Signal Advisors Wealth, LLC

CIK 0002010926 · Q2 2026

13F Equity AUM

$2.0B

+35.9% QoQ

Positions

630

+60 QoQ

AUM Rank

#2,343

Top 19%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,489 · Top 42%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 18.8%Top 10: 28.1%Top 20: 39.8%

SPYM6.1%

VEA4.1%

ACIO3.4%

AAPL2.7%

NVDA2.5%

BKAG2.3%

DRSK1.9%

MSFT1.8%

SPY1.8%

VB1.5%

Others (620)71.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services67.4%

Technology14.3%

Healthcare3.1%

Consumer Cyclical3.1%

Industrials2.8%

Communication Services2.7%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 630Median: 0.04%Avg: 0.16%

0–0.5%

583(41.5%)

0.5–1%

28(19.8%)

1–3%

16(25.2%)

3–5%

2(7.5%)

5%+

1(6.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 630vs 20 funds

0%Low

630

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New105Increased346Decreased168Exited44

New Positions

INTC0.1%

+22K

TXN0.1%

+7K

TER0.1%

+4K

SPACE EXPLORATION TE…0.1%

+9K

BKNG0.1%

+8K

TOPT0.1%

+39K

FBT0.1%

+5K

WMB0.1%

+16K

FDIS0.1%

+11K

HGER0.1%

+43K

Increased

SPYM6.1%

+375K(+37%)

VEA4.1%

+275K(+32%)

ACIO3.4%

+251K(+21%)

BKAG2.3%

+235K(+28%)

DRSK1.9%

+225K(+21%)

UPSD0.9%

+208K(+47%)

JUCY1.1%

+206K(+27%)

OSCV0.8%

+96K(+35%)

IDUB0.6%

+95K(+27%)

SCHP0.5%

+92K(+29%)

Decreased

FISR0.1%

-69,718(-48%)

GTO0.1%

-65,713(-77%)

BKLN0.0%

-55,686(-83%)

LGRO0.1%

-55,086(-67%)

ICLO0.0%

-48,301(-80%)

XLF0.0%

-43,336(-80%)

XLV0.1%

-35,931(-77%)

SMTH0.0%

-34,233(-60%)

AGG0.1%

-33,551(-64%)

FALN0.0%

-33,082(-78%)

Exited

-165,445

-19,431

-26,260

-14,111

-19,295

-17,942

-15,122

-20,119

-30,456

-27,853

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...