Signal Advisors Wealth, LLC
SEC Form 13F institutional filer · CIK 0002010926
13F-HR · 193 reported holdings · 2026-03-31
Reported long-US-equity value
$0.77B
Top-10 concentration
41.2%
Signal Advisors Wealth, LLC — $766M AUM allocation strategy
Signal Advisors Wealth, LLC files SEC Form 13F and reports $766M of long US equity value across 193 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.3%, followed by Information Technology 12.7% and Energy 2.8%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Signal Advisors Wealth, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$766M
total across 193 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SPYM +200K sh · +$12.3M+$SCHW +94K sh · +$4.75M+$IVV +60.4K sh · +$3.09M
Biggest trims (shares)
−$IVZ −77K sh · −$761K−$DVN −68.3K sh · −$2.31M−$CPRT −25.9K sh · −$2.25M
Exited to nil (held last quarter, gone now)
$XLRE ($495K last qtr)$DIA ($341K last qtr)$HOOD ($262K last qtr)$AXP ($242K last qtr)$BNY ($216K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals5.0%—
- Asset Management & Custody Banks4.9%—
- Semiconductors4.3%—
- Systems Software3.4%—
- Investment Banking & Brokerage2.7%—
- Financial Exchanges & Data2.4%—
- Broadline Retail2.3%—
- Interactive Media & Services2.1%—
- Other holdings72.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 150K | $38.1M | +26.1K | 5.0% |
| $IVZ | Invesco Ltd | 752K | $37.3M | -77K | 4.9% |
| $NVDA | NVIDIA Corporation | 192K | $33.4M | +37.5K | 4.4% |
| $MSFT | Microsoft Corporation | 70.9K | $26.2M | +21K | 3.4% |
| $SCHW | Charles Schwab Corporation | 669K | $20.3M | +94K | 2.7% |
| $SPGI | S&P Global Inc | 324K | $18.7M | +39K | 2.4% |
| $AMZN | Amazon.com Inc | 85.3K | $17.8M | +11.8K | 2.3% |
…and 186 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.