Signal Advisors Wealth, LLC

Q3 2025 13F-HR Holdings

Location
Detroit, MI
Holdings as of
9/30/2025
Date filed
10/10/2025
Form type
13F-HR
Num holdings
455
Total value ($000)
$1,102,811
Net value change ($000)
-176,666 (-13.8%)
New positions
91
Sold out positions
99
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ACIO 14,741 47.0%
SPYM 13,667 29.4%
VEA 10,984 40.3%
AMT 8,069 NEW
NVDA 7,541 38.5%
GTO 6,753 NEW
MSFT 6,022 32.9%
VWO 6,013 62.1%
SCHP 5,669 430.1%
JAAA 5,407 103.9%
Top Reduces (Value $000, Stocks/ETFs)
QYLD -28,333 -96.5%
DIVB -25,372 -100.0%
MOAT -23,449 -100.0%
QQQM -21,899 -80.6%
KNG -15,938 -100.0%
SPY -14,921 -36.7%
AGG -14,631 -76.6%
SPYV -14,035 -95.2%
FJAN -13,592 -95.5%
DJUL -11,944 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type