Signal Tree Financial Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed July 16, 2025), Signal Tree Financial Partners LLC reported 42 stock positions worth $99.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 14.9%) and Invesco S&P 500 Equal Weight (RSP, 6.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 23 and reduced 13. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +180%) and the biggest sale Apple (AAPL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $99.7M (Q1 2025)
- SEC Filing
- 0001951757-25-000870 ↗ filed Jul 16, 2025
Holdings Value
Holdings 42 stocks · $99.7M
| VOO Vanguard S&P 500 ETF | 17.81% | 34,558 | $17.8M | Add +15.1% |
| VEA Vanguard Ftse Developed ETF | 14.92% | 292,740 | $14.9M | Add +23.4% |
| RSP Invesco S&P 500 Equal Weight | 6.83% | 39,297 | $6.8M | Add +22.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 5.99% | 114,116 | $6.0M | Add +55.2% |
| VXF Vanguard Extended Market ETF | 5.44% | 31,505 | $5.4M | Add +18.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 4.52% | 164,618 | $4.5M | Add +27.9% |
| BSV Vanguard Short-Term Bond ETF | 4.47% | 56,890 | $4.5M | Add +6.7% |
| VWO Vanguard Ftse Emerging Marke | 4.19% | 92,253 | $4.2M | Add +13.9% |
| SCHD Schwab US DVD Equity ETF | 4.12% | 146,804 | $4.1M | Add +179.9% |
| MUB iShares National Muni Bond E | 3.37% | 31,852 | $3.4M | Add +5.9% |
| VTI VG Morningstar TS MKT ETF-US | 3.34% | 12,127 | $3.3M | Add +25.0% |
| SCHC Schwab Intl Small-Cap Equity | 2.88% | 80,068 | $2.9M | Add +10.5% |
| SUB iShares Short-Term National | 2.84% | 26,784 | $2.8M | Reduce -1.6% |
| VCIT Vanguard Int-Term Corporate | 2.78% | 33,942 | $2.8M | Add +13.0% |
| IXUS iShares Core Intl Stock ETF | 2.51% | 35,846 | $2.5M | Reduce -2.9% |
| VUSB Vanguard Ultra Short Bond Et | 1.73% | 34,580 | $1.7M | Add +6.1% |
| AAPL Apple Inc. | 1.36% | 6,105 | $1.4M | Reduce -9.8% |
| VONG Vanguard Russell 1000 Growth | 1.32% | 14,235 | $1.3M | Add +20.9% |
| AMZN Amazon.com Inc. | 0.93% | 4,877 | $928K | Reduce -6.6% |
| VCRB Vanguard Core Bond ETF | 0.83% | 10,649 | $825K | Add +72.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.80% | 16,150 | $801K | Reduce -12.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.68% | 10,273 | $676K | Add +7.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 3,476 | $600K | Reduce -9.9% |
| MSFT Microsoft Corp. | 0.49% | 1,294 | $486K | Add +13.9% |
| ABBV Abbvie Inc. | 0.46% | 2,209 | $463K | Reduce -4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.42% | 5,309 | $419K | Reduce -6.6% |
| SCHX Schwab US Large-Cap ETF | 0.39% | 17,607 | $389K | No change |
| ABT Abbott Laboratories | 0.35% | 2,604 | $345K | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 628 | $334K | Reduce -1.1% |
| FMB First Trust Managed Municipa | 0.31% | 6,216 | $313K | Add +20.4% |
| PG The Procter & Gamble Co. | 0.29% | 1,698 | $289K | Reduce -0.4% |
| ADP Automatic Data Processing | 0.28% | 927 | $283K | No change |
| XOM Exxon Mobil Corp. | 0.28% | 2,355 | $280K | Reduce -0.1% |
| EQWL Invesco S&P 100 Equal Weight | 0.28% | 2,710 | $279K | No change |
| JPM JPMorgan Chase & Co. | 0.27% | 1,106 | $271K | Add +7.8% |
| VT Vanguard Tot World STK ETF | 0.26% | 2,274 | $264K | Add +4.7% |
| SPGM State Street SPDR Portfolio | 0.26% | 4,205 | $262K | Add +2.0% |
| CHD Church & Dwight Co. Inc. | 0.23% | 2,109 | $232K | No change |
| HD Home Depot Inc. | 0.21% | 580 | $213K | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.21% | 1,325 | $207K | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.21% | 1,234 | $205K | New |
| SCHV Schwab US Large-Cap Value | 0.20% | 7,593 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -9.8% | 1.36% | −0.63 |
| SUB iShares Short-Term National | Reduce -1.6% | 2.84% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -6.6% | 0.93% | −0.41 |
| IXUS iShares Core Intl Stock ETF | Reduce -2.9% | 2.51% | −0.36 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.30 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -12.7% | 0.80% | −0.28 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.26 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -9.9% | 0.60% | −0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.6% | 0.42% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 0.21% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.29% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.28% | −0.02 |
| ABBV Abbvie Inc. | Reduce -4.0% | 0.46% | −0.02 |
| ABT Abbott Laboratories | Reduce -4.1% | 0.35% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 0.34% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHD Schwab US DVD Equity ETF | Add +179.9% | 4.12% | +2.43 |
| VEA Vanguard Ftse Developed ETF | Add +23.4% | 14.92% | +1.61 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +55.2% | 5.99% | +1.50 |
| VCRB Vanguard Core Bond ETF | Add +72.7% | 0.83% | +0.28 |
| RSP Invesco S&P 500 Equal Weight | Add +22.4% | 6.83% | +0.22 |
| JNJ Johnson & Johnson | New | 0.21% | +0.21 |
| SCHV Schwab US Large-Cap Value | New | 0.20% | +0.20 |
| VTI VG Morningstar TS MKT ETF-US | Add +25.0% | 3.34% | +0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +27.9% | 4.52% | +0.03 |
| FMB First Trust Managed Municipa | Add +20.4% | 0.31% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +13.9% | 4.19% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +7.8% | 0.27% | −0.02 |
| VT Vanguard Tot World STK ETF | Add +4.7% | 0.26% | −0.04 |
| SCHC Schwab Intl Small-Cap Equity | Add +10.5% | 2.88% | −0.04 |
| SPGM State Street SPDR Portfolio | Add +2.0% | 0.26% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Add +13.0% | 2.78% | −0.05 |
| HD Home Depot Inc. | Add +0.9% | 0.21% | −0.05 |
| MSFT Microsoft Corp. | Add +13.9% | 0.49% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +7.8% | 0.68% | −0.09 |
| VONG Vanguard Russell 1000 Growth | Add +20.9% | 1.32% | −0.10 |
| VUSB Vanguard Ultra Short Bond Et | Add +6.1% | 1.73% | −0.17 |
| BSV Vanguard Short-Term Bond ETF | Add +6.7% | 4.47% | −0.37 |
| MUB iShares National Muni Bond E | Add +5.9% | 3.37% | −0.39 |
| VXF Vanguard Extended Market ETF | Add +18.5% | 5.44% | −0.49 |
| VOO Vanguard S&P 500 ETF | Add +15.1% | 17.81% | −1.19 |
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 |