Signal Advisors Wealth, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Signal Advisors Wealth, LLC reported 501 stock positions worth $1.3 billion. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 5.1% of the portfolio, followed by Aptus Collared Invest Opp (ACIO, 3.9%) and Vanguard Ftse Developed ETF (VEA, 3.5%). Compared with Q3 2025, it opened 84 new positions, sold out of 38, added to 272 and reduced 143. The biggest buy was Apple (AAPL, shares +68%) and the biggest sale Roper Technologies (ROP, shares −62%).

Most Recent 13F
Q2 2026
Location
DETROIT, MI
CIK
0002010926
Portfolio Value
$1.3B (Q4 2025)
SEC Filing
0001754960-26-000033 ↗ filed Jan 13, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $402.9M Q1 2024 Q2 2024: $45.7M Q2 2024 Q3 2024: $698.2M Q3 2024 Q4 2024: $883.8M Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.3B $1.3B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.9B Q2 2026

Holdings 501 stocks · $1.3B

SPYM Ste STR SPDR PT S&P 500 ETF 5.13% 803,731 $64.5M Add +4.8%
ACIO Aptus Collared Invest Opp 3.91% 1,124,239 $49.1M Add +6.0%
VEA Vanguard Ftse Developed ETF 3.47% 699,616 $43.7M Add +9.7%
AAPL Apple Inc. 2.68% 123,976 $33.7M Add +68.2%
BKAG BNY Mellon Core Bond ETF 2.53% 750,307 $31.8M Add +14.2%
NVDA Nvidia Corp. 2.29% 154,133 $28.7M Add +5.9%
DRSK Aptus Defined Risk ETF 2.23% 986,272 $28.1M Add +15.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.15% 39,612 $27.0M Add +2.5%
MSFT Microsoft Corp. 1.92% 49,913 $24.1M Add +6.3%
PSFF Pacer Swan Sos Fund of Funds 1.50% 582,221 $18.8M Add +0.8%
AMZN Amazon.com Inc. 1.35% 73,486 $17.0M Add +4.3%
VWO Vanguard Ftse Emerging Marke 1.32% 308,726 $16.6M Add +6.6%
JUCY Aptus Enhanced Yield ETF 1.29% 730,348 $16.2M Add +24.4%
JAAA Janus Henderson Aaa Clo ETF 1.26% 314,162 $15.9M Add +50.3%
XLK SS Technology Select Sector 1.25% 109,549 $15.8M Add +50.7%
ADME Aptus Drwdwn MGD Eqty ETF 1.22% 299,801 $15.4M Add +9.2%
RSP Invesco S&P 500 Equal Weight 1.19% 78,144 $15.0M Add +7.6%
GOOGL Alphabet Inc. Class A 1.18% 47,354 $14.8M Add +5.5%
DMBS Doubleline Mortgage ETF 1.13% 287,160 $14.3M Add +13.3%
JPM JPMorgan Chase & Co. 1.05% 41,055 $13.2M Reduce -1.0%
V Visa Inc. Class A 1.00% 35,883 $12.6M Reduce -0.4%
XLSR SS US Sector Rotation 0.97% 195,986 $12.2M Add +0.6%
SPDW Ste STR SPDR PT DW Eu ETF 0.95% 268,205 $11.9M Add +27.2%
XHLF Bondbloxx BBG 6 MTH US Treas 0.93% 232,542 $11.7M Add +28.2%
WMT Walmart Inc. 0.92% 104,401 $11.6M Add +0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.91% 124,877 $11.4M Reduce -2.5%
PWR Quanta Services Inc. 0.87% 26,043 $11.0M Reduce -3.6%
VB Vanguard Most SM-Cap ETF-Usd 0.81% 39,640 $10.2M Add +16.3%
FANG Diamondback Energy Inc. 0.75% 62,371 $9.4M Reduce -0.4%
UPSD Aptus Large Cap Upside ETF 0.74% 346,639 $9.3M Add +22.7%
XLC SS Comm Select Sector SPDR 0.73% 77,770 $9.2M Add +20.1%
CPRT Copart Inc. 0.73% 232,975 $9.1M Add +11.9%
NOW ServiceNow Inc. 0.69% 56,586 $8.7M Add +8.7%
VTI VG Morningstar TS MKT ETF-US 0.67% 25,171 $8.4M Add +6.5%
PGR Progressive Corp. 0.66% 36,386 $8.3M Add +6.2%
BR Broadridge Financial Solutio 0.65% 36,906 $8.2M Add +5.6%
SPEM State Street SP PTF Em ETF 0.64% 173,125 $8.1M Add +1.1%
OSCV Opus Small Cap Value ETF 0.63% 215,585 $8.0M Add +2.9%
AMT American Tower Corp. 0.63% 44,911 $7.9M Add +7.0%
CHE Chemed Corp. 0.62% 18,239 $7.8M Add +4.4%
SCHP Schwab U.S. Tips ETF 0.61% 290,611 $7.7M Add +12.1%
IBIT iShares Bitcoin Trust ETF 0.61% 153,817 $7.6M Add +10.7%
IDUB Aptus Intl Enhan YLD ETF 0.55% 283,275 $6.9M Add +6.8%
QQQM Invesco Nasdaq 100 ETF 0.54% 26,900 $6.8M Add +26.2%
FRDM Freedom 100 Emeging MRKT ETF 0.53% 131,112 $6.7M Add +17.0%
LLY Eli Lilly & Co. 0.53% 6,235 $6.7M Add +15.2%
TSLA Tesla Inc. 0.53% 14,683 $6.6M Add +9.0%
IVV iShares Core S&P 500 ETF 0.51% 9,318 $6.4M Add +8.7%
XOM Exxon Mobil Corp. 0.49% 51,562 $6.2M Add +21.9%
XLV SS Health Care Select Sector 0.49% 39,587 $6.1M Reduce -30.9%
DUBS Aptus LRG Cap Enh YLD ETF 0.48% 160,224 $6.0M Add +21.4%
GTO Invesco Total Return Bond Et 0.48% 126,190 $6.0M Reduce -11.2%
VGSH Vanguard Short-Term Treasury 0.47% 101,667 $6.0M Add +17.2%
META Meta Platforms Inc. Class A 0.47% 8,926 $5.9M Add +6.7%
VOO Vanguard S&P 500 ETF 0.46% 9,193 $5.8M Add +30.8%
APH Amphenol Corp. Class A 0.45% 41,877 $5.7M New
MBB iShares MBS ETF 0.42% 54,835 $5.2M Add +10.3%
BRK.B Berkshire Hathaway Inc. Class B 0.41% 10,346 $5.2M Add +4.0%
UBER Uber Technologies Inc. 0.41% 62,551 $5.1M Add +7.7%
AVGO Broadcom Inc. 0.40% 14,603 $5.1M Add +6.9%
QQQ Invesco QQQ Trust Series 1 0.39% 7,937 $4.9M Add +16.7%
GLD SPDR Gold Shares 0.38% 11,944 $4.7M Add +3.3%
ISRG Intuitive Surgical Inc. 0.37% 8,112 $4.6M Add +21.1%
SCHD Schwab US DVD Equity ETF 0.36% 164,347 $4.5M Add +42.2%
SPSM SS SPDR P S&P 600 Small Cap 0.36% 95,557 $4.5M Reduce -16.6%
BND Vanguard Total Bond Market 0.35% 59,953 $4.4M Add +3.6%
ACN Accenture PLC Class A 0.34% 15,917 $4.3M Add +24.1%
LOW Lowe's Cos Inc. 0.33% 17,153 $4.1M Add +20.4%
PJAN Innovator U.S. Equity Power 0.33% 87,525 $4.1M New
PAPR Innovator U.S. Equity Power 0.33% 105,085 $4.1M New
PJUL Innovator U.S. Equity Power 0.33% 88,490 $4.1M New
POCT Innovator U.S. Equity Power 0.32% 92,970 $4.1M New
XLP SS Consumer Staples Sel Sect 0.32% 51,844 $4.0M Add +17.2%
AGG iShares Core U.S. Aggregate 0.31% 39,483 $3.9M Reduce -11.3%
CRWD CrowdStrike Holdings Inc. Class A 0.31% 8,353 $3.9M Add +17.4%
LIN Linde PLC 0.31% 9,099 $3.9M Add +30.9%
NFLX Netflix Inc. 0.29% 39,057 $3.7M Add +30.0%
FAPR FT Vest U.S. Equity Buffer E 0.29% 81,862 $3.6M Add +19.3%
SGOV iShares 0-3 Month Treasury B 0.29% 36,167 $3.6M Add +26.9%
MSI Motorola Solutions Inc. 0.29% 9,441 $3.6M Add +32.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.29% 7,376 $3.6M Add +9.4%
PGF Invesco Financial Preferred 0.27% 244,105 $3.5M Add +14.0%
VGLT Vanguard Long-Term Treasury 0.27% 61,206 $3.4M Add +9.7%
PG The Procter & Gamble Co. 0.27% 23,644 $3.4M Add +18.1%
XLF SS Financial Select Sector 0.26% 59,334 $3.2M Add +28.2%
IWY iShares Russell Top 200 Grow 0.26% 11,604 $3.2M Reduce -3.0%
GOVI Invesco Equal Weight 0-30 YR 0.24% 110,067 $3.0M Reduce -41.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.24% 51,844 $3.0M Reduce -0.2%
DVN Devon Energy Corp. 0.24% 81,934 $3.0M Add +1.7%
TMO Thermo Fisher Scientific Inc. 0.22% 4,809 $2.8M Add +8.6%
VCIT Vanguard Int-Term Corporate 0.22% 33,235 $2.8M Add +4.5%
UNH Unitedhealth Group Inc. 0.22% 8,396 $2.8M Add +17.3%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.22% 44,569 $2.7M Reduce -3.4%
ROP Roper Technologies Inc. 0.21% 6,074 $2.7M Reduce -61.8%
IVW iShares S&P 500 Growth ETF 0.21% 21,738 $2.7M Reduce -1.7%
ELV Elevance Health Inc. 0.21% 7,605 $2.7M Add +18.3%
SHW The Sherwin-Williams Co. 0.21% 8,140 $2.6M Add +20.1%
NEE Nextera Energy Inc. 0.21% 32,599 $2.6M Add +15.2%
XLG Invesco S&P 500 Top 50 ETF 0.21% 44,074 $2.6M Add +62.5%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.21% 97,483 $2.6M Add +280.1%

Show all 501 holdings

Options reported separately and not counted above: OLN calls ($6K).

Portfolio Sells Q3 2025 → Q4 2025

ROP Roper Technologies Inc. Reduce -61.8% 0.21% −0.50
XLY SS Consumer Disc Select Sect Reduce -92.3% 0.03% −0.39
XLV SS Health Care Select Sector Reduce -30.9% 0.49% −0.24
GOVI Invesco Equal Weight 0-30 YR Reduce -41.5% 0.24% −0.23
SMCI Super Micro Computer Inc. Reduce -70.4% 0.03% −0.16
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -2.5% 0.91% −0.16
PWR Quanta Services Inc. Reduce -3.6% 0.87% −0.14
QUAL iShares MSCI USA Quality Fac Reduce -36.0% 0.19% −0.14
JNK SS SPDR BB High Yield Bond Reduce -55.8% 0.09% −0.14
GTO Invesco Total Return Bond Et Reduce -11.2% 0.48% −0.14
JPM JPMorgan Chase & Co. Reduce -1.0% 1.05% −0.13
SPSM SS SPDR P S&P 600 Small Cap Reduce -16.6% 0.36% −0.13
CERY SS SPDR BBG En RY CM St N-Ui Reduce -32.2% 0.17% −0.12
V Visa Inc. Class A Reduce -0.4% 1.00% −0.11
AGG iShares Core U.S. Aggregate Reduce -11.3% 0.31% −0.09
TDSC Exchange Listed Funds Trust Reduce -70.2% 0.03% −0.08
EMB iShares JP Morgan Usd Emergi Reduce -69.0% 0.03% −0.08
JANW Alianzim US Eq BFR20 Jan-Usd Reduce -53.0% 0.05% −0.07
FANG Diamondback Energy Inc. Reduce -0.4% 0.75% −0.07
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -13.4% 0.20% −0.06
CYBR Cyberark Software Ltd./Israel Reduce -18.9% 0.11% −0.06
PDI PIMCO Dynamic Income Fund Sold out 0.00% −0.06
ANET Arista Networks Inc. Reduce -16.9% 0.11% −0.06
MA Mastercard Inc. Class A Reduce -15.6% 0.15% −0.05
DECW Alianzim US Eq BFR20 Dec-Usd Reduce -52.4% 0.04% −0.05
QLTA iShares Aaa - A Rated Corpor Sold out 0.00% −0.05
EFV iShares MSCI Eafe Value ETF Reduce -14.3% 0.18% −0.05
MARO Yieldmax Mara Optn in St ETF Sold out 0.00% −0.04
PLTR Palantir Technologies Inc. Class A Reduce -28.6% 0.07% −0.04
FTCB FT Core Investment Grade ETF Sold out 0.00% −0.04
IWY iShares Russell Top 200 Grow Reduce -3.0% 0.26% −0.04
RDDT Reddit Inc. Class A Reduce -17.4% 0.11% −0.04
SCHZ Schwab US Aggregate Bond ETF Reduce -29.1% 0.07% −0.04
ORCL Oracle Corp. Reduce -26.5% 0.03% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -34.5% 0.05% −0.04
UAPR Innovator U.S. Equity Ultra Reduce -46.8% 0.03% −0.04
TIDAL TRUST II Sold out 0.00% −0.04
SNOW Snowflake Inc. Reduce -41.4% 0.03% −0.03
FMAY FT Vest US Equity Buffer ETF Reduce -7.3% 0.17% −0.03
IYW iShares Ustechnology ETF Reduce -37.8% 0.04% −0.03
CLSM Exchange Listed Funds Trust Sold out 0.00% −0.03
EFG iShares MSCI Eafe Growth ETF Reduce -22.0% 0.07% −0.03
FENI Fidelity Enhanced Intl ETF Sold out 0.00% −0.03
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -3.4% 0.22% −0.03
IETC iShares U.S. Tech Independen Sold out 0.00% −0.03
BSV Vanguard Short-Term Bond ETF Reduce -9.3% 0.12% −0.03
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -0.2% 0.24% −0.03
SHOP Shopify Inc. Class A Reduce -10.5% 0.17% −0.03
RLI Rli Corp. Reduce -46.8% 0.03% −0.03
CI The Cigna Group Reduce -25.9% 0.05% −0.03

Portfolio Buys Q3 2025 → Q4 2025

AAPL Apple Inc. Add +68.2% 2.68% +0.98
APH Amphenol Corp. Class A New 0.45% +0.45
PJAN Innovator U.S. Equity Power New 0.33% +0.33
PAPR Innovator U.S. Equity Power New 0.33% +0.33
PJUL Innovator U.S. Equity Power New 0.33% +0.33
XLK SS Technology Select Sector Add +50.7% 1.25% +0.32
POCT Innovator U.S. Equity Power New 0.32% +0.32
JAAA Janus Henderson Aaa Clo ETF Add +50.3% 1.26% +0.30
GOOGL Alphabet Inc. Class A Add +5.5% 1.18% +0.19
LLY Eli Lilly & Co. Add +15.2% 0.53% +0.16
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +280.1% 0.21% +0.14
JSI JH Securitized Income ETF New 0.13% +0.13
SPDW Ste STR SPDR PT DW Eu ETF Add +27.2% 0.95% +0.13
IJAN Innovator International Deve New 0.12% +0.12
IJUL Innovator International Deve New 0.12% +0.12
IAPR Innovator International Deve New 0.12% +0.12
IOCT Innovator Int Dev Power Buff New 0.12% +0.12
MAR Marriott International Class A New 0.11% +0.11
BOND PIMCO Active Bond Exchange-T New 0.11% +0.11
DFAC Dimensional US Core Equity 2 New 0.10% +0.10
JUCY Aptus Enhanced Yield ETF Add +24.4% 1.29% +0.10
XHLF Bondbloxx BBG 6 MTH US Treas Add +28.2% 0.93% +0.10
EJUL Innovator Emerging Markets P New 0.09% +0.09
EJAN Innovator Emerging Markets P New 0.09% +0.09
ISRG Intuitive Surgical Inc. Add +21.1% 0.37% +0.09
MU Micron Technology Inc. Add +58.3% 0.16% +0.09
OPPJ Wisdomtree Japan Opportuniti Add +137.8% 0.15% +0.09
BKLN Invesco Senior Loan ETF Add +131.4% 0.17% +0.09
FISR SS Fi Sector Rotation Add +104.1% 0.19% +0.09
FRDM Freedom 100 Emeging MRKT ETF Add +17.0% 0.53% +0.08
FOCT FT Vest U.S. Equity Buffer E New 0.08% +0.08
DCOR Dimensional US Core Eq 1 ETF New 0.07% +0.07
SCHD Schwab US DVD Equity ETF Add +42.2% 0.36% +0.07
XLE SS Energy Select Sector Add +196.3% 0.11% +0.07
VOO Vanguard S&P 500 ETF Add +30.8% 0.46% +0.07
XLG Invesco S&P 500 Top 50 ETF Add +62.5% 0.21% +0.07
HEFA Isha Curr Hedged MSCI Eafe Add +348.4% 0.08% +0.06
QQQM Invesco Nasdaq 100 ETF Add +26.2% 0.54% +0.06
BNDI Neos Enhanced Inc. Agg BD ETF New 0.06% +0.06
JPST JPMorgan Ultra-Short Income Add +172.9% 0.11% +0.06
XOM Exxon Mobil Corp. Add +21.9% 0.49% +0.06
UPSD Aptus Large Cap Upside ETF Add +22.7% 0.74% +0.05
OMFL Invesco Russell 1000 DYN M/F New 0.05% +0.05
UTES Virtus Reaves Utilities ETF New 0.05% +0.05
ACN Accenture PLC Class A Add +24.1% 0.34% +0.05
ALL Allstate Corp. New 0.05% +0.05
GMAR FT Vest US Equity Moderate B New 0.05% +0.05
JBBB Janus Henderson B-BBB Clo Et New 0.05% +0.05
SLV iShares Silver Trust Add +96.6% 0.08% +0.05
DMAR FT Vest US Equity Deep Buffe New 0.05% +0.05

Options Activity Q3 2025 → Q4 2025

OLN Olin Corp. call New 20,600 $6K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 626$1.9BSPYM, VEA, ACIO, AAPL, BKAG
Q1 2026 570$1.5BSPYM, VEA, ACIO, AAPL, BKAG
Q4 2025 501$1.3BSPYM, ACIO, VEA, AAPL, BKAG
Q3 2025 455$1.1BSPYM, ACIO, VEA, BKAG, NVDA
Q2 2025 464$1.3BSPYM, SPY, ACIO, QYLD, VEA
Q1 2025 430$1.0BSPY, SPYM, DIVB, MOAT, SPYV
Q4 2024 424$883.8MSPY, SPYM, DIVB, MOAT, QQQM
Q3 2024 416$698.2MSPYM, SPY, PSFF, QQQM, DIVB
Q2 2024 75$45.7MPSFF, TSLA, AAPL, WAT, QQQ
Q1 2024 293$402.9MPSFF, QQQ, SPY, SPYM, IVV