Quick Takeaways
- Signify Wealth reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q4 2024.
- Latest reported holdings value: $88,596,920.
13F Filings History of Signify Wealth
- Latest 13F report
- Q4 2024 - 06 Feb 2025
- Value $
- $88,596,920
- Signature - Title
- Stephen Rhodes - Managing Principal
- Location
- Saint Louis, MO
- Summary
- This page shows a list of all the recent 13F filings made by Signify Wealth. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Signify Wealth reported 26 stock holdings with total value $88,596,920 as of Q4 2024. Top holdings included IYW, VGSH, SPY, NETZ, and TSLA.
Follow Filing Activity
Follow Signify Wealth and return when a new 13F portfolio filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Holdings Value
What Changed
- Most recent filing was accepted on 06 Feb 2025, 12:16.
- Reported value moved from $81,615,832 to $88,596,920.
Why This Matters
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Source Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 26 | $88,596,920 | +$7,421,359 | -$4,019,421 | +$3,401,938 | IYW, VGSH, SPY, NETZ, TSLA | 13F-HR | 06 Feb 2025, 12:16 |
| Q3 2024 | 30 | $81,615,832 | +$13,955,725 | -$5,227,182 | +$8,728,543 | IYW, VGSH, NETZ, SPY, AMZN | 13F-HR | 29 Oct 2024, 18:31 |
| Q2 2024 | 25 | $69,497,628 | +$8,669,232 | -$1,227,841 | +$7,441,391 | IYW, VGSH, SPY, NETZ, AMZN | 13F-HR | 22 Jul 2024, 16:47 |
| Q1 2024 | 22 | $60,305,311 | +$5,720,334 | -$14,907,222 | -$9,186,888 | IYW, VGSH, NETZ, SPY, AMZN | 13F-HR | 24 Apr 2024, 17:49 |
| Q4 2023 | 34 | $66,307,116 | +$20,871,865 | -$33,288,684 | -$12,416,819 | IYW, TSLA, TLT, AAPL, VGSH | 13F-HR | 12 Jan 2024, 12:39 |
| Q3 2023 | 37 | $74,350,500 | +$25,435,656 | -$63,483,140 | -$38,047,484 | VGSH, TSLA, THLV, SMMU, AAPL | 13F-HR | 11 Oct 2023, 15:50 |
| Q2 2023 | 29 | $116,017,043 | +$26,306,352 | -$26,809,901 | -$503,549 | THLV, SJNK, BIV, SMMU, BSV | 13F-HR | 17 Jul 2023, 16:53 |
| Q1 2023 | 26 | $113,240,920 | +$23,289,700 | -$29,140,701 | -$5,851,001 | THLV, ANGL, BIV, BSV, SMMU | 13F-HR | 20 Apr 2023, 15:02 |
| Q4 2022 | 30 | $114,242,403 | +$52,273,310 | -$29,594,473 | +$22,678,837 | THLV, SPSB, BIV, BSV, SMMU | 13F-HR | 18 Jan 2023, 12:42 |
| Q3 2022 | 25 | $94,050,000 | +$51,805,717 | -$24,549,046 | +$27,256,671 | TIPZ, BIV, DUDE, BSV, SMMU | 13F-HR | 12 Oct 2022, 12:10 |
| Q2 2022 | 22 | $72,133,000 | +$37,767,630 | -$90,249,376 | -$52,481,746 | DUDE, NEAR, BSV, SMMU, MUNI | 13F-HR | 18 Jul 2022, 14:48 |
| Q1 2022 | 21 | $117,532,000 | +$69,171,276 | -$57,134,873 | +$12,036,403 | ANGL, DUDE, STPZ, BOND, IHF | 13F-HR | 10 May 2022, 12:26 |
| Q4 2021 | 25 | $161,027,000 | +$78,967,121 | -$45,182,073 | +$33,785,048 | ANGL, SMMU, MUNI, CIBR, XRT | 13F-HR | 21 Jan 2022, 16:38 |
| Q3 2021 | 14 | $125,644,000 | +$51,133,077 | -$55,238,532 | -$4,105,455 | ANGL, MUNI, XRT, VUG, SMMU | 13F-HR | 02 Nov 2021, 10:36 |
| Q2 2021 | 15 | $129,785,000 | +$46,036,838 | -$52,075,697 | -$6,038,859 | ANGL, MUNI, KRE, DON, SMMU | 13F-HR | 23 Jul 2021, 15:31 |
| Q1 2021 | 14 | $133,767,000 | +$64,029,587 | -$55,779,610 | +$8,249,977 | ANGL, MUNI, ARKW, EEMA, SMMU | 13F-HR | 06 May 2021, 12:21 |
| Q4 2020 | 15 | $126,423,000 | $0 | $0 | $0 | ANGL, SMH, MUNI, DON, VTWV | 13F-HR | 01 Feb 2021, 16:17 |