SIGNAL ADVISORS WEALTH, LLC

Filed: 4/11/2025ACC: 0001754960-25-000174

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 430 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

430

Positions

$1.02B

Total AUM (reported)

16.85M

Total Shares

Allocation by class

COM$181.85M17.8%

FT VEST US EQT$41.50M4.1%

TR UNIT$41.00M4.0%

PORTFOLIO S&P500$35.38M3.5%

CORE DIVID ETF$29.22M2.9%

MRNGSTR WDE MOAT$25.34M2.5%

PRTFLO S&P500 VL$24.44M2.4%

Portfolio Concentration

Top 3$105.61M10.3%

4–10$152.15M14.9%

11–25$165.29M16.2%

Rest$599.87M58.6%

Top 3 weight

10.3%

Top 10 weight

25.2%

Voting Authority Distribution

Total shares with voting rights: 16.85M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.85M

% of voting shares100.0%

Investment Discretion (by position count)

Sole430

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings430

Rows:

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares73.30K

TypeSH

Market value$41.00M

4.01%

Sole

0.00

Shared

0.00

None

73.30K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares538.06K

TypeSH

Market value$35.38M

3.46%

Sole

0.00

Shared

0.00

None

538.06K

ISHARES TR

SOLE

CORE DIVID ETF

Shares602.31K

TypeSH

Market value$29.22M

2.86%

Sole

0.00

Shared

0.00

None

602.31K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares287.92K

TypeSH

Market value$25.34M

2.48%

Sole

0.00

Shared

0.00

None

287.92K

SPDR SER TR

SOLE

PRTFLO S&P500 VL

Shares478.52K

TypeSH

Market value$24.44M

2.39%

Sole

0.00

Shared

0.00

None

478.52K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares241.84K

TypeSH

Market value$23.92M

2.34%

Sole

0.00

Shared

0.00

None

241.84K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares412.07K

TypeSH

Market value$20.95M

2.05%

Sole

0.00

Shared

0.00

None

412.07K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares535.02K

TypeSH

Market value$20.70M

2.02%

Sole

0.00

Shared

0.00

None

535.02K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares443.26K

TypeSH

Market value$18.67M

1.83%

Sole

0.00

Shared

0.00

None

443.26K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares93.92K

TypeSH

Market value$18.13M

1.77%

Sole

0.00

Shared

0.00

None

93.92K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares575.85K

TypeSH

Market value$16.44M

1.61%

Sole

0.00

Shared

0.00

None

575.85K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares547.94K

TypeSH

Market value$14.94M

1.46%

Sole

0.00

Shared

0.00

None

547.94K

SPDR SER TR

SOLE

BLOOMBERG 1-3 MO

Shares151.94K

TypeSH

Market value$13.94M

1.36%

Sole

0.00

Shared

0.00

None

151.94K

ISHARES TR

SOLE

20 YR TR BD ETF

Shares131.11K

TypeSH

Market value$11.94M

1.17%

Sole

0.00

Shared

0.00

None

131.11K

SPDR SER TR

SOLE

PORTFOLIO S&P600

Shares288.66K

TypeSH

Market value$11.77M

1.15%

Sole

0.00

Shared

0.00

None

288.66K

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares106.59K

TypeSH

Market value$11.59M

1.13%

Sole

0.00

Shared

0.00

None

106.59K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares40.91K

TypeSH

Market value$11.24M

1.10%

Sole

0.00

Shared

0.00

None

40.91K

MICROSOFT CORP

SOLE

COM

Shares26.65K

TypeSH

Market value$10.00M

0.98%

Sole

0.00

Shared

0.00

None

26.65K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares170.55K

TypeSH

Market value$9.75M

0.95%

Sole

0.00

Shared

0.00

None

170.55K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US

Shares255.42K

TypeSH

Market value$9.70M

0.95%

Sole

0.00

Shared

0.00

None

255.42K

RBB FD INC

SOLE

US TREAS 5 YR NT

Shares194.46K

TypeSH

Market value$9.50M

0.93%

Sole

0.00

Shared

0.00

None

194.46K

SSGA ACTIVE TR

SOLE

SPDR SSGA US SCT

Shares172.05K

TypeSH

Market value$8.73M

0.85%

Sole

0.00

Shared

0.00

None

172.05K

APPLE INC

SOLE

COM

Shares38.98K

TypeSH

Market value$8.66M

0.85%

Sole

0.00

Shared

0.00

None

38.98K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares49.56K

TypeSH

Market value$8.58M

0.84%

Sole

0.00

Shared

0.00

None

49.56K

RBB FD INC

SOLE

US TREASR 10 YR

Shares193.83K

TypeSH

Market value$8.51M

0.83%

Sole

0.00

Shared

0.00

None

193.83K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR S&P 500 ETF TRSOLE	TR UNIT	73.30K	SH	$41.00M 4.01%	73.30K
SPDR SER TRSOLE	PORTFOLIO S&P500	538.06K	SH	$35.38M 3.46%	538.06K
ISHARES TRSOLE	CORE DIVID ETF	602.31K	SH	$29.22M 2.86%	602.31K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	287.92K	SH	$25.34M 2.48%	287.92K
SPDR SER TRSOLE	PRTFLO S&P500 VL	478.52K	SH	$24.44M 2.39%	478.52K
ISHARES TRSOLE	CORE US AGGBD ET	241.84K	SH	$23.92M 2.34%	241.84K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	412.07K	SH	$20.95M 2.05%	412.07K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	535.02K	SH	$20.70M 2.02%	535.02K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	443.26K	SH	$18.67M 1.83%	443.26K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	93.92K	SH	$18.13M 1.77%	93.92K
PACER FDS TRSOLE	SWAN SOS FD OF	575.85K	SH	$16.44M 1.61%	575.85K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	547.94K	SH	$14.94M 1.46%	547.94K
SPDR SER TRSOLE	BLOOMBERG 1-3 MO	151.94K	SH	$13.94M 1.36%	151.94K
ISHARES TRSOLE	20 YR TR BD ETF	131.11K	SH	$11.94M 1.17%	131.11K
SPDR SER TRSOLE	PORTFOLIO S&P600	288.66K	SH	$11.77M 1.15%	288.66K
ISHARES TRSOLE	IBOXX INV CP ETF	106.59K	SH	$11.59M 1.13%	106.59K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	40.91K	SH	$11.24M 1.10%	40.91K
MICROSOFT CORPSOLE	COM	26.65K	SH	$10.00M 0.98%	26.65K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	170.55K	SH	$9.75M 0.95%	170.55K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US	255.42K	SH	$9.70M 0.95%	255.42K
RBB FD INCSOLE	US TREAS 5 YR NT	194.46K	SH	$9.50M 0.93%	194.46K
SSGA ACTIVE TRSOLE	SPDR SSGA US SCT	172.05K	SH	$8.73M 0.85%	172.05K
APPLE INCSOLE	COM	38.98K	SH	$8.66M 0.85%	38.98K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	49.56K	SH	$8.58M 0.84%	49.56K
RBB FD INCSOLE	US TREASR 10 YR	193.83K	SH	$8.51M 0.83%	193.83K

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