Signal Tree Financial Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Signal Tree Financial Partners LLC reported 53 stock positions worth $150.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 16.6%) and iShares Flex I A ETF-Usd (BINC, 7.9%). Compared with Q1 2026, it opened 7 new positions, sold out of 1, added to 20 and reduced 13. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +4%) and the biggest sale iShares Short-Term National (SUB, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $150.9M (Q2 2026)
- SEC Filing
- 0001951757-26-001268 ↗ filed Aug 14, 2026
Holdings Value
Holdings 53 stocks · $150.9M
| VOO Vanguard S&P 500 ETF | 19.24% | 42,269 | $29.0M | Add +3.8% |
| VEA Vanguard Ftse Developed ETF | 16.59% | 351,380 | $25.0M | Add +3.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.90% | 227,864 | $11.9M | Add +6.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.57% | 27,713 | $8.4M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 5.36% | 255,265 | $8.1M | Add +5.6% |
| RSP Invesco S&P 500 Equal Weight | 5.35% | 37,922 | $8.1M | Add +2.2% |
| VWO Vanguard Ftse Emerging Marke | 3.40% | 85,839 | $5.1M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 2.94% | 56,873 | $4.4M | Add +5.2% |
| VTI VG Morningstar TS MKT ETF-US | 2.77% | 11,305 | $4.2M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 2.61% | 47,588 | $3.9M | Add +7.0% |
| SUB iShares Short-Term National | 2.34% | 33,165 | $3.5M | Reduce -0.8% |
| SCHC Schwab Intl Small-Cap Equity | 2.33% | 72,972 | $3.5M | Add +1.7% |
| VXF Vanguard Extended Market ETF | 2.18% | 13,385 | $3.3M | Reduce -3.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.02% | 98,187 | $3.1M | No change |
| IXUS iShares Core Intl Stock ETF | 1.95% | 30,753 | $2.9M | Reduce -0.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.74% | 68,812 | $2.6M | Add +1.4% |
| MUB iShares National Muni Bond E | 1.63% | 22,815 | $2.5M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.57% | 10,857 | $2.4M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 1.26% | 6,347 | $1.9M | Reduce -1.2% |
| AAPL Apple Inc. | 1.04% | 5,416 | $1.6M | No change |
| MDY State Street SPDR S&P Midcap | 1.00% | 2,155 | $1.5M | Reduce -0.1% |
| VCRB Vanguard Core Bond ETF | 0.94% | 18,343 | $1.4M | Add +10.0% |
| VONG Vanguard Russell 1000 Growth | 0.78% | 9,195 | $1.2M | Reduce -2.7% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.61% | 9,189 | $928K | No change |
| AMZN Amazon.com Inc. | 0.60% | 3,823 | $911K | Reduce -4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.58% | 10,802 | $870K | Add +8.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.55% | 9,362 | $823K | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.35% | 2,105 | $530K | Add +0.1% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 15,999 | $471K | No change |
| MSFT Microsoft Corp. | 0.31% | 1,234 | $460K | Add +13.0% |
| GOOGL Alphabet Inc. Class A | 0.29% | 1,219 | $436K | Add +6.7% |
| EQWL Invesco S&P 100 Equal Weight | 0.23% | 2,710 | $350K | No change |
| SPGM State Street SPDR Portfolio | 0.22% | 3,849 | $330K | Reduce -1.4% |
| VT Vanguard Tot World STK ETF | 0.21% | 2,017 | $317K | Add +1.1% |
| SCHB Schwab US Broad Market ETF | 0.21% | 10,900 | $316K | Add +16.8% |
| LLY Eli Lilly & Co. | 0.21% | 262 | $315K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.20% | 4,805 | $307K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 2,216 | $303K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 882 | $289K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 564 | $282K | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 0.18% | 768 | $271K | No change |
| SCHV Schwab US Large-Cap Value | 0.18% | 7,593 | $264K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.17% | 5,257 | $262K | Add +3.2% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 691 | $258K | New |
| GLD SPDR Gold Shares | 0.17% | 688 | $253K | No change |
| PG The Procter & Gamble Co. | 0.16% | 1,660 | $243K | Reduce -3.3% |
| ABT Abbott Laboratories | 0.16% | 2,603 | $236K | Add +0.5% |
| GEV GE Vernova Inc. | 0.16% | 201 | $236K | New |
| SCHA Schwab US Small-Cap ETF | 0.15% | 6,182 | $223K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 281 | $210K | New |
| ADP Automatic Data Processing | 0.14% | 927 | $208K | New |
| CHD Church & Dwight Co. Inc. | 0.13% | 2,100 | $203K | New |
| HD Home Depot Inc. | 0.13% | 575 | $203K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SUB iShares Short-Term National | Reduce -0.8% | 2.34% | −0.35 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.15 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.2% | 1.95% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.3% | 1.57% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.16% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 0.60% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 0.19% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.4% | 0.55% | −0.01 |
| SPGM State Street SPDR Portfolio | Reduce -1.4% | 0.22% | −0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.7% | 0.78% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 1.00% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 2.77% | +0.02 |
| VXF Vanguard Extended Market ETF | Reduce -3.6% | 2.18% | +0.03 |
| IWM iShares Russell 2000 ETF | Reduce -1.2% | 1.26% | +0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +3.8% | 19.24% | +0.87 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.7% | 5.57% | +0.38 |
| GE General Electric | New | 0.17% | +0.17 |
| GEV GE Vernova Inc. | New | 0.16% | +0.16 |
| SCHA Schwab US Small-Cap ETF | New | 0.15% | +0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.14% | +0.14 |
| ADP Automatic Data Processing | New | 0.14% | +0.14 |
| CHD Church & Dwight Co. Inc. | New | 0.13% | +0.13 |
| HD Home Depot Inc. | New | 0.13% | +0.13 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 16.59% | +0.10 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.4% | 1.74% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +6.7% | 0.29% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.5% | 0.58% | +0.04 |
| SCHB Schwab US Broad Market ETF | Add +16.8% | 0.21% | +0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.35% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +1.1% | 0.21% | +0.00 |
| MSFT Microsoft Corp. | Add +13.0% | 0.31% | 0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +3.2% | 0.17% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +2.2% | 5.35% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 3.40% | −0.03 |
| VCRB Vanguard Core Bond ETF | Add +10.0% | 0.94% | −0.03 |
| ABT Abbott Laboratories | Add +0.5% | 0.16% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Add +7.0% | 2.61% | −0.17 |
| SCHC Schwab Intl Small-Cap Equity | Add +1.7% | 2.33% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Add +5.6% | 5.36% | −0.23 |
| BSV Vanguard Short-Term Bond ETF | Add +5.2% | 2.94% | −0.26 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +6.0% | 7.90% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 53 | $150.9M | VOO, VEA, BINC, VB, SCHD |
| Q1 2026 | 47 | $132.5M | VOO, VEA, BINC, SCHD, RSP |
| Q4 2025 | 48 | $131.1M | VOO, VEA, BINC, RSP, VB |
| Q3 2025 | 48 | $126.2M | VOO, VEA, BINC, RSP, VB |
| Q2 2025 | 48 | $116.2M | VOO, VEA, BINC, RSP, VXF |
| Q1 2025 | 42 | $99.7M | VOO, VEA, RSP, BINC, VXF |
| Q4 2024 | 42 | $85.2M | VOO, VEA, RSP, VXF, BSV |