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James Morris

Signal Advisors Wealth, Llc

Assets Managed
$1.457B
Holdings
570
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
15.84%(2Q avg: 14.95%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Signal Advisors Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 570 positions.

Assets under management

The assets under management (AUM) of Signal Advisors Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.457B in assets, with a quarterly growth rate of 15.84% and a 2-quarter average growth rate of 14.95%. The portfolio is managed by James Morris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 24.84%
5.28%
$76.795M
1.003M shares@ $76.54 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 23.18%
3.79%
$55.219M
861,720 shares@ $64.08 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 6.88%
3.47%
$50.418M
1.202M shares@ $41.97 avg price
AAPL
Apple Inc
Recent Activity
Increased 21.02%
2.62%
$38.076M
150,029 shares@ $253.8 avg price
BKAG
Bny Mellon Core Bond Etf
Recent Activity
Increased 10.29%
2.4%
$34.92M
827,487 shares@ $42.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 24.51%
2.3%
$33.429M↑ Call
191,903 shares@ $174.2 avg price
DRSK
Aptus Defined Risk Etf
Recent Activity
Increased 9.26%
2.03%
$29.45M
1.078M shares@ $27.33 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 42.07%
1.81%
$26.248M
70,908 shares@ $370.17 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -5.7%
1.67%
$24.291M
37,351 shares@ $650.34 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 13.11%
1.3%
$18.873M
349,183 shares@ $54.05 avg price

1-10 of 570