SIGNAL ADVISORS WEALTH, LLC

Filed: 4/17/2026ACC: 0002010926-26-000001

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 570 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

570

Positions

$1.46B

Total AUM (reported)

22.20M

Total Shares

Allocation by class

COM$382.44M26.2%

STATE STREET SPD$134.73M9.2%

VAN FTSE DEV MKT$55.22M3.8%

APTUS COLLRD INV$50.42M3.5%

CORE BOND ETF$34.92M2.4%

CL A$30.56M2.1%

APTUS DEFINED$29.45M2.0%

Portfolio Concentration

Top 3$182.43M12.5%

4–10$205.29M14.1%

11–25$224.16M15.4%

Rest$845.16M58.0%

Top 3 weight

12.5%

Top 10 weight

26.6%

Voting Authority Distribution

Total shares with voting rights: 22.20M

Sole

Full voting authority

32.52K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

22.17M

% of voting shares99.9%

Investment Discretion (by position count)

Sole570

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings570

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares1M

TypeSH

Market value$76.80M

5.27%

Sole

1.29K

Shared

0.00

None

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares861.72K

TypeSH

Market value$55.22M

3.79%

Sole

1.29K

Shared

0.00

None

860.43K

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares1.20M

TypeSH

Market value$50.42M

3.46%

Sole

0.00

Shared

0.00

None

1.20M

APPLE INC

SOLE

COM

Shares150.03K

TypeSH

Market value$38.08M

2.61%

Sole

1.32K

Shared

0.00

None

148.71K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares827.49K

TypeSH

Market value$34.92M

2.40%

Sole

0.00

Shared

0.00

None

827.49K

NVIDIA CORPORATION

SOLE

COM

Shares191.90K

TypeSH

Market value$33.43M

2.29%

Sole

901.00

Shared

0.00

None

191K

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares1.08M

TypeSH

Market value$29.45M

2.02%

Sole

0.00

Shared

0.00

None

1.08M

MICROSOFT CORP

SOLE

COM

Shares70.91K

TypeSH

Market value$26.25M

1.80%

Sole

0.00

Shared

0.00

None

70.91K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares37.35K

TypeSH

Market value$24.29M

1.67%

Sole

1.00

Shared

0.00

None

37.35K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares349.18K

TypeSH

Market value$18.87M

1.30%

Sole

587.00

Shared

0.00

None

348.60K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares576.47K

TypeSH

Market value$18.47M

1.27%

Sole

3.18K

Shared

0.00

None

573.29K

AMAZON COM INC

SOLE

COM

Shares85.26K

TypeSH

Market value$17.76M

1.22%

Sole

710.00

Shared

0.00

None

84.55K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares91.14K

TypeSH

Market value$17.49M

1.20%

Sole

0.00

Shared

0.00

None

91.14K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares65.25K

TypeSH

Market value$17.09M

1.17%

Sole

61.00

Shared

0.00

None

65.19K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares753.50K

TypeSH

Market value$16.69M

1.15%

Sole

0.00

Shared

0.00

None

753.50K

ALPHABET INC

SOLE

CAP STK CL A

Shares56.93K

TypeSH

Market value$16.37M

1.12%

Sole

3.00

Shared

0.00

None

56.92K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares308.74K

TypeSH

Market value$15.26M

1.05%

Sole

0.00

Shared

0.00

None

308.74K

DOUBLELINE ETF TRUST

SOLE

MORTGAGE ETF

Shares291.62K

TypeSH

Market value$14.40M

0.99%

Sole

0.00

Shared

0.00

None

291.62K

SPDR INDEX SHS FDS

SOLE

STATE STREET SPD

Shares306.97K

TypeSH

Market value$14.01M

0.96%

Sole

0.00

Shared

0.00

None

306.97K

JPMORGAN CHASE & CO

SOLE

COM

Shares46.70K

TypeSH

Market value$13.74M

0.94%

Sole

0.00

Shared

0.00

None

46.70K

QUANTA SVCS INC

SOLE

COM

Shares24.27K

TypeSH

Market value$13.32M

0.91%

Sole

0.00

Shared

0.00

None

24.27K

SELECT SECTOR SPDR TR

SOLE

STATE STREET TEC

Shares99.97K

TypeSH

Market value$13.29M

0.91%

Sole

28.00

Shared

0.00

None

99.94K

SSGA ACTIVE TR

SOLE

STATE STREET US

Shares224.31K

TypeSH

Market value$12.95M

0.89%

Sole

0.00

Shared

0.00

None

224.31K

VISA INC

SOLE

COM CL A

Shares39.67K

TypeSH

Market value$11.99M

0.82%

Sole

0.00

Shared

0.00

None

39.67K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares444.09K

TypeSH

Market value$11.32M

0.78%

Sole

0.00

Shared

0.00

None

444.09K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	1M	SH	$76.80M 5.27%	1.29K	1M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	861.72K	SH	$55.22M 3.79%	1.29K	860.43K
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	1.20M	SH	$50.42M 3.46%	0.00	1.20M
APPLE INCSOLE	COM	150.03K	SH	$38.08M 2.61%	1.32K	148.71K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	827.49K	SH	$34.92M 2.40%	0.00	827.49K
NVIDIA CORPORATIONSOLE	COM	191.90K	SH	$33.43M 2.29%	901.00	191K
ETF SER SOLUTIONSSOLE	APTUS DEFINED	1.08M	SH	$29.45M 2.02%	0.00	1.08M
MICROSOFT CORPSOLE	COM	70.91K	SH	$26.25M 1.80%	0.00	70.91K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	37.35K	SH	$24.29M 1.67%	1.00	37.35K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	349.18K	SH	$18.87M 1.30%	587.00	348.60K
PACER FDS TRSOLE	SWAN SOS FD OF	576.47K	SH	$18.47M 1.27%	3.18K	573.29K
AMAZON COM INCSOLE	COM	85.26K	SH	$17.76M 1.22%	710.00	84.55K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	91.14K	SH	$17.49M 1.20%	0.00	91.14K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	65.25K	SH	$17.09M 1.17%	61.00	65.19K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	753.50K	SH	$16.69M 1.15%	0.00	753.50K
ALPHABET INCSOLE	CAP STK CL A	56.93K	SH	$16.37M 1.12%	3.00	56.92K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	308.74K	SH	$15.26M 1.05%	0.00	308.74K
DOUBLELINE ETF TRUSTSOLE	MORTGAGE ETF	291.62K	SH	$14.40M 0.99%	0.00	291.62K
SPDR INDEX SHS FDSSOLE	STATE STREET SPD	306.97K	SH	$14.01M 0.96%	0.00	306.97K
JPMORGAN CHASE & COSOLE	COM	46.70K	SH	$13.74M 0.94%	0.00	46.70K
QUANTA SVCS INCSOLE	COM	24.27K	SH	$13.32M 0.91%	0.00	24.27K
SELECT SECTOR SPDR TRSOLE	STATE STREET TEC	99.97K	SH	$13.29M 0.91%	28.00	99.94K
SSGA ACTIVE TRSOLE	STATE STREET US	224.31K	SH	$12.95M 0.89%	0.00	224.31K
VISA INCSOLE	COM CL A	39.67K	SH	$11.99M 0.82%	0.00	39.67K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	444.09K	SH	$11.32M 0.78%	0.00	444.09K

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