SIGNAL TREE FINANCIAL PARTNERS LLC

CIK 0002069337 · COPLEY, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

SIGNAL TREE FINANCIAL PARTNERS LLC reported 53 positions worth $150.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VOO (19.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$150.9M
2026 Q2
Positions
53
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.7%
Est. Net Flow (Q)
2026 Q2
10 / 53 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$29.0M19.24%42,269
2VEAVANGUARD TAX-MANAGED FDSSH$25.0M16.59%351,380
3BINCBLACKROCK ETF TRUST IISH$11.9M7.90%227,864
4VBVANGUARD INDEX FDSSH$8.4M5.57%27,713
5SCHDSCHWAB STRATEGIC TRSH$8.1M5.36%255,265
6RSPINVESCO EXCHANGE TRADED FD TSH$8.1M5.35%37,922
7VWOVANGUARD INTL EQUITY INDEX FSH$5.1M3.40%85,839
8BSVVANGUARD BD INDEX FDSSH$4.4M2.94%56,873
9VTIVANGUARD INDEX FDSSH$4.2M2.77%11,305
10VCITVANGUARD SCOTTSDALE FDSSH$3.9M2.61%47,588

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SIGNAL TREE FINANCIAL PARTNERS LLC hold as of Q2 2026?

SIGNAL TREE FINANCIAL PARTNERS LLC reported 53 positions worth $150.9M in its Q2 2026 13F filing. Largest positions: VOO (19.2%), VEA (16.6%), BINC (7.9%), VB (5.6%) and SCHD (5.4%).

What did SIGNAL TREE FINANCIAL PARTNERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SIGNAL TREE FINANCIAL PARTNERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.