§ 13F · FUND PROFILE
SIGNAL TREE FINANCIAL PARTNERS LLC.
AUM · $151M (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 42K | $29M | 19.2% | +4% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 351K | $25M | 16.6% | +3% |
| 3 | BINC | BLACKROCK ETF TRUST II | 228K | $12M | 7.9% | +6% |
| 4 | VB | VANGUARD INDEX FDS | 28K | $8M | 5.6% | +6% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 255K | $8M | 5.4% | +6% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 38K | $8M | 5.3% | +2% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 86K | $5M | 3.4% | +2% |
| 8 | BSV | VANGUARD BD INDEX FDS | 57K | $4M | 2.9% | +5% |
| 9 | VTI | VANGUARD INDEX FDS | 11K | $4M | 2.8% | −1% |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | 48K | $4M | 2.6% | +7% |
§ 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 $151 million in assets. The fund runs a portfolio of 53 positions.
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