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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)
INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT46137V498 — 13,517 shares $1,102,735
COCA COLA COCOM191216100 — 12,732 shares $1,095,987
CONOCOPHILLIPSCOM20825C104 — 8,721 shares $1,091,488
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV33738R506 — 13,869 shares $1,085,838
CISCO SYS INCCOM17275R102 — 10,074 shares $1,084,227
GLOBAL X FDSUS INFR DEV ETF37954Y673 — 20,569 shares $1,079,865
NORTHERN LTS FD TR IVMAIN INTNL ETF66538H237 — 35,157 shares $1,072,039
FIRST TR EXCHNG TRADED FD VIFT VEST U.S.33740F334 — 26,315 shares $1,065,758
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F474 — 24,422 shares $1,065,043
GOLDMAN SACHS GROUP INCCOM38141G104 — 1,176 shares $1,058,799
UNITED THERAPEUTICS CORP DELCOM91307C102 — 1,950 shares $1,056,686
SPDR SERIES TRUSTST STR CONV ETF78464A359 — 10,363 shares $1,048,505
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F763 — 16,610 shares $1,039,713
VANGUARD WHITEHALL FDSINTL HIGH ETF921946794 — 10,225 shares $1,034,034
ISHARES TRMSCI USA MIN ETF46429B697 — 10,609 shares $1,033,761
DIMENSIONAL ETF TRUSTINTL COR FIX ETF25434V575 — 20,201 shares $1,033,067
AMGEN INCCOM031162100 — 2,437 shares $1,027,102
ALLSTATE CORPCOM020002101 — 4,611 shares $1,022,886
INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM46137V464 — 6,889 shares $1,010,941
ISHARES TRMRGSTR MD CP GRW464288307 — 10,528 shares $988,492
BLACKROCK ETF TRUSTISHA LA CORE ETF09290C855 — 20,170 shares $987,543
CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT14020W106 — 20,183 shares $985,964
DTE ENERGY COCOM233331107 — 8,067 shares $982,572
SCHWAB STRATEGIC TRUS AGGREGATE B808524839 — 43,953 shares $971,352
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 4,150 shares $968,142
ALTRIA GROUP INCCOM02209S103 — 14,376 shares $968,073
STRATEGY SHSDAY HAGAN SMART86280R803 — 17,141 shares $961,267
FORD MTR COCOM345370860 — 79,669 shares $960,813
INVESCO EXCH TRD SLF IDX FDINTL DEV DYNAMIC46138J437 — 28,723 shares $959,922
FIRST TR EXCHNG TRADED FD VIFT VEST U.S33740U786 — 21,801 shares $955,102
ISHARES TRTRUST ISHARE 0-1464288679 — 8,549 shares $943,145
HONEYWELL INTL INCCOM438516205 — 4,460 shares $940,827
SCHWAB STRATEGIC TRINTL EQTY ETF808524805 — 33,995 shares $933,841
GLOBAL X FDSNASDAQ 100 COVER37954Y483 — 50,219 shares $931,560
DIMENSIONAL ETF TRUSTINTL SMALL CAP V25434V781 — 21,439 shares $928,082
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F615 — 20,151 shares $921,304
ISHARES TRCORE S&P SCP ETF464287804 — 6,771 shares $921,152
WARNER BROS DISCOVERY INCCOM SER A934423104 — 29,581 shares $915,524
ISHARES TR1 3 YR TREAS BD464287457 — 11,273 shares $915,398
ISHARES TRCORE MSCI TOTAL46432F834 — 9,615 shares $913,286
ALPS ETF TRLEVE FOU CAP ETF00162Q353 — 19,379 shares $907,788
DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V807 — 16,059 shares $897,047
MCDONALDS CORPCOM580135101 — 3,855 shares $890,346
LAM RESEARCH CORPCOM NEW512807306 — 2,696 shares $885,638
VANGUARD WHITEHALL FDSEM MK GOV BD ETF921946885 — 13,868 shares $875,492
ISHARES TRRUS 1000 VAL ETF464287598 — 3,530 shares $875,315
SPDR SERIES TRUSTSST SPDR BLOOMBE78464A391 — 42,486 shares $875,204
AMERICAN CENTY ETF TRINTL SMCP VLU025072802 — 7,884 shares $862,359
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740U711 — 20,338 shares $856,637
DIMENSIONAL ETF TRUSTUS EQUI MARK ETF25434V401 — 10,305 shares $855,638
ISHARES TRRUS MID CAP ETF464287499 — 8,012 shares $854,924
BLACKROCK ETF TRUSTISHA I IN TE ETF09290C780 — 18,098 shares $854,048
FIDELITY COVINGTON TRUSTCONSMR STAPLES316092303 — 16,724 shares $850,240
HALOZYME THERAPEUTICS INCCOM40637H109 — 7,696 shares $849,638
INCYTE CORPCOM45337C102 — 6,987 shares $847,872
FIDELITY COVINGTON TRUSTMSCI ENERGY IDX316092402 — 24,918 shares $844,728
ISHARES TRCORE S&P TTL STK464287150 — 5,071 shares $843,185
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 907 shares $836,117
VANGUARD MUN BD FDSSHORT TAX EXEMPT922907696 — 11,165 shares $830,453
TIDAL TRUST IIPINN FOCU OP ETF88634T519 — 19,543 shares $826,551
FIRST TR EXCHANGE-TRADED FDINDXX AEROSPACE33733E831 — 19,807 shares $823,971
WISDOMTREE TRUS VALUE FD97717W547 — 7,967 shares $816,139
GENERAL DYNAMICS CORPCOM369550108 — 2,450 shares $812,992
ISHARES TRCORE MSCI EAFE46432F842 — 8,350 shares $808,983
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F441 — 18,376 shares $807,002
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F433 — 19,051 shares $798,999
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F516 — 17,236 shares $794,554
FRONTLINE PLCCOMM46528101 — 16,115 shares $793,997
DIMENSIONAL ETF TRUSTINTL CORE EQUITY25434V799 — 20,940 shares $787,563
SCHWAB STRATEGIC TRUS REIT ETF808524847 — 35,711 shares $787,066
TENET HEALTHCARE CORPCOM NEW88033G407 — 3,073 shares $785,336
DIMENSIONAL ETF TRUSTGLOBAL REAL EST25434V658 — 28,943 shares $782,910
ONEOK INC NEWCOM30609A109 — 9,133 shares $778,808
CAPITAL ONE FINL CORPCOM14040H105 — 4,006 shares $773,359
MPLX LPCOM UNIT REP LTD55336V100 — 13,643 shares $768,384
ROBINHOOD MKTS INCCOM CL A770700102 — 6,764 shares $760,950
NUVEEN MUN HIGH INCOME OPPORCOM670682103 — 83,231 shares $745,749
WISDOMTREE TRFLOATNG RAT TREA97717Y527 — 14,697 shares $740,591
GE VERNOVA INCCOM36828A101 — 776 shares $737,833
CHUBB LIMITEDCOMH1467J104 — 2,259 shares $734,806
HILTON WORLDWIDE HLDGS INCCOM43300A203 — 2,290 shares $728,405
ISHARES TRRUS MDCP VAL ETF464287473 — 4,514 shares $725,537
SANDISK CORPCOM80004C200 — 417 shares $725,534
ISHARES TRMRGSTR MD CP ETF464288208 — 7,632 shares $721,071
VANGUARD INDEX FDSMRNGSTR LRG CAP922908637 — 2,044 shares $719,269
NEOS ETF TRUSTNASDAQ 100 HDGD78433H576 — 12,777 shares $709,615
VANGUARD INDEX FDSMRNGSTR MID CAP922908629 — 8,958 shares $702,489
INVESCO ACTIVELY MANAGED EXCTOTAL RETURN46090A804 — 15,659 shares $698,246
GILEAD SCIENCES INCCOM375558103 — 4,675 shares $696,741
HONEYWELL AEROSPACE INCCOM43849R105 — 4,423 shares $685,432
KINDER MORGAN INC DELCOM49456B101 — 22,468 shares $677,421
ILLINOIS TOOL WKS INCCOM452308109 — 2,573 shares $662,083
ISHARES GOLD TRUST MICROSHS REPSTG UN TR46436F103 — 15,868 shares $657,260
ROYAL CARIBBEAN GROUPCOMV7780T103 — 2,464 shares $654,979
ISHARES TRDOW JONES US ETF464287846 — 3,528 shares $654,098
SPDR SERIES TRUSTST STR SP DIV78464A763 — 4,427 shares $648,482
ENERGY TRANSFER L PCOM UT LTD PTN29273V100 — 32,714 shares $646,766
FIDELITY COVINGTON TRUSTMSCI UTILS INDEX316092865 — 12,661 shares $646,323
PHILIP MORRIS INTL INCCOM718172109 — 3,383 shares $645,609
SCHWAB STRATEGIC TRUS BRD MKT ETF808524102 — 21,939 shares $643,022