Signal Advisors Wealth, LLC
CIK: 0002010926SEC EDGAR →
Portfolio Value
$1.3B
Holdings
502
As of
Q4 2025
New Positions
89
Closed Positions
100
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 803,731 | $64.5M | 5.13% |
| 2 | ETF SER SOLUTIONS | 1,124,239 | $49.1M | 3.91% |
| 3 | VANGUARD TAX-MANAGED FDS | 699,616 | $43.7M | 3.47% |
| 4 | APPLE INC | 123,976 | $33.7M | 2.68% |
| 5 | BNY MELLON ETF TRUST | 750,307 | $31.8M | 2.53% |
| 6 | NVIDIA CORPORATION | 154,133 | $28.7M | 2.29% |
| 7 | ETF SER SOLUTIONS | 986,272 | $28.1M | 2.23% |
| 8 | SPDR S&P 500 ETF TR | 39,612 | $27.0M | 2.15% |
| 9 | MICROSOFT CORP | 49,913 | $24.1M | 1.92% |
| 10 | PACER FDS TR | 582,221 | $18.8M | 1.50% |
Quarterly Changes
New Positions (86)
$5.7M · 42K shares
$4.1M · 88K shares
$4.1M · 105K shares
$4.1M · 88K shares
$4.1M · 93K shares
$1.6M · 31K shares
$1.6M · 47K shares
$1.6M · 43K shares
$1.6M · 51K shares
$1.6M · 45K shares
$1.3M · 4K shares
$1.3M · 14K shares
$1.3M · 33K shares
$1.2M · 40K shares
$1.2M · 35K shares
$1.0M · 21K shares
$938K · 13K shares
$789K · 17K shares
$680K · 11K shares
$665K · 8K shares
$649K · 3K shares
$619K · 15K shares
$614K · 13K shares
$585K · 14K shares
$557K · 4K shares
$532K · 15K shares
$521K · 23K shares
$519K · 19K shares
$489K · 16K shares
$483K · 8K shares
$477K · 16K shares
$434K · 2K shares
$383K · 14K shares
$379K · 7K shares
$372K · 8K shares
$362K · 777 shares
$361K · 12K shares
$360K · 9K shares
$354K · 4K shares
$325K · 8K shares
$321K · 1K shares
$320K · 3K shares
$312K · 2K shares
$300K · 10K shares
$295K · 979 shares
$295K · 2K shares
$293K · 14K shares
$287K · 3K shares
$283K · 6K shares
$275K · 2K shares
$274K · 3K shares
$272K · 10K shares
$272K · 8K shares
$268K · 8K shares
$265K · 5K shares
$264K · 921 shares
$257K · 7K shares
$252K · 3K shares
$252K · 6K shares
$251K · 2K shares
$251K · 17K shares
$250K · 3K shares
$250K · 4K shares
$247K · 13K shares
$246K · 301 shares
$246K · 1K shares
$245K · 6K shares
$242K · 805 shares
$241K · 3K shares
$236K · 4K shares
$235K · 1K shares
$234K · 7K shares
$231K · 6K shares
$229K · 6K shares
$229K · 3K shares
$218K · 468 shares
$216K · 2K shares
$213K · 10K shares
$211K · 2K shares
$208K · 2K shares
$205K · 2K shares
$204K · 3K shares
$202K · 2K shares
$65K · 11K shares
$41K · 36K shares
$5K · 21K shares
Closed Positions (39)
$939K · 67K shares
$624K · 32K shares
$546K · 11K shares
$487K · 26K shares
$467K · 22K shares
$397K · 42K shares
$377K · 16K shares
$356K · 10K shares
$344K · 3K shares
$320K · 13K shares
$309K · 5K shares
$298K · 9K shares
$296K · 2K shares
$279K · 4K shares
$265K · 3K shares
$264K · 10K shares
$251K · 3K shares
$247K · 6K shares
$244K · 2K shares
$243K · 6K shares
$237K · 9K shares
$236K · 6K shares
$233K · 5K shares
$232K · 9K shares
$230K · 3K shares
$228K · 6K shares
$218K · 13K shares
$218K · 7K shares
$218K · 918 shares
$217K · 8K shares
$210K · 23K shares
$208K · 5K shares
$204K · 5K shares
$201K · 4K shares
$178K · 14K shares
$170K · 13K shares
$167K · 12K shares
$163K · 15K shares
$21K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 321 | $847.1M | 67.4% |
| Technology | 38 | $149.9M | 11.9% |
| Unknown | 39 | $58.0M | 4.6% |
| Consumer Cyclical | 15 | $38.3M | 3.0% |
| Healthcare | 20 | $37.5M | 3.0% |
| Industrials | 23 | $33.6M | 2.7% |
| Communication Services | 10 | $30.1M | 2.4% |
| Energy | 10 | $21.5M | 1.7% |
| Consumer Defensive | 7 | $19.3M | 1.5% |
| Real Estate | 7 | $10.5M | 0.8% |
| Basic Materials | 5 | $7.2M | 0.6% |
| Utilities | 7 | $4.7M | 0.4% |