Signal Advisors Wealth, LLC

Open in PORT →← all managers

CIK 2010926

13F portfolio (2026-Q1)

$1.5B

Positions

570

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

570

Top 5

17.5%

Top 10

26.6%

Effective N

85.3

HHI

0.012

This quarter

108 new · 0 exit →

By sector

Unclassified66.7%

Information Technology11.2%

Financials4.6%

Consumer Discretionary4.3%

Industrials3.6%

Communication Services2.5%

Health Care2.4%

Energy1.8%

Other3.0%

By market cap

Unknown66.8%

Mega (>$200B)19.7%

Large ($10–200B)12.9%

Mid ($2–10B)0.6%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other66.7%

North America33.3%

Asia-Pacific0.0%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	67.20%	368
Semiconductors & Semiconductor Equipment	4.38%	10
Technology Hardware & Equipment	3.25%	11
Specialty Retail	3.17%	13
Software	3.03%	8
Commercial Services & Supplies	2.30%	8
Software & IT Services	1.87%	7
Oil, Gas & Consumable Fuels	1.82%	14
Banks	1.65%	14
Pharmaceuticals & Biotechnology	1.33%	11
Construction & Engineering	1.15%	4
Insurance	1.03%	11
Utilities	0.90%	16
Equity Real Estate Investment Trusts (REITs)	0.77%	6
Chemicals	0.66%	4
Health Care Providers & Services	0.63%	3
Automobiles & Components	0.59%	3
Aerospace & Defense	0.52%	6
Health Care Equipment & Supplies	0.51%	5
Media & Entertainment	0.48%	3
Capital Markets	0.40%	5
Machinery	0.37%	8
Communications Equipment	0.36%	2
Beverages	0.29%	4
Textiles, Apparel & Luxury Goods	0.26%	2
Hotels, Restaurants & Leisure	0.24%	6
Diversified Telecommunication Services	0.23%	3
Road & Rail	0.15%	1
Tobacco	0.14%	2
Metals & Mining	0.13%	4
Electrical Equipment & Components	0.06%	3
Real Estate Management & Development	0.05%	1
Distributors	0.04%	2
Entertainment	0.03%	1
Paper & Forest Products	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPYM	SPDR SERIES TRUST	Unclassified	5.27%
2	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	3.79%
3	ACIO	ETF SER SOLUTIONS	Unclassified	3.46%
4	AAPL	Apple Inc.	Information Technology	2.61%
5	BKAG	BNY MELLON ETF TRUST	Unclassified	2.40%
6	NVDA	NVIDIA CORP	Information Technology	2.29%
7	DRSK	ETF SER SOLUTIONS	Unclassified	2.02%
8	MSFT	MICROSOFT CORP	Information Technology	1.80%
9	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	1.67%
10	VWO	VANGUARD INTL EQUITY INDEX F	Unclassified	1.30%

203/570 names classified · sector 33.3% of weight · industry 32.8% · mkt cap 33.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 10 quarters

Information TechnologyAAPL, MSFT, NVDA, ROP, NOW · other

Consumer DiscretionaryTSLA, AMZN, WMT, MCD, F · other

FinancialsJPM, V, BRK.B, PGR, BX · other

IndustrialsPWR, BR, UBER, WM, DAL · other

Health CareWAT, CHE, LLY, ISRG, CRSP · other

Communication ServicesGOOGL, META, GOOG, NFLX, CMCSA · other

Consumer StaplesMZTI, KR, PEP, SJM, TSN · other

EnergyFANG, XOM, CVX, DVN, MPLX · other

MaterialsPG, LIN, NKE, CE, SMG · other

UtilitiesNEE, DUK, LNG, DTE, EPD · other

Real EstateAMT, CBRE, O, AGNT, PLD · other

UnclassifiedSPYM, PSFF, SPY, VEA, ACIO · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 33.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 32% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (184 classified)Signal Advisors Wealth, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsIndustrialsCommunication ServicesHealth CareEnergyMaterialsUtilitiesReal EstateConsumer Staples

Style box summary for Signal Advisors Wealth, LLC: centroid Large Core. Heaviest cells: Large Growth 14.8%, Large Core 7.7%, Large Value 4.1%.

Classified: 31.9% of book weight (184/570 names) · unclassified 68.1%: SPYM, VEA, ACIO, BKAG, DRSK, SPY, VWO, PSFF, RSP, VB +376 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 570 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPYMSPDR SERIES TRUST	1,003,334	$77M	5.3%	ADD 25%
2	VEAVANGUARD TAX-MANAGED FDS	861,720	$55M	3.8%	ADD 23%
3	ACIOETF SER SOLUTIONS	1,201,571	$50M	3.5%	ADD 7%
4	AAPLAPPLE INC	150,029	$38M	2.6%	ADD 21%
5	BKAGBNY MELLON ETF TRUST	827,487	$35M	2.4%	ADD 10%
6	NVDANVIDIA CORPORATION	191,603	$33M	2.3%	ADD 24%
7	DRSKETF SER SOLUTIONS	1,077,584	$29M	2.0%	ADD 9%
8	MSFTMICROSOFT CORP	70,908	$26M	1.8%	ADD 42%
9	SPYSTATE STR SPDR S&P 500 ETF T	37,351	$24M	1.7%	TRIM −6%
10	VWOVANGUARD INTL EQUITY INDEX F	349,183	$19M	1.3%	ADD 13%
11	PSFFPACER FDS TR	576,470	$18M	1.3%	HOLD
12	AMZNAMAZON COM INC	85,257	$18M	1.2%	ADD 16%
13	RSPINVESCO EXCHANGE TRADED FD T	91,135	$17M	1.2%	ADD 17%
14	VBVANGUARD INDEX FDS	65,255	$17M	1.2%	ADD 65%
15	JUCYETF SER SOLUTIONS	753,504	$17M	1.1%	ADD 3%
16	GOOGLALPHABET INC	56,926	$16M	1.1%	ADD 20%
17	ADMEETF SER SOLUTIONS	308,735	$15M	1.0%	ADD 3%
18	DMBSDOUBLELINE ETF TRUST	291,623	$14M	1.0%	HOLD
19	SPDWSPDR INDEX SHS FDS	306,971	$14M	1.0%	ADD 14%
20	JPMJPMORGAN CHASE & CO	46,696	$14M	0.9%	ADD 14%
21	PWRQUANTA SVCS INC	24,266	$13M	0.9%	TRIM −7%
22	XLKSELECT SECTOR SPDR TR	99,970	$13M	0.9%	TRIM −9%
23	XLSRSSGA ACTIVE TR	224,307	$13M	0.9%	ADD 14%
24	VVISA INC	39,668	$12M	0.8%	ADD 11%
25	UPSDETF SER SOLUTIONS	444,089	$11M	0.8%	ADD 28%
26	WMTWALMART INC	90,786	$11M	0.8%	TRIM −13%
27	XOMEXXON MOBIL CORP	64,614	$11M	0.8%	ADD 25%
28	XHLFBONDBLOXX ETF TRUST	216,858	$11M	0.7%	TRIM −7%
29	OSCVETF SER SOLUTIONS	273,404	$11M	0.7%	ADD 27%
30	BNDVANGUARD BD INDEX FDS	145,166	$11M	0.7%	ADD 142%
31	FANGDIAMONDBACK ENERGY INC	53,579	$11M	0.7%	TRIM −14%
32	BILSPDR SERIES TRUST	112,141	$10M	0.7%	TRIM −10%
33	SPEMSPDR INDEX SHS FDS	204,658	$10M	0.7%	ADD 18%
34	NOWSERVICENOW INC	83,985	$9M	0.6%	ADD 48%
35	APHAMPHENOL CORP	69,406	$9M	0.6%	ADD 66%
36	IDUBETF SER SOLUTIONS	347,866	$9M	0.6%	ADD 23%
37	XLCSELECT SECTOR SPDR TR	76,472	$8M	0.6%	HOLD
38	FRDMEA SERIES TRUST	154,516	$8M	0.6%	ADD 18%
39	SCHPSCHWAB STRATEGIC TR	314,714	$8M	0.6%	ADD 8%
40	BRK.BBERKSHIRE HATHAWAY INC DEL	16,617	$8M	0.5%	ADD 61%
41	LLYELI LILLY & CO	8,544	$8M	0.5%	ADD 37%
42	QQQMINVESCO EXCH TRADED FD TR II	32,347	$8M	0.5%	ADD 20%
43	AMTAMERICAN TOWER CORP	44,194	$8M	0.5%	HOLD
44	VGSHVANGUARD SHORT-TERM TREASURY ETF	129,283	$8M	0.5%	ADD 27%
45	DUBSETF SER SOLUTIONS	208,041	$8M	0.5%	ADD 30%
46	PGRPROGRESSIVE CORP	37,784	$7M	0.5%	ADD 4%
47	METAMETA PLATFORMS INC	13,053	$7M	0.5%	ADD 46%
48	TSLATESLA INC	19,811	$7M	0.5%	ADD 35%
49	VOOVANGUARD INDEX FDS	12,318	$7M	0.5%	ADD 34%
50	VTIVANGUARD INDEX FDS	22,629	$7M	0.5%	TRIM −10%
51	AVGOBROADCOM INC	23,204	$7M	0.5%	ADD 59%
52	CHECHEMED CORP NEW	18,509	$7M	0.5%	HOLD
53	CPRTCOPART INC	207,025	$7M	0.5%	TRIM −11%
54	XLVSELECT SECTOR SPDR TR	46,652	$7M	0.5%	ADD 18%
55	JAAAJANUS DETROIT STR TR	134,992	$7M	0.5%	TRIM −57%
56	AMDADVANCED MICRO DEVICES INC	32,583	$7M	0.5%	ADD 209%
57	BRBROADRIDGE FINL SOLUTIONS IN	40,519	$7M	0.5%	ADD 10%
58	MBBISHARES TR	63,390	$6M	0.4%	ADD 16%
59	IVVISHARES TR	9,100	$6M	0.4%	TRIM −2%
60	NFLXNETFLIX INC	60,187	$6M	0.4%	ADD 54%
61	SGOVISHARES TR	57,154	$6M	0.4%	ADD 58%
62	IBITISHARES BITCOIN TRUST ETF	147,080	$6M	0.4%	TRIM −4%
63	GLDSPDR GOLD TR	12,617	$5M	0.4%	ADD 6%
64	SCHDSCHWAB STRATEGIC TR	173,105	$5M	0.4%	ADD 5%
65	AGGISHARES TR	52,715	$5M	0.4%	ADD 34%
66	PAPRINNOVATOR ETFS TRUST	130,889	$5M	0.4%	ADD 25%
67	PJULINNOVATOR ETFS TRUST	112,218	$5M	0.4%	ADD 27%
68	PJANINNOVATOR ETFS TRUST	110,946	$5M	0.4%	ADD 27%
69	UBERUBER TECHNOLOGIES INC	70,609	$5M	0.3%	ADD 13%
70	QQQINVESCO QQQ TR	8,766	$5M	0.3%	ADD 10%
71	POCTINNOVATOR S&P 500 POWER BUFFER ETF	116,840	$5M	0.3%	ADD 26%
72	XLISELECT SECTOR SPDR TR	30,884	$5M	0.3%	ADD 933%
73	PGPROCTER AND GAMBLE CO	34,346	$5M	0.3%	ADD 45%
74	XLESELECT SECTOR SPDR TR	75,189	$5M	0.3%	ADD 137%
75	VCITVANGUARD SCOTTSDALE FDS	54,684	$5M	0.3%	ADD 65%
76	MSIMOTOROLA SOLUTIONS INC	9,722	$4M	0.3%	ADD 3%
77	VMBSVANGUARD SCOTTSDALE FDS	89,461	$4M	0.3%	ADD 88%
78	LINLINDE PLC	8,389	$4M	0.3%	TRIM −8%
79	ISRGINTUITIVE SURGICAL INC	9,016	$4M	0.3%	ADD 11%
80	VRIGINVESCO ACTIVELY MANAGED EXC	165,445	$4M	0.3%	ADD 179%
81	VGLTVANGUARD SCOTTSDALE FDS	73,925	$4M	0.3%	ADD 21%
82	SPSMSPDR SERIES TRUST	84,229	$4M	0.3%	TRIM −12%
83	CRWDCROWDSTRIKE HLDGS INC	10,355	$4M	0.3%	ADD 24%
84	GTOINVESCO ACTIVELY MANAGED EXC	85,243	$4M	0.3%	TRIM −32%
85	MUMICRON TECHNOLOGY INC	11,444	$4M	0.3%	ADD 63%
86	ACNACCENTURE PLC IRELAND	19,431	$4M	0.3%	ADD 22%
87	CERYSPDR SERIES TRUST	109,311	$4M	0.3%	ADD 44%
88	FISRSSGA ACTIVE TR	146,260	$4M	0.3%	ADD 55%
89	ACEIINNOVATOR ETFS TRUST	162,139	$4M	0.3%	NEW
90	JNJJOHNSON & JOHNSON	15,126	$4M	0.3%	ADD 76%
91	OPPJWISDOMTREE TR	65,393	$4M	0.2%	ADD 58%
92	VXUSVANGUARD STAR FDS	45,521	$4M	0.2%	ADD 598%
93	SPMDSPDR SERIES TRUST	56,685	$3M	0.2%	ADD 9%
94	NEENEXTERA ENERGY INC	35,066	$3M	0.2%	ADD 8%
95	FAPRFIRST TR EXCHNG TRADED FD VI	69,318	$3M	0.2%	TRIM −15%
96	LGROALPS ETF TR	82,758	$3M	0.2%	NEW
97	SPTLSPDR SERIES TRUST	115,255	$3M	0.2%	ADD 18%
98	PGFINVESCO EXCHANGE TRADED FD T	215,944	$3M	0.2%	TRIM −12%
99	VUGVANGUARD INDEX FDS	6,624	$3M	0.2%	TRIM −10%
100	IWYISHARES TR	11,414	$3M	0.2%	HOLD
101	HDHOME DEPOT INC	8,318	$3M	0.2%	ADD 41%
102	WFCWELLS FARGO CO NEW	34,150	$3M	0.2%	ADD 125%
103	PEPPEPSICO INC	17,364	$3M	0.2%	ADD 43%
104	XLFSELECT SECTOR SPDR TR	54,206	$3M	0.2%	TRIM −9%
105	VTVVANGUARD INDEX FDS	13,551	$3M	0.2%	ADD 15%
106	SFLRINNOVATOR ETFS TRUST	74,901	$3M	0.2%	ADD 11%
107	AMATAPPLIED MATLS INC	7,702	$3M	0.2%	ADD 241%
108	IEMGISHARES INC	37,629	$3M	0.2%	ADD 19%
109	ABBVABBVIE INC	11,748	$3M	0.2%	ADD 102%
110	PHMPULTE GROUP INC	21,713	$3M	0.2%	ADD 5%
111	UNHUNITEDHEALTH GROUP INC	9,375	$3M	0.2%	ADD 12%
112	IVWISHARES TR	22,408	$3M	0.2%	ADD 3%
113	SCHWSCHWAB CHARLES CORP	26,945	$3M	0.2%	NEW
114	JEPIJPMorgan Equity Premium Income ETF	44,622	$3M	0.2%	ADD 29%
115	BFRZINNOVATOR ETFS TRUST	95,511	$3M	0.2%	ADD 8%
116	IUSBISHARES TR	54,278	$3M	0.2%	HOLD
117	GWXSPDR INDEX SHS FDS	59,303	$3M	0.2%	ADD 4%
118	SYKSTRYKER CORPORATION	7,523	$2M	0.2%	ADD 12%
119	TMOTHERMO FISHER SCIENTIFIC INC	5,009	$2M	0.2%	ADD 4%
120	ROPROPER TECHNOLOGIES INC	6,837	$2M	0.2%	ADD 13%
121	SPGIS&P GLOBAL INC	5,613	$2M	0.2%	ADD 22%
122	QUALISHARES TR	12,241	$2M	0.2%	ADD 2%
123	IVEISHARES TR	11,086	$2M	0.2%	TRIM −6%
124	PCMMBONDBLOXX ETF TRUST	46,438	$2M	0.2%	HOLD
125	RTXRTX CORPORATION	11,775	$2M	0.2%	ADD 398%
126	CTASCINTAS CORP	13,388	$2M	0.2%	ADD 16%
127	XLPSELECT SECTOR SPDR TR	27,605	$2M	0.2%	TRIM −47%
128	AVEMAMERICAN CENTY ETF TR	27,903	$2M	0.2%	ADD 23%
129	CATCATERPILLAR INC	3,110	$2M	0.2%	ADD 16%
130	DYNFBLACKROCK ETF TRUST	37,821	$2M	0.2%	TRIM −15%
131	UNPUNION PAC CORP	8,981	$2M	0.1%	ADD 89%
132	STIPISHARES TR	20,742	$2M	0.1%	ADD 16%
133	DFACDIMENSIONAL ETF TRUST	55,116	$2M	0.1%	ADD 67%
134	GLDMWORLD GOLD TR	23,106	$2M	0.1%	ADD 76%
135	LHXL3HARRIS TECHNOLOGIES INC	6,148	$2M	0.1%	ADD 244%
136	FMAYFIRST TR EXCHNG TRADED FD VI	39,958	$2M	0.1%	HOLD
137	XLGINVESCO EXCHANGE TRADED FD T	38,670	$2M	0.1%	TRIM −12%
138	UTESETFIS SER TR I	25,780	$2M	0.1%	ADD 206%
139	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	48,127	$2M	0.1%	ADD 88%
140	EFVISHARES TR	26,993	$2M	0.1%	TRIM −16%
141	DUKDUKE ENERGY CORP NEW	15,186	$2M	0.1%	ADD 391%
142	SPABSPDR SERIES TRUST	77,371	$2M	0.1%	ADD 511%
143	SHVISHARES TR	17,759	$2M	0.1%	ADD 107%
144	IAPRINNOVATOR ETFS TRUST	61,146	$2M	0.1%	ADD 20%
145	FELCFIDELITY COVINGTON TRUST	52,595	$2M	0.1%	ADD 3%
146	FSEPFT Vest U.S. Equity Buffer ETF September	37,727	$2M	0.1%	ADD 4%
147	IJULINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JULY	56,153	$2M	0.1%	ADD 20%
148	AVUVAMERICAN CENTY ETF TR	17,155	$2M	0.1%	ADD 25%
149	JIREJ P MORGAN EXCHANGE TRADED F	25,006	$2M	0.1%	NEW
150	VGTVANGUARD WORLD FD	2,711	$2M	0.1%	ADD 7%
151	IJANINNOVATOR ETFS TRUST	51,909	$2M	0.1%	ADD 19%
152	IOCTINNOVATOR ETFS TRUST	53,724	$2M	0.1%	ADD 20%
153	EPDENTERPRISE PRODS PARTNERS L	47,859	$2M	0.1%	ADD 54%
154	VZVERIZON COMMUNICATIONS INC	35,895	$2M	0.1%	ADD 7%
155	SMHVANECK ETF TRUST	4,690	$2M	0.1%	TRIM −23%
156	JNKSPDR SER TR	18,735	$2M	0.1%	ADD 66%
157	PLTRPALANTIR TECHNOLOGIES INC	12,141	$2M	0.1%	ADD 153%
158	IWXISHARES TR	19,116	$2M	0.1%	TRIM −3%
159	SMLFiShares MSCI Multifactor USA Small-Cap ETF	23,268	$2M	0.1%	NEW
160	CLSMEXCHANGE LISTED FDS TR	75,406	$2M	0.1%	NEW
161	JSIJANUS DETROIT STR TR	33,594	$2M	0.1%	ADD 7%
162	EJULINNOVATOR EMERGING MARKETS POWER BUFFER ETF - JULY	57,767	$2M	0.1%	ADD 44%
163	EJANINNOVATOR ETFS TRUST	50,643	$2M	0.1%	ADD 45%
164	HCAHCA HEALTHCARE INC	3,605	$2M	0.1%	ADD 364%
165	MOALTRIA GROUP INC	25,564	$2M	0.1%	ADD 13%
166	GOOGALPHABET INC	5,859	$2M	0.1%	ADD 2%
167	KNGZFIRST TR EXCHANGE TRADED FD	46,564	$2M	0.1%	HOLD
168	DIVOAMPLIFY ETF TR	36,898	$2M	0.1%	ADD 35%
169	MAMASTERCARD INCORPORATED	3,311	$2M	0.1%	HOLD
170	URIUNITED RENTALS INC	2,251	$2M	0.1%	ADD 397%
171	VTIPVANGUARD MALVERN FDS	32,627	$2M	0.1%	ADD 152%
172	TDSCEXCHANGE LISTED FDS TR	62,210	$2M	0.1%	ADD 317%
173	NTRSNORTHERN TR CORP	11,377	$2M	0.1%	ADD 647%
174	TJXTJX COS INC NEW	9,740	$2M	0.1%	ADD 344%
175	SPLBSPDR SERIES TRUST	69,958	$2M	0.1%	ADD 203%
176	SLVISHARES SILVER TR	22,721	$2M	0.1%	ADD 50%
177	ICLOINVESCO ACTIVELY MANAGED EXC	60,265	$2M	0.1%	NEW
178	FTLSFIRST TR EXCH TRADED FD III	21,848	$2M	0.1%	ADD 7%
179	RLRALPH LAUREN CORP	4,459	$2M	0.1%	ADD 589%
180	BONDPIMCO ETF TR	16,561	$2M	0.1%	ADD 16%
181	SHOPSHOPIFY INC	12,606	$1M	0.1%	TRIM −7%
182	BSVVANGUARD BD INDEX FDS	18,937	$1M	0.1%	HOLD
183	AVLVAMERICAN CENTY ETF TR	18,192	$1M	0.1%	HOLD
184	SMTHALPS ETF TR	56,677	$1M	0.1%	NEW
185	MARMARRIOTT INTL INC NEW	4,451	$1M	0.1%	ADD 3%
186	GMEGAMESTOP CORP	63,056	$1M	0.1%	HOLD
187	FIDFIRST TR EXCHANGE TRADED FD	68,886	$1M	0.1%	ADD 110%
188	GRIDFIRST TR EXCHANGE TRADED FD	8,608	$1M	0.1%	TRIM −3%
189	GOVTISHARES TR	61,349	$1M	0.1%	ADD 121%
190	FBTCFIDELITY WISE ORIGIN BITCOIN	23,334	$1M	0.1%	ADD 44%
191	BKLNINVESCO EXCH TRADED FD TR II	67,470	$1M	0.1%	TRIM −34%
192	EMHCSPDR SERIES TRUST	55,115	$1M	0.1%	ADD 5%
193	DGROISHARES CORE DIVIDEND GROWTH ETF	19,370	$1M	0.1%	TRIM −7%
194	JPSTJ P MORGAN EXCHANGE TRADED F	26,452	$1M	0.1%	HOLD
195	FJANFIRST TR EXCHNG TRADED FD VI	26,170	$1M	0.1%	ADD 228%
196	QFLRINNOVATOR ETFS TRUST	39,469	$1M	0.1%	ADD 16%
197	AZOAUTOZONE INC	389	$1M	0.1%	NEW
198	SECTNORTHERN LTS FD TR IV	21,637	$1M	0.1%	ADD 30%
199	SRLNSSGA ACTIVE ETF TR	32,443	$1M	0.1%	HOLD
200	DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE	27,424	$1M	0.1%	ADD 146%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPYMSPDR SERIES TRUST

399K

538K

639K

767K

804K

1.0M

$77M

VEAVANGUARD TAX-MANAGED FDS

337K

412K

478K

638K

700K

862K

$55M

ACIOETF SER SOLUTIONS

346K

535K

757K

1.1M

1.2M

$50M

AAPLAPPLE INC

41K

39K

69K

74K

124K

150K

$38M

BKAGBNY MELLON ETF TRUST

256K

443K

536K

657K

750K

827K

$35M

NVDANVIDIA CORPORATION

65K

78K

124K

145K

154K

192K

$33M

DRSKETF SER SOLUTIONS

300K

548K

692K

854K

986K

1.1M

$29M

MSFTMICROSOFT CORP

24K

27K

37K

47K

50K

71K

$26M

SPYSTATE STR SPDR S&P 500 ETF T

60K

73K

66K

39K

40K

37K

$24M

VWOVANGUARD INTL EQUITY INDEX F

139K

144K

196K

290K

309K

349K

$19M

PSFFPACER FDS TR

566K

576K

575K

578K

582K

576K

$18M

AMZNAMAZON COM INC

33K

35K

55K

70K

73K

85K

$18M

RSPINVESCO EXCHANGE TRADED FD T

40K

50K

57K

73K

78K

91K

$17M

VBVANGUARD INDEX FDS

22K

26K

28K

34K

40K

65K

$17M

JUCYETF SER SOLUTIONS

278K

342K

446K

587K

730K

754K

$17M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Signal Advisors Wealth, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 570 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Signal Advisors Wealth, LLC