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Signal Advisors Wealth Portfolio holdings
AUM
$2.27B
Turnover
21.34%
1-Year Est. Return
16.1%
This Fund
S&P 500
This Quarter Est. Return
+2.29%
1 Year Est. Return
+16.1%
3 Year Est. Return
+70.48%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.27B
AUM Growth
+$292M
(+15%)
Cap. Flow
+$341M
Cap. Flow % of AUM
Cap. Flow %
15%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
745
New
115
Increased
388
Reduced
184
Closed
44
Avg Time Held
Equity + Options
1.1
years
Top 10 Avg Time Held
Equity + Options
1.3
years
Top 20 Avg Time Held
Equity + Options
1.3
years
Avg Time Held Equity only
1.1
years
Top 10 Avg Time Held Equity only
1.4
years
Top 20 Avg Time Held Equity only
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$56.3M |
| 2 |
Micron Technology
MU
|
+$15M |
| 3 |
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$14.8M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$8.38M |
| 5 |
Fidelity MSCI Information Technology Index ETF
FTEC
|
+$7.36M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Roper Technologies
ROP
|
+$2.96M |
| 2 |
Broadridge
BR
|
+$2.52M |
| 3 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$2.42M |
| 4 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.32M |
| 5 |
BondBloxx Private Credit CLO ETF
PCMM
|
+$2.29M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 64.04% |
| 2 | Technology | 14.44% |
| 3 | Financials | 4.4% |
| 4 | Healthcare | 3.19% |
| 5 | Communication Services | 2.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$183B
| $139M | 6.1% |
1,544,029
+165,670
| +12% | +$14.8M |
2023 Q4
11 quarters
|
|
|
2
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $88.5M | 3.9% |
1,253,064
+116,803
| +10% | +$8.38M |
2023 Q4
11 quarters
|
|
3
Aptus Collared Investment Opportunity ETF
ACIO
$2.38B
| $73.6M | 3.24% |
1,568,599
+115,576
| +8% | +$5.4M |
2024 Q1
10 quarters
|
|
4
Apple
AAPL
$5T
| $66.9M | 2.95% |
200,923
+15,509
| +8% | +$4.98M |
2023 Q4
11 quarters
|
|
|
5
NVIDIA
NVDA
$5.24T
| $60M | 2.64% |
+262,533
| New | +$56.3M |
2026 Q3
0 quarters
|
|
6
Microsoft
MSFT
$3.96T
| $47.1M | 2.07% |
91,802
-4,327
| -5% | -$2M |
2023 Q4
11 quarters
|
|
7
BNY Mellon Core Bond ETF
BKAG
$1.48B
| $45.7M | 2.01% |
1,140,641
+78,172
| +7% | +$3.22M |
2024 Q3
8 quarters
|
|
8
Aptus Defined Risk ETF
DRSK
$1.39B
| $36.9M | 1.63% |
1,359,672
+57,126
| +4% | +$1.62M |
2024 Q1
10 quarters
|
|
9
State Street SPDR S&P 500 ETF Trust
SPY
$817B
| $34.1M | 1.5% |
44,777
-2,416
| -5% | -$1.84M |
2023 Q4
11 quarters
|
|
10
Alphabet (Google) Class A
GOOGL
$4.21T
| $33.3M | 1.47% |
96,856
+19,702
| +26% | +$6.84M |
2024 Q3
8 quarters
|
|
11
Vanguard Morningstar Small-Cap ETF
VB
$76.9B
| $31.6M | 1.39% |
111,211
+10,353
| +10% | +$3.08M |
2024 Q3
8 quarters
|
|
12
Amazon
AMZN
$2.83T
| $28.5M | 1.25% |
114,221
+6,464
| +6% | +$1.64M |
2023 Q4
11 quarters
|
|
13
Invesco S&P 500 Equal Weight ETF
RSP
$98.6B
| $28.4M | 1.25% |
136,517
+15,330
| +13% | +$3.31M |
2023 Q4
11 quarters
|
|
14
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $26.4M | 1.16% |
444,696
+10,974
| +3% | +$655K |
2024 Q3
8 quarters
|
|
15
Aptus Behavioral Momentum ETF
ADME
$310M
| $22.9M | 1.01% |
407,686
+27,966
| +7% | +$1.57M |
2024 Q3
8 quarters
|
|
16
Aptus Large Cap Upside ETF
UPSD
$127M
| $21.9M | 0.96% |
732,758
+80,648
| +12% | +$2.4M |
2025 Q1
6 quarters
|
|
17
Broadcom
AVGO
$1.6T
| $21.9M | 0.96% |
62,276
+408
| +0.7% | +$154K |
2024 Q3
8 quarters
|
|
18
Aptus Enhanced Yield ETF
JUCY
$372M
| $21.8M | 0.96% |
1,010,059
+50,255
| +5% | +$1.1M |
2023 Q4
11 quarters
|
|
19
Pacer Swan SOS Fund of Funds ETF
PSFF
$626M
| $20.6M | 0.91% |
587,328
+2,063
| +0.4% | +$71.7K |
2023 Q4
11 quarters
|
|
20
JPMorgan Chase
JPM
$886B
| $19.7M | 0.87% |
59,449
+3,091
| +5% | +$1.08M |
2023 Q4
11 quarters
|
|
21
State Street US Sector Rotation ETF
XLSR
$1.09B
| $19.1M | 0.84% |
287,010
+31,061
| +12% | +$2.04M |
2024 Q3
8 quarters
|
|
22
Advanced Micro Devices
AMD
$878B
| $18.8M | 0.83% |
30,746
-4,348
| -12% | -$2.24M |
2025 Q1
6 quarters
|
|
23
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
| $18.7M | 0.83% |
373,217
+71,006
| +23% | +$3.61M |
2024 Q4
7 quarters
|
|
24
DoubleLine Mortgage ETF
DMBS
$679M
| $18.6M | 0.82% |
402,565
+21,812
| +6% | +$1.05M |
2024 Q3
8 quarters
|
|
25
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $18.5M | 0.82% |
94,700
-8,678
| -8% | -$1.6M |
2024 Q3
8 quarters
|
|
Similar funds
Signal Advisors Wealth's Q3 2026 Portfolio in Review
As of Q3 2026, Signal Advisors Wealth held 745 positions worth $2.27B, up 15% from $1.98B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Signal Advisors Wealth deployed $341M of net new capital in Q3 2026, opening 115 new positions and adding to 388 existing holdings. Its largest new stake was NVIDIA: 262,533 shares worth $60M.
By sector, the portfolio is most concentrated in Miscellaneous at 64% of assets, down from 68% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was State Street Industrial Select Sector SPDR ETF, an estimated $2.42M trimmed.
- Signal Advisors Wealth's largest Q3 2026 buy was NVIDIA: 262,533 shares worth $60M.
- Signal Advisors Wealth added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2026, an estimated $14.8M increase.
- Signal Advisors Wealth's biggest Q3 2026 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $2.42M.
- Signal Advisors Wealth fully exited Roper Technologies in Q3 2026, selling an estimated $2.96M.
- Signal Advisors Wealth's ten largest holdings make up 28% of its $2.27B portfolio in Q3 2026.
- Signal Advisors Wealth opened 115 new positions and closed 44 in Q3 2026.
- Signal Advisors Wealth's portfolio value rose 15% quarter-over-quarter to $2.27B.
Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.