SIGNAL ADVISORS WEALTH, LLC

Filed: 8/4/2026ACC: 0002010926-26-000002

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 630 equity positions with a total reported market value of $1.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

630

Positions

$1.98B

Total AUM (reported)

26.25M

Total Shares

Allocation by class

COM$558.42M28.2%

ST STR P500ETF$121.13M6.1%

VAN FTSE DEV MKT$80.96M4.1%

APTUS COLLRD INV$67.04M3.4%

CL A$44.71M2.3%

CORE BOND ETF$44.57M2.3%

APTUS DEFINED$37.45M1.9%

Portfolio Concentration

Top 3$269.13M13.6%

4–10$287.26M14.5%

11–25$320.18M16.2%

Rest$1.10B55.7%

Top 3 weight

13.6%

Top 10 weight

28.1%

Voting Authority Distribution

Total shares with voting rights: 25.96M

Sole

Full voting authority

28.93K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

25.93M

% of voting shares99.9%

Investment Discretion (by position count)

Sole630

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings630

Rows:

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares1.38M

TypeSH

Market value$121.13M

6.12%

Sole

1.29K

Shared

0.00

None

1.38M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.14M

TypeSH

Market value$80.96M

4.09%

Sole

1.29K

Shared

0.00

None

1.13M

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares1.45M

TypeSH

Market value$67.04M

3.39%

Sole

0.00

Shared

0.00

None

1.45M

APPLE INC

SOLE

COM

Shares185.41K

TypeSH

Market value$53.65M

2.71%

Sole

192.00

Shared

0.00

None

185.22K

NVIDIA CORPORATION

SOLE

COM

Shares249.49K

TypeSH

Market value$49.92M

2.52%

Sole

0.00

Shared

0.00

None

200.00

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares1.06M

TypeSH

Market value$44.57M

2.25%

Sole

0.00

Shared

0.00

None

1.06M

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares1.30M

TypeSH

Market value$37.45M

1.89%

Sole

0.00

Shared

0.00

None

1.30M

MICROSOFT CORP

SOLE

COM

Shares96.13K

TypeSH

Market value$35.86M

1.81%

Sole

86.00

Shared

0.00

None

96.04K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares47.19K

TypeSH

Market value$35.24M

1.78%

Sole

0.00

Shared

0.00

None

47.19K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares100.86K

TypeSH

Market value$30.57M

1.54%

Sole

61.00

Shared

0.00

None

100.80K

ALPHABET INC

SOLE

CAP STK CL A

Shares77.15K

TypeSH

Market value$27.57M

1.39%

Sole

134.00

Shared

0.00

None

77.02K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares433.72K

TypeSH

Market value$25.89M

1.31%

Sole

587.00

Shared

0.00

None

433.13K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares121.19K

TypeSH

Market value$25.79M

1.30%

Sole

0.00

Shared

0.00

None

121.19K

AMAZON COM INC

SOLE

COM

Shares107.76K

TypeSH

Market value$25.68M

1.30%

Sole

219.00

Shared

0.00

None

107.54K

BROADCOM INC

SOLE

COM

Shares61.87K

TypeSH

Market value$23.37M

1.18%

Sole

48.00

Shared

0.00

None

61.82K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares379.72K

TypeSH

Market value$21.13M

1.07%

Sole

0.00

Shared

0.00

None

379.72K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares959.80K

TypeSH

Market value$21.10M

1.07%

Sole

0.00

Shared

0.00

None

959.80K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares35.09K

TypeSH

Market value$20.39M

1.03%

Sole

0.00

Shared

0.00

None

35.09K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares585.26K

TypeSH

Market value$20.08M

1.01%

Sole

3.18K

Shared

0.00

None

582.09K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares103.38K

TypeSH

Market value$19.70M

0.99%

Sole

28.00

Shared

0.00

None

103.35K

DOUBLELINE ETF TRUST

SOLE

MORTGAGE ETF

Shares380.75K

TypeSH

Market value$18.69M

0.94%

Sole

0.00

Shared

0.00

None

380.75K

JPMORGAN CHASE & CO

SOLE

COM

Shares56.36K

TypeSH

Market value$18.45M

0.93%

Sole

39.00

Shared

0.00

None

56.32K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares652.11K

TypeSH

Market value$18.39M

0.93%

Sole

0.00

Shared

0.00

None

652.11K

MICRON TECHNOLOGY INC

SOLE

COM

Shares15.04K

TypeSH

Market value$17.36M

0.88%

Sole

0.00

Shared

0.00

None

500.00

SSGA ACTIVE TR

SOLE

STATE STREET US

Shares255.95K

TypeSH

Market value$16.60M

0.84%

Sole

0.00

Shared

0.00

None

255.95K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	ST STR P500ETF	1.38M	SH	$121.13M 6.12%	1.29K	1.38M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.14M	SH	$80.96M 4.09%	1.29K	1.13M
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	1.45M	SH	$67.04M 3.39%	0.00	1.45M
APPLE INCSOLE	COM	185.41K	SH	$53.65M 2.71%	192.00	185.22K
NVIDIA CORPORATIONSOLE	COM	249.49K	SH	$49.92M 2.52%	0.00	200.00
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	1.06M	SH	$44.57M 2.25%	0.00	1.06M
ETF SER SOLUTIONSSOLE	APTUS DEFINED	1.30M	SH	$37.45M 1.89%	0.00	1.30M
MICROSOFT CORPSOLE	COM	96.13K	SH	$35.86M 1.81%	86.00	96.04K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	47.19K	SH	$35.24M 1.78%	0.00	47.19K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	100.86K	SH	$30.57M 1.54%	61.00	100.80K
ALPHABET INCSOLE	CAP STK CL A	77.15K	SH	$27.57M 1.39%	134.00	77.02K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	433.72K	SH	$25.89M 1.31%	587.00	433.13K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	121.19K	SH	$25.79M 1.30%	0.00	121.19K
AMAZON COM INCSOLE	COM	107.76K	SH	$25.68M 1.30%	219.00	107.54K
BROADCOM INCSOLE	COM	61.87K	SH	$23.37M 1.18%	48.00	61.82K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	379.72K	SH	$21.13M 1.07%	0.00	379.72K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	959.80K	SH	$21.10M 1.07%	0.00	959.80K
ADVANCED MICRO DEVICES INCSOLE	COM	35.09K	SH	$20.39M 1.03%	0.00	35.09K
PACER FDS TRSOLE	SWAN SOS FD OF	585.26K	SH	$20.08M 1.01%	3.18K	582.09K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	103.38K	SH	$19.70M 0.99%	28.00	103.35K
DOUBLELINE ETF TRUSTSOLE	MORTGAGE ETF	380.75K	SH	$18.69M 0.94%	0.00	380.75K
JPMORGAN CHASE & COSOLE	COM	56.36K	SH	$18.45M 0.93%	39.00	56.32K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	652.11K	SH	$18.39M 0.93%	0.00	652.11K
MICRON TECHNOLOGY INCSOLE	COM	15.04K	SH	$17.36M 0.88%	0.00	500.00
SSGA ACTIVE TRSOLE	STATE STREET US	255.95K	SH	$16.60M 0.84%	0.00	255.95K

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