Signal Advisors Wealth, LLC holds a diversified book of 626 stocks worth $1.9B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Intel Corp and trimmed Quanta Services Inc. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 6% of the equity book. They also disclosed $53.7M in put options (a bearish bet) and $17.4M in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010926/holdings"
Use Arkolith to show Signal Advisors Wealth, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Signal Advisors Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
34% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Signal Advisors Wealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $91.4B |
| HARBOUR INVESTMENTS, INC. | 80 / 80 | $1.6B |
| LPL Financial LLC | 79 / 80 | $94.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.5B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.0B |
| Integrated Wealth Concepts LLC | 78 / 80 | $3.7B |
| MORGAN STANLEY | 77 / 80 | $514.5B |
| JPMORGAN CHASE & CO | 77 / 80 | $449.9B |
Ranked by how many of Signal Advisors Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $121.1M | 1.38M | 6.3% | ▲+37% Added · +375K sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $81.0M | 1.14M | 4.2% | ▲+32% Added · +275K sh | |
| 3 | ETF Ser Solutions APTUS COLLRD INV | $67.0M | 1.45M | 3.5% | ▲+21% Added · +251K sh | |
| 4 | Apple Inc COM | $53.7M | 185.4K | 2.8% | ▲+24% Added · +35K sh | |
| 5 | Bny Mellon ETF Trust CORE BOND ETF | $44.6M | 1.06M | 2.3% | ▲+28% Added · +235K sh | |
| 6 | ETF Ser Solutions APTUS DEFINED | $37.4M | 1.30M | 2.0% | ▲+21% Added · +225K sh | |
| 7 | Microsoft Corp COM | $35.9M | 96.1K | 1.9% | ▲+36% Added · +25K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $35.2M | 47.2K | 1.8% | ▲+26% Added · +10K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $30.6M | 100.9K | 1.6% | ▲+55% Added · +36K sh | |
| 10 | Alphabet Inc CAP STK CL A | $27.6M | 77.2K | 1.4% | ▲+36% Added · +20K sh | |
| 11 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $25.9M | 433.7K | 1.4% | ▲+24% Added · +85K sh | |
| 12 | Invesco Exchange Traded FD T S&P500 EQL WGT | $25.8M | 121.2K | 1.4% | ▲+33% Added · +30K sh | |
| 13 | Amazon Com Inc COM | $25.7M | 107.8K | 1.3% | ▲+26% Added · +23K sh | |
| 14 | Broadcom Inc COM | $23.4M | 61.9K | 1.2% | ▲+167% Added · +39K sh | |
| 15 | ETF Ser Solutions APTUS DRAWDOWN | $21.1M | 379.7K | 1.1% | ▲+23% Added · +71K sh | |
| 16 | ETF Ser Solutions APTUS ENHANCED | $21.1M | 959.8K | 1.1% | ▲+27% Added · +206K sh | |
| 17 | Advanced Micro Devices Inc COM | $20.4M | 35.1K | 1.1% | ▲+7.7% Added · +3K sh | |
| 18 | Pacer FDS TR SWAN SOS FD OF | $20.1M | 585.3K | 1.1% | ▲+1.5% Added · +9K sh | |
| 19 | Select Sector SPDR TR ST STR TECHN ETF | $19.7M | 103.4K | 1.0% | ▲+3.4% Added · +3K sh | |
| 20 | Doubleline ETF Trust MORTGAGE ETF | $18.7M | 380.8K | 1.0% | ▲+31% Added · +89K sh | |
| 21 | JPMorgan Chase & Co COM | $18.4M | 56.4K | 1.0% | ▲+21% Added · +10K sh | |
| 22 | ETF Ser Solutions APTUS LRG CAP UP | $18.4M | 652.1K | 1.0% | ▲+47% Added · +208K sh | |
| 23 | Ssga Active TR STATE STREET US | $16.6M | 255.9K | 0.9% | ▲+14% Added · +32K sh | |
| 24 | Quanta Svcs Inc COM | $16.0M | 22.2K | 0.8% | ▼−8.5% Reduced · −2K sh | |
| 25 | Visa Inc COM CL A | $15.9M | 46.5K | 0.8% | ▲+17% Added · +7K sh | |
| 26 | ETF Ser Solutions OPUS SML CP VL | $15.6M | 369.3K | 0.8% | ▲+35% Added · +96K sh | |
| 27 | Bondbloxx ETF Trust BLOOMBERG SIX MN | $15.5M | 308.1K | 0.8% | ▲+42% Added · +91K sh | |
| 28 | SPDR Index SHS FDS ST STR PO EX ETF | $15.2M | 302.2K | 0.8% | ▼−1.6% Reduced · −5K sh | |
| 29 | Vanguard BD Index FDS TOTAL BND MRKT | $14.2M | 193.6K | 0.7% | ▲+33% Added · +48K sh | |
| 30 | SPDR Index SHS FDS ST PORT MARK ETF | $13.7M | 264.0K | 0.7% | ▲+29% Added · +59K sh | |
| 31 | Eli Lilly & Co COM | $13.4M | 11.2K | 0.7% | ▲+31% Added · +3K sh | |
| 32 | Ea Series Trust FREEDOM 100 EM | $13.1M | 180.1K | 0.7% | ▲+17% Added · +26K sh | |
| 33 | Exxon Mobil Corp COM | $13.1M | 95.8K | 0.7% | ▲+48% Added · +31K sh | |
| 34 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $12.7M | 42.0K | 0.7% | ▲+30% Added · +10K sh | |
| 35 | Amphenol Corp CL A | $12.5M | 71.1K | 0.7% | ▲+2.4% Added · +2K sh | |
| 36 | ETF Ser Solutions APTUS INT ENH YL | $12.2M | 443.1K | 0.6% | ▲+27% Added · +95K sh | |
| 37 | ETF Ser Solutions APTUS LARGE CAP | $11.7M | 280.5K | 0.6% | ▲+35% Added · +72K sh | |
| 38 | Tesla Inc COM | $11.6M | 27.6K | 0.6% | ▲+39% Added · +8K sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $11.5M | 31.1K | 0.6% | ▲+38% Added · +9K sh | |
| 40 | Meta Platforms Inc CL A | $11.3M | 20.0K | 0.6% | ▲+53% Added · +7K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $11.0M | 21.9K | 0.6% | ▲+32% Added · +5K sh | |
| 42 | Vanguard Index FDS S&P 500 ETF SHS | $10.9M | 15.9K | 0.6% | ▲+29% Added · +4K sh | |
| 43 | Schwab Strategic TR US TIPS ETF | $10.8M | 406.2K | 0.6% | ▲+29% Added · +92K sh | |
| 44 | Walmart Inc COM | $10.6M | 93.2K | 0.6% | ▲+2.7% Added · +2K sh | |
| 45 | Servicenow Inc COM | $9.9M | 100.1K | 0.5% | ▲+19% Added · +16K sh | |
| 46 | Select Sector SPDR TR ST STR SVC ETF | $9.8M | 91.8K | 0.5% | ▲+20% Added · +15K sh | |
| 47 | Progressive Corp COM | $9.6M | 44.0K | 0.5% | ▲+16% Added · +6K sh | |
| 48 | Chemed Corp New COM | $9.6M | 20.6K | 0.5% | ▲+11% Added · +2K sh | |
| 49 | Ishares TR CORE S&P500 ETF | $9.1M | 12.2K | 0.5% | ▲+34% Added · +3K sh | |
| 50 | SPDR Series Trust ST STR BLO 1 ETF | $8.9M | 97.1K | 0.5% | ▼−13% Reduced · −15K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | NVIDIA CORPNVDA | $49.9M | 249K |
| CALL · bullish | MICRON TECHNOLOGY INCMU | $17.4M | 15K |
| PUT · bearish | PALANTIR TECHNOLOGIES INC-APLTR | $2.4M | 20K |
| PUT · bearish | EATON CORP PLCETN | $1.4M | 3K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 630 | $2.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 602 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 504 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 455 | $1.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 464 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 11, 2025 | 430 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 424 | $883.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 416 | $698.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.