# Signal Advisors Wealth, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2010926. Source: https://holderbook.com/funds/2010926-signal-advisors-wealth-llc/

- Reported value: $2.0B
- Positions: 630
- Weight of the ten largest: 28.1%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $121.1M | 1,378,359 | 6.1% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $81.0M | 1,136,261 | 4.1% | 11 |
| APTUS COLLARED INV | [ACIO](https://holderbook.com/stocks/ACIO/) | $67.0M | 1,453,023 | 3.4% | 10 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $53.7M | 185,414 | 2.7% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $49.9M | 0 | 2.5% | 11 |
| BNY MELLON ETF TRUST | [BKAG](https://holderbook.com/stocks/BKAG/) | $44.6M | 1,062,469 | 2.3% | 8 |
| APTUS DEFINED RISK ETF | [DRSK](https://holderbook.com/stocks/DRSK/) | $37.4M | 1,302,546 | 1.9% | 10 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $35.9M | 96,129 | 1.8% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $35.2M | 47,193 | 1.8% | 11 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $30.6M | 100,858 | 1.5% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $27.6M | 77,154 | 1.4% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $25.9M | 433,722 | 1.3% | 8 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $25.8M | 121,187 | 1.3% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $25.7M | 107,757 | 1.3% | 11 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $23.4M | 61,868 | 1.2% | 8 |
| APTUS DRAWDOWN MANAGED | [ADME](https://holderbook.com/stocks/ADME/) | $21.1M | 379,720 | 1.1% | 8 |
| APTUS ENHANCED YIELD | [JUCY](https://holderbook.com/stocks/JUCY/) | $21.1M | 959,804 | 1.1% | 11 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $20.4M | 35,094 | 1.0% | 6 |
| PACER FDS TR | [PSFF](https://holderbook.com/stocks/PSFF/) | $20.1M | 585,265 | 1.0% | 11 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $19.7M | 103,378 | 1.0% | 8 |
| DOUBLELINE ETF TRUST | [DMBS](https://holderbook.com/stocks/DMBS/) | $18.7M | 380,753 | 0.9% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $18.4M | 56,358 | 0.9% | 11 |
| Aptus Large Cap Upside ETF | [UPSD](https://holderbook.com/stocks/UPSD/) | $18.4M | 652,110 | 0.9% | 6 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $17.4M | 0 | 0.9% | 8 |
| SSGA ACTIVE TR | [XLSR](https://holderbook.com/stocks/XLSR/) | $16.6M | 255,949 | 0.8% | 8 |
| QUANTA SVCS INC | [PWR](https://holderbook.com/stocks/PWR/) | $16.0M | 22,207 | 0.8% | 8 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $15.9M | 46,486 | 0.8% | 8 |
| OPUS SMALL CAP VALUE | [OSCV](https://holderbook.com/stocks/OSCV/) | $15.6M | 369,268 | 0.8% | 8 |
| BONDBLOXX ETF TRUST | [XHLF](https://holderbook.com/stocks/XHLF/) | $15.5M | 308,141 | 0.8% | 8 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $15.2M | 302,211 | 0.8% | 7 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $14.2M | 193,593 | 0.7% | 10 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $13.7M | 264,017 | 0.7% | 8 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $13.4M | 11,191 | 0.7% | 11 |
| EA SERIES TRUST | [FRDM](https://holderbook.com/stocks/FRDM/) | $13.1M | 180,075 | 0.7% | 6 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $13.1M | 95,793 | 0.7% | 11 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $12.7M | 42,017 | 0.6% | 9 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $12.5M | 71,080 | 0.6% | 3 |
| ETF SER SOLUTIONS | [IDUB](https://holderbook.com/stocks/IDUB/) | $12.2M | 443,080 | 0.6% | 8 |
| ETF SER SOLUTIONS | [DUBS](https://holderbook.com/stocks/DUBS/) | $11.7M | 280,461 | 0.6% | 8 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $11.6M | 27,615 | 0.6% | 11 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $11.5M | 31,149 | 0.6% | 9 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $11.3M | 20,032 | 0.6% | 11 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $11.0M | 21,941 | 0.6% | 11 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $10.9M | 15,879 | 0.6% | 8 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $10.8M | 406,222 | 0.5% | 5 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $10.6M | 93,247 | 0.5% | 11 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $9.9M | 100,077 | 0.5% | 6 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $9.8M | 91,830 | 0.5% | 8 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $9.6M | 43,985 | 0.5% | 8 |
| CHEMED CORP NEW | [CHE](https://holderbook.com/stocks/CHE/) | $9.6M | 20,565 | 0.5% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $9.1M | 12,171 | 0.5% | 11 |
| SPDR SERIES TRUST | [BIL](https://holderbook.com/stocks/BIL/) | $8.9M | 97,054 | 0.4% | 8 |
| DIAMONDBACK ENERGY INC | [FANG](https://holderbook.com/stocks/FANG/) | $8.7M | 49,276 | 0.4% | 8 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $8.7M | 11,342 | 0.4% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $8.2M | 11,121 | 0.4% | 11 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $7.9M | 135,569 | 0.4% | 8 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $7.8M | 47,822 | 0.4% | 4 |
| COPART INC | [CPRT](https://holderbook.com/stocks/CPRT/) | $7.7M | 273,558 | 0.4% | 8 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $7.7M | 90,146 | 0.4% | 5 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $7.7M | 52,410 | 0.4% | 11 |
| SELECT SECTOR SPDR TR | [XLI](https://holderbook.com/stocks/XLI/) | $7.5M | 40,257 | 0.4% | 8 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $7.4M | 233,759 | 0.4% | 8 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $6.3M | 125,266 | 0.3% | 7 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $6.3M | 12,176 | 0.3% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.1M | 23,993 | 0.3% | 8 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $6.0M | 63,652 | 0.3% | 8 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $5.9M | 82,951 | 0.3% | 8 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $5.8M | 22,938 | 0.3% | 8 |
| ISHARES TR | [SGOV](https://holderbook.com/stocks/SGOV/) | $5.8M | 57,208 | 0.3% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $5.7M | 68,682 | 0.3% | 8 |
| VANGUARD SCOTTSDALE FDS | [VGLT](https://holderbook.com/stocks/VGLT/) | $5.6M | 102,374 | 0.3% | 8 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $5.6M | 97,507 | 0.3% | 8 |
| INNOVATOR ETFS TRUST | [PJAN](https://holderbook.com/stocks/PJAN/) | $5.4M | 110,088 | 0.3% | 3 |
| INNOVATOR ETFS TRUST | [PJUL](https://holderbook.com/stocks/PJUL/) | $5.4M | 110,647 | 0.3% | 3 |
| INNOVATOR ETFS TRUST | [POCT](https://holderbook.com/stocks/POCT/) | $5.4M | 115,886 | 0.3% | 3 |
| VANGUARD SCOTTSDALE FDS | [VMBS](https://holderbook.com/stocks/VMBS/) | $5.4M | 114,480 | 0.3% | 8 |
| INNOVATOR ETFS TRUST | [PAPR](https://holderbook.com/stocks/PAPR/) | $5.3M | 126,529 | 0.3% | 3 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $5.2M | 98,704 | 0.3% | 8 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $5.2M | 71,760 | 0.3% | 8 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $4.9M | 51,208 | 0.2% | 7 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $4.9M | 13,338 | 0.2% | 11 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $4.9M | 72,202 | 0.2% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.7M | 11,327 | 0.2% | 8 |
| INNOVATOR ETFS TRUST | [ACEI](https://holderbook.com/stocks/ACEI/) | $4.7M | 201,606 | 0.2% | 2 |
| MOTOROLA SOLUTIONS INC | [MSI](https://holderbook.com/stocks/MSI/) | $4.6M | 11,191 | 0.2% | 6 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $4.6M | 138,705 | 0.2% | 8 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.5M | 12,642 | 0.2% | 8 |
| SPDR SERIES TRUST | [CERY](https://holderbook.com/stocks/CERY/) | $4.4M | 130,572 | 0.2% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $4.4M | 52,520 | 0.2% | 8 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $4.3M | 48,174 | 0.2% | 2 |
| WISDOMTREE TR | [OPPJ](https://holderbook.com/stocks/OPPJ/) | $4.3M | 74,018 | 0.2% | 4 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $4.2M | 15,490 | 0.2% | 5 |
| DUKE ENERGY CORP NEW | [DUK](https://holderbook.com/stocks/DUK/) | $4.2M | 32,978 | 0.2% | 5 |
| INVESCO EXCHANGE TRADED FD T | [PGF](https://holderbook.com/stocks/PGF/) | $4.1M | 302,502 | 0.2% | 6 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $4.1M | 10,404 | 0.2% | 8 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $4.0M | 46,692 | 0.2% | 11 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $4.0M | 3,745 | 0.2% | 8 |
| INNOVATOR ETFS TRUST | [SFLR](https://holderbook.com/stocks/SFLR/) | $4.0M | 103,198 | 0.2% | 8 |
| FIRST TR EXCHNG TRADED FD VI | [FAPR](https://holderbook.com/stocks/FAPR/) | $3.9M | 84,120 | 0.2% | 11 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $3.8M | 46,510 | 0.2% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.2% | +14.8% | -4.6% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.0% | 100% |
| Q4 2025 | +0.7% | +2.4% | -1.7% | 100% |
| Q3 2025 | +5.3% | +7.8% | -2.5% | 100% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.6% | 100% |
| Q4 2024 | +0.1% | +2.1% | -2.1% | 100% |
| Q3 2024 | +8.1% | +5.4% | +2.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $2.0B | 630 |
| Q1 2026 | $1.5B | 570 |
| Q4 2025 | $1.3B | 502 |
| Q3 2025 | $1.1B | 455 |
| Q2 2025 | $1.3B | 464 |
| Q1 2025 | $1.0B | 430 |
| Q4 2024 | $883.8M | 424 |
| Q3 2024 | $698.2M | 416 |
| Q2 2024 | $45.7M | 75 |
| Q1 2024 | $402.9M | 293 |
| Q4 2023 | $288.4M | 225 |