1y return+13.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $139 against $157 in the S&P 500.2
Signal Advisors Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $121.1M | 6.3% | +37.4% |
| VEAVanguard Tax-managed Fds | $81.0M | 4.2% | +31.9% |
| ACIOEtf Ser Solutions | $67.0M | 3.5% | +20.9% |
| AAPLApple Inc | $53.7M | 2.8% | +23.6% |
| BKAGBny Mellon Etf Trust | $44.6M | 2.3% | +28.4% |
| DRSKEtf Ser Solutions | $37.4M | 2.0% | +20.9% |
| MSFTMicrosoft Corp | $35.9M | 1.9% | +35.6% |
| SPYState Str Spdr S&p 500 Etf T | $35.2M | 1.8% | +26.4% |
| VBVanguard Index Fds | $30.6M | 1.6% | +54.6% |
| GOOGLAlphabet Inc | $27.6M | 1.4% | +35.5% |
| VWOVanguard Intl Equity Index F | $25.9M | 1.4% | +24.2% |
| RSPInvesco Exchange Traded Fd T | $25.8M | 1.4% | +33.0% |
| AMZNAmazon Com Inc | $25.7M | 1.3% | +26.4% |
| AVGOBroadcom Inc | $23.4M | 1.2% | +166.6% |
| ADMEEtf Ser Solutions | $21.1M | 1.1% | +23.0% |
| JUCYEtf Ser Solutions | $21.1M | 1.1% | +27.4% |
| AMDAdvanced Micro Devices Inc | $20.4M | 1.1% | +7.7% |
| PSFFPacer Fds Tr | $20.1M | 1.1% | +1.5% |
| XLKSelect Sector Spdr Tr | $19.7M | 1.0% | +3.4% |
| DMBSDoubleline Etf Trust | $18.7M | 1.0% | +30.6% |
| JPMJpmorgan Chase & Co | $18.4M | 1.0% | +20.7% |
| UPSDEtf Ser Solutions | $18.4M | 1.0% | +46.8% |
| XLSRSsga Active Tr | $16.6M | 0.9% | +14.1% |
| PWRQuanta Svcs Inc | $16.0M | 0.8% | −8.5% |
| VVisa Inc | $15.9M | 0.8% | +17.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | March 31, 2025 | +465.4% | $20.4M |
| PWRQuanta Svcs Inc | September 30, 2024 | +141.5% | $16.0M |
| AVGOBroadcom Inc | September 30, 2024 | +119.0% | $23.4M |
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $27.6M |
| FRDMEa Series Trust | March 31, 2025 | +108.0% | $13.1M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $13.4M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $18.4M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $11.6M |
| XLKSelect Sector Spdr Tr | September 30, 2024 | +68.8% | $19.7M |
| METAMeta Platforms Inc | December 31, 2023 | +59.1% | $11.3M |
Sold off last quarter
- NVDANvidia Corporation was $33.4M
- VRIGInvesco Actively Managed Exc was $4.1M
- MUMicron Technology Inc was $3.9M
- Accenture PLC IrelandCUSIP G1151C101 was $3.9M
- PLTRPalantir Technologies Inc was $1.8M
- XJUNFirst Tr Exchng Traded Fd Vi was $1.1M
- WPCWp Carey Inc was $959K
- BNDINeos Etf Trust was $911K
- Eaton Corp PLCCUSIP G29183103 was $868K
- XJULFirst Tr Exchng Traded Fd Vi was $782K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −2.6% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +5.3% | +7.8% |
| June 30, 2025 | +6.5% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +8.1% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Signal Advisors Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010926&type=13F-HR&dateb=&owner=include&count=40CIK 2010926
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010926/000201092626000002/Filed August 4, 2026 · accession 0002010926-26-000002