Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

⏳

Showing Q4 2024 data

SignalPoint Asset Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

SignalPoint Asset Management, LLC

•CIK: 1566414•Filing: Q4 2024

**SignalPoint Asset Management, LLC** manages $411M across a diversified portfolio of 253 positions. The fund exhibits significant concentration in technology and growth names, highlighted by a $60.1M holding in ORLY and a $42.5M position in AAPL. Further notable allocations include substantial exposure to broad market indices via VOO ($21.3M) and VTI ($9.9M), alongside key tech names like MSFT ($8.4M) and NVDA ($7.7M). This structure suggests a conviction-driven approach blending high-conviction single stocks with core market exposure.

Total AUM

$410.7M

QoQ Performance

-4.1%

Positions

146

Top 10 Concentration

46.2%

Latest Filing

Q4 2024

Top Holdings Allocation

ORLY

AAPL

VOO

ORLY14.6%

AAPL10.4%

VOO5.2%

VEA2.5%

VTI2.4%

WMT2.1%

MSFT2.1%

RSPT2.0%

📈 Biggest Buys

VANGUARD INDEX FDS

+38.6%

5.2% of portfolio

VANGUARD TAX-MANAGED FDS

+48.6%

2.5% of portfolio

VANGUARD BD INDEX FDS

+59.5%

1.4% of portfolio

VANGUARD CHARLOTTE FDS

+48.6%

1.5% of portfolio

VANGUARD INTL EQUITY INDEX F

+48.9%

0.9% of portfolio

📉 Biggest Sells

MICROSOFT CORP

-72.0%

2.1% of portfolio

FIRST TR VALUE LINE DIVID IN

-75.9%

0.1% of portfolio

INVESCO EXCHANGE TRADED FD T

-5.8%

2.0% of portfolio

APPLE INC

-1.1%

10.4% of portfolio

ISHARES TR

-26.4%

0.3% of portfolio

Sector Breakdown

Other61.0%

Technology19.1%

ETF5.9%

Consumer5.8%

Financial2.9%

Healthcare1.7%

Energy1.3%

Industrial1.0%

🚪 Exited Positionssold since Q3 2024

FIRST TR EXCHNG TRADED FD VI

SOLD

$2.7M

FIRST TR EXCHANGE-TRADED FD

SOLD

$2.1M

FIRST TR LRG CP VL ALPHADEX

SOLD

$1.3M

FIRST TR EXCH TRD ALPHDX FD

SOLD

$1.2M

FIRST TR EXCHANGE-TRADED FD

SOLD

$1.1M

+68 more exited positions

Changes from Q3 2024

NEW5 new positions

↑64 increased

↓111 decreased

Historical Filings

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

OREILLY AUTOMOTIVE INC

VANGUARD INDEX FDS

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

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