Signal Tree Financial Partners LLC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration: 33.92
Portfolio Stability: 8.39
Momentum/Contrarian: 100
Sector conviction: 59.89
Diversification: 94
Sizing Uniformity: 82.54

Recent moves

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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
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%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	47	$132.5M	8	1VOO 2VEA 3BINC Top holdings2026-03-31 1.VOO 2.VEA 3.BINC 4.SCHD 5.RSP 6.VB 7.VWO 8.BSV 9.VCIT 10.VTI
2025-12-31	48	$131.1M	7	1VOO 2VEA 3BINC Top holdings2025-12-31 1.VOO 2.VEA 3.BINC 4.RSP 5.VB 6.SCHD 7.VWO 8.BSV 9.VTI 10.SUB
2025-09-30	48	$126.2M	0	1VOO 2VEA 3BINC Top holdings2025-09-30 1.VOO 2.VEA 3.BINC 4.RSP 5.VB 6.BSV 7.VWO 8.SCHD 9.VTI 10.SUB
2025-06-30	48	$116.2M	0	1VOO 2VEA 3BINC Top holdings2025-06-30 1.VOO 2.VEA 3.BINC 4.RSP 5.VXF 6.BSV 7.VWO 8.FNDA 9.SUB 10.VTI
2025-03-31	42	$99.7M	0	1VOO 2VEA 3RSP Top holdings2025-03-31 1.VOO 2.VEA 3.RSP 4.BINC 5.VXF 6.FNDA 7.BSV 8.VWO 9.SCHD 10.MUB
2024-12-31	42	$85.2M	0	1VOO 2VEA 3RSP Top holdings2024-12-31 1.VOO 2.VEA 3.RSP 4.VXF 5.BSV 6.BINC 7.FNDA 8.VWO 9.MUB 10.SUB

Holding changes this quarter

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%.

Position changes disclosed by Signal Tree Financial Partners LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	SCHD	Schwab US Dvd Equity ETF	+2%	+39.06%	Add
2	VEA	Vanguard Ftse Developed ETF	+0.6%	+1.99%	Add
3	VB	Vanguard Small-cap ETF	+0.5%	+9.27%	Add
4	RSP	Invesco S&p 500 Equal Weight	+0.3%	+7.08%	Add
5	BINC	Ishares Flex I A Etf-usd INC	+0.2%	+4.58%	Add
6	SCHC	Schwab Intl Small-cap Equity	+0.1%	+1.90%	Add
7	XOM	Exxon Mobil CORP	+0.1%	-4.32%	Trim
8	VWO	Vanguard Ftse Emerging Marke	+0.1%	+2.07%	Add
9	BSV	Vanguard Short-term Bond ETF	0%	+2.81%	Add
10	VCIT	Vanguard Int-term Corporate	0%	+3.55%	Add
11	FNDA	Schwab Fndmntl US Sm Co ETF	0%	+0.06%	Add
12	VCRB	Vanguard Core Bond ETF	0%	+5.78%	Add
13	GLD	Spdr Gold Shares	0%	+9.73%	Add
14	FNDX	Schwab Fndmntl US Lrg Co ETF	0%	—	Unchanged
15	IXUS	Ishares Core Intl Stock ETF	0%	-0.43%	Trim
16	PG	Procter & Gamble Co/the	0%	+2.33%	Add
17	EQWL	Invesco S&p 100 Equal Weight	—	—	Unchanged
18	SCHV	Schwab US Large-cap Value	—	—	Unchanged
19	VT	Vanguard Tot World Stk ETF	—	+4.45%	Add
20	RPG	Invesco S&p 500 Pure Growth	—	—	Unchanged
21	BRK-B	Berkshire Hathaway Inc-cl B	0%	—	Unchanged
22	IWM	Ishares Russell 2000 ETF	0%	—	Unchanged
23	MDY	State Street Spdr S&p Midcap	0%	-1.46%	Trim
24	SPGM	State Street Spdr Portfolio	0%	-0.76%	Trim
25	VCSH	Vanguard S/t CORP Bond ETF	0%	—	Unchanged
26	GOOGL	Alphabet Inc-cl A	0%	—	Unchanged
27	ABBV	Abbvie INC	0%	-0.10%	Trim
28	VTEI	Vanguard Int Tax-exempt Bond	0%	—	Unchanged
29	LLY	Eli Lilly & Co	0%	+0.38%	Add
30	VTV	Vanguard Value ETF	0%	-4.06%	Trim
31	JPM	Jpmorgan Chase & Co	-0.1%	-13.53%	Trim
32	ABT	Abbott Laboratories	-0.1%	-0.50%	Trim
33	SCHX	Schwab US Large-cap ETF	-0.1%	-8.45%	Trim
34	VO	Vanguard Mid-cap ETF	-0.1%	-6.74%	Trim
35	VXF	Vanguard Extended Market ETF	-0.1%	+0.27%	Add
36	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.1%	-8.57%	Trim
37	AAPL	Apple INC	-0.1%	-0.37%	Trim
38	SUB	Ishares Short-term National	-0.1%	-3.00%	Trim
39	GOOG	Alphabet Inc-cl C	-0.1%	-39.43%	Trim
40	AMZN	Amazon.com INC	-0.1%	-7.57%	Trim
41	MUB	Ishares National Muni Bond E	-0.1%	-5.02%	Trim
42	MSFT	Microsoft CORP	-0.2%	-15.68%	Trim
43	VTI	Vanguard Total Stock Mkt ETF	-0.2%	-1.07%	Trim
44	VONG	Vanguard Russell 1000 Growth	-0.3%	-18.62%	Trim
45	VOO	Vanguard S&p 500 ETF	-0.7%	+2.12%	Add
46	VUSB	Vanguard Ultra Short Bond Et	-1.3%	-86.67%	Trim
47	ADP	Automatic Data Processing	—	EXIT	Sold out
48	SCHB	Schwab US Broad Market ETF	—	NEW	New buy
49	GE	General Electric	—	EXIT	Sold out

FAQ

What is Signal Tree Financial Partners LLC and what type of investor is it?

Signal Tree Financial Partners LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $132.5M, spread across 47 disclosed positions.

What are Signal Tree Financial Partners LLC's largest equity positions?

Based on the latest 13F filing, Signal Tree Financial Partners LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $24.3M (18.4%) 2. Vanguard Ftse Developed ETF (VEA) — $21.8M (16.5%) 3. Ishares Flex I A Etf-usd INC (BINC) — $11.2M (8.4%) 4. Schwab US Dvd Equity ETF (SCHD) — $7.4M (5.6%) 5. Invesco S&p 500 Equal Weight (RSP) — $7.1M (5.4%)

What changes did Signal Tree Financial Partners LLC make in its most recent portfolio filing?

In the latest reported quarter, Signal Tree Financial Partners LLC made 40 notable position adjustments: 1 new positions were initiated, 17 existing holdings were added to, 20 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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%

What sectors does Signal Tree Financial Partners LLC focus on?

Signal Tree Financial Partners LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.6% • Health Care: 18.2% • Consumer Discretionary: 15.8% • Communication Services: 10.4% • Financials: 10.2% • Energy: 7.1%