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Latest Signal Advisors Wealth, LLC Stock Portfolio

$1.98Billion | No. of Holdings #624

Signal Advisors Wealth, LLC Performance

2026 Q2+6.77%
YTD+4.25%
2025+9.93%

About Signal Advisors Wealth, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signal Advisors Wealth, LLC reported an equity portfolio of $2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Signal Advisors Wealth, LLC are BIL, VEA, ACIO. The fund has invested 6.1% of it's portfolio in SPDR SERIES TRUST and 4.1% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off INVESCO ACTIVELY MANAGED EXC (GSY), ACCENTURE PLC IRELAND (ACN) and FIRST TR EXCHNG TRADED FD VI (BUFD) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (BAB), INVESCO ACTIVELY MANAGED EXC (GSY) and SELECT SECTOR SPDR TR (XLB). Signal Advisors Wealth, LLC opened new stock positions in INTEL CORP (INTC), TEXAS INSTRS INC (TXN) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (AMPS).
Signal Advisors Wealth, LLC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$1.98Billion
  as of Aug 04, 2026

Signal Advisors Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Signal Advisors Wealth, LLC made a return of 6.77% in the last quarter. In trailing 12 months, it's portfolio return was 10.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp3,053,030
texas instrs inc2,148,750
teradyne inc1,812,480
space exploration techn corp1,609,890
booking holdings inc1,497,030
ishares tr1,289,880
harbor etf trust1,249,470
first tr exchange-traded fd1,189,870
New stocks bought by Signal Advisors Wealth, LLC

Additions

Ticker% Inc.
vanguard world fd891
select sector spdr tr779
ishares tr778
vanguard world fd608
vanguard index fds604
fidelity covington trust551
target corp376
international business machs347
Additions to existing portfolio by Signal Advisors Wealth, LLC

Reductions

Ticker% Reduced
select sector spdr tr-79.95
invesco actively managed exc-77.09
select sector spdr tr-77.02
j p morgan exchange traded f-73.54
vaneck etf trust-72.04
j p morgan exchange traded f-70.93
corning inc-70.05
alps etf tr-66.56
Signal Advisors Wealth, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Signal Advisors Wealth, LLC

Sector Distribution

Signal Advisors Wealth, LLC has about 67.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Industrials
  • Communication Services
  • Energy
  • Consumer Defensive
Sector%
Others67.3
Technology11.2
Financial Services3.9
Healthcare3.4
Consumer Cyclical3.3
Industrials2.9
Communication Services2.7
Energy1.7
Consumer Defensive1.6

Market Cap. Distribution

Signal Advisors Wealth, LLC has about 31.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED67.3
MEGA-CAP19.7
LARGE-CAP12.1

Stocks belong to which Index?

About 30% of the stocks held by Signal Advisors Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others69.3
S&P 50030
Top 5 Winners (%)%
AMD
advanced micro devices inc
167.8 %
arm holdings plc
120.2 %
WDC
western digital corp
101.6 %
CSD
invesco exchange traded fd t
96.9 %
IJR
ishares tr
94.8 %
Top 5 Winners ($)$
BIL
spdr series trust
13.5 M
AMD
advanced micro devices inc
12.8 M
VEA
vanguard tax-managed fds
7.2 M
AAPL
apple inc
6.0 M
XLB
select sector spdr tr
5.9 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.7 %
VB
vanguard index fds
-69.9 %
AMPS
ishares tr
-68.8 %
EDV
vanguard world fd
-64.5 %
IJR
ishares tr
-60.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-9.3 M
VAW
vanguard world fd
-8.6 M
XOM
exxon mobil corp
-2.6 M
EDV
vanguard world fd
-2.4 M
IJR
ishares tr
-1.9 M

Signal Advisors Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Signal Advisors Wealth, LLC

Signal Advisors Wealth, LLC has 624 stocks in it's portfolio. About 27% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Signal Advisors Wealth, LLC last quarter.

$1.87BTotal Value
496Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Signal Advisors Wealth, LLC, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.3%63,652
$6.02M
0.3%
increased 0.41 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.07%10,675
$1.33M
0.07%
decreased 2.02 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.06%16,611
$1.27M
0.06%
decreased 38.46 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.06%10,166
$1.12M
0.06%
decreased 42.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.05%10,878
$1.07M
0.05%
increased 14.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.04%27,051
$824.8K
0.04%
increased 51.9 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.04%9,822
$747.6K
0.04%
increased 21.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.03%3,637
$637.7K
0.03%
decreased 4.77 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.03%6,080
$486.2K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.02%4,364
$437.9K
0.02%
decreased 19.11 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Signal Advisors Wealth, LLC's holding in Ishares Tr over time
0.02%7,677
$393.7K
0.02%
increased 14.14 percentadded
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Signal Advisors Wealth, LLC's holding in Alps Etf Tr over time
0.06%27,672
$1.20M
0.06%
decreased 66.56 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Signal Advisors Wealth, LLC's holding in Alps Etf Tr over time
0.03%22,444
$577.7K
0.03%
decreased 60.4 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Signal Advisors Wealth, LLC's holding in Etf Ser Solutions over time
3.39%1,453,020
$67.04M
3.39%
increased 20.93 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Signal Advisors Wealth, LLC's holding in Etf Ser Solutions over time
1.89%1,302,550
$37.45M
1.89%
increased 20.88 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Signal Advisors Wealth, LLC's holding in Etf Ser Solutions over time
1.07%379,720
$21.13M
1.07%
increased 22.99 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Signal Advisors Wealth, LLC's holding in Etf Ser Solutions over time
0.79%369,268
$15.58M
0.79%
increased 35.06 percentadded