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, SCHD, RSP, and represent 54.26% of Signal Tree Financial Partners's stock portfolio.
  • Added to shares of these 10 stocks: SCHD, VB, VOO, BINC, RSP, VEA, SCHB, VCIT, BSV, VWO.
  • Started 1 new stock position in SCHB.
  • Reduced shares in these 10 stocks: VUSB, ADP, VONG, GE, GOOG, MUB, SUB, VTV, MSFT, SPYM.
  • Sold out of its positions in ADP, GE.
  • Signal Tree Financial Partners was a net buyer of stock by $2.1M.
  • Signal Tree Financial Partners has $133M in assets under management (AUM), dropping by 1.02%.
  • Central Index Key (CIK): 0002069337

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Portfolio Holdings for Signal Tree Financial Partners

Signal Tree Financial Partners holds 47 positions in its portfolio as reported in the March 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) 18.4 $24M +2% 41k 597.55
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 16.5 $22M 341k 64.08
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 8.4 $11M +4% 215k 51.93
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Schwab Strategic Tr Us Dividend Eq (SCHD) 5.6 $7.4M +39% 242k 30.68
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.4 $7.1M +7% 37k 191.92
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Vanguard Index Fds Small Cp Etf (VB) 5.2 $6.9M +9% 26k 261.92
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.4 $4.5M +2% 84k 54.05
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.2 $4.2M +2% 54k 78.41
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $3.7M +3% 45k 82.75
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Vanguard Index Fds Total Stk Mkt (VTI) 2.8 $3.7M 11k 320.81
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Ishares Tr Shrt Nat Mun Etf (SUB) 2.7 $3.6M -3% 33k 106.50
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Schwab Strategic Tr Intl Sceqt Etf (SCHC) 2.5 $3.4M 72k 46.74
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Vanguard Index Fds Extend Mkt Etf (VXF) 2.2 $2.9M 14k 205.81
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Schwab Strategic Tr Fundamental Us L (FNDX) 2.1 $2.7M 98k 27.85
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Ishares Tr Core Msci Total (IXUS) 2.0 $2.7M 31k 86.64
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Ishares Tr National Mun Etf (MUB) 1.8 $2.4M -5% 23k 106.15
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Schwab Strategic Tr Fundamental Us S (FNDA) 1.7 $2.2M 68k 32.43
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Vanguard Index Fds Value Etf (VTV) 1.6 $2.2M -4% 11k 196.20
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Ishares Tr Russell 2000 Etf (IWM) 1.2 $1.6M 6.4k 248.00
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Apple (AAPL) 1.0 $1.4M 5.4k 253.81
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.0 $1.3M 2.2k 616.76
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Vanguard Malvern Fds Core Bd Etf (VCRB) 1.0 $1.3M +5% 17k 77.38
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $1.0M -18% 9.5k 109.69
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.7 $918k 9.2k 99.94
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Amazon (AMZN) 0.6 $834k -7% 4.0k 208.27
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Spdr Series Trust State Street Spd (SPYM) 0.6 $741k -8% 9.7k 76.54
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $715k -6% 2.5k 287.18
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Abbvie (ABBV) 0.3 $457k 2.1k 217.44
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $410k -8% 16k 25.64
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Microsoft Corporation (MSFT) 0.3 $404k -15% 1.1k 370.17
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Exxon Mobil Corporation (XOM) 0.3 $376k -4% 2.2k 169.66
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $329k 1.1k 287.56
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Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.2 $312k 2.7k 115.24
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Spdr Gold Tr Gold Shs (GLD) 0.2 $296k +9% 688.00 430.29
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Spdr Index Shs Fds State Street Spd (SPGM) 0.2 $296k 3.9k 75.71
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $280k 584.00 479.20
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $276k +4% 2.0k 138.29
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Abbott Laboratories (ABT) 0.2 $266k 2.6k 102.65
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JPMorgan Chase & Co. (JPM) 0.2 $259k -13% 882.00 294.16
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 0.2 $254k -86% 5.1k 49.79
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Procter & Gamble Company (PG) 0.2 $248k +2% 1.7k 144.40
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Eli Lilly & Co. (LLY) 0.2 $241k 262.00 920.81
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $234k NEW 9.3k 25.10
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $232k 7.6k 30.50
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $225k 4.8k 46.74
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Alphabet Cap Stk Cl C (GOOG) 0.2 $220k -39% 768.00 286.86
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $205k 2.6k 79.27
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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