CIK: 0002069337
Total reported value
$132.5M
Reporting period: 2026-03-31 · Number of holdings: 47
SIGNAL TREE FINANCIAL PARTNERS LLC disclosed 47 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $132.5M and a quarterly turnover rate of 8.4%.
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Signal Tree Financial Partners LLC's disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 47 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.75), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.2 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 4% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Add SCHD
+39.1% $2.6M
Trim VUSB
-86.7% -$1.7M
Trim VOO
+2.1% -$675.5K
Add VEA
+2.0% $963.8K
Add VB
+9.3% $677.8K
Add RSP
+7.1% $482.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.37% | -0.70% | +2.12% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 16.49% | +0.56% | +1.99% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 8.43% | +0.16% | +4.58% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.60% | +1.96% | +39.06% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.37% | +0.31% | +7.08% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.19% | +0.47% | +9.27% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.43% | +0.05% | +2.07% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.20% | +0.04% | +2.81% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.78% | +0.04% | +3.55% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.76% | -0.18% | -1.07% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.69% | -0.11% | -3.00% | |
| 12 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 2.53% | +0.09% | +1.90% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 2.16% | -0.05% | +0.27% | |
| 14 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 2.06% | +0.02% | — | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.02% | +0.02% | -0.43% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.83% | -0.13% | -5.02% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.66% | +0.03% | +0.06% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | -0.04% | -4.06% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | -0.01% | — | |
| 20 | AAPL | Apple INC | Stock-Tech | 1.04% | -0.09% | -0.37% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.00% | -0.01% | -1.46% | |
| 22 | VCRB | Vanguard Core Bond ETF | ETF-Other | 0.97% | +0.03% | +5.78% | |
| 23 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.78% | -0.30% | -18.62% | |
| 24 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.69% | -0.02% | — | |
| 25 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.63% | -0.13% | -7.57% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | -0.09% | -8.57% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | -0.05% | -6.74% | |
| 28 | ABBV | Abbvie INC | Stock-Healthcare | 0.35% | -0.02% | -0.10% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.31% | -0.05% | -8.45% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.17% | -15.68% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | +0.07% | -4.32% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | -0.02% | — | |
| 33 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 0.24% | — | — | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.22% | +0.03% | +9.73% | |
| 35 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.22% | -0.01% | -0.76% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.21% | — | +4.45% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.20% | -0.05% | -0.50% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | -0.05% | -13.53% | |
| 40 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.19% | -1.26% | -86.67% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | +0.01% | +2.33% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.18% | -0.03% | +0.38% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.18% | +0.18% | NEW | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.17% | — | — | |
| 45 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.17% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.17% | -0.13% | -39.43% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | -0.01% | — |
Performance for Q3 2026
+2.9%
Performance Last 4 Quarters
+19.2%
Signal Tree Financial Partners LLC's most significant position changes for 2026-03-31: Sold out: Automatic Data Processing (ADP); New buy: Schwab US Broad Market ETF (SCHB); Sold out: General Electric (GE); Add: Schwab US Dvd Equity ETF (SCHD) — shares +39.06%; Trim: Vanguard Ultra Short Bond Et (VUSB) — shares -86.67%.
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-15 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-15 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-07-16 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-07-16 | 13F-HR | View on EDGAR |
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