Signal Advisors Wealth, LLC
Filing Date
Global Rank
#2,533
/ 8,603
▲ 271
· as of Mar 2026
Top Industry
Semiconductors
11.3%
3Y Alpha vs SPY
-1.3%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+49.4%
SPY
+53.6%
Annualised alpha
-1.4%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
222 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
7.3%
−0.2 pts
Top 5
26.7%
−2.3 pts
Top 10
39.4%
−3.6 pts
HHI
234
Diversified−36
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.5% | $175,276,318 |
| Financial Services | 12.5% | $65,437,664 |
| Unclassified | 9.1% | $47,752,904 |
| Consumer Cyclical | 8.5% | $44,490,089 |
| Healthcare | 8.0% | $42,133,812 |
| Industrials | 7.8% | $40,657,159 |
| Communication Services | 6.8% | $35,399,513 |
| Consumer Defensive | 4.8% | $24,941,497 |
| Energy | 4.0% | $20,962,864 |
| Real Estate | 2.3% | $11,857,557 |
| Utilities | 1.7% | $8,661,063 |
| Basic Materials | 1.2% | $6,284,533 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| TJX | Tjx Companies Inc /De/ | +7,546 | 9,740 | $1,555,478 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
222 positions ·
$523,854,973 total
· 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 222 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 150,029 | $38,075,859 | 7.27% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 191,903 | $33,467,883 | 6.39% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 70,908 | $26,248,014 | 5.01% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 37,351 | $24,290,849 | 4.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 85,257 | $17,756,475 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 56,926 | $16,369,640 | 3.12% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 46,696 | $13,736,095 | 2.62% | |
| PWR |
Quanta Services, Inc.
Industrials
|
Reduced | 24,266 | $13,322,519 | 2.54% | |
| V |
Visa Inc.
Financial Services
|
Added | 39,668 | $11,989,256 | 2.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 90,786 | $11,282,884 | 2.15% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Reduced | 53,579 | $10,597,390 | 2.02% | |
| NOW |
ServiceNow, Inc.
Technology
|
Added | 83,985 | $8,780,631 | 1.68% | |
| APH |
Amphenol Corp /De/
Technology
|
Added | 69,406 | $8,769,448 | 1.67% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 16,617 | $7,962,866 | 1.52% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 8,544 | $7,858,514 | 1.50% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
Reduced | 44,194 | $7,627,000 | 1.46% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 37,784 | $7,490,300 | 1.43% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 13,053 | $7,468,012 | 1.43% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 19,811 | $7,364,739 | 1.41% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 23,204 | $7,181,870 | 1.37% | |
| CHE |
Chemed Corp
Healthcare
|
Added | 18,509 | $6,991,589 | 1.33% | |
| CPRT |
Copart Inc
Industrials
|
Reduced | 207,025 | $6,873,230 | 1.31% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 32,583 | $6,628,359 | 1.27% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Added | 40,519 | $6,583,527 | 1.26% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 60,187 | $5,786,980 | 1.10% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Reduced | 147,080 | $5,650,813 | 1.08% | |
| GLD |
Spdr Gold Trust
|
Added | 12,617 | $5,428,968 | 1.04% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 70,609 | $5,078,905 | 0.97% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 8,766 | $5,059,559 | 0.97% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 34,346 | $4,960,936 | 0.95% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 9,722 | $4,219,056 | 0.81% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 8,389 | $4,158,930 | 0.79% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 9,016 | $4,156,285 | 0.79% | |
| MU |
Micron Technology Inc
Technology
|
Added | 12,244 | $4,136,512 | 0.79% | |
| ACN |
Accenture plc
Technology
|
Added | 19,431 | $3,852,972 | 0.74% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 15,126 | $3,697,399 | 0.71% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 35,066 | $3,256,930 | 0.62% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 8,318 | $2,735,707 | 0.52% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 34,150 | $2,718,681 | 0.52% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
NEW | 12,463 | $2,699,859 | 0.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 17,364 | $2,696,455 | 0.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 7,702 | $2,632,466 | 0.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 11,748 | $2,555,072 | 0.49% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
Added | 21,713 | $2,553,665 | 0.49% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 9,375 | $2,536,781 | 0.48% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 26,945 | $2,532,291 | 0.48% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 7,523 | $2,471,982 | 0.47% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 5,009 | $2,462,073 | 0.47% | |
| ROP |
Roper Technologies Inc
Technology
|
Added | 6,837 | $2,419,340 | 0.46% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 16,241 | $2,375,733 | 0.45% |