AI Portfolio Summary
In 2026 Q1, Signal Advisors Wealth, LLC maintained a portfolio of 622 distinct positions. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 24.8%. The fund also reduced its exposure to DIAMONDBACK ENERGY I by 14.1%.
Total Positions
622
Quarter
2026 Q1
Top Holding
SPLG (5.3%)
Top 10 Concentration
26.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 622
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 5.27% | 5.13% |
#1
Prev: #1
|
6.6 | 199,603 | 24.8% |
P
S
|
1,003,334 | $76,795,149 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 3.79% | 3.47% |
#2
1
Prev: #3
|
5.5 | 162,104 | 23.2% |
P
S
|
861,720 | $55,219,002 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ACIO
ETF SER SOLUTIO...
|
ETF | 3.46% | 3.91% |
#3
1
Prev: #2
|
4.4 | 77,332 | 6.9% |
P
S
|
1,201,571 | $50,417,920 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 2.61% | 2.68% |
#4
Prev: #4
|
4.0 | 26,053 | 21.0% |
P
S
|
150,029 | $38,075,927 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BKAG
BNY MELLON ETF ...
|
Bond/Debt | 2.40% | 2.53% |
#5
Prev: #5
|
3.5 | 77,180 | 10.3% |
P
S
|
827,487 | $34,919,963 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.29% | 2.29% |
#6
Prev: #6
|
3.4 | 37,470 | 24.3% |
P
S
|
191,603 | $33,415,627 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DRSK
ETF SER SOLUTIO...
|
ETF | 2.02% | 2.23% |
#7
Prev: #7
|
2.8 | 91,312 | 9.3% |
P
S
|
1,077,584 | $29,450,366 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.80% | 1.92% |
#8
1
Prev: #9
|
3.2 | 20,995 | 42.1% |
P
S
|
70,908 | $26,247,871 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.67% | 2.15% |
#9
1
Prev: #8
|
1.2 | -2,261 | -5.7% |
P
S
|
37,351 | $24,290,715 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 1.30% | 1.32% |
#10
2
Prev: #12
|
2.5 | 40,457 | 13.1% |
P
S
|
349,183 | $18,873,317 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PSFF
PACER FDS TR
|
ETF | 1.27% | 1.50% |
#11
1
Prev: #10
|
1.0 | -5,751 | -1.0% |
P
S
|
576,470 | $18,472,626 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.22% | 1.35% |
#12
1
Prev: #11
|
2.5 | 11,771 | 16.0% |
P
S
|
85,257 | $17,756,456 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.20% | 1.19% |
#13
4
Prev: #17
|
2.5 | 12,991 | 16.6% |
P
S
|
91,135 | $17,490,718 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.17% | 0.81% |
#14
14
Prev: #28
|
3.5 | 25,615 | 64.6% |
P
S
|
65,255 | $17,091,477 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JUCY
ETF SER SOLUTIO...
|
ETF | 1.15% | 1.29% |
#15
2
Prev: #13
|
1.0 | 23,156 | 3.2% |
P
S
|
753,504 | $16,690,124 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.12% | 1.18% |
#16
2
Prev: #18
|
2.9 | 9,572 | 20.2% |
P
S
|
56,926 | $16,369,768 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ADME
ETF SER SOLUTIO...
|
ETF | 1.05% | 1.22% |
#17
1
Prev: #16
|
0.9 | 8,934 | 3.0% |
P
S
|
308,735 | $15,260,792 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DMBS
DOUBLELINE ETF ...
|
ETF | 0.99% | 1.13% |
#18
1
Prev: #19
|
0.9 | 4,463 | 1.6% |
P
S
|
291,623 | $14,400,327 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.96% | 0.95% |
#19
4
Prev: #23
|
2.4 | 38,766 | 14.5% |
P
S
|
306,971 | $14,013,230 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.94% | 1.05% |
#20
Prev: #20
|
2.4 | 5,641 | 13.7% |
P
S
|
46,696 | $13,736,142 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PWR
QUANTA SVCS INC
|
Industrials | 0.91% | 0.87% |
#21
6
Prev: #27
|
0.9 | -1,777 | -6.8% |
P
S
|
24,266 | $13,322,470 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.91% | 1.25% |
#22
7
Prev: #15
|
0.9 | -9,579 | -8.7% |
P
S
|
99,970 | $13,286,027 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLSR
SSGA ACTIVE TR
|
ETF | 0.89% | 0.97% |
#23
1
Prev: #22
|
2.4 | 28,321 | 14.5% |
P
S
|
224,307 | $12,951,486 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
V
VISA INC
|
Financial Services | 0.82% | 1.00% |
#24
3
Prev: #21
|
2.3 | 3,785 | 10.5% |
P
S
|
39,668 | $11,989,347 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UPSD
ETF SER SOLUTIO...
|
ETF | 0.78% | 0.74% |
#25
5
Prev: #30
|
2.8 | 97,450 | 28.1% |
P
S
|
444,089 | $11,324,258 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.77% | 0.92% |
#26
1
Prev: #25
|
0.8 | -13,615 | -13.0% |
P
S
|
90,786 | $11,282,859 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.75% | 0.49% |
#27
22
Prev: #49
|
2.8 | 13,052 | 25.3% |
P
S
|
64,614 | $10,962,479 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XHLF
BONDBLOXX ETF T...
|
ETF | 0.75% | 0.93% |
#28
4
Prev: #24
|
0.8 | -15,684 | -6.7% |
P
S
|
216,858 | $10,914,449 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
OSCV
ETF SER SOLUTIO...
|
ETF | 0.74% | 0.63% |
#29
9
Prev: #38
|
2.8 | 57,819 | 26.8% |
P
S
|
273,404 | $10,783,064 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.73% | 0.35% |
#30
36
Prev: #66
|
3.3 | 85,213 | 142.1% |
P
S
|
145,166 | $10,690,061 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.73% | 0.75% |
#31
2
Prev: #29
|
0.8 | -8,792 | -14.1% |
P
S
|
53,579 | $10,597,348 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 0.71% | 0.91% |
#32
6
Prev: #26
|
0.8 | -12,736 | -10.2% |
P
S
|
112,141 | $10,276,630 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.66% | 0.64% |
#33
4
Prev: #37
|
2.3 | 31,533 | 18.2% |
P
S
|
204,658 | $9,600,517 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
NOW
SERVICENOW INC
|
Technology | 0.60% | 0.69% |
#34
1
Prev: #33
|
2.7 | 27,399 | 48.4% |
P
S
|
83,985 | $8,780,642 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
APH
AMPHENOL CORP
|
Technology | 0.60% | 0.45% |
#35
21
Prev: #56
|
3.2 | 27,529 | 65.7% |
P
S
|
69,406 | $8,769,491 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IDUB
ETF SER SOLUTIO...
|
Bond/Debt | 0.59% | 0.55% |
#36
7
Prev: #43
|
2.7 | 64,591 | 22.8% |
P
S
|
347,866 | $8,581,859 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.58% | 0.73% |
#37
6
Prev: #31
|
0.7 | -1,298 | -1.7% |
P
S
|
76,472 | $8,477,732 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
FRDM
EA SERIES TRUST
|
ETF | 0.58% | 0.53% |
#38
7
Prev: #45
|
2.2 | 23,404 | 17.9% |
P
S
|
154,516 | $8,444,307 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.57% | 0.61% |
#39
2
Prev: #41
|
2.2 | 24,103 | 8.3% |
P
S
|
314,714 | $8,374,550 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.55% | 0.41% |
#40
18
Prev: #58
|
3.2 | 6,271 | 60.6% |
P
S
|
16,617 | $7,963,070 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.54% | 0.53% |
#41
5
Prev: #46
|
2.7 | 2,309 | 37.0% |
P
S
|
8,544 | $7,858,357 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.53% | 0.54% |
#42
2
Prev: #44
|
2.7 | 5,447 | 20.2% |
P
S
|
32,347 | $7,686,271 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMT
AMERICAN TOWER ...
|
Real Estate | 0.52% | 0.63% |
#43
4
Prev: #39
|
0.7 | -717 | -1.6% |
P
S
|
44,194 | $7,626,966 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.52% | 0.47% |
#44
9
Prev: #53
|
2.7 | 27,616 | 27.2% |
P
S
|
129,283 | $7,568,225 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
DUBS
ETF SER SOLUTIO...
|
ETF | 0.51% | 0.48% |
#45
6
Prev: #51
|
2.7 | 47,817 | 29.8% |
P
S
|
208,041 | $7,501,953 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.51% | 0.66% |
#46
11
Prev: #35
|
0.7 | 1,398 | 3.8% |
P
S
|
37,784 | $7,490,217 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.51% | 0.47% |
#47
7
Prev: #54
|
2.7 | 4,127 | 46.2% |
P
S
|
13,053 | $7,467,949 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.51% | 0.52% |
#48
1
Prev: #47
|
2.7 | 5,128 | 34.9% |
P
S
|
19,811 | $7,364,876 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.51% | 0.46% |
#49
6
Prev: #55
|
2.7 | 3,125 | 34.0% |
P
S
|
12,318 | $7,360,361 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.50% | 0.67% |
#50
16
Prev: #34
|
0.7 | -2,542 | -10.1% |
P
S
|
22,629 | $7,259,655 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 622 holdings