Latest Signal Advisors Wealth, LLC Stock Portfolio

Signal Advisors Wealth, LLC Performance:

2026 Q1: -2.36%YTD: -2.36%2025: 9.93%

Performance for 2026 Q1 is -2.36%, and YTD is -2.36%, and 2025 is 9.93%.

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

On 2026-04-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, Signal Advisors Wealth, LLC reported an equity portfolio of $1.5 Billions as of 31 Mar, 2026.

The top stock holdings of Signal Advisors Wealth, LLC are BIL, VEA, ACIO. The fund has invested 5.3% of it's portfolio in SPDR SERIES TRUST and 3.8% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off FIRST TR EXCHANGE TRADED FD (AIRR), CYBERARK SOFTWARE LTD (CYBR) and FIRST TR EXCHNG TRADED FD VI (BUFD) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), ELEVANCE HEALTH INC FORMERLY (ANTX) and DEVON ENERGY CORP NEW (DVN). Signal Advisors Wealth, LLC opened new stock positions in INNOVATOR ETFS TRUST, ALPS ETF TR (ACES) and SCHWAB CHARLES CORP (SCHW). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), NORTHERN TR CORP (NTRS) and VANGUARD STAR FDS (VXUS).

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

Our best estimate is that Signal Advisors Wealth, LLC made a return of -2.36% in the last quarter. In trailing 12 months, it's portfolio return was 9.1%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	3,751,900
alps etf tr	3,051,890
schwab charles corp	2,532,280
j p morgan exchange traded f	1,893,950
ishares tr	1,756,500
exchange listed fds tr	1,752,050
invesco actively managed exc	1,537,370
alps etf tr	1,459,720

New stocks bought by Signal Advisors Wealth, LLC

Additions

Ticker	% Inc.
select sector spdr tr	933
northern tr corp	646
vanguard star fds	597
ralph lauren corp	589
spdr series trust	511
synchrony financial	491
intercontinental exchange in	413
rtx corporation	398

Additions to existing portfolio by Signal Advisors Wealth, LLC

Reductions

Ticker	% Reduced
devon energy corp new	-83.31
invesco exch traded fd tr ii	-81.12
sherwin williams co	-80.22
first tr exchng traded fd vi	-66.75
ishares tr	-64.16
first tr exchng traded fd vi	-61.8
janus detroit str tr	-57.03
first tr exchng traded fd vi	-52.22

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% of it's holdings in Others sector.

Sector	%
Others	67
Technology	12
Financial Services	3.8
Healthcare	3
Consumer Cyclical	2.9
Industrials	2.8
Communication Services	2.5
Energy	2.2
Consumer Defensive	1.7

Market Cap. Distribution

Signal Advisors Wealth, LLC has about 31.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67
MEGA-CAP	19.2
LARGE-CAP	12.7

Stocks belong to which Index?

About 30.3% of the stocks held by Signal Advisors Wealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69
S&P 500	30.3

Top 5 Winners (%)		%
PR	permian resources corp	48.9 %
LNG	cheniere energy inc	45.0 %
XOM	exxon mobil corp	35.4 %
	arm holdings plc	34.8 %
	ge vernova inc	33.3 %

Top 5 Winners ($)		$
PWR	quanta svcs inc	3.2 M
XOM	exxon mobil corp	2.9 M
FANG	diamondback energy inc	2.8 M
VEA	vanguard tax-managed fds	1.3 M
WMT	walmart inc	1.3 M

Top 5 Losers (%)		%
HCAT	health catalyst inc	-38.1 %
	reddit inc	-37.2 %
BSX	boston scientific corp	-33.5 %
SNOW	snowflake inc	-31.1 %
NOW	servicenow inc	-28.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-6.9 M
NOW	servicenow inc	-3.4 M
BIL	spdr series trust	-3.3 M
AAPL	apple inc	-2.5 M
BR	broadridge finl solutions in	-2.3 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 568 stocks in it's portfolio. About 26.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. PWR was the most profitable stock for Signal Advisors Wealth, LLC last quarter.

Last Reported on: 17 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.61	150,029	38,075,900	added	21.01

AAXJ	ishares tr	0.41	63,390	6,018,860	added	15.6

AAXJ	ishares tr	0.14	26,993	2,006,940	reduced	-15.55

AAXJ	ishares tr	0.14	17,759	1,960,380	added	106

AAXJ	ishares tr	0.08	10,895	1,213,380	added	39.09

AAXJ	ishares tr	0.05	9,518	749,763	added	2.15

AAXJ	ishares tr	0.04	3,819	627,070	added	0.82

AAXJ	ishares tr	0.04	8,072	552,690	new

AAXJ	ishares tr	0.04	5,395	543,377	added	8.64

AAXJ	ishares tr	0.04	17,809	539,971	added	12.56

AAXJ	ishares tr	0.04	5,377	505,025	added	41.17

AAXJ	ishares tr	0.02	6,726	344,583	added	2.5

AAXJ	ishares tr	0.02	1,487	325,293	added	35.18

ABBV	abbvie inc	0.17	11,748	2,554,970	added	101

ABT	abbott laboratories	0.03	4,228	434,039	added	14.95

ACES	alps etf tr	0.21	82,758	3,051,890	new

ACES	alps etf tr	0.10	56,677	1,459,720	new

ACIO	etf ser solutions	3.46	1,201,570	50,417,900	added	6.88

ACIO	etf ser solutions	2.02	1,077,580	29,450,400	added	9.26

ACIO	etf ser solutions	1.05	308,735	15,260,800	added	2.98