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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)
COLGATE PALMOLIVE COCOM194162103 — 4,877 shares $416,072
BAKER HUGHES COMPANYCL A05722G100 — 7,573 shares $415,736
ISHARES TRCORE S&P MCP ETF464287507 — 5,756 shares $414,142
INNOVATOR ETFS TRUSTUS EQT BUFR APR45782C888 — 7,571 shares $413,619
PFIZER INCCOM717081103 — 14,500 shares $413,536
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F847 — 6,856 shares $412,457
NEOS ETF TRUSTNEOS S&P 500 HI78433H303 — 7,750 shares $412,047
CUMMINS INCCOM231021106 — 791 shares $408,424
INNOVATOR ETFS TRUSTDEFINED WLT SHLD45783Y855 — 11,654 shares $407,307
TE CONNECTIVITY PLCORD SHSG87052109 — 1,915 shares $404,316
COLLABORATIVE INVESTMNT SERMOHR CO NAV ETF19423L466 — 9,731 shares $403,837
CAPITOL SER TRHULL TACTICAL14064D519 — 8,849 shares $403,073
EMERSON ELEC COCOM291011104 — 2,592 shares $401,977
BONDBLOXX ETF TRUSTBLOOMBERG TEN YR09789C812 — 9,479 shares $401,721
FOX CORPCL A COM35137L105 — 6,378 shares $399,605
KRANESHARES TRUSTMOUNT LUCAS ETF500767652 — 12,824 shares $398,698
ACADIAN ASSET MANAGEMENT INCCOM10948W103 — 4,339 shares $397,934
ABBOTT LABORATORIESCOM002824100 — 4,018 shares $397,081
SUPER MICRO COMPUTER INCCOM NEW86800U302 — 9,661 shares $396,777
ISHARES TRS&P 100 ETF464287101 — 1,038 shares $396,776
DIMENSIONAL ETF TRUSTEMERGING MKTS CO25434V732 — 9,986 shares $396,642
CALAMOS ETF TRNASDAQ 100 STRU12811T852 — 14,196 shares $395,803
CSX CORPCOM126408103 — 8,510 shares $395,778
SCHWAB STRATEGIC TRUS MID-CAP ETF808524508 — 11,594 shares $394,412
ISHARES TR10-20 YR TRS ETF464288653 — 4,247 shares $391,468
AGNC INVT CORPCOM00123Q104 — 43,091 shares $390,839
YUM BRANDS INCCOM988498101 — 2,829 shares $385,706
PERMIAN RESOURCES CORPCLASS A COM71424F105 — 18,209 shares $384,578
DIREXION SHARES ETF TRUSTAUSPCE CMD STG25460E307 — 11,032 shares $384,228
ZIM INTEGRATED SHIPPING SERVSHSM9T951109 — 13,101 shares $384,121
AIRBNB INCCOM CL A009066101 — 2,386 shares $383,323
VANGUARD WORLD FDCONSUM DIS ETF92204A108 — 1,049 shares $382,549
ISHARES TR20 YR TR BD ETF464287432 — 4,917 shares $382,454
PIMCO ETF TRINTER MUN BD ACT72201R866 — 7,694 shares $382,306
ISHARES TRIBOXX HI YD ETF464288513 — 4,911 shares $379,190
EXPEDIA GROUP INCCOM NEW30212P303 — 1,430 shares $376,647
PROSHARES TRULTRAPRO QQQ74347X831 — 4,789 shares $373,650
DEERE & COCOM244199105 — 555 shares $372,975
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT46641Q134 — 4,528 shares $372,016
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF33740F755 — 9,902 shares $371,028
WISDOMTREE TRUS TOTAL DIVIDND97717W109 — 3,969 shares $370,816
ELEVANCE HEALTH INC FORMERLYCOM036752103 — 953 shares $370,664
DIMENSIONAL ETF TRUSTINTL CORE EQT MK25434V203 — 8,823 shares $365,543
VANGUARD WELLINGTON FDUS MOMENTUM921935508 — 1,603 shares $364,068
PIMCO ETF TRMTG BKD SECS ACT72201R569 — 7,866 shares $363,939
BLACKROCK INCCOM09290D101 — 343 shares $362,596
COMCAST CORP NEWCL A20030N101 — 16,587 shares $360,925
NORTHROP GRUMMAN CORPCOM666807102 — 740 shares $357,996
AMERICAN EXPRESS COCOM025816109 — 1,171 shares $356,183
IM GLOBAL PARTNER FUNDSIMGP DBI MAN ETF53700T827 — 10,933 shares $355,635
UNIVERSAL HLTH SVCS INCCL B913903100 — 2,033 shares $354,274
US BANCORPCOM NEW902973304 — 6,105 shares $352,653
SCHWAB STRATEGIC TRSHT TM US TRES808524862 — 14,609 shares $348,575
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX92206C664 — 3,103 shares $348,226
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF46641Q837 — 6,908 shares $347,959
ETFS GOLD TRPHYSCL GOLD SHS00326A104 — 8,695 shares $343,989
AIM ETF PRODUCTS TRUSTALLIANZIM US EQT00888H794 — 9,414 shares $343,829
WISDOMTREE TRUS QUALITY GROW97717Y477 — 4,984 shares $342,301
RIVIAN AUTOMOTIVE INCCOM CL A76954A103 — 22,789 shares $340,462
VANECK FDSEMER MARK BD ETF92107P772 — 6,865 shares $339,120
SPDR SERIES TRUSTST STR SP AERO78464A631 — 1,458 shares $337,208
SALESFORCE INCCOM79466L302 — 1,464 shares $336,195
KRAFT HEINZ COCOM500754106 — 14,693 shares $333,833
RENAISSANCERE HLDGS LTDCOMG7496G103 — 1,046 shares $332,870
3M COCOM88579Y101 — 2,023 shares $332,088
CF INDUSTRIES HOLDCOM125269100 — 2,875 shares $331,185
MEDTRONIC PLCSHSG5960L103 — 3,835 shares $330,963
FIRST TR EXCHANGE-TRADED FDMNGD FUTRS STRGY33739G103 — 6,272 shares $327,762
PACKAGING CORP AMERCOM695156109 — 1,419 shares $325,358
PIMCO ETF TRMUNI INCOME OPP72201R635 — 7,630 shares $324,971
ILLUMINA INCCOM452327109 — 1,187 shares $324,858
DIMENSIONAL ETF TRUSTINTL SMALL CAP E25434V773 — 8,919 shares $323,131
FIRST TR EXCHANGE TRAD FD VIALT ABSLT STRG33740Y101 — 9,901 shares $319,244
ISHARES TRCORE MSCI INTL46435G326 — 3,549 shares $317,551
REDDIT INCCL A75734B100 — 2,228 shares $317,356
TORONTO DOMINION BK ONTCOM NEW891160509 — 2,699 shares $317,155
SCHWAB STRATEGIC TRINT-TRM U.S TRES808524854 — 13,266 shares $314,409
VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF922042718 — 2,013 shares $312,579
VANGUARD SCOTTSDALE FDSVNG RUS1000VAL92206C714 — 2,868 shares $311,718
SPDR SERIES TRUSTST PORT HIGH ETF78468R606 — 13,771 shares $311,082
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U208 — 5,049 shares $309,049
ISHARES TRUS AER DEF ETF464288760 — 1,491 shares $308,854
AVERY DENNISON CORPCOM053611109 — 1,808 shares $308,614
LOWES COS INCCOM548661107 — 1,673 shares $308,394
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR46641Q761 — 4,174 shares $308,075
GLOBAL X FDSDEFENSE TECH ETF37960A529 — 5,107 shares $306,837
SMITH A O CORPCOM831865209 — 5,424 shares $305,729
CBOE GLOBAL MKTS INCCOM12503M108 — 1,103 shares $303,733
SYNOPSYS INCCOM871607107 — 697 shares $303,029
TEVA PHARMACEUTICAL INDS LTDSHSM8769Q102 — 7,651 shares $302,980
COCA COLA CONS INCCOM191098102 — 1,583 shares $299,662
HF SINCLAIR CORPCOM403949100 — 2,782 shares $298,568
CINCINNATI FINL CORPCOM172062101 — 1,867 shares $297,579
FIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT33740U505 — 5,272 shares $295,390
DIMENSIONAL ETF TRUSTWORLD EQUITY ETF25434V617 — 3,573 shares $294,085
EXELIXIS INCCOM30161Q104 — 5,012 shares $292,751
SNAP ON INCCOM833034101 — 801 shares $291,088
ISHARES TRCORE MSCI PAC46434V696 — 3,408 shares $290,059
SANMINA CORPCOM801056102 — 1,349 shares $289,914
INNOVATOR ETFS TRUSTINDE AUT INC ETF45784N585 — 11,400 shares $289,591