Signal Tree Financial Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed July 16, 2025), Signal Tree Financial Partners LLC reported 42 stock positions worth $85.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 13.3%) and Invesco S&P 500 Equal Weight (RSP, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $85.2M (Q4 2024)
- SEC Filing
- 0001951757-25-000871 ↗ filed Jul 16, 2025
Holdings Value
Holdings 42 stocks · $85.2M
| VOO Vanguard S&P 500 ETF | 18.99% | 30,033 | $16.2M | — |
| VEA Vanguard Ftse Developed ETF | 13.31% | 237,217 | $11.3M | — |
| RSP Invesco S&P 500 Equal Weight | 6.60% | 32,114 | $5.6M | — |
| VXF Vanguard Extended Market ETF | 5.93% | 26,579 | $5.0M | — |
| BSV Vanguard Short-Term Bond ETF | 4.84% | 53,324 | $4.1M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 4.49% | 73,535 | $3.8M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 4.49% | 128,725 | $3.8M | — |
| VWO Vanguard Ftse Emerging Marke | 4.19% | 81,012 | $3.6M | — |
| MUB iShares National Muni Bond E | 3.76% | 30,071 | $3.2M | — |
| SUB iShares Short-Term National | 3.37% | 27,223 | $2.9M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.30% | 9,702 | $2.8M | — |
| SCHC Schwab Intl Small-Cap Equity | 2.92% | 72,433 | $2.5M | — |
| IXUS iShares Core Intl Stock ETF | 2.87% | 36,924 | $2.4M | — |
| VCIT Vanguard Int-Term Corporate | 2.83% | 30,044 | $2.4M | — |
| AAPL Apple Inc. | 1.99% | 6,769 | $1.7M | — |
| VUSB Vanguard Ultra Short Bond Et | 1.90% | 32,592 | $1.6M | — |
| SCHD Schwab US DVD Equity ETF | 1.68% | 52,456 | $1.4M | — |
| VONG Vanguard Russell 1000 Growth | 1.43% | 11,771 | $1.2M | — |
| AMZN Amazon.com Inc. | 1.35% | 5,224 | $1.1M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.09% | 18,494 | $927K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.77% | 9,528 | $657K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.77% | 3,860 | $653K | — |
| MSFT Microsoft Corp. | 0.56% | 1,136 | $479K | — |
| VCRB Vanguard Core Bond ETF | 0.55% | 6,165 | $467K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.52% | 5,682 | $443K | — |
| ABBV Abbvie Inc. | 0.48% | 2,300 | $409K | — |
| SCHX Schwab US Large-Cap ETF | 0.48% | 17,607 | $408K | — |
| ABT Abbott Laboratories | 0.36% | 2,715 | $307K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 635 | $288K | — |
| PG The Procter & Gamble Co. | 0.34% | 1,705 | $286K | — |
| EQWL Invesco S&P 100 Equal Weight | 0.33% | 2,710 | $277K | — |
| ADP Automatic Data Processing | 0.32% | 927 | $271K | — |
| FMB First Trust Managed Municipa | 0.31% | 5,162 | $263K | — |
| SPGM State Street SPDR Portfolio | 0.31% | 4,124 | $261K | — |
| GOOG Alphabet Inc. Class C | 0.30% | 1,347 | $257K | — |
| VT Vanguard Tot World STK ETF | 0.30% | 2,172 | $255K | — |
| AGG iShares Core U.S. Aggregate | 0.30% | 2,618 | $254K | — |
| XOM Exxon Mobil Corp. | 0.30% | 2,357 | $254K | — |
| JPM JPMorgan Chase & Co. | 0.29% | 1,026 | $246K | — |
| HD Home Depot Inc. | 0.26% | 575 | $224K | — |
| CHD Church & Dwight Co. Inc. | 0.26% | 2,109 | $221K | — |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,159 | $219K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |