EdgeMarket › What Signal Advisors Wealth, Llc reported owning
What Signal Advisors Wealth, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
582Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 76.8M | 5.3% | 1.0M | 90.13 | +20.1% |
| VEA Vanguard FTSE Developed Markets ETF | 55.2M | 3.8% | 861.7K | 73.42 | +24.7% |
| ACIO Aptus Collared Investment Opportunity ETF | 50.4M | 3.5% | 1.2M | 46.87 | +11.0% |
| AAPL Apple Inc. | 38.1M | 2.6% | 150.0K | 309.35 | +36.9% |
| BKAG BNY Mellon Core Bond ETF | 34.9M | 2.4% | 827.5K | 41.30 | -1.9% |
| NVDA NVIDIA CORP | 33.4M | 2.3% | 191.6K | 214.72 | +22.4% |
| DRSK Aptus Defined Risk ETF | 29.5M | 2.0% | 1.1M | 28.39 | -1.4% |
| MSFT MICROSOFT CORP | 26.2M | 1.8% | 70.9K | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 24.3M | 1.7% | 37.4K | 765.72 | +20.0% |
| VWO Vanguard FTSE Emerging Markets ETF | 18.9M | 1.3% | 349.2K | 60.45 | +17.7% |
| PSFF Pacer Swan SOS Fund of Funds ETF | 18.5M | 1.3% | 576.5K | 34.92 | +12.5% |
| AMZN AMAZON COM INC | 17.8M | 1.2% | 85.3K | 258.63 | +15.6% |
| RSP Invesco S&P 500 Equal Weight ETF | 17.5M | 1.2% | 91.1K | 221.67 | +18.8% |
| VB Vanguard Morningstar Small-Cap ETF | 17.1M | 1.2% | 65.3K | 304.76 | +24.4% |
| JUCY Aptus Enhanced Yield ETF | 16.7M | 1.1% | 753.5K | 22.07 | -1.0% |
| GOOGL Alphabet Inc. | 16.4M | 1.1% | 56.9K | 344.82 | +73.0% |
| ADME Aptus Drawdown Managed Equity ETF | 15.3M | 1.0% | 308.7K | 56.28 | +14.3% |
| DMBS DoubleLine Mortgage ETF | 14.4M | 1.0% | 291.6K | 48.17 | -1.9% |
| SPDW State Street SPDR Portfolio Developed World ex | 14.0M | 1.0% | 307.0K | 52.02 | +24.4% |
| JPM JPMORGAN CHASE & CO | 13.7M | 0.9% | 46.7K | 351.58 | +20.3% |
| PWR QUANTA SERVICES, INC. | 13.3M | 0.9% | 24.3K | 639.34 | +70.1% |
| XLK State Street Technology Select Sector SPDR ETF | 13.3M | 0.9% | 100.0K | 183.31 | +41.1% |
| XLSR State Street US Sector Rotation ETF | 13.0M | 0.9% | 224.3K | 66.05 | +16.6% |
| V VISA INC. | 12.0M | 0.8% | 39.7K | 371.04 | +7.9% |
| UPSD Aptus Large Cap Upside ETF | 11.3M | 0.8% | 444.1K | 30.21 | +18.2% |
| WMT Walmart Inc. | 11.3M | 0.8% | 90.8K | 103.70 | +1.1% |
| XOM ExxonMobil Holdings Corp | 11.0M | 0.8% | 64.6K | 165.11 | +52.1% |
| XHLF BondBloxx Bloomberg Six Month Target Duration | 10.9M | 0.7% | 216.9K | 50.28 | -0.1% |
| OSCV Opus Small Cap Value ETF | 10.8M | 0.7% | 273.4K | 42.31 | +12.7% |
| BND Vanguard Total Bond Market ETF | 10.7M | 0.7% | 145.2K | 72.23 | -1.8% |
| FANG Diamondback Energy, Inc. | 10.6M | 0.7% | 53.6K | 210.72 | +52.8% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill E | 10.3M | 0.7% | 112.1K | 91.60 | -0.1% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 9.6M | 0.7% | 204.7K | 52.38 | +18.1% |
| NOW ServiceNow, Inc. | 8.8M | 0.6% | 84.0K | 128.48 | -27.8% |
| APH AMPHENOL CORP /DE/ | 8.8M | 0.6% | 69.4K | 157.01 | +44.5% |
| IDUB Aptus International Enhanced Yield ETF | 8.6M | 0.6% | 347.9K | 28.36 | +22.1% |
| XLC State Street Communication Services Select Sec | 8.5M | 0.6% | 76.5K | 111.40 | +1.4% |
| FRDM Freedom 100 Emerging Markets ETF | 8.4M | 0.6% | 154.5K | 68.71 | +64.8% |
| SCHP Schwab U.S. TIPS ETF | 8.4M | 0.6% | 314.7K | 25.96 | -2.7% |
| unmapped CUSIP 084670702 | 8.0M | 0.5% | 16.6K | — | — |
| LLY ELI LILLY & Co | 7.9M | 0.5% | 8.5K | 1,255.40 | +78.0% |
| QQQM Invesco NASDAQ 100 ETF | 7.7M | 0.5% | 32.3K | 293.76 | +26.1% |
| AMT AMERICAN TOWER CORP /MA/ | 7.6M | 0.5% | 44.2K | 175.80 | -16.1% |
| VGSH Vanguard Short-Term Treasury ETF | 7.6M | 0.5% | 129.3K | 58.13 | -0.9% |
| DUBS Aptus Large Cap Enhanced Yield ETF | 7.5M | 0.5% | 208.0K | 42.94 | +22.8% |
| PGR PROGRESSIVE CORP/OH/ | 7.5M | 0.5% | 37.8K | 219.28 | -13.2% |
| META Meta Platforms, Inc. | 7.5M | 0.5% | 13.1K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 7.4M | 0.5% | 19.8K | 362.86 | +12.0% |
| VOO Vanguard S&P 500 ETF | 7.4M | 0.5% | 12.3K | 703.71 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 7.3M | 0.5% | 22.6K | 378.24 | +20.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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