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, VB, SCHD, and represent 54.67% of Signal Tree Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: VOO, VEA, BINC, VO, VB, SCHD, GE, VCIT, GEV, SCHA.
  • Started 7 new stock positions in SPY, HD, GE, SCHA, CHD, ADP, GEV.
  • Reduced shares in these 10 stocks: , VXF, AMZN, VONG, VTV, SUB, SPYM, VTI, IWM, BRK.B.
  • Sold out of its position in VCSH.
  • Signal Tree Financial Partners was a net buyer of stock by $6.1M.
  • Signal Tree Financial Partners has $151M in assets under management (AUM), dropping by 13.89%.
  • Central Index Key (CIK): 0002069337

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Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 53 positions in its portfolio as reported in the June 2026 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) 19.2 $29M +3% 42k 686.81
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 16.6 $25M +3% 351k 71.25
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 7.9 $12M +6% 228k 52.34
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Vanguard Index Fds Small Cp Etf (VB) 5.6 $8.4M +5% 28k 303.12
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Schwab Strategic Tr Us Dividend Eq (SCHD) 5.4 $8.1M +5% 255k 31.71
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.3 $8.1M +2% 38k 212.77
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $5.1M +2% 86k 59.69
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.9 $4.4M +5% 57k 77.91
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Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $4.2M 11k 370.04
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $3.9M +6% 48k 82.65
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.3 $3.5M 33k 106.47
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.3 $3.5M 73k 48.12
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Vanguard Index Fds Extend Mkt Etf (VXF) 2.2 $3.3M -3% 13k 246.22
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Schwab Strategic Tr Fundamental Us L (FNDX) 2.0 $3.1M 98k 31.10
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Ishares Tr Core Msci Total (IXUS) 1.9 $2.9M 31k 95.44
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Schwab Strategic Tr Fundamental Us S (FNDA) 1.7 $2.6M 69k 38.06
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Ishares Tr National Mun Etf (MUB) 1.6 $2.5M 23k 107.62
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Vanguard Index Fds Value Etf (VTV) 1.6 $2.4M 11k 217.93
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Ishares Tr Russell 2000 Etf (IWM) 1.3 $1.9M 6.3k 300.45
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Apple (AAPL) 1.0 $1.6M 5.4k 289.38
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.0 $1.5M 2.2k 703.34
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.9 $1.4M +10% 18k 77.23
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $1.2M -2% 9.2k 127.81
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.6 $928k 9.2k 100.97
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Amazon (AMZN) 0.6 $911k -4% 3.8k 238.34
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $870k +333% 11k 80.57
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Spdr Series Trust St Str P500etf (SPYM) 0.5 $823k -3% 9.4k 87.88
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Abbvie (ABBV) 0.4 $530k 2.1k 251.58
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $471k 16k 29.43
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Microsoft Corporation (MSFT) 0.3 $460k +13% 1.2k 373.11
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $436k +6% 1.2k 357.37
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.2 $350k 2.7k 129.02
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Spdr Index Shs Fds St Str Msci Glb (SPGM) 0.2 $330k 3.8k 85.67
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $317k 2.0k 156.93
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $316k +16% 11k 28.96
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Eli Lilly & Co. (LLY) 0.2 $315k 262.00 1200.78
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $307k 4.8k 63.85
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Exxon Mobil Corporation (XOM) 0.2 $303k 2.2k 136.72
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JPMorgan Chase & Co. (JPM) 0.2 $289k 882.00 327.33
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $282k -3% 564.00 500.39
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Alphabet Cap Stk Cl C (GOOG) 0.2 $271k 768.00 353.33
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $264k 7.6k 34.81
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $262k +3% 5.3k 49.78
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Ge Aerospace Com New (GE) 0.2 $258k NEW 691.00 373.48
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Spdr Gold Tr Gold Shs (GLD) 0.2 $253k 688.00 368.38
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Procter & Gamble Company (PG) 0.2 $243k -3% 1.7k 146.60
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Abbott Laboratories (ABT) 0.2 $236k 2.6k 90.73
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Ge Vernova (GEV) 0.2 $236k NEW 201.00 1174.86
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $223k NEW 6.2k 36.13
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $210k NEW 281.00 746.77
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Automatic Data Processing (ADP) 0.1 $208k NEW 927.00 223.95
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Church & Dwight (CHD) 0.1 $203k NEW 2.1k 96.88
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Home Depot (HD) 0.1 $203k NEW 575.00 352.68
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Past Filings by Signal Tree Financial Partners

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