SIGNAL ADVISORS WEALTH, LLC

Filed: 1/13/2026ACC: 0001754960-26-000033

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 502 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

502

Positions

$1.26B

Total AUM (reported)

18.79M

Total Shares

Allocation by class

COM$322.16M25.6%

STATE STREET SPD$93.47M7.4%

APTUS COLLRD INV$49.13M3.9%

VAN FTSE DEV MKT$43.71M3.5%

CORE BOND ETF$31.80M2.5%

APTUS DEFINED$28.08M2.2%

TR UNIT$27.01M2.1%

Portfolio Concentration

Top 3$157.31M12.5%

4–10$192.30M15.3%

11–25$214.12M17.0%

Rest$694.16M55.2%

Top 3 weight

12.5%

Top 10 weight

27.8%

Voting Authority Distribution

Total shares with voting rights: 18.79M

Sole

Full voting authority

25.57K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

18.76M

% of voting shares99.9%

Investment Discretion (by position count)

Sole502

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings502

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares803.73K

TypeSH

Market value$64.48M

5.13%

Sole

1.57K

Shared

0.00

None

802.16K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares1.12M

TypeSH

Market value$49.13M

3.91%

Sole

0.00

Shared

0.00

None

1.12M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares699.62K

TypeSH

Market value$43.71M

3.47%

Sole

1.48K

Shared

0.00

None

698.14K

APPLE INC

SOLE

COM

Shares123.98K

TypeSH

Market value$33.70M

2.68%

Sole

10.00

Shared

0.00

None

123.97K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares750.31K

TypeSH

Market value$31.80M

2.53%

Sole

0.00

Shared

0.00

None

750.31K

NVIDIA CORPORATION

SOLE

COM

Shares154.13K

TypeSH

Market value$28.75M

2.29%

Sole

959.00

Shared

0.00

None

153.17K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares986.27K

TypeSH

Market value$28.08M

2.23%

Sole

0.00

Shared

0.00

None

986.27K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares39.61K

TypeSH

Market value$27.01M

2.15%

Sole

0.00

Shared

0.00

None

39.61K

MICROSOFT CORP

SOLE

COM

Shares49.91K

TypeSH

Market value$24.14M

1.92%

Sole

2.00

Shared

0.00

None

49.91K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares582.22K

TypeSH

Market value$18.82M

1.50%

Sole

3.44K

Shared

0.00

None

578.79K

AMAZON COM INC

SOLE

COM

Shares73.49K

TypeSH

Market value$16.96M

1.35%

Sole

26.00

Shared

0.00

None

73.46K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares308.73K

TypeSH

Market value$16.60M

1.32%

Sole

640.00

Shared

0.00

None

308.09K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares730.35K

TypeSH

Market value$16.21M

1.29%

Sole

0.00

Shared

0.00

None

730.35K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares314.16K

TypeSH

Market value$15.89M

1.26%

Sole

0.00

Shared

0.00

None

314.16K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares109.55K

TypeSH

Market value$15.77M

1.25%

Sole

28.00

Shared

0.00

None

109.52K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares299.80K

TypeSH

Market value$15.38M

1.22%

Sole

0.00

Shared

0.00

None

299.80K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares78.14K

TypeSH

Market value$14.97M

1.19%

Sole

23.00

Shared

0.00

None

78.12K

ALPHABET INC

SOLE

CAP STK CL A

Shares47.35K

TypeSH

Market value$14.82M

1.18%

Sole

378.00

Shared

0.00

None

46.98K

DOUBLELINE ETF TRUST

SOLE

MORTGAGE ETF

Shares287.16K

TypeSH

Market value$14.26M

1.13%

Sole

0.00

Shared

0.00

None

287.16K

JPMORGAN CHASE & CO.

SOLE

COM

Shares41.05K

TypeSH

Market value$13.23M

1.05%

Sole

5.00

Shared

0.00

None

41.05K

VISA INC

SOLE

COM CL A

Shares35.88K

TypeSH

Market value$12.58M

1.00%

Sole

3.00

Shared

0.00

None

35.88K

SSGA ACTIVE TR

SOLE

STATE STREET US

Shares195.99K

TypeSH

Market value$12.21M

0.97%

Sole

0.00

Shared

0.00

None

195.99K

SPDR INDEX SHS FDS

SOLE

PORTFOLIO DEVLPD

Shares268.20K

TypeSH

Market value$11.91M

0.95%

Sole

0.00

Shared

0.00

None

268.20K

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG SIX MN

Shares232.54K

TypeSH

Market value$11.69M

0.93%

Sole

0.00

Shared

0.00

None

232.54K

WALMART INC

SOLE

COM

Shares104.40K

TypeSH

Market value$11.63M

0.92%

Sole

752.00

Shared

0.00

None

103.65K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	803.73K	SH	$64.48M 5.13%	1.57K	802.16K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	1.12M	SH	$49.13M 3.91%	0.00	1.12M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	699.62K	SH	$43.71M 3.47%	1.48K	698.14K
APPLE INCSOLE	COM	123.98K	SH	$33.70M 2.68%	10.00	123.97K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	750.31K	SH	$31.80M 2.53%	0.00	750.31K
NVIDIA CORPORATIONSOLE	COM	154.13K	SH	$28.75M 2.29%	959.00	153.17K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	986.27K	SH	$28.08M 2.23%	0.00	986.27K
SPDR S&P 500 ETF TRSOLE	TR UNIT	39.61K	SH	$27.01M 2.15%	0.00	39.61K
MICROSOFT CORPSOLE	COM	49.91K	SH	$24.14M 1.92%	2.00	49.91K
PACER FDS TRSOLE	SWAN SOS FD OF	582.22K	SH	$18.82M 1.50%	3.44K	578.79K
AMAZON COM INCSOLE	COM	73.49K	SH	$16.96M 1.35%	26.00	73.46K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	308.73K	SH	$16.60M 1.32%	640.00	308.09K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	730.35K	SH	$16.21M 1.29%	0.00	730.35K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	314.16K	SH	$15.89M 1.26%	0.00	314.16K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	109.55K	SH	$15.77M 1.25%	28.00	109.52K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	299.80K	SH	$15.38M 1.22%	0.00	299.80K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	78.14K	SH	$14.97M 1.19%	23.00	78.12K
ALPHABET INCSOLE	CAP STK CL A	47.35K	SH	$14.82M 1.18%	378.00	46.98K
DOUBLELINE ETF TRUSTSOLE	MORTGAGE ETF	287.16K	SH	$14.26M 1.13%	0.00	287.16K
JPMORGAN CHASE & CO.SOLE	COM	41.05K	SH	$13.23M 1.05%	5.00	41.05K
VISA INCSOLE	COM CL A	35.88K	SH	$12.58M 1.00%	3.00	35.88K
SSGA ACTIVE TRSOLE	STATE STREET US	195.99K	SH	$12.21M 0.97%	0.00	195.99K
SPDR INDEX SHS FDSSOLE	PORTFOLIO DEVLPD	268.20K	SH	$11.91M 0.95%	0.00	268.20K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG SIX MN	232.54K	SH	$11.69M 0.93%	0.00	232.54K
WALMART INCSOLE	COM	104.40K	SH	$11.63M 0.92%	752.00	103.65K

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