Signal Advisors Wealth, LLC

Q4 2025 13F-HR Holdings

Location
Detroit, MI
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
502
Total value ($000)
$1,257,894
Net value change ($000)
+155,083 (14.1%)
New positions
85
Sold out positions
39
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/10/2025 Next filing: 4/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AAPL 14,934 79.6%
APH 5,659 NEW
XLK 5,525 53.9%
VEA 5,488 14.4%
JAAA 5,278 49.7%
SPYM 4,394 7.3%
PJAN 4,115 NEW
PAPR 4,111 NEW
PJUL 4,109 NEW
POCT 4,083 NEW
Top Reduces (Value $000, Stocks/ETFs)
ROP -5,228 -65.9%
XLY -4,277 -92.3%
GOVI -2,190 -41.9%
XLV -1,845 -23.1%
SMCI -1,723 -81.9%
JNK -1,405 -56.1%
IBIT -1,394 -15.4%
QUAL -1,262 -34.7%
MSTR -1,150 -50.9%
CERY -1,041 -32.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 6 (0.0% of total reported value)
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