Q2 2026 13F · SEC CIK 2069337

Signal Tree Financial Partners LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $150.9M
Reported positions: 53
Holdings vs S&P 500, 3 yrs: —
Assets under management: $213.4M

Signal Tree Financial Partners LLC is a wealth manager that reported 53 positions worth $150.9M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Vanguard Index Fds (VOO, 19.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 16.6%), Blackrock ETF Trust II (BINC, 7.9%).

Signal Tree Financial Partners LLC holdings largest 50 of 53 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Signal Tree Financial Partners LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	19.2%	18.4%	42,269	+3.8%	$29.0M
VEAVanguard Ftse Developed Markets Index Fu	16.6%	16.5%	351,380	+3.1%	$25.0M
BINCBlackrock ETF Trust II	7.9%	8.4%	227,864	+6.0%	$11.9M
VBVanguard Index Fds	5.6%	5.2%	27,713	+5.7%	$8.4M
SCHDSchwab Strategic Tr	5.4%	5.6%	255,265	+5.6%	$8.1M
RSPInvesco Exchange Traded Fd T	5.3%	5.4%	37,922	+2.2%	$8.1M
VWOVanguard Intl Equity Index F	3.4%	3.4%	85,839	+2.1%	$5.1M
BSVVanguard Bd Index Fds	2.9%	3.2%	56,873	+5.2%	$4.4M
VTIVanguard Index Fds	2.8%	2.8%	11,305	-0.7%	$4.2M
VCITVanguard Scottsdale Fds	2.6%	2.8%	47,588	+7.0%	$3.9M
SUBIshares Tr	2.3%	2.7%	33,165	-0.8%	$3.5M
SCHCSchwab Strategic Tr	2.3%	2.5%	72,972	+1.7%	$3.5M
VXFVanguard Index Fds	2.2%	2.2%	13,385	-3.6%	$3.3M
FNDXSchwab Strategic Tr	2.0%	2.1%	98,187	+0.0%	$3.1M
IXUSIshares Tr	1.9%	2.0%	30,753	-0.2%	$2.9M
FNDASchwab Strategic Tr	1.7%	1.7%	68,812	+1.4%	$2.6M
MUBIshares Tr	1.6%	1.8%	22,815	+0.0%	$2.5M
VTVVanguard Index Fds	1.6%	1.6%	10,857	-1.3%	$2.4M
IWMIshares Tr	1.3%	1.2%	6,347	-1.2%	$1.9M
AAPLApple Inc	1.0%	1.0%	5,416	+0.0%	$1.6M
MDYState Str Spdr S&p Midcap 40	1.0%	1.0%	2,155	-0.1%	$1.5M
VCRBVanguard Malvern Fds	0.9%	1.0%	18,343	+10.0%	$1.4M
VONGVanguard Scottsdale Fds	0.8%	0.8%	9,195	-2.7%	$1.2M
VTEIVanguard Mun Bd Fds	0.6%	0.7%	9,189	+0.0%	$928K
AMZNAmazon Com Inc	0.6%	0.6%	3,823	-4.5%	$911K
VOVanguard Index Fds	0.6%	0.5%	10,802	+334.0%	$870K
SPLGSpdr Series Trust	0.5%	0.6%	9,362	-3.3%	$823K
ABBVAbbvie Inc	0.4%	0.3%	2,105	+0.1%	$530K
SCHXSchwab Strategic Tr	0.3%	0.3%	15,999	+0.0%	$471K
MSFTMicrosoft Corp	0.3%	0.3%	1,234	+13.0%	$460K
GOOGLAlphabet Inc	0.3%	0.2%	1,219	+6.6%	$436K
EQWLInvesco Exchange Traded Fd T	0.2%	0.2%	2,710	+0.0%	$350K
SPGMSpdr Index Shs Fds	0.2%	0.2%	3,849	-1.4%	$330K
VTVanguard Intl Equity Index F	0.2%	0.2%	2,017	+1.1%	$317K
SCHBSchwab Strategic Tr	0.2%	0.2%	10,900	+16.8%	$316K
LLYEli Lilly & Co	0.2%	0.2%	262	+0.0%	$315K
RPGInvesco Exchange Traded Fd T	0.2%	0.2%	4,805	+0.0%	$307K
XOMExxon Mobil Corp	0.2%	0.3%	2,216	+0.0%	$303K
JPMJpmorgan Chase & Co	0.2%	0.2%	882	+0.0%	$289K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	564	-3.4%	$282K
GOOGAlphabet Inc	0.2%	0.2%	768	+0.0%	$271K
SCHVSchwab Strategic Tr	0.2%	0.2%	7,593	+0.0%	$264K
VUSBVanguard Bd Index Fds	0.2%	0.2%	5,257	+3.2%	$262K
GEGe Aerospace	0.2%	New	691	—	$258K
GLDSpdr Gold Tr	0.2%	0.2%	688	+0.0%	$253K
PGProcter & Gamble Co	0.2%	0.2%	1,660	-3.3%	$243K
ABTAbbott Laboratories	0.2%	0.2%	2,603	+0.5%	$236K
GEVGe Vernova Inc	0.2%	New	201	—	$236K
SCHASchwab Strategic Tr	0.1%	New	6,182	—	$223K
SPYState Str Spdr S&p 500 ETF T	0.1%	New	281	—	$210K

What Signal Tree Financial Partners LLC bought and sold in Q2 2026, against Q1 2026.

New positions

GE Ge Aerospace0.2% of 13F
GEV Ge Vernova Inc0.2% of 13F
SCHA Schwab Strategic Tr0.1% of 13F
SPY State Str Spdr S&p 500 ETF T0.1% of 13F

Added to

VO Vanguard Index Fds+334.0% shares
SCHB Schwab Strategic Tr+16.8% shares
MSFT Microsoft Corp+13.0% shares
VCRB Vanguard Malvern Fds+10.0% shares
VCIT Vanguard Scottsdale Fds+7.0% shares
GOOGL Alphabet Inc+6.6% shares
BINC Blackrock ETF Trust II+6.0% shares
VB Vanguard Index Fds+5.7% shares

Reduced

No position shrank by more than 5%.

Left the top 50

VCSH Vanguard Scottsdale Fdswas 0.2%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$150.9M	53
Q1 2026	$132.5M	47
Q4 2025	$131.1M	48
Q3 2025	$126.2M	48
Q2 2025	$116.2M	48
Q1 2025	$99.7M	42

Questions about Signal Tree Financial Partners LLC's portfolio

What stocks does Signal Tree Financial Partners LLC own?

Signal Tree Financial Partners LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 53 positions worth $150.9M. The largest are Vanguard Index Fds (VOO) at 19.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 16.6%, Blackrock ETF Trust II (BINC) at 7.9%, Vanguard Index Fds (VB) at 5.6% and Schwab Strategic Tr (SCHD) at 5.4%.

What did Signal Tree Financial Partners LLC buy last quarter?

In Q2 2026, Signal Tree Financial Partners LLC added a new position in Ge Aerospace (GE), a new position in Ge Vernova Inc (GEV), a new position in Schwab Strategic Tr (SCHA), a new position in State Str Spdr S&p 500 ETF T (SPY), Vanguard Index Fds (VO) (+334.0% shares), Schwab Strategic Tr (SCHB) (+16.8% shares) and Microsoft Corp (MSFT) (+13.0% shares), compared with its Q1 2026 filing.

What did Signal Tree Financial Partners LLC sell last quarter?

In Q2 2026, Signal Tree Financial Partners LLC cut from its top 50 Vanguard Scottsdale Fds (VCSH), compared with its Q1 2026 filing.

When is Signal Tree Financial Partners LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Signal Tree Financial Partners LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Signal Tree Financial Partners LLC manage?

Signal Tree Financial Partners LLC reported $213.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $150.9M.