Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Signal Tree Financial Partners

Latest statistics and disclosures from Signal Tree Financial Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, VEA, BINC, RSP, VB, and represent 51.45% of Signal Tree Financial Partners's stock portfolio.
Added to shares of these 10 stocks: VB (+$5.2M), SCHD, BINC, VO, VEA, VOO, RSP, GLD, GE, BSV.
Started 3 new stock positions in GLD, VO, GE.
Reduced shares in these 10 stocks: VXF, FNDA, SCHC, VWO, , CHD, NFLX, VCRB, MSFT, VUSB.
Sold out of its positions in CHD, NFLX, VCSH.
Signal Tree Financial Partners was a net buyer of stock by $3.0M.
Signal Tree Financial Partners has $126M in assets under management (AUM), dropping by 8.64%.
Central Index Key (CIK): 0002069337

Tip: Access up to 7 years of quarterly data

Positions held by Signal Tree Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	19.3	$24M		40k	614.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	15.6	$20M	+2%	326k	60.37	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	7.0	$8.8M	+9%	166k	53.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.1	$6.4M	+4%	34k	190.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	4.6	$5.8M	+851%	23k	254.96	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.2	$5.3M	+2%	67k	78.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.5	$4.4M	-5%	81k	54.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.4	$4.3M	+33%	158k	27.53	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$3.8M		12k	329.31	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	2.9	$3.6M	+3%	34k	106.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.7	$3.4M	+2%	41k	84.07	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	2.5	$3.2M	-9%	69k	45.64	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.3	$2.9M	-50%	14k	210.02	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	2.1	$2.6M		98k	26.42	View chart
Ishares Tr Core Msci Total (IXUS)	2.0	$2.6M		31k	83.16	View chart
Ishares Tr National Mun Etf (MUB)	1.9	$2.4M	+2%	22k	106.39	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$2.1M		12k	186.87	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.7	$2.1M	-53%	67k	31.26	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	1.4	$1.8M		36k	49.82	View chart
Apple (AAPL)	1.2	$1.6M		6.2k	255.47	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$1.6M		6.4k	242.49	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	1.1	$1.4M		12k	121.22	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.0	$1.3M		2.2k	597.97	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.9	$1.1M	-7%	15k	78.32	View chart
Amazon (AMZN)	0.9	$1.1M		5.0k	220.63	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.7	$835k		11k	78.63	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.7	$828k		8.3k	100.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$758k	NEW	2.6k	293.46	View chart
Microsoft Corporation (MSFT)	0.5	$674k	-5%	1.3k	519.71	View chart
Abbvie (ABBV)	0.4	$536k		2.2k	244.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$454k		17k	26.44	View chart
Abbott Laboratories (ABT)	0.3	$348k		2.6k	133.45	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$347k		696.00	498.20	View chart
JPMorgan Chase & Co. (JPM)	0.3	$333k		1.1k	310.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$324k		1.3k	245.54	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$312k		2.7k	115.13	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.2	$295k	-2%	3.9k	75.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$280k		1.1k	244.90	View chart
Automatic Data Processing (ADP)	0.2	$270k		927.00	291.61	View chart
Procter & Gamble Company (PG)	0.2	$263k		1.7k	153.14	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$252k	-7%	1.8k	138.53	View chart
Exxon Mobil Corporation (XOM)	0.2	$249k		2.2k	111.99	View chart
Home Depot (HD)	0.2	$230k		580.00	397.02	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.2	$230k		4.8k	47.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$223k	NEW	627.00	356.03	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$222k		7.6k	29.17	View chart
Ge Aerospace Com New (GE)	0.2	$215k	NEW	716.00	300.68	View chart
Eli Lilly & Co. (LLY)	0.2	$215k		260.00	826.36	View chart

Past Filings by Signal Tree Financial Partners

SEC 13F filings are viewable for Signal Tree Financial Partners going back to 2025

Signal Tree Financial Partners 2025 Q3 filed Nov. 14, 2025
Signal Tree Financial Partners 2025 Q1 filed July 16, 2025
Signal Tree Financial Partners 2024 Q4 filed July 16, 2025
Signal Tree Financial Partners 2025 Q2 filed July 15, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z