SIGNAL ADVISORS WEALTH, LLC

Filed: 7/10/2025ACC: 0001754960-25-000342

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 464 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

464

Positions

$1.28B

Total AUM (reported)

22.30M

Total Shares

Allocation by class

COM$228.25M17.8%

FT VEST US EQT$60.76M4.7%

PORTFOLIO S&P500$46.41M3.6%

TR UNIT$40.65M3.2%

APTUS COLLRD INV$31.34M2.4%

NASDAQ 100 COVER$29.35M2.3%

VAN FTSE DEV MKT$27.23M2.1%

Portfolio Concentration

Top 3$118.41M9.3%

4–10$175.10M13.7%

11–25$222.86M17.4%

Rest$763.11M59.6%

Top 3 weight

9.3%

Top 10 weight

22.9%

Voting Authority Distribution

Total shares with voting rights: 22.30M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.30M

% of voting shares100.0%

Investment Discretion (by position count)

Sole464

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings464

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares638.52K

TypeSH

Market value$46.41M

3.63%

Sole

0.00

Shared

0.00

None

638.52K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares65.80K

TypeSH

Market value$40.65M

3.18%

Sole

0.00

Shared

0.00

None

65.80K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares756.95K

TypeSH

Market value$31.34M

2.45%

Sole

0.00

Shared

0.00

None

756.95K

GLOBAL X FDS

SOLE

NASDAQ 100 COVER

Shares1.76M

TypeSH

Market value$29.35M

2.29%

Sole

0.00

Shared

0.00

None

1.76M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares477.69K

TypeSH

Market value$27.23M

2.13%

Sole

0.00

Shared

0.00

None

477.69K

INVESCO EXCH TRADED FD TR II

SOLE

NASDAQ 100 ETF

Shares119.62K

TypeSH

Market value$27.17M

2.12%

Sole

0.00

Shared

0.00

None

119.62K

ISHARES TR

SOLE

CORE DIVID ETF

Shares504.21K

TypeSH

Market value$25.37M

1.98%

Sole

0.00

Shared

0.00

None

504.21K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares250.01K

TypeSH

Market value$23.45M

1.83%

Sole

0.00

Shared

0.00

None

250.01K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares536.45K

TypeSH

Market value$22.63M

1.77%

Sole

0.00

Shared

0.00

None

536.45K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares692.38K

TypeSH

Market value$19.90M

1.56%

Sole

0.00

Shared

0.00

None

692.38K

NVIDIA CORPORATION

SOLE

COM

Shares124.10K

TypeSH

Market value$19.61M

1.53%

Sole

0.00

Shared

0.00

None

124.10K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares192.48K

TypeSH

Market value$19.09M

1.49%

Sole

0.00

Shared

0.00

None

192.48K

MICROSOFT CORP

SOLE

COM

Shares36.77K

TypeSH

Market value$18.29M

1.43%

Sole

0.00

Shared

0.00

None

36.77K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares574.75K

TypeSH

Market value$17.52M

1.37%

Sole

0.00

Shared

0.00

None

574.75K

FIRST TR EXCHANGE-TRADED FD

SOLE

FT VEST S&P 500

Shares324.61K

TypeSH

Market value$15.94M

1.25%

Sole

0.00

Shared

0.00

None

324.61K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares60.66K

TypeSH

Market value$15.36M

1.20%

Sole

0.00

Shared

0.00

None

60.66K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares281.53K

TypeSH

Market value$14.74M

1.15%

Sole

0.00

Shared

0.00

None

281.53K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares299.29K

TypeSH

Market value$14.23M

1.11%

Sole

0.00

Shared

0.00

None

299.29K

APPLE INC

SOLE

COM

Shares68.82K

TypeSH

Market value$14.12M

1.10%

Sole

0.00

Shared

0.00

None

68.82K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares323.84K

TypeSH

Market value$13.80M

1.08%

Sole

0.00

Shared

0.00

None

323.84K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares226.89K

TypeSH

Market value$12.18M

0.95%

Sole

0.00

Shared

0.00

None

226.89K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST UQ EQT

Shares295.29K

TypeSH

Market value$12.13M

0.95%

Sole

0.00

Shared

0.00

None

295.29K

AMAZON COM INC

SOLE

COM

Shares54.74K

TypeSH

Market value$12.01M

0.94%

Sole

0.00

Shared

0.00

None

54.74K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares268.87K

TypeSH

Market value$11.94M

0.93%

Sole

0.00

Shared

0.00

None

268.87K

GLOBAL X FDS

SOLE

SUPERDIVIDEND

Shares528.35K

TypeSH

Market value$11.91M

0.93%

Sole

0.00

Shared

0.00

None

528.35K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	638.52K	SH	$46.41M 3.63%	638.52K
SPDR S&P 500 ETF TRSOLE	TR UNIT	65.80K	SH	$40.65M 3.18%	65.80K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	756.95K	SH	$31.34M 2.45%	756.95K
GLOBAL X FDSSOLE	NASDAQ 100 COVER	1.76M	SH	$29.35M 2.29%	1.76M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	477.69K	SH	$27.23M 2.13%	477.69K
INVESCO EXCH TRADED FD TR IISOLE	NASDAQ 100 ETF	119.62K	SH	$27.17M 2.12%	119.62K
ISHARES TRSOLE	CORE DIVID ETF	504.21K	SH	$25.37M 1.98%	504.21K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	250.01K	SH	$23.45M 1.83%	250.01K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	536.45K	SH	$22.63M 1.77%	536.45K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	692.38K	SH	$19.90M 1.56%	692.38K
NVIDIA CORPORATIONSOLE	COM	124.10K	SH	$19.61M 1.53%	124.10K
ISHARES TRSOLE	CORE US AGGBD ET	192.48K	SH	$19.09M 1.49%	192.48K
MICROSOFT CORPSOLE	COM	36.77K	SH	$18.29M 1.43%	36.77K
PACER FDS TRSOLE	SWAN SOS FD OF	574.75K	SH	$17.52M 1.37%	574.75K
FIRST TR EXCHANGE-TRADED FDSOLE	FT VEST S&P 500	324.61K	SH	$15.94M 1.25%	324.61K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	60.66K	SH	$15.36M 1.20%	60.66K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	281.53K	SH	$14.74M 1.15%	281.53K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	299.29K	SH	$14.23M 1.11%	299.29K
APPLE INCSOLE	COM	68.82K	SH	$14.12M 1.10%	68.82K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	323.84K	SH	$13.80M 1.08%	323.84K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	226.89K	SH	$12.18M 0.95%	226.89K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST UQ EQT	295.29K	SH	$12.13M 0.95%	295.29K
AMAZON COM INCSOLE	COM	54.74K	SH	$12.01M 0.94%	54.74K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	268.87K	SH	$11.94M 0.93%	268.87K
GLOBAL X FDSSOLE	SUPERDIVIDEND	528.35K	SH	$11.91M 0.93%	528.35K

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