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 53.05% of Signal Tree Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: BINC, VEA, SCHD, VB, VOO, RSP, VCSH, MUB, VCIT, VUSB.
  • Started 1 new stock position in VCSH.
  • Reduced shares in these 10 stocks: BSV, HD, AAPL, AMZN, BRK.B, ABBV, JPM, GOOG, VTI, VONG.
  • Sold out of its position in HD.
  • Signal Tree Financial Partners was a net buyer of stock by $3.2M.
  • Signal Tree Financial Partners has $131M in assets under management (AUM), dropping by 3.91%.
  • Central Index Key (CIK): 0002069337

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Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 48 positions in its portfolio as reported in the December 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) 19.1 $25M 40k 627.13
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.9 $21M +2% 334k 62.47
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 8.3 $11M +23% 206k 52.77
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.1 $6.6M +3% 35k 191.56
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Vanguard Index Fds Small Cp Etf (VB) 4.7 $6.2M +6% 24k 257.95
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Schwab Strategic Tr Us Dividend Eq (SCHD) 3.6 $4.8M +10% 174k 27.43
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $4.4M +2% 82k 53.76
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $4.1M -21% 53k 78.81
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Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $3.9M 12k 335.27
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.8 $3.7M 35k 106.70
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $3.6M +5% 43k 83.75
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.4 $3.2M 70k 45.53
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Vanguard Index Fds Extend Mkt Etf (VXF) 2.2 $2.9M 14k 209.13
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Schwab Strategic Tr Fundamental Us L (FNDX) 2.0 $2.7M 98k 27.21
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Ishares Tr Core Msci Total (IXUS) 2.0 $2.6M 31k 84.64
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Ishares Tr National Mun Etf (MUB) 2.0 $2.6M +7% 24k 107.11
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Vanguard Index Fds Value Etf (VTV) 1.7 $2.2M 12k 190.99
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Schwab Strategic Tr Fundamental Us S (FNDA) 1.6 $2.1M 68k 31.51
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 1.5 $1.9M +5% 38k 49.84
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Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.6M 6.4k 246.16
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Apple (AAPL) 1.1 $1.5M -11% 5.4k 271.88
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.1 $1.4M 12k 121.75
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.0 $1.3M 2.2k 603.28
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.9 $1.2M +7% 16k 77.89
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Amazon (AMZN) 0.8 $1.0M -13% 4.3k 230.82
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.7 $927k +11% 9.2k 100.83
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Spdr Series Trust State Street Spd (SPYM) 0.6 $850k 11k 80.22
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $775k +3% 2.7k 290.22
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Microsoft Corporation (MSFT) 0.5 $626k 1.3k 483.62
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Abbvie (ABBV) 0.4 $481k -4% 2.1k 228.44
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.4 $470k 18k 26.91
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Alphabet Cap Stk Cl C (GOOG) 0.3 $398k -3% 1.3k 313.80
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $358k 1.1k 313.00
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JPMorgan Chase & Co. (JPM) 0.3 $329k -4% 1.0k 322.22
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Abbott Laboratories (ABT) 0.2 $326k 2.6k 125.27
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.2 $320k 2.7k 118.16
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.2 $302k 3.9k 76.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $294k -16% 584.00 502.65
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Eli Lilly & Co. (LLY) 0.2 $281k 261.00 1075.90
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Exxon Mobil Corporation (XOM) 0.2 $279k +4% 2.3k 120.34
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $270k +5% 1.9k 141.03
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Spdr Gold Tr Gold Shs (GLD) 0.2 $249k 627.00 396.31
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Procter & Gamble Company (PG) 0.2 $240k -2% 1.7k 143.27
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Automatic Data Processing (ADP) 0.2 $239k 927.00 257.23
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $225k 7.6k 29.61
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $224k 4.8k 46.67
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Ge Aerospace Com New (GE) 0.2 $220k 716.00 307.83
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $206k NEW 2.6k 79.73
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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