Signal Advisors Wealth, LLC

RIA/Wealth

Signal Advisors Wealth, LLC is a RIA/Wealth based in Detroit, MI led by Patrick Richard Kelly, reporting $1.2B in AUM as of Q3 2025 with 64% ETF concentration.

CEOPatrick Richard Kelly

Portfolio Value: $1.1B
Positions: 443
Top Holding: SPLG at 5.54%
Last Reported: Q3 2025

Address1555 Broadway St, Detroit, MI, 48226, United States

Top Holdings

Largest long holdings in Signal Advisors Wealth, LLC's portfolio (28.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$60.1M	5.54%	+$10.1M Bought	— 766.9K shares	Q4 2023 Held for 1y 11m
2 Aptus Collared Investment Opportunity ACIO	ETF ETF	$46.1M	4.25%	+$13.2M Bought	— 1.1M shares	Q1 2024 Held for 1y 8m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$38.2M	3.53%	+$9.6M Bought	— 637.8K shares	Q4 2023 Held for 1y 11m
4 BKAG BNY Mellon Core Bond BKAG	ETF ETF	$28.0M	2.58%	+$5.1M Bought	— 656.8K shares	Q3 2024 Held for 1y 2m
5 Nvidia NVDA	Semiconductors Technology	$27.1M	2.50%	+$4.0M Bought	0.00% 145.5K shares	Q4 2023 Held for 1y 11m
6 SPDR S&P 500 ETF Trust SPY	ETF ETF	$25.7M	2.37%	-$18.1M Sold	— 38.6K shares	Q4 2023 Held for 1y 11m
7 Aptus Defined Risk DRSK	ETF ETF	$24.6M	2.27%	+$4.7M Bought	— 854.3K shares	Q1 2024 Held for 1y 8m
8 Microsoft MSFT	Software - Infrastructure Technology	$24.3M	2.24%	+$5.3M Bought	0.00% 46.9K shares	Q4 2023 Held for 1y 11m
9 Apple AAPL	Consumer Electronics Technology	$18.8M	1.73%	+$1.2M Bought	0.00% 73.7K shares	Q4 2023 Held for 1y 11m
10 PSFF Pacer Swan SOS Fund of Funds PSFF	ETF ETF	$18.3M	1.68%	+$91.4K Bought	— 577.6K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Signal Advisors Wealth, LLC's latest filing

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Market Value

$1.1B

Prior: $1.3B

Q/Q Change

-14.04%

-$177.0M

Net Flows % of MV

-23.83%

Turnover Ratio

28.19%

New Purchases

69 stocks

$29.3M

Added To

175 stocks

+$195.4M

Sold Out Of

96 stocks

$188.8M

Reduced Holdings

178 stocks

-$294.3M

Increased Positions

Position	Shares Δ	Change
1 GOVI Invesco Equal Weight 0-30 Year Treasury GOVI	New	0 → 188.1K +$5.2M
2 Invesco Variable Rate Investment Grade VRIG	New	0 → 42.7K +$1.1M
3 Invesco Aerospace & Defense PPA	New	0 → 5.6K +$872.6K
4 DFGX Dimensional Global ex US Core Fixed Income DFGX	New	0 → 15.0K +$807.2K
5 iShares Fallen Angels USD Bond FALN	New	0 → 27.0K +$749.9K

Decreased Positions

Position	Shares Δ	Change
1 DIVB iShares Core Dividend DIVB	Sold	504.2K → 0 −$25.4M
2 VanEck Morningstar Wide Moat ETF MOAT	Sold	250.0K → 0 −$23.4M
3 FT Vest S&P 500 Dividend Aristocrats Target Income KNG	Sold	324.6K → 0 −$15.9M
4 FT Vest U.S. Equity Deep Buffer ETF DJUL	Sold	268.9K → 0 −$11.9M
5 Global X SuperDividend SDIV	Sold	528.3K → 0 −$11.9M

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Analytics

Portfolio insights and performance metrics for Signal Advisors Wealth, LLC

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Sector Allocation

ETF

64.00%

Technology

11.80%

Financial Services

4.90%

Consumer Cyclical

4.00%

Healthcare

2.80%

Industrials

2.80%

Communication Services

2.50%

Energy

1.70%

Consumer Defensive

1.70%

Real Estate

1.00%

Basic Materials

0.60%

Utilities

0.40%

Market Cap Distribution

Mega Cap (> $200B)

18.91%

Large Cap ($10B - $200B)

14.21%

Mid Cap ($2B - $10B)

0.86%

Small Cap ($300M - $2B)

0.01%

Micro Cap ($50M - $300M)

0.02%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

65.94%

Portfolio Concentration

Top 10 Holdings %

28.71%

Top 20 Holdings %

41.02%

Top 50 Holdings %

63.75%

Top 100 Holdings %

79.67%