Signal Advisors Wealth, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002010926

Type: FundHoldings: 430Value: $1.0BLatest: 2025Q1

Signal Advisors Wealth, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 430 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  null,
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  null,
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  null,
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  "MCD",
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  "INTU",
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  null,
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  null,
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  null,
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  "GEVO",
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  "ICE",
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  null,
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  null,
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  "LRCX",
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  "LIN",
  null,
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  null,
  null,
  null,
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  "MSFT",
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  "ENPH",
  "FICO",
  null,
  "GE",
  null,
  null,
  null,
  null,
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  "ORLY",
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  "HSY",
  "FAST",
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  "IJR",
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  "ORCL",
  "NOC",
  null,
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  "VGIT",
  null,
  null,
  null,
  "VHT",
  null,
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  null,
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  null,
  null,
  "IWF",
  null,
  null,
  "PEP",
  null,
  null,
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "MKC",
  "AMGN",
  "MSTR",
  "DGX",
  "FNDX",
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
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  "NOW",
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  "SRE",
  "SPDW",
  "GLD",
  null,
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  "SPYG",
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  "SPLG",
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  "IBM",
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  null,
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  "IWV",
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  "VCIT",
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  null,
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  "ULTA",
  "XLB",
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  null,
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  null,
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  null,
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  "VYM",
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  "AON",
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  "AJG",
  "WM",
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  null,
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  "LANC",
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  "MSI",
  null,
  null,
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  "IVE",
  null,
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  null,
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  null,
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  "MO",
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 430
Total Value: 1022915288
Accession Number: 0001754960-25-000174
Form Type: 13F-HR
CIK: signal-advisors-wealth
Manager Name: Signal-Advisors-Wealth

Data Enrichment

56% identified

241 identified189 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

430 positions • $1.0B total value

SEC FilingSEC DataHachi Filing

Manager:

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Page 1 of 22

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:73.3K

Value:$41.0M

% of Portfolio:4.0% ($41.0M/$1.0B)

78464A854

SPLG|78464A854

Shares:538.1K

Value:$35.4M

% of Portfolio:3.5% ($35.4M/$1.0B)

46435U861

Shares:602.3K

Value:$29.2M

% of Portfolio:2.9% ($29.2M/$1.0B)

92189F643

Shares:287.9K

Value:$25.3M

% of Portfolio:2.5% ($25.3M/$1.0B)

78464A508

SPYV|78464A508

Shares:478.5K

Value:$24.4M

% of Portfolio:2.4% ($24.4M/$1.0B)

464287226

Shares:241.8K

Value:$23.9M

% of Portfolio:2.3% ($23.9M/$1.0B)

921943858

VEA|921943858

Shares:412.1K

Value:$20.9M

% of Portfolio:2.0% ($20.9M/$1.0B)

26922A222

Shares:535.0K

Value:$20.7M

% of Portfolio:2.0% ($20.7M/$1.0B)

09661T602

Shares:443.3K

Value:$18.7M

% of Portfolio:1.8% ($18.7M/$1.0B)

46138G649

Shares:93.9K

Value:$18.1M

% of Portfolio:1.8% ($18.1M/$1.0B)

69374H568

Shares:575.9K

Value:$16.4M

% of Portfolio:1.6% ($16.4M/$1.0B)

26922A388

Shares:547.9K

Value:$14.9M

% of Portfolio:1.5% ($14.9M/$1.0B)

78468R663

Shares:151.9K

Value:$13.9M

% of Portfolio:1.4% ($13.9M/$1.0B)

464287432

Shares:131.1K

Value:$11.9M

% of Portfolio:1.2% ($11.9M/$1.0B)

78468R853

Shares:288.7K

Value:$11.8M

% of Portfolio:1.2% ($11.8M/$1.0B)

464287242

Shares:106.6K

Value:$11.6M

% of Portfolio:1.1% ($11.6M/$1.0B)

922908769

VTI|922908769

Shares:40.9K

Value:$11.2M

% of Portfolio:1.1% ($11.2M/$1.0B)

MICROSOFT CORP

MSFT|594918104

Shares:26.7K

Value:$10.0M

% of Portfolio:1.0% ($10.0M/$1.0B)

46641Q332

Shares:170.6K

Value:$9.7M

% of Portfolio:1.0% ($9.7M/$1.0B)

33740F631

Shares:255.4K

Value:$9.7M

% of Portfolio:0.9% ($9.7M/$1.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	73.3K	QoQ +22.04% (+13.2K) YoY +205.14% (+49.3K)	All Managers (Combined)	$41.0M	4.0% ($41.0M/$1.0B)	QoQ +16.11% (+$5.7M) YoY +226.33% (+$28.4M)
(SPLGcusip78464A854)	538.1K	QoQ +34.76% (+138.8K) YoY +170.49% (+339.1K)	All Managers (Combined)	$35.4M	3.5% ($35.4M/$1.0B)	QoQ +28.54% (+$7.9M) YoY +189.09% (+$23.1M)
(cusip46435U861)✕	602.3K	QoQ +44.13% (+184.4K) YoY +1414.95% (+562.6K)	All Managers (Combined)	$29.2M	2.9% ($29.2M/$1.0B)	QoQ +47.53% (+$9.4M) YoY +1551.79% (+$27.5M)
(cusip92189F643)✕	287.9K	QoQ +44.30% (+88.4K) YoY +400.01% (+230.3K)	All Managers (Combined)	$25.3M	2.5% ($25.3M/$1.0B)	QoQ +36.95% (+$6.8M) YoY +389.44% (+$20.2M)
(SPYVcusip78464A508)	478.5K	QoQ +144.25% (+282.6K) YoY +7264.18% (+472.0K)	All Managers (Combined)	$24.4M	2.4% ($24.4M/$1.0B)	QoQ +143.91% (+$14.4M) YoY +7406.90% (+$24.1M)
(cusip464287226)✕	241.8K	QoQ +49.06% (+79.6K) YoY +486.94% (+200.6K)	All Managers (Combined)	$23.9M	2.3% ($23.9M/$1.0B)	QoQ +52.17% (+$8.2M) YoY +492.81% (+$19.9M)
(VEAcusip921943858)	412.1K	QoQ +22.22% (+74.9K) YoY +378.90% (+326.0K)	All Managers (Combined)	$20.9M	2.0% ($20.9M/$1.0B)	QoQ +29.91% (+$4.8M) YoY +385.20% (+$16.6M)
(cusip26922A222)✕	535.0K	QoQ +54.69% (+189.2K) YoY +2296.39% (+512.7K)	All Managers (Combined)	$20.7M	2.0% ($20.7M/$1.0B)	QoQ +48.74% (+$6.8M) YoY +2473.13% (+$19.9M)
(cusip09661T602)✕	443.3K	QoQ +73.06% (+187.1K) YoY NEW(+443.3K)	All Managers (Combined)	$18.7M	1.8% ($18.7M/$1.0B)	QoQ +76.18% (+$8.1M) YoY NEW(+$18.7M)
(cusip46138G649)✕	93.9K	QoQ +7.70% (-6.7K) YoY NEW(+93.9K)	All Managers (Combined)	$18.1M	1.8% ($18.1M/$1.0B)	QoQ -1.21% (-$223.9K) YoY NEW(+$18.1M)
(cusip69374H568)✕	575.9K	QoQ +1.67% (-9.5K) YoY +1.39% (+7.9K)	All Managers (Combined)	$16.4M	1.6% ($16.4M/$1.0B)	QoQ -0.89% (-$147.7K) YoY +7.17% (+$1.1M)
(cusip26922A388)✕	547.9K	QoQ +82.81% (+248.2K) YoY +3510.56% (+532.8K)	All Managers (Combined)	$14.9M	1.5% ($14.9M/$1.0B)	QoQ +81.75% (+$6.7M) YoY +3593.08% (+$14.5M)
(cusip78468R663)✕	151.9K	QoQ +133.22% (+86.8K) YoY +1998.09% (+144.7K)	All Managers (Combined)	$13.9M	1.4% ($13.9M/$1.0B)	QoQ +133.98% (+$8.0M) YoY +1996.40% (+$13.3M)
(cusip464287432)✕	131.1K	QoQ +448.03% (+107.2K) YoY +238.35% (+92.4K)	All Managers (Combined)	$11.9M	1.2% ($11.9M/$1.0B)	QoQ +471.24% (+$9.8M) YoY +225.51% (+$8.3M)
(cusip78468R853)✕	288.7K	QoQ +19.92% (+48.0K) YoY +4910.64% (+282.9K)	All Managers (Combined)	$11.8M	1.2% ($11.8M/$1.0B)	QoQ +8.81% (+$953.3K) YoY +4645.16% (+$11.5M)
(cusip464287242)✕	106.6K	QoQ +52.87% (+36.9K) YoY +3716.39% (+103.8K)	All Managers (Combined)	$11.6M	1.1% ($11.6M/$1.0B)	QoQ +55.52% (+$4.1M) YoY +3707.86% (+$11.3M)
(VTIcusip922908769)	40.9K	QoQ +161.82% (+25.3K) YoY NEW(+40.9K)	All Managers (Combined)	$11.2M	1.1% ($11.2M/$1.0B)	QoQ +148.30% (+$6.7M) YoY NEW(+$11.2M)
MICROSOFT CORP(MSFTcusip594918104)	26.7K	QoQ +12.68% (+3.0K) YoY +109.32% (+13.9K)	All Managers (Combined)	$10.0M	1.0% ($10.0M/$1.0B)	QoQ +0.35% (+$35.8K) YoY +86.76% (+$4.6M)
(cusip46641Q332)✕	170.6K	QoQ -27.96% (-66.2K) YoY +63.11% (+66.0K)	All Managers (Combined)	$9.7M	1.0% ($9.7M/$1.0B)	QoQ -28.94% (-$4.0M) YoY +61.08% (+$3.7M)
(cusip33740F631)✕	255.4K	QoQ NEW(+255.4K) YoY NEW(+255.4K)	All Managers (Combined)	$9.7M	0.9% ($9.7M/$1.0B)	QoQ NEW(+$9.7M) YoY NEW(+$9.7M)