Signal Tree Financial Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Signal Tree Financial Partners LLC reported 48 stock positions worth $126.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.6%) and iShares Flex I A ETF-Usd (BINC, 7.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 3, added to 12 and reduced 15. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +851%) and the biggest sale Vanguard Extended Market ETF (VXF, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $126.2M (Q3 2025)
- SEC Filing
- 0001951757-25-001439 ↗ filed Nov 14, 2025
Holdings Value
Holdings 48 stocks · $126.2M
| VOO Vanguard S&P 500 ETF | 19.26% | 39,543 | $24.3M | Add +1.6% |
| VEA Vanguard Ftse Developed ETF | 15.57% | 325,595 | $19.7M | Add +2.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 7.00% | 166,270 | $8.8M | Add +9.6% |
| RSP Invesco S&P 500 Equal Weight | 5.05% | 33,546 | $6.4M | Add +4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.56% | 22,595 | $5.8M | Add +851.4% |
| BSV Vanguard Short-Term Bond ETF | 4.19% | 67,057 | $5.3M | Add +2.8% |
| VWO Vanguard Ftse Emerging Marke | 3.48% | 80,543 | $4.4M | Reduce -5.7% |
| SCHD Schwab US DVD Equity ETF | 3.44% | 157,491 | $4.3M | Add +33.4% |
| VTI VG Morningstar TS MKT ETF-US | 3.01% | 11,547 | $3.8M | Add +1.8% |
| SUB iShares Short-Term National | 2.87% | 33,982 | $3.6M | Add +3.3% |
| VCIT Vanguard Int-Term Corporate | 2.72% | 40,804 | $3.4M | Add +2.7% |
| SCHC Schwab Intl Small-Cap Equity | 2.50% | 69,045 | $3.2M | Reduce -9.3% |
| VXF Vanguard Extended Market ETF | 2.29% | 13,755 | $2.9M | Reduce -50.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.06% | 98,187 | $2.6M | No change |
| IXUS iShares Core Intl Stock ETF | 2.04% | 30,952 | $2.6M | Reduce -0.7% |
| MUB iShares National Muni Bond E | 1.88% | 22,250 | $2.4M | Add +2.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.70% | 11,486 | $2.1M | Reduce -0.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.66% | 67,138 | $2.1M | Reduce -53.2% |
| VUSB Vanguard Ultra Short Bond Et | 1.42% | 36,095 | $1.8M | Reduce -1.2% |
| AAPL Apple Inc. | 1.25% | 6,170 | $1.6M | No change |
| IWM iShares Russell 2000 ETF | 1.23% | 6,422 | $1.6M | No change |
| VONG Vanguard Russell 1000 Growth | 1.12% | 11,662 | $1.4M | Add +1.9% |
| MDY State Street SPDR S&P Midcap | 1.04% | 2,189 | $1.3M | Reduce -0.2% |
| VCRB Vanguard Core Bond ETF | 0.91% | 14,599 | $1.1M | Reduce -7.6% |
| AMZN Amazon.com Inc. | 0.87% | 5,001 | $1.1M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.66% | 10,619 | $835K | Reduce -0.3% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.66% | 8,258 | $828K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 2,584 | $758K | New |
| MSFT Microsoft Corp. | 0.53% | 1,297 | $674K | Reduce -5.8% |
| ABBV Abbvie Inc. | 0.42% | 2,195 | $536K | No change |
| SCHX Schwab US Large-Cap ETF | 0.36% | 17,175 | $454K | Reduce -0.9% |
| ABT Abbott Laboratories | 0.28% | 2,604 | $348K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 696 | $347K | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 1,073 | $333K | No change |
| GOOG Alphabet Inc. Class C | 0.26% | 1,320 | $324K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.25% | 2,710 | $312K | No change |
| SPGM State Street SPDR Portfolio | 0.23% | 3,909 | $294K | Reduce -2.9% |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,143 | $280K | No change |
| ADP Automatic Data Processing | 0.21% | 927 | $270K | No change |
| PG The Procter & Gamble Co. | 0.21% | 1,714 | $262K | No change |
| VT Vanguard Tot World STK ETF | 0.20% | 1,816 | $252K | Reduce -7.6% |
| XOM Exxon Mobil Corp. | 0.20% | 2,224 | $249K | Reduce -1.3% |
| HD Home Depot Inc. | 0.18% | 580 | $230K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.18% | 4,805 | $230K | No change |
| GLD SPDR Gold Shares | 0.18% | 627 | $223K | New |
| SCHV Schwab US Large-Cap Value | 0.18% | 7,593 | $221K | No change |
| GE General Electric filed as GE AEROSPACE | 0.17% | 716 | $215K | New |
| LLY Eli Lilly & Co. | 0.17% | 260 | $215K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VXF Vanguard Extended Market ETF | Reduce -50.9% | 2.29% | −2.36 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -53.2% | 1.66% | −1.88 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -9.3% | 2.50% | −0.30 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.20 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.17 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.17 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.7% | 3.48% | −0.16 |
| VCRB Vanguard Core Bond ETF | Reduce -7.6% | 0.91% | −0.15 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -1.2% | 1.42% | −0.14 |
| MSFT Microsoft Corp. | Reduce -5.8% | 0.53% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.3% | 1.70% | −0.05 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.7% | 2.04% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -0.2% | 1.04% | −0.03 |
| VT Vanguard Tot World STK ETF | Reduce -7.6% | 0.20% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -1.3% | 0.20% | −0.01 |
| SPGM State Street SPDR Portfolio | Reduce -2.9% | 0.23% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.3% | 0.66% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.9% | 0.36% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| VB Vanguard Most SM-Cap ETF-Usd | Add +851.4% | 4.56% | +4.08 |
| SCHD Schwab US DVD Equity ETF | Add +33.4% | 3.44% | +0.74 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.60% | +0.60 |
| VOO Vanguard S&P 500 ETF | Add +1.6% | 19.26% | +0.23 |
| GLD SPDR Gold Shares | New | 0.18% | +0.18 |
| GE General Electric | New | 0.17% | +0.17 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +9.6% | 7.00% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 3.01% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +1.9% | 1.12% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +4.3% | 5.05% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +2.5% | 15.57% | −0.01 |
| MUB iShares National Muni Bond E | Add +2.2% | 1.88% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Add +2.7% | 2.72% | −0.12 |
| SUB iShares Short-Term National | Add +3.3% | 2.87% | −0.14 |
| BSV Vanguard Short-Term Bond ETF | Add +2.8% | 4.19% | −0.23 |
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 |