Signal Tree Financial Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Signal Tree Financial Partners LLC reported 48 stock positions worth $116.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.6%) and iShares Flex I A ETF-Usd (BINC, 6.9%). Compared with Q1 2025, it opened 9 new positions, sold out of 3, added to 15 and reduced 18. The biggest buy was a new position in Schwab Fndmntl US LRG Co. ETF (FNDX) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $116.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000854 ↗ filed Jul 15, 2025
Holdings Value
Holdings 48 stocks · $116.2M
| VOO Vanguard S&P 500 ETF | 19.02% | 38,906 | $22.1M | Add +12.6% |
| VEA Vanguard Ftse Developed ETF | 15.58% | 317,493 | $18.1M | Add +8.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 6.90% | 151,667 | $8.0M | Add +32.9% |
| RSP Invesco S&P 500 Equal Weight | 5.03% | 32,154 | $5.8M | Reduce -18.2% |
| VXF Vanguard Extended Market ETF | 4.64% | 27,997 | $5.4M | Reduce -11.1% |
| BSV Vanguard Short-Term Bond ETF | 4.42% | 65,256 | $5.1M | Add +14.7% |
| VWO Vanguard Ftse Emerging Marke | 3.64% | 85,398 | $4.2M | Reduce -7.4% |
| FNDA Schwab Fndmntl US SM Co. ETF | 3.54% | 143,482 | $4.1M | Reduce -12.8% |
| SUB iShares Short-Term National | 3.01% | 32,912 | $3.5M | Add +22.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.97% | 11,348 | $3.4M | Reduce -6.4% |
| VCIT Vanguard Int-Term Corporate | 2.84% | 39,735 | $3.3M | Add +17.1% |
| SCHC Schwab Intl Small-Cap Equity | 2.79% | 76,156 | $3.2M | Reduce -4.9% |
| SCHD Schwab US DVD Equity ETF | 2.69% | 118,105 | $3.1M | Reduce -19.6% |
| IXUS iShares Core Intl Stock ETF | 2.08% | 31,182 | $2.4M | Reduce -13.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.07% | 98,187 | $2.4M | New |
| MUB iShares National Muni Bond E | 1.96% | 21,776 | $2.3M | Reduce -31.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.75% | 11,515 | $2.0M | Add +231.3% |
| VUSB Vanguard Ultra Short Bond Et | 1.57% | 36,538 | $1.8M | Add +5.7% |
| IWM iShares Russell 2000 ETF | 1.19% | 6,422 | $1.4M | New |
| AAPL Apple Inc. | 1.09% | 6,170 | $1.3M | Add +1.1% |
| VONG Vanguard Russell 1000 Growth | 1.08% | 11,448 | $1.3M | Reduce -19.6% |
| MDY State Street SPDR S&P Midcap | 1.07% | 2,193 | $1.2M | New |
| VCRB Vanguard Core Bond ETF | 1.06% | 15,803 | $1.2M | Add +48.4% |
| AMZN Amazon.com Inc. | 0.94% | 5,001 | $1.1M | Add +2.5% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.70% | 8,258 | $814K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 10,654 | $774K | Add +3.7% |
| MSFT Microsoft Corp. | 0.59% | 1,377 | $685K | Add +6.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.48% | 2,375 | $563K | New |
| SCHX Schwab US Large-Cap ETF | 0.36% | 17,329 | $424K | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.35% | 2,195 | $407K | Reduce -0.6% |
| ABT Abbott Laboratories | 0.30% | 2,604 | $354K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 696 | $338K | Add +10.8% |
| JPM JPMorgan Chase & Co. | 0.27% | 1,073 | $311K | Reduce -3.0% |
| EQWL Invesco S&P 100 Equal Weight | 0.26% | 2,710 | $298K | No change |
| ADP Automatic Data Processing | 0.25% | 927 | $286K | No change |
| SPGM State Street SPDR Portfolio | 0.24% | 4,026 | $278K | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.23% | 1,714 | $273K | Add +0.9% |
| VT Vanguard Tot World STK ETF | 0.22% | 1,966 | $253K | Reduce -13.5% |
| XOM Exxon Mobil Corp. | 0.21% | 2,254 | $243K | Reduce -4.3% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,320 | $234K | Reduce -0.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.20% | 2,862 | $228K | Reduce -46.1% |
| RPG Invesco S&P 500 Pure Growth | 0.19% | 4,805 | $220K | New |
| HD Home Depot Inc. | 0.18% | 580 | $213K | No change |
| SCHV Schwab US Large-Cap Value | 0.18% | 7,593 | $210K | No change |
| LLY Eli Lilly & Co. | 0.17% | 260 | $203K | New |
| CHD Church & Dwight Co. Inc. | 0.17% | 2,109 | $203K | No change |
| NFLX Netflix Inc. | 0.17% | 151 | $202K | New |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,143 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| RSP Invesco S&P 500 Equal Weight | Reduce -18.2% | 5.03% | −1.80 |
| SCHD Schwab US DVD Equity ETF | Reduce -19.6% | 2.69% | −1.42 |
| MUB iShares National Muni Bond E | Reduce -31.6% | 1.96% | −1.41 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -12.8% | 3.54% | −0.98 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.80 |
| VXF Vanguard Extended Market ETF | Reduce -11.1% | 4.64% | −0.80 |
| VWO Vanguard Ftse Emerging Marke | Reduce -7.4% | 3.64% | −0.55 |
| IXUS iShares Core Intl Stock ETF | Reduce -13.0% | 2.08% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.4% | 2.97% | −0.37 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −0.31 |
| VONG Vanguard Russell 1000 Growth | Reduce -19.6% | 1.08% | −0.25 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -46.1% | 0.20% | −0.22 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.21 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.35% | −0.11 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -4.9% | 2.79% | −0.09 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 0.21% | −0.07 |
| VT Vanguard Tot World STK ETF | Reduce -13.5% | 0.22% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.6% | 0.36% | −0.03 |
| SPGM State Street SPDR Portfolio | Reduce -4.3% | 0.24% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.20% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -3.0% | 0.27% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 2.07% | +2.07 |
| VOO Vanguard S&P 500 ETF | Add +12.6% | 19.02% | +1.22 |
| IWM iShares Russell 2000 ETF | New | 1.19% | +1.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +231.3% | 1.75% | +1.15 |
| MDY State Street SPDR S&P Midcap | New | 1.07% | +1.07 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +32.9% | 6.90% | +0.90 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.70% | +0.70 |
| VEA Vanguard Ftse Developed ETF | Add +8.5% | 15.58% | +0.66 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.48% | +0.48 |
| VCRB Vanguard Core Bond ETF | Add +48.4% | 1.06% | +0.23 |
| RPG Invesco S&P 500 Pure Growth | New | 0.19% | +0.19 |
| SUB iShares Short-Term National | Add +22.9% | 3.01% | +0.18 |
| LLY Eli Lilly & Co. | New | 0.17% | +0.17 |
| NFLX Netflix Inc. | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +6.4% | 0.59% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +17.1% | 2.84% | +0.05 |
| AMZN Amazon.com Inc. | Add +2.5% | 0.94% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +3.7% | 0.67% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.8% | 0.29% | −0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +14.7% | 4.42% | −0.04 |
| PG The Procter & Gamble Co. | Add +0.9% | 0.23% | −0.06 |
| VUSB Vanguard Ultra Short Bond Et | Add +5.7% | 1.57% | −0.16 |
| AAPL Apple Inc. | Add +1.1% | 1.09% | −0.27 |
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 |