SIGNAL ADVISORS WEALTH, LLC

Filed: 10/13/2026ACC: 0002010926-26-000004

📋 What this filing means

SIGNAL ADVISORS WEALTH, LLC filed this quarterly 13F‑HR report disclosing 701 equity positions with a total reported market value of $2.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

701

Positions

$2.27B

Total AUM (reported)

30.54M

Total Shares

Allocation by class

COM$624.70M27.5%

ST STR P500ETF$138.59M6.1%

VAN FTSE DEV MKT$88.48M3.9%

APTUS COLLRD INV$73.60M3.2%

CL A$52.37M2.3%

CORE BOND ETF$45.70M2.0%

APTUS DEFINED$36.94M1.6%

Portfolio Concentration

Top 3$300.67M13.2%

4–10$324.07M14.3%

11–25$337.43M14.9%

Rest$1.31B57.6%

Top 3 weight

13.2%

Top 10 weight

27.5%

Voting Authority Distribution

Total shares with voting rights: 30.52M

Sole

Full voting authority

31.95K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

30.49M

% of voting shares99.9%

Investment Discretion (by position count)

Sole701

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings701

Rows:

SPDR SERIES TRUST

SOLE

ST STR P500ETF

Shares1.54M

TypeSH

Market value$138.59M

6.10%

Sole

1.29K

Shared

0.00

None

1.54M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.25M

TypeSH

Market value$88.48M

3.90%

Sole

1.50K

Shared

0.00

None

1.25M

ETF SER SOLUTIONS

SOLE

APTUS COLLRD INV

Shares1.57M

TypeSH

Market value$73.60M

3.24%

Sole

0.00

Shared

0.00

None

1.57M

APPLE INC

SOLE

COM

Shares200.92K

TypeSH

Market value$66.91M

2.95%

Sole

11.00

Shared

0.00

None

200.91K

NVIDIA CORPORATION

SOLE

COM

Shares262.53K

TypeSH

Market value$59.96M

2.64%

Sole

322.00

Shared

0.00

None

261.91K

MICROSOFT CORP

SOLE

COM

Shares91.80K

TypeSH

Market value$47.09M

2.07%

Sole

1.00

Shared

0.00

None

91.80K

BNY MELLON ETF TRUST

SOLE

CORE BOND ETF

Shares1.14M

TypeSH

Market value$45.70M

2.01%

Sole

0.00

Shared

0.00

None

1.14M

ETF SER SOLUTIONS

SOLE

APTUS DEFINED

Shares1.36M

TypeSH

Market value$36.94M

1.63%

Sole

0.00

Shared

0.00

None

1.36M

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares44.78K

TypeSH

Market value$34.15M

1.50%

Sole

294.00

Shared

0.00

None

44.48K

ALPHABET INC

SOLE

CAP STK CL A

Shares96.86K

TypeSH

Market value$33.33M

1.47%

Sole

4.00

Shared

0.00

None

96.85K

VANGUARD INDEX FDS

SOLE

MRNGSTR SML CAP

Shares111.21K

TypeSH

Market value$31.64M

1.39%

Sole

61.00

Shared

0.00

None

111.15K

AMAZON COM INC

SOLE

COM

Shares114.22K

TypeSH

Market value$28.46M

1.25%

Sole

111.00

Shared

0.00

None

114.11K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares136.52K

TypeSH

Market value$28.40M

1.25%

Sole

0.00

Shared

0.00

None

136.52K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares444.70K

TypeSH

Market value$26.37M

1.16%

Sole

587.00

Shared

0.00

None

444.11K

ETF SER SOLUTIONS

SOLE

APTUS DRAWDOWN

Shares407.69K

TypeSH

Market value$22.94M

1.01%

Sole

0.00

Shared

0.00

None

407.69K

ETF SER SOLUTIONS

SOLE

APTUS LRG CAP UP

Shares732.76K

TypeSH

Market value$21.88M

0.96%

Sole

0.00

Shared

0.00

None

732.76K

BROADCOM INC

SOLE

COM

Shares62.28K

TypeSH

Market value$21.87M

0.96%

Sole

0.00

Shared

0.00

None

62.28K

ETF SER SOLUTIONS

SOLE

APTUS ENHANCED

Shares1.01M

TypeSH

Market value$21.80M

0.96%

Sole

0.00

Shared

0.00

None

1.01M

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares587.33K

TypeSH

Market value$20.62M

0.91%

Sole

2.77K

Shared

0.00

None

584.56K

JPMORGAN CHASE & CO

SOLE

COM

Shares59.45K

TypeSH

Market value$19.67M

0.87%

Sole

0.00

Shared

0.00

None

59.45K

SSGA ACTIVE TR

SOLE

STATE STREET US

Shares287.01K

TypeSH

Market value$19.06M

0.84%

Sole

0.00

Shared

0.00

None

287.01K

ADVANCED MICRO DEVICES INC

SOLE

COM

Shares30.75K

TypeSH

Market value$18.81M

0.83%

Sole

0.00

Shared

0.00

None

30.75K

SPDR INDEX SHS FDS

SOLE

ST STR PO EX ETF

Shares373.22K

TypeSH

Market value$18.74M

0.83%

Sole

0.00

Shared

0.00

None

373.22K

DOUBLELINE ETF TRUST

SOLE

MORTGAGE ETF

Shares402.56K

TypeSH

Market value$18.64M

0.82%

Sole

0.00

Shared

0.00

None

402.56K

SELECT SECTOR SPDR TR

SOLE

ST STR TECHN ETF

Shares94.70K

TypeSH

Market value$18.54M

0.82%

Sole

28.00

Shared

0.00

None

94.67K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
SPDR SERIES TRUSTSOLE	ST STR P500ETF	1.54M	SH	$138.59M 6.10%	1.29K	1.54M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.25M	SH	$88.48M 3.90%	1.50K	1.25M
ETF SER SOLUTIONSSOLE	APTUS COLLRD INV	1.57M	SH	$73.60M 3.24%	0.00	1.57M
APPLE INCSOLE	COM	200.92K	SH	$66.91M 2.95%	11.00	200.91K
NVIDIA CORPORATIONSOLE	COM	262.53K	SH	$59.96M 2.64%	322.00	261.91K
MICROSOFT CORPSOLE	COM	91.80K	SH	$47.09M 2.07%	1.00	91.80K
BNY MELLON ETF TRUSTSOLE	CORE BOND ETF	1.14M	SH	$45.70M 2.01%	0.00	1.14M
ETF SER SOLUTIONSSOLE	APTUS DEFINED	1.36M	SH	$36.94M 1.63%	0.00	1.36M
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	44.78K	SH	$34.15M 1.50%	294.00	44.48K
ALPHABET INCSOLE	CAP STK CL A	96.86K	SH	$33.33M 1.47%	4.00	96.85K
VANGUARD INDEX FDSSOLE	MRNGSTR SML CAP	111.21K	SH	$31.64M 1.39%	61.00	111.15K
AMAZON COM INCSOLE	COM	114.22K	SH	$28.46M 1.25%	111.00	114.11K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	136.52K	SH	$28.40M 1.25%	0.00	136.52K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	444.70K	SH	$26.37M 1.16%	587.00	444.11K
ETF SER SOLUTIONSSOLE	APTUS DRAWDOWN	407.69K	SH	$22.94M 1.01%	0.00	407.69K
ETF SER SOLUTIONSSOLE	APTUS LRG CAP UP	732.76K	SH	$21.88M 0.96%	0.00	732.76K
BROADCOM INCSOLE	COM	62.28K	SH	$21.87M 0.96%	0.00	62.28K
ETF SER SOLUTIONSSOLE	APTUS ENHANCED	1.01M	SH	$21.80M 0.96%	0.00	1.01M
PACER FDS TRSOLE	SWAN SOS FD OF	587.33K	SH	$20.62M 0.91%	2.77K	584.56K
JPMORGAN CHASE & COSOLE	COM	59.45K	SH	$19.67M 0.87%	0.00	59.45K
SSGA ACTIVE TRSOLE	STATE STREET US	287.01K	SH	$19.06M 0.84%	0.00	287.01K
ADVANCED MICRO DEVICES INCSOLE	COM	30.75K	SH	$18.81M 0.83%	0.00	30.75K
SPDR INDEX SHS FDSSOLE	ST STR PO EX ETF	373.22K	SH	$18.74M 0.83%	0.00	373.22K
DOUBLELINE ETF TRUSTSOLE	MORTGAGE ETF	402.56K	SH	$18.64M 0.82%	0.00	402.56K
SELECT SECTOR SPDR TRSOLE	ST STR TECHN ETF	94.70K	SH	$18.54M 0.82%	28.00	94.67K

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