Signal Advisors Wealth, LLC
Annual return '25
+20.3%
SPY '25
+17.7%
Alpha
+2.6ptsvs SPY
Invested
$1.5B
Holdings
570
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q2 2025: Increased +18.7% (538.1k → 638.5k shares)
5.3%
02
$VEA
VANGUARD TAX-MANAGED FDS
Q2 2025: Increased +15.9% (412.1k → 477.7k shares)
3.8%
03
$ACIO
ETF SER SOLUTIONS
Q2 2025: Increased +41.5% (535.0k → 756.9k shares)
3.5%
04
$AAPL
APPLE INC
Q1 2026: Sold 1.1% (11.0k → 10.9k shares)
2.6%
05
$BKAG
BNY MELLON ETF TRUST
Q2 2025: Increased +21.0% (443.3k → 536.4k shares)
2.4%
06
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +99.8% (4.7k → 9.3k shares)
2.3%
07
$DRSK
ETF SER SOLUTIONS
Q2 2025: Increased +26.4% (547.9k → 692.4k shares)
2.0%
08
$MSFT
MICROSOFT CORP
Q4 2025: New position (1.6k shares)
1.8%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q2 2025: Sold 10.2% (73.3k → 65.8k shares)
1.7%
10
$VWO
VANGUARD INTL EQUITY INDEX F
Q2 2025: Increased +35.8% (144.1k → 195.7k shares)
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:56 UTC.