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 S&p 500 ETF (VOO, 19.2%), Vanguard Tax-Managed Fds (VEA, 16.6%), Ishares Flexible Income Active ETF (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 S&p 500 ETF	19.2%	18.4%	42,269	+3.8%	$29.0M
VEAVanguard Tax-Managed Fds	16.6%	16.5%	351,380	+3.1%	$25.0M
BINCIshares Flexible Income Active ETF	7.9%	8.4%	227,864	+6.0%	$11.9M
VBVanguard Indx Fd	5.6%	5.2%	27,713	+5.7%	$8.4M
SCHDSchwab Strategic Tr	5.4%	5.6%	255,265	+5.6%	$8.1M
RSPInvesco S&p 500 Equal Weight ETF	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 Vanguard Short Ter	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 Core Msci Total International St	1.9%	2.0%	30,753	-0.2%	$2.9M
FNDASchwab Strategic Tr	1.7%	1.7%	68,812	+1.4%	$2.6M
MUBIshares National Muni Bond ETF	1.6%	1.8%	22,815	+0.0%	$2.5M
VTVVanguard Value ETF	1.6%	1.6%	10,857	-1.3%	$2.4M
IWMIshares	1.3%	1.2%	6,347	-1.2%	$1.9M
AAPLApple Inc	1.0%	1.0%	5,416	+0.0%	$1.6M
MDYState Street Spdr S&p Midcap 400 ETF Tru	1.0%	1.0%	2,155	-0.1%	$1.5M
VCRBVanguard Malvern Fds	0.9%	1.0%	18,343	+10.0%	$1.4M
VONGVanguard Russell 1000 Growth ETF	0.8%	0.8%	9,195	-2.7%	$1.2M
VTEIVanguard	0.6%	0.7%	9,189	+0.0%	$928K
AMZNAmazon Com Inc Com	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 Stratgc 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 Total World Stock Index Fund Et	0.2%	0.2%	2,017	+1.1%	$317K
SCHBSchwb US Broad	0.2%	0.2%	10,900	+16.8%	$316K
LLYLilly Eli & 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 Shares	0.2%	0.2%	688	+0.0%	$253K
PGProcter & Gamble Co Com	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 U.s. Small-Cap ETF	0.1%	New	6,182	—	$223K
SPYSpdr S&p 500 ETF Tr	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 U.s. Small-Cap ETF0.1% of 13F
SPY Spdr S&p 500 ETF Tr0.1% of 13F

Added to

VO Vanguard Index Fds+334.0% shares
SCHB Schwb US Broad+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 Ishares Flexible Income Active ETF+6.0% shares
VB Vanguard Indx Fd+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 and rebuilt each quarter on the day the filing became public. 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 S&p 500 ETF (VOO) at 19.2%, Vanguard Tax-Managed Fds (VEA) at 16.6%, Ishares Flexible Income Active ETF (BINC) at 7.9%, Vanguard Indx Fd (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 U.s. Small-Cap ETF (SCHA), a new position in Spdr S&p 500 ETF Tr (SPY), Vanguard Index Fds (VO) (+334.0% shares), Schwb US Broad (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.