§ 13F · FUND PROFILE
SIGNAL TREE FINANCIAL PARTNERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116M (13F)Positions · 48Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$234K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 41K | $24M | 18.4% | +2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 341K | $22M | 16.5% | +2% |
| 3 | BINC | BLACKROCK ETF TRUST II | 215K | $11M | 8.4% | +5% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 242K | $7M | 5.6% | +39% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 37K | $7M | 5.4% | +7% |
| 6 | VB | VANGUARD INDEX FDS | 26K | $7M | 5.2% | +9% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 84K | $5M | 3.4% | +2% |
| 8 | BSV | VANGUARD BD INDEX FDS | 54K | $4M | 3.2% | +3% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 44K | $4M | 2.8% | +4% |
| 10 | VTI | VANGUARD INDEX FDS | 11K | $4M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SIGNAL SIGNAL
AC read
SIGNAL TREE FINANCIAL PARTNERS LLC is a Other fund managing $116 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed