Institutional Manager · CIK 0002010926
Signal Advisors Wealth, LLC
DETROIT, MI · File #028-23749
Latest AUM
$1.26B
Positions
504
Top-10 Concentration
45.6%
Filings
8
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | APPLE INC | AAPL | +50,263 | +$13.7M | +$1.3M |
| ADD | SELECT SECTOR SPDR TR | 81369Y803 | +73,194 | +$10.5M | -$5.0M |
| ADD | SERVICENOW INC | NOW | +46,175 | +$7.1M | -$8.0M |
| NEW | AMPHENOL CORP NEW | 032095101 | +41,877 | +$5.7M | $0 |
| ADD | JANUS DETROIT STR TR | 47103U845 | +105,192 | +$5.3M | -$41,813 |
| REDUCE | ROPER TECHNOLOGIES INC | ROP | -9,831 | -$4.4M | -$851,459 |
| NEW | INNOVATOR ETFS TRUST | INHD | +87,525 | +$4.1M | $0 |
| NEW | INNOVATOR ETFS TRUST | INHD | +105,085 | +$4.1M | $0 |
| NEW | INNOVATOR ETFS TRUST | INHD | +88,490 | +$4.1M | $0 |
| NEW | INNOVATOR ETFS TRUST | INHD | +92,970 | +$4.1M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025504 pos · $1.26B
- 13F HOLDINGS REPORTQ/E Sep 2025455 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Jun 2025464 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Mar 2025430 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Dec 2024424 pos · $883.8M
- 13F HOLDINGS REPORTQ/E Sep 2024416 pos · $698.2M
- 13F HOLDINGS REPORTQ/E Jun 202475 pos · $45.7M
- 13F HOLDINGS REPORTQ/E Mar 2024293 pos · $402.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 803,731 | $64.5M | 8.41% |
| 2 | ETF SER SOLUTIONS | 26922A222 | 1,124,239 | $49.1M | 6.41% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 699,616 | $43.7M | 5.70% |
| 4 | APPLE INC | AAPL | 123,976 | $33.7M | 4.40% |
| 5 | BNY MELLON ETF TRUST | 09661T602 | 750,307 | $31.8M | 4.15% |
| 6 | NVIDIA CORPORATION | NVDA | 154,133 | $28.7M | 3.75% |
| 7 | ETF SER SOLUTIONS | 26922A388 | 986,272 | $28.1M | 3.66% |
| 8 | SPDR S&P 500 ETF TR | SPY | 39,612 | $27.0M | 3.52% |
| 9 | MICROSOFT CORP | MSFT | 49,913 | $24.1M | 3.15% |
| 10 | PACER FDS TR | 69374H568 | 582,221 | $18.8M | 2.46% |
| 11 | AMAZON COM INC | AMZN | 73,486 | $17.0M | 2.21% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042858 | 308,726 | $16.6M | 2.17% |
| 13 | ETF SER SOLUTIONS | 26922B642 | 730,348 | $16.2M | 2.12% |
| 14 | JANUS DETROIT STR TR | 47103U845 | 314,162 | $15.9M | 2.07% |
| 15 | SELECT SECTOR SPDR TR | 81369Y803 | 109,549 | $15.8M | 2.06% |
| 16 | ETF SER SOLUTIONS | 26922A784 | 299,801 | $15.4M | 2.01% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 78,144 | $15.0M | 1.95% |
| 18 | ALPHABET INC | GOOG | 47,354 | $14.8M | 1.93% |
| 19 | DOUBLELINE ETF TRUST | 25861R402 | 287,160 | $14.3M | 1.86% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 41,055 | $13.2M | 1.73% |