Signal Advisors Wealth, LLC
Long book
$1.46B
Q1 2026
Positions
570
Top-10 weight
27%
concentration
Last quarter
+10.6%
SPY +14.8%
Turnover
24%
of book per quarter
Strategy in plain words
auto-generated from filingsSignal Advisors Wealth, LLC is a wealth-management firm allocating client money, running a $1.46B US long book across 570 positions.
The portfolio is moderately concentrated (top 10 ≈ 27% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: STE STR SPDR PT S&P 500 ETF, VANGUARD FTSE DEVELOPED ETF, APTUS COLLARED INVEST OPP, APPLE INC, BNY MELLON CORE BOND ETF.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.6%
Q2 2024
+8.5%
Q3 2024
+0.7%
Q4 2024
-1.5%
Q1 2025
+7.1%
Q2 2025
+5.9%
Q3 2025
+1.3%
Q4 2025
-2.2%
Q1 2026
+10.6%
Sector allocation
Technology 40%
Financials 11%
Consumer discretionary 10%
Services media 9%
Industrials 8%
Healthcare 8%
Energy 6%
Utilities 3%
Long book by quarter
What does Signal Advisors own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 150.0K | $38.1M | 2.6% | +21.0% |
| NVDA NVIDIA CORP | Technology | 191.6K | $33.4M | 2.3% | +24.3% |
| MSFT MICROSOFT CORP | Technology | 70.9K | $26.2M | 1.8% | +42.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 85.3K | $17.8M | 1.2% | +16.0% |
| GOOGL ALPHABET INC-CL A | Technology | 56.9K | $16.4M | 1.1% | +20.2% |
| JPM JPMORGAN CHASE & CO | Financials | 46.7K | $13.7M | 0.9% | +13.7% |
| PWR QUANTA SERVICES INC | Industrials | 24.3K | $13.3M | 0.9% | -6.8% |
| V VISA INC-CLASS A SHARES | Services media | 39.7K | $12.0M | 0.8% | +10.5% |
| WMT WALMART INC | Consumer discretionary | 90.8K | $11.3M | 0.8% | -13.0% |
| XOM EXXON MOBIL CORP | Energy | 64.6K | $11.0M | 0.8% | +25.3% |
| FANG DIAMONDBACK ENERGY INC | Energy | 53.6K | $10.6M | 0.7% | -14.1% |
| NOW SERVICENOW INC | Technology | 84.0K | $8.8M | 0.6% | +48.4% |
| APH AMPHENOL CORP-CL A | Technology | 69.4K | $8.8M | 0.6% | +65.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 16.6K | $8.0M | 0.5% | +60.6% |
| LLY ELI LILLY & CO | Healthcare | 8.5K | $7.9M | 0.5% | +37.0% |
| PGR PROGRESSIVE CORP | Financials | 37.8K | $7.5M | 0.5% | +3.8% |
| META META PLATFORMS INC-CLASS A | Technology | 13.1K | $7.5M | 0.5% | +46.2% |
| TSLA TESLA INC | Industrials | 19.8K | $7.4M | 0.5% | +34.9% |
| AVGO BROADCOM INC | Technology | 23.2K | $7.2M | 0.5% | +58.9% |
| CHE CHEMED CORP | Healthcare | 18.5K | $7.0M | 0.5% | +1.5% |
| CPRT COPART INC | Consumer discretionary | 207.0K | $6.9M | 0.5% | -11.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 32.6K | $6.6M | 0.5% | +209.4% |
| BR BROADRIDGE FINANCIAL SOLUTIO | Services media | 40.5K | $6.6M | 0.5% | +9.8% |
| NFLX NETFLIX INC | Services media | 60.2K | $5.8M | 0.4% | +54.1% |
| UBER UBER TECHNOLOGIES INC | Services media | 70.6K | $5.1M | 0.3% | +12.9% |
| PG PROCTER & GAMBLE CO/THE | Other | 34.3K | $5.0M | 0.3% | +45.3% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 9.7K | $4.2M | 0.3% | +3.0% |
| LIN LINDE PLC | Materials | 8.4K | $4.2M | 0.3% | -7.8% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 9.0K | $4.2M | 0.3% | +11.1% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 10.4K | $4.0M | 0.3% | +24.0% |
| MU MICRON TECHNOLOGY INC | Technology | 11.4K | $3.9M | 0.3% | +63.4% |
| ACN ACCENTURE PLC-CL A | Services media | 19.4K | $3.9M | 0.3% | +22.1% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.1K | $3.7M | 0.3% | +76.1% |
| NEE NEXTERA ENERGY INC | Utilities | 35.1K | $3.3M | 0.2% | +7.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 602 | $1.46B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 504 | $1.26B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 10, 2025 | 455 | $1.10B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 464 | $1.28B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 11, 2025 | 430 | $1.02B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 14, 2025 | 424 | $883.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 416 | $698.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 75 | $45.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 10, 2024 | 293 | $402.9M | canonical | SEC ↗ |