← Back to Discover

Signal Advisors Wealth, LLC

Period ended Sep 30, 2026 · Latest filing Oct 13, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $2,271,154,619

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $138,592,018
  2. VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $88,478,878
  3. ETF SER SOLUTIONS · APTUS COLLRD INV · 26922A222 · shares: $73,598,671
  4. APPLE INC · COM · 037833100 · shares: $66,911,539
  5. NVIDIA CORPORATION · COM · 67066G104 · shares: $59,957,204
  6. MICROSOFT CORP · COM · 594918104 · shares: $47,085,269
  7. BNY MELLON ETF TRUST · CORE BOND ETF · 09661T602 · shares: $45,703,220
  8. ETF SER SOLUTIONS · APTUS DEFINED · 26922A388 · shares: $36,942,291
  9. STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $34,148,130
  10. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $33,326,064

Reported holdings

701 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
NORTHERN TR CORPCOM665859104 — 26,444 shares $4,478,604
ISHARES INCCORE MSCI EMKT46434G103 — 54,917 shares $4,457,070
SELECT SECTOR SPDR TRST STR INDL ETF81369Y704 — 26,687 shares $4,456,183
UNITED RENTALS INCCOM911363109 — 4,452 shares $4,455,067
WELLS FARGO & COCOM949746101 — 54,516 shares $4,363,986
VANGUARD WORLD FDINF TECH ETF92204A702 — 34,571 shares $4,344,504
INNOVATOR ETFS TRUSTEQUIT DEFIN JUL45783Y244 — 143,535 shares $4,343,369
VANGUARD INDEX FDSMRNGSTR VAL ETF922908744 — 20,096 shares $4,342,410
HOME DEPOT INCCOM437076102 — 15,145 shares $4,308,593
ISHARES TRUS SML CAP EQT46434V290 — 51,312 shares $4,287,670
INVESCO EXCHANGE TRADED FD TFINL PFD ETF46137V621 — 335,987 shares $4,280,471
SPDR SERIES TRUSTST LON TREAS ETF78464A664 — 179,089 shares $4,271,261
PULTE GROUP INCCOM745867101 — 36,416 shares $4,226,396
THERMO FISHER SCIENTIFIC INCCOM883556102 — 6,218 shares $4,197,366
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332 — 72,160 shares $4,056,822
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U885 — 84,701 shares $4,052,931
PALANTIR TECHNOLOGIES INCCL A69608A108 — 21,291 shares $3,982,393
UNITEDHEALTH GROUP INCCOM91324P102 — 10,736 shares $3,941,050
SPDR SERIES TRUSTSTATE STRET SPDR78468R440 — 99,954 shares $3,920,196
SELECT SECTOR SPDR TRST STR DISCR ETF81369Y407 — 34,555 shares $3,760,993
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM46654Q203 — 61,173 shares $3,747,438
ISHARES TRCORE UNIVRSL USD46434V613 — 83,804 shares $3,694,913
INNOVATOR ETFS TRUSTEQUI DEFI 1 NOVE45784N809 — 130,524 shares $3,644,230
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 5046137V233 — 56,145 shares $3,571,412
SPDR INDEX SHS FDSST INTL CAP ETF78463X871 — 76,724 shares $3,496,325
FIDELITY COVINGTON TRUSTMSCI CONSM DIS316092204 — 36,479 shares $3,454,921
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F748 — 59,035 shares $3,386,838
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF33734X846 — 32,814 shares $3,382,785
CHARLES SCHWAB CORP (THE)COM808513105 — 34,441 shares $3,366,216
CINTAS CORPCOM172908105 — 17,232 shares $3,361,289
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE33737A108 — 18,564 shares $3,287,875
HCA HEALTHCARE INCCOM40412C101 — 7,635 shares $3,258,108
CHEVRON CORPORATIONCOM166764100 — 15,895 shares $3,246,013
NEXTERA ENERGY INCCOM65339F101 — 42,844 shares $3,244,995
MERCK & CO INCCOM58933Y105 — 22,224 shares $3,229,303
ISHARES TRHDG MSCI EAFE46434V803 — 69,462 shares $3,222,336
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 3,531 shares $3,214,103
ETFIS SER TR IVIRTUS REAVES UT26923G806 — 45,572 shares $3,198,270
FIDELITY COVINGTON TRUSTMSCI INDL INDX316092709 — 35,294 shares $3,126,364
AMPLIFY ETF TRCWP ENHANCED DIV032108409 — 66,990 shares $3,114,377
VALERO ENERGY CORPCOM91913Y100 — 8,030 shares $3,112,603
L3HARRIS TECHNOLOGIES INCCOM502431109 — 12,899 shares $3,054,307
HARBOR ETF TRUSTCOMM ALL WEA ETF41151J505 — 85,874 shares $3,027,930
ORACLE CORPCOM68389X105 — 22,033 shares $3,025,197
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF46654Q724 — 43,578 shares $3,014,279
S&P GLOBAL INCCOM78409V104 — 7,601 shares $2,998,508
FIRST TR EXCH TRADED FD IIILNG/SHT EQUITY33739P103 — 38,860 shares $2,980,202
ISHARES TRS&P 500 GRWT ETF464287309 — 20,892 shares $2,972,091
ISHARES TRRUS TP200 GR ETF464289438 — 9,971 shares $2,940,552
SELECT SECTOR SPDR TRST STR FINL ETF81369Y605 — 55,027 shares $2,938,424
VANECK ETF TRUSTSEMICONDUCTR ETF92189F676 — 4,727 shares $2,878,620
STRYKER CORPORATIONCOM863667101 — 10,398 shares $2,863,606
RALPH LAUREN CORPCL A751212101 — 8,046 shares $2,856,842
ALPHABET INCCAP STK CL C02079K107 — 8,352 shares $2,845,789
FIDELITY COVINGTON TRUSTMSCI FINLS IDX316092501 — 37,305 shares $2,824,712
FIRST TR EXCHANGE TRADED FDRBA INDL ETF33738R704 — 27,313 shares $2,819,777
FIDELITY COVINGTON TRUSTENHANCED LARGE316092113 — 64,781 shares $2,806,312
VERIZON COMMUNICATIONS INCCOM92343V104 — 60,460 shares $2,773,304
INNOVATOR ETFS TRUSTEQUI DEFI SEPT45784N106 — 96,067 shares $2,674,505
FIDELITY COVINGTON TRUSTMSCI HLTH CARE I316092600 — 32,717 shares $2,672,978
EXCHANGE LISTED FDS TRETC CABANA TARGT30151E715 — 94,474 shares $2,652,590
AMERICAN CENTY ETF TRUS SML CP VALU025072877 — 22,458 shares $2,644,886
EXCHANGE LISTED FDS TRETC CABANA TARGT30151E624 — 94,398 shares $2,617,064
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604 — 27,485 shares $2,584,130
SYNCHRONY FINANCIALCOM87165B103 — 36,326 shares $2,578,080
SPDR SERIES TRUSTST BLOO HIGH ETF78468R622 — 26,840 shares $2,489,427
AT&T INCCOM00206R102 — 101,886 shares $2,486,010
VANGUARD INDEX FDSMRNGSTR SML CP V922908611 — 10,694 shares $2,470,671
FIRST TR EXCHANGE TRADED FDFIRST TRUST S&P33738R738 — 60,579 shares $2,455,232
WISDOMTREE TRDYNAMIC INTL EQT97717X263 — 53,416 shares $2,437,361
BLACKROCK ETF TRUSTISHARES US EQUIT09290C103 — 35,072 shares $2,429,118
SPDR SERIES TRUSTST LONG BD ETF78464A367 — 118,535 shares $2,415,742
HUT 8 CORPCOM44812J104 — 27,623 shares $2,378,340
DELL TECHNOLOGIES INCCL C24703L202 — 4,412 shares $2,373,678
SPDR SERIES TRUSTST STR P500GRW78464A409 — 19,260 shares $2,370,546
PEPSICO INCCOM713448108 — 18,675 shares $2,366,468
ISHARES TR0-5 YR TIPS ETF46429B747 — 23,704 shares $2,363,257
INTERCONTINENTAL EXCHANGE INCOM45866F104 — 15,389 shares $2,339,540
VANGUARD MALVERN FDSSTRM INFPROIDX922020805 — 47,194 shares $2,322,908
STRATEGY INCCL A NEW594972408 — 14,906 shares $2,282,001
TJX COS INC NEWCOM872540109 — 17,044 shares $2,255,064
INNOVATOR ETFS TRUSTNASDAQ 100 MANA45783Y681 — 62,466 shares $2,254,384
FIDELITY WISE ORIGIN BITCOINSHS315948109 — 30,943 shares $2,247,689
VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF922042866 — 19,227 shares $2,226,679
DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF25434V708 — 49,857 shares $2,216,142
MONSTER BEVERAGE CORP NEWCOM61174X109 — 53,095 shares $2,209,814
SCHWAB STRATEGIC TRUS LCAP GR ETF808524300 — 61,120 shares $2,196,024
INTERNATIONAL BUSINESS MACHSCOM459200101 — 9,896 shares $2,176,351
EQUINIX INCCOM29444U700 — 2,119 shares $2,143,863
INNOVATOR ETFS TRUSTEMRGNG MKT JAN45782C516 — 57,551 shares $2,139,234
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 14,006 shares $2,112,903
DOLLAR TREE INCCOM256746108 — 18,291 shares $2,085,540
DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609 — 31,222 shares $2,074,368
FIRST TR EXCHANGE TRADED FDS&P INTL DIVID33738R688 — 92,252 shares $2,057,200
ISHARES TRS&P 500 VAL ETF464287408 — 9,002 shares $2,055,011
INNOVATOR ETFS TRUSTEMRGNG MKT JULY45782C714 — 65,852 shares $2,053,265
ISHARES TRUS CONSM STAPLES464287812 — 28,749 shares $2,033,436
INNOVATOR ETFS TRUSTINTERNATIONAL DV45782C631 — 52,780 shares $1,993,501
AUTOZONE INCCOM053332102 — 702 shares $1,986,702
INNOVATOR ETFS TRUSTINTRNL DEV JULY45782C722 — 54,742 shares $1,977,790