SIGNAL ADVISORS WEALTH, LLC

Filed: 10/10/2025ACC: 0001754960-25-000649

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 455 equity positions with a total reported market value of $1.10B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

455

Positions

$1.10B

Total AUM (reported)

16.23M

Total Shares

Allocation by class

COM$291.69M26.4%

PORTFOLIO S&P500$60.08M5.4%

APTUS COLLRD INV$46.08M4.2%

VAN FTSE DEV MKT$38.22M3.5%

CORE BOND ETF$27.98M2.5%

TR UNIT$25.73M2.3%

APTUS DEFINED$24.63M2.2%

Portfolio Concentration

Top 3$144.38M13.1%

4–10$166.82M15.1%

11–25$187.08M17.0%

Rest$604.53M54.8%

Top 3 weight

13.1%

Top 10 weight

28.2%

Voting Authority Distribution

Total shares with voting rights: 16.23M

Sole

Full voting authority

34.32K

% of voting shares0.2%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.19M

% of voting shares99.8%

Investment Discretion (by position count)

Sole455

Shared0

Other0

Dominant voting typeNone · 99.8% of voting shares

Institutional Holdings455

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares766.93K

TypeSH

Market value$60.08M

5.45%

Sole

1.50K

Shared

0.00

None

765.43K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares1.06M

TypeSH

Market value$46.08M

4.18%

Sole

89.00

Shared

0.00

None

1.06M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares637.80K

TypeSH

Market value$38.22M

3.47%

Sole

1.43K

Shared

0.00

None

636.37K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares656.76K

TypeSH

Market value$27.98M

2.54%

Sole

0.00

Shared

0.00

None

656.76K

NVIDIA CORPORATION

SOLE

COM

Shares145.50K

TypeSH

Market value$27.15M

2.46%

Sole

2.27K

Shared

0.00

None

143.23K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares38.63K

TypeSH

Market value$25.73M

2.33%

Sole

0.00

Shared

0.00

None

38.63K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares854.29K

TypeSH

Market value$24.63M

2.23%

Sole

0.00

Shared

0.00

None

854.29K

MICROSOFT CORP

SOLE

COM

Shares46.94K

TypeSH

Market value$24.31M

2.20%

Sole

2.00

Shared

0.00

None

46.94K

APPLE INC

SOLE

COM

Shares73.71K

TypeSH

Market value$18.77M

1.70%

Sole

16.00

Shared

0.00

None

73.70K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares577.64K

TypeSH

Market value$18.25M

1.65%

Sole

14.59K

Shared

0.00

None

563.06K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares289.64K

TypeSH

Market value$15.69M

1.42%

Sole

624.00

Shared

0.00

None

289.02K

AMAZON COM INC

SOLE

COM

Shares70.42K

TypeSH

Market value$15.46M

1.40%

Sole

21.00

Shared

0.00

None

70.40K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares274.50K

TypeSH

Market value$14.02M

1.27%

Sole

24.00

Shared

0.00

None

274.48K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares72.62K

TypeSH

Market value$13.78M

1.25%

Sole

15.00

Shared

0.00

None

72.60K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares587.27K

TypeSH

Market value$13.09M

1.19%

Sole

0.00

Shared

0.00

None

587.27K

JPMORGAN CHASE & CO.

SOLE

COM

Shares41.47K

TypeSH

Market value$13.08M

1.19%

Sole

5.00

Shared

0.00

None

41.47K

DOUBLELINE ETF TRUST

SOLE

MORTGAGE ETF

Shares253.34K

TypeSH

Market value$12.59M

1.14%

Sole

0.00

Shared

0.00

None

253.34K

VISA INC

SOLE

COM CL A

Shares36.03K

TypeSH

Market value$12.30M

1.12%

Sole

0.00

Shared

0.00

None

36.03K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares128.06K

TypeSH

Market value$11.75M

1.07%

Sole

0.00

Shared

0.00

None

128.06K

SSGA ACTIVE TR

SOLE

SPDR SSGA US SCT

Shares194.77K

TypeSH

Market value$11.61M

1.05%

Sole

0.00

Shared

0.00

None

194.77K

QUANTA SVCS INC

SOLE

COM

Shares27.02K

TypeSH

Market value$11.20M

1.02%

Sole

0.00

Shared

0.00

None

27.02K

ALPHABET INC

SOLE

CAP STK CL A

Shares44.89K

TypeSH

Market value$10.91M

0.99%

Sole

3.00

Shared

0.00

None

44.88K

WALMART INC

SOLE

COM

Shares104.31K

TypeSH

Market value$10.75M

0.97%

Sole

9.00

Shared

0.00

None

104.30K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares208.97K

TypeSH

Market value$10.61M

0.96%

Sole

0.00

Shared

0.00

None

208.97K

SELECT SECTOR SPDR TR

SOLE

TECHNOLOGY

Shares36.35K

TypeSH

Market value$10.25M

0.93%

Sole

14.00

Shared

0.00

None

36.34K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	766.93K	SH	$60.08M 5.45%	1.50K	765.43K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	1.06M	SH	$46.08M 4.18%	89.00	1.06M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	637.80K	SH	$38.22M 3.47%	1.43K	636.37K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	656.76K	SH	$27.98M 2.54%	0.00	656.76K
NVIDIA CORPORATIONSOLE	COM	145.50K	SH	$27.15M 2.46%	2.27K	143.23K
SPDR S&P 500 ETF TRSOLE	TR UNIT	38.63K	SH	$25.73M 2.33%	0.00	38.63K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	854.29K	SH	$24.63M 2.23%	0.00	854.29K
MICROSOFT CORPSOLE	COM	46.94K	SH	$24.31M 2.20%	2.00	46.94K
APPLE INCSOLE	COM	73.71K	SH	$18.77M 1.70%	16.00	73.70K
PACER FDS TRSOLE	SWAN SOS FD OF	577.64K	SH	$18.25M 1.65%	14.59K	563.06K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	289.64K	SH	$15.69M 1.42%	624.00	289.02K
AMAZON COM INCSOLE	COM	70.42K	SH	$15.46M 1.40%	21.00	70.40K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	274.50K	SH	$14.02M 1.27%	24.00	274.48K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	72.62K	SH	$13.78M 1.25%	15.00	72.60K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	587.27K	SH	$13.09M 1.19%	0.00	587.27K
JPMORGAN CHASE & CO.SOLE	COM	41.47K	SH	$13.08M 1.19%	5.00	41.47K
DOUBLELINE ETF TRUSTSOLE	MORTGAGE ETF	253.34K	SH	$12.59M 1.14%	0.00	253.34K
VISA INCSOLE	COM CL A	36.03K	SH	$12.30M 1.12%	0.00	36.03K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	128.06K	SH	$11.75M 1.07%	0.00	128.06K
SSGA ACTIVE TRSOLE	SPDR SSGA US SCT	194.77K	SH	$11.61M 1.05%	0.00	194.77K
QUANTA SVCS INCSOLE	COM	27.02K	SH	$11.20M 1.02%	0.00	27.02K
ALPHABET INCSOLE	CAP STK CL A	44.89K	SH	$10.91M 0.99%	3.00	44.88K
WALMART INCSOLE	COM	104.31K	SH	$10.75M 0.97%	9.00	104.30K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	208.97K	SH	$10.61M 0.96%	0.00	208.97K
SELECT SECTOR SPDR TRSOLE	TECHNOLOGY	36.35K	SH	$10.25M 0.93%	14.00	36.34K

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