Signal Advisors Wealth, LLC

CIK 0002010926 · Q1 2026

13F Equity AUM

$1.5B

+15.8% QoQ

Positions

570

+68 QoQ

AUM Rank

#2,204

Top 18%

Skill Alpha (FF)

+1.7%/yr^ns

No Clear Edge

Rank #1,279 · Top 16%

vs S&P -7.6%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 17.5%Top 10: 26.6%Top 20: 37.7%

SPYM5.3%

VEA3.8%

ACIO3.5%

AAPL2.6%

BKAG2.4%

NVDA2.3%

DRSK2.0%

MSFT1.8%

SPY1.7%

VWO1.3%

Others (560)73.4%

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

Sector Allocation

Financial Services69.7%

Technology12.0%

Healthcare2.9%

Consumer Cyclical2.9%

Industrials2.8%

Communication Services2.5%

Energy2.2%

Other5.0%

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

Position Sizing

Positions: 570Median: 0.05%Avg: 0.18%

0–0.5%

521(43.4%)

0.5–1%

32(21.8%)

1–3%

14(22.3%)

3–5%

2(7.3%)

5%+

1(5.3%)

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

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Portfolio Overlap

Shared: 490Unique: 80vs 20 funds

6.6%Low

570

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.8%

BANK OF AMERICA CORP /DE/

9.5%

8.9%

12%

7.9%

6.5%

VANGUARD CAPITAL MANAGEMENT LLC

5.5%

GEODE CAPITAL MANAGEMENT, LLC

5.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

6.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New107Increased310Decreased145Exited39

New Positions

ACEI0.3%

+162K

LGRO0.2%

+83K

SCHW0.2%

+27K

JIRE0.1%

+25K

SMLF0.1%

+23K

CLSM0.1%

+75K

ICLO0.1%

+60K

SMTH0.1%

+57K

AZO0.1%

+389

MOAT0.1%

+12K

Increased

SPYM5.3%

+200K(+25%)

VEA3.8%

+162K(+23%)

VRIG0.3%

+106K(+179%)

UPSD0.8%

+97K(+28%)

DRSK2.0%

+91K(+9%)

BND0.7%

+85K(+142%)

ACIO3.5%

+77K(+7%)

BKAG2.4%

+77K(+10%)

SPAB0.1%

+65K(+511%)

IDUB0.6%

+65K(+23%)

Decreased

JAAA0.5%

-179,170(-57%)

GOVI0.0%

-89,284(-81%)

DVN0.1%

-68,257(-83%)

GTO0.3%

-40,947(-32%)

BKLN0.1%

-34,849(-34%)

FSCO0.0%

-30,591(-28%)

PGF0.2%

-28,161(-12%)

CPRT0.5%

-25,950(-11%)

XLP0.2%

-24,239(-47%)

MNDO0.0%

-18,000(-50%)

Exited

-67,592

-3,175

-22,335

-18,947

-17,788

-15,123

-32,195

-17,269

-14,047

-12,275

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

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Holdings

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