Companies Inc	−16,246	907	$214,305
HCAT	Health Catalyst, Inc.	−13,912	23,293	$29,582
WMT	Walmart Inc.	−13,615	90,786	$11,282,884
OLN	OLIN Corp	−9,855	10,745	$319,448
FANG	Diamondback Energy, Inc.	−8,792	53,579	$10,597,390
IBIT	iShares Bitcoin Trust ETF	−6,737	147,080	$5,650,813
ELV	Elevance Health, Inc.	−6,716	889	$260,254
SHW	Sherwin Williams Co	−6,530	1,610	$516,085
WBD	Warner Bros. Discovery, Inc.	−6,519	29,525	$810,756
BPRE	Bluerock Private Real Estate Fund	−5,259	11,486	$190,782
SMCI	Super Micro Computer, Inc.	−2,988	10,019	$228,132
SPY	Spdr S&P 500 ETF Trust	−2,261	37,351	$24,290,849
MMM	3M Co	−2,197	1,643	$238,612
PWR	Quanta Services, Inc.	−1,777	24,266	$13,322,519
ZIM	ZIM Integrated Shipping Services Ltd.	−1,550	12,268	$323,261
IAU	Ishares Gold Trust	−1,537	5,665	$499,426
RLI	Rli Corp	−1,305	3,735	$213,044
RDDT	Reddit, Inc.	−1,201	4,662	$627,738
ANET	Arista Networks, Inc.	−1,192	8,979	$1,102,441
AIG	American International Group, Inc.	−1,153	3,542	$266,535
LRCX	Lam Research Corp	−947	2,539	$542,482
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ROST	Ross Stores, Inc.	12,463	$2,699,859
SCHW	Schwab Charles Corp	26,945	$2,532,291
AZO	Autozone Inc	389	$1,313,956
HPE	Hewlett Packard Enterprise Co	46,646	$1,110,641
DLTR	Dollar Tree, Inc.	8,345	$913,860
MNST	Monster Beverage Corp	12,201	$884,084
ET	Energy Transfer LP	40,508	$781,804
GLW	Corning Inc /Ny	5,629	$765,375
EQIX	Equinix Inc	738	$723,417
CBRE	Cbre Group, Inc.	5,193	$703,443
KMI	Kinder Morgan, Inc.	20,019	$671,237
MPLX	Mplx LP	11,444	$653,109
MPC	Marathon Petroleum Corp	2,477	$604,833
GEN	Gen Digital Inc.	30,456	$573,486
SGOL	abrdn Gold ETF Trust	11,351	$506,481
AZN	Astrazeneca PLC	2,461	$485,358
FCX	Freeport-Mcmoran Inc	7,485	$439,968
PFE	Pfizer Inc	14,389	$404,043
TEL	TE Connectivity plc	1,824	$381,252
LEN	Lennar Corp /New/	4,049	$351,615
OXY	Occidental Petroleum Corp /De/	5,347	$347,555
RIVN	Rivian Automotive, Inc. / DE	23,007	$346,255
GILD	Gilead Sciences, Inc.	2,437	$339,644
VLO	Valero Energy Corp/Tx	1,328	$328,122
WDC	Western Digital Corp	1,104	$298,620
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
DIA	Spdr Dow Jones Industrial Average ETF Trust	709	$340,724
EOS	Eaton Vance Enhanced Equity Income Fund II	11,322	$265,048
HOOD	Robinhood Markets, Inc.	2,318	$262,165
AXP	American Express Co	654	$241,947
BNY	Bank of New York Mellon Corp	1,861	$216,043
APP	AppLovin Corp	306	$206,188
BX	Blackstone Inc.	1,303	$200,844
EFC	Ellington Financial Inc.	10,433	$141,680
OPEN	Opendoor Technologies Inc.	11,243	$65,546
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

223 tracked positions · $537,959,040 total · filing declares 602 positions · $1,457,031,682 · as of Mar 31, 2026

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

Showing 1–50 of 223 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	150,029	+26,053	$38,075,859	+13.0%	7.08%
NVDA	Nvidia Corp PUT CALL + SHARES Technology	Added	191,903	+37,770	$33,467,883	+16.4%	6.22%
MSFT	Microsoft Corp Technology	Added	70,908	+20,995	$26,248,014	+8.7%	4.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	37,351	-2,261	$24,290,849	−10.1%	4.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	85,257	+11,771	$17,756,475	+4.7%	3.30%
GOOGL	Alphabet Inc. Communication Services	Added	56,926	+9,572	$16,369,640	+10.4%	3.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	46,696	+5,641	$13,736,095	+3.8%	2.55%
PWR	Quanta Services, Inc. Industrials	Reduced	24,266	-1,777	$13,322,519	+21.2%	2.48%
V	Visa Inc. Financial Services	Added	39,668	+3,785	$11,989,256	−4.7%	2.23%
WMT	Walmart Inc. Consumer Defensive	Reduced	90,786	-13,615	$11,282,884	−3.0%	2.10%
XOM	ExxonMobil Holdings Corp Energy	Added	64,614	+13,052	$10,962,411	+76.7%	2.04%
FANG	Diamondback Energy, Inc. Energy	Reduced	53,579	-8,792	$10,597,390	+13.0%	1.97%
NOW	ServiceNow, Inc. Technology	Added	83,985	+27,399	$8,780,631	+1.3%	1.63%
APH	Amphenol Corp /De/ Technology	Added	69,406	+27,529	$8,769,448	+55.0%	1.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,617	+6,271	$7,962,866	+53.1%	1.48%
LLY	ELI LILLY & Co Healthcare	Added	8,544	+2,309	$7,858,514	+17.3%	1.46%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	44,194	-717	$7,627,000	−3.3%	1.42%
PGR	Progressive Corp/Oh/ Financial Services	Added	37,784	+1,398	$7,490,300	−9.6%	1.39%
META	Meta Platforms, Inc. Communication Services	Added	13,053	+4,127	$7,468,012	+26.7%	1.39%
TSLA	Tesla, Inc. Consumer Cyclical	Added	19,811	+5,128	$7,364,739	+11.5%	1.37%
AVGO	Broadcom Inc. Technology	Added	23,204	+8,601	$7,181,870	+42.1%	1.34%
CHE	Chemed Corp Healthcare	Added	18,509	+270	$6,991,589	−10.4%	1.30%
CPRT	Copart Inc Industrials	Reduced	207,025	-25,950	$6,873,230	−24.6%	1.28%
AMD	Advanced Micro Devices Inc Technology	Added	32,583	+22,053	$6,628,359	+193.9%	1.23%
BR	Broadridge Financial Solutions, Inc. Technology	Added	40,519	+3,613	$6,583,527	−20.1%	1.22%
NFLX	Netflix Inc Communication Services	Added	60,187	+21,130	$5,786,980	+58.0%	1.08%
IBIT	iShares Bitcoin Trust ETF	Reduced	147,080	-6,737	$5,650,813	−26.0%	1.05%
GLD	Spdr Gold Trust	Added	12,617	+673	$5,428,968	+14.7%	1.01%
UBER	Uber Technologies, Inc Technology	Added	70,609	+8,058	$5,078,905	−0.6%	0.94%
QQQ	Invesco Qqq Trust, Series 1	Added	8,766	+829	$5,059,559	+3.8%	0.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	34,346	+10,702	$4,960,936	+46.4%	0.92%
MSI	Motorola Solutions, Inc. Technology	Added	9,722	+281	$4,219,056	+16.6%	0.78%
LIN	Linde PLC Basic Materials	Reduced	8,389	-710	$4,158,930	+7.2%	0.77%
ISRG	Intuitive Surgical Inc Healthcare	Added	9,016	+904	$4,156,285	−9.5%	0.77%
MU	Micron Technology Inc PUT + SHARES Technology	Added	12,244	+5,240	$4,136,512	+106.9%	0.77%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	10,355	+2,002	$4,042,695	+3.2%	0.75%
ACN	Accenture plc Technology	Added	19,431	+3,514	$3,852,972	−9.8%	0.72%
JNJ	Johnson & Johnson Healthcare	Added	15,126	+6,539	$3,697,399	+108.1%	0.69%
NEE	Nextera Energy Inc Utilities	Added	35,066	+2,467	$3,256,930	+24.5%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	8,318	+2,429	$2,735,707	+35.0%	0.51%
WFC	Wells Fargo & Company/Mn Financial Services	Added	34,150	+18,956	$2,718,681	+92.0%	0.51%
ROST	Ross Stores, Inc. PUT + SHARES Consumer Cyclical	NEW	12,463	NEW	$2,699,859	NEW	0.50%
PEP	Pepsico Inc Consumer Defensive	Added	17,364	+5,179	$2,696,455	+54.2%	0.50%
AMAT	Applied Materials Inc /De Technology	Added	7,702	+5,444	$2,632,466	+353.7%	0.49%
ABBV	AbbVie Inc. Healthcare	Added	11,748	+5,918	$2,555,072	+91.8%	0.47%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Added	21,713	+1,112	$2,553,665	+5.7%	0.47%
UNH	Unitedhealth Group Inc Healthcare	Added	9,375	+979	$2,536,781	−8.5%	0.47%
SCHW	Schwab Charles Corp Financial Services	NEW	26,945	NEW	$2,532,291	NEW	0.47%
SYK	Stryker Corp Healthcare	Added	7,523	+780	$2,471,982	+4.3%	0.46%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	5,009	+200	$2,462,073	−11.6%	0.46%

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.