SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Signal Advisors Wealth, LLC

CIK 0002010926 · 1555 BROADWAY, DETROIT, MI, 48226 · 8667744625

Reported Value
$1.0B
Q1 2025
Positions
430
Filings on Record
10
2019–present window
Filed
Apr 11, 2025
original filing

Summary

Signal Advisors Wealth, LLC reported $1.0B in U.S.-listed holdings across 430 positions for Q1 2025.

Its largest position, Spdr S P 500 Etf Tr, represents 4.0% of the portfolio.

Compared with Q4 2024, the fund opened 46 new positions and exited 40.

Portfolio Metrics

Turnover
+9.1%
vs prior filed quarter
Top-10 Concentration
+25.2%
share of reported value
Largest Position
+4.0%
Spdr S P 500 Etf Tr
New / Exited
46 / 40
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $288MQ4 ’23Q1 ’24: $403MQ2 ’24: $46MQ2 ’24Q3 ’24: $698MQ4 ’24: $884MQ4 ’24Q1 ’25: $1.0BQ2 ’25: $1.3BQ2 ’25Q3 ’25: $1.1BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.5Bfilingsflow.com

Portfolio Composition

By security type
ETP: 77.8%Common Stock: 21.5%Other: 0.4%ADR: 0.3%Closed-End Fund: 0.1%
  • ETP · 77.8% · $796M
  • Common Stock · 21.5% · $220M
  • Other · 0.4% · $4M
  • ADR · 0.3% · $3M
  • Closed-End Fund · 0.1% · $923,021

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FIRST TR EXCHNG TRADED FD VINEW+255.4K255.4K+$10M$10M
ETF SER SOLUTIONSNEW+127.3K127.3K+$3M$3M
EA SERIES TRUSTNEW+54.4K54.4K+$2M$2M
INVESCO EXCHANGE TRADED FD TNEW+102.4K102.4K+$1M$1M
GLOBAL X FDSNEW+64.2K64.2K+$1M$1M
FIRST TR EXCHANGE TRADED FDNEW+29.1K29.1K+$938,879$938,879
FIRST TR EXCHANGE TRADED FDNEW+43.9K43.9K+$927,891$927,891
MSIMOTOROLA SOLUTIONS INCNEW+1.9K1.9K+$813,850$813,850

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2025

32 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1SPDR SER TRPORTFOLIO S&P500 · PRTFLO S&P500 VL · BLOOMBERG 1-3 MO · PORTFOLIO S&P6008.36%$86M1.46M
2ISHARES TRCORE DIVID ETF · CORE US AGGBD ET · 20 YR TR BD ETF · IBOXX INV CP ETF7.50%$77M1.08M
3ADMEETF SER SOLUTIONSAPTUS COLLRD INV · APTUS DEFINED · APTUS ENHANCED · APTUS DRAWDOWN4.88%$50M1.57M
4SPDR S&P 500 ETF TRTR UNIT4.01%$41M73.3K
5FIRST TR EXCHNG TRADED FD VIFT VEST US · FT VEST US EQT · FT VEST UQ EQT3.83%$39M945.3K
6VANECK ETF TRUSTMRNGSTR WDE MOAT2.48%$25M287.9K
7VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT2.05%$21M412.1K
8BNY MELLON ETF TRUSTCORE BOND ETF1.83%$19M443.3K
9INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF1.77%$18M93.9K
10RBB FD INCUS TREAS 5 YR NT · US TREASR 10 YR1.76%$18M388.3K
11VANGUARD INDEX FDSTOTAL STK MKT · SMALL CP ETF1.67%$17M67.1K
12PACER FDS TRSWAN SOS FD OF1.61%$16M575.9K
13SPDR INDEX SHS FDSPORTFOLIO EMG MK · PORTFOLIO DEVLPD1.46%$15M395.4K
14SCHWAB STRATEGIC TRUS DIVIDEND EQ · FUNDAMENTAL US L1.17%$12M464.1K
15XLFSELECT SECTOR SPDR TRTECHNOLOGY · FINANCIAL1.17%$12M138.4K
16MSFTMICROSOFT CORPhistory →COM0.98%$10M26.7K
17J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.95%$10M170.6K
18SSGA ACTIVE TRSPDR SSGA US SCT0.85%$9M172.0K
19AAPLAPPLE INCCOM0.85%$9M39.0K
20INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT0.84%$9M49.6K
21NVDANVIDIA CORPORATIONCOM0.83%$8M78.2K
22VVISA INCCOM CL A0.73%$7M21.4K
23VGSHVANGUARD SCOTTSDALE FDSSHORT TERM TREAS0.72%$7M124.9K
24JPMJPMORGAN CHASE & CO.COM0.67%$7M27.9K
25AMZNAMAZON COM INCCOM0.65%$7M35.1K
26PGIM ETF TRACTV HY BD ETF0.64%$7M188.1K
27VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.64%$7M144.1K
28WMTWALMART INCCOM0.63%$6M73.9K
29AMPLIFY ETF TRCWP ENHANCED DIV0.62%$6M154.8K
30DOUBLELINE ETF TRUSTMORTGAGE ETF0.58%$6M121.8K
31UNHUNITEDHEALTH GROUP INCCOM0.58%$6M11.4K
32GLOBAL X FDSNASDAQ 100 COVER0.52%$5M317.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.5B602Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B504Jan 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.1B455Oct 10, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B464Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B430Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$884M424Jan 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$698M416Oct 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$46M75Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$403M293Apr 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$288M225Feb 13, 202413F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.