Signal Tree Financial Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Signal Tree Financial Partners LLC reported 48 stock positions worth $131.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 19.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 15.9%) and iShares Flex I A ETF-Usd (BINC, 8.3%). Compared with Q3 2025, it opened 1 new position, sold out of 1, added to 22 and reduced 13. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +24%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $131.1M (Q4 2025)
- SEC Filing
- 0001951757-26-000478 ↗ filed Feb 17, 2026
Holdings Value
Holdings 48 stocks · $131.1M
| VOO Vanguard S&P 500 ETF | 19.07% | 39,886 | $25.0M | Add +0.9% |
| VEA Vanguard Ftse Developed ETF | 15.93% | 334,329 | $20.9M | Add +2.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 8.27% | 205,516 | $10.8M | Add +23.6% |
| RSP Invesco S&P 500 Equal Weight | 5.06% | 34,639 | $6.6M | Add +3.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 4.72% | 24,002 | $6.2M | Add +6.2% |
| SCHD Schwab US DVD Equity ETF | 3.64% | 173,859 | $4.8M | Add +10.4% |
| VWO Vanguard Ftse Emerging Marke | 3.38% | 82,356 | $4.4M | Add +2.3% |
| BSV Vanguard Short-Term Bond ETF | 3.16% | 52,593 | $4.1M | Reduce -21.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.94% | 11,502 | $3.9M | Reduce -0.4% |
| SUB iShares Short-Term National | 2.80% | 34,474 | $3.7M | Add +1.4% |
| VCIT Vanguard Int-Term Corporate | 2.74% | 42,955 | $3.6M | Add +5.3% |
| SCHC Schwab Intl Small-Cap Equity | 2.44% | 70,395 | $3.2M | Add +2.0% |
| VXF Vanguard Extended Market ETF | 2.21% | 13,852 | $2.9M | Add +0.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.04% | 98,187 | $2.7M | No change |
| IXUS iShares Core Intl Stock ETF | 2.00% | 30,952 | $2.6M | No change |
| MUB iShares National Muni Bond E | 1.96% | 24,020 | $2.6M | Add +8.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.67% | 11,464 | $2.2M | Reduce -0.2% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.63% | 67,805 | $2.1M | Add +1.0% |
| VUSB Vanguard Ultra Short Bond Et | 1.45% | 38,194 | $1.9M | Add +5.8% |
| IWM iShares Russell 2000 ETF | 1.21% | 6,422 | $1.6M | No change |
| AAPL Apple Inc. | 1.13% | 5,436 | $1.5M | Reduce -11.9% |
| VONG Vanguard Russell 1000 Growth | 1.08% | 11,613 | $1.4M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 1.01% | 2,189 | $1.3M | No change |
| VCRB Vanguard Core Bond ETF | 0.94% | 15,758 | $1.2M | Add +7.9% |
| AMZN Amazon.com Inc. | 0.76% | 4,333 | $1.0M | Reduce -13.4% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.71% | 9,189 | $927K | Add +11.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.65% | 10,594 | $850K | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 2,669 | $775K | Add +3.3% |
| MSFT Microsoft Corp. | 0.48% | 1,295 | $626K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.37% | 2,105 | $481K | Reduce -4.1% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 17,475 | $470K | Add +1.8% |
| GOOG Alphabet Inc. Class C | 0.30% | 1,268 | $398K | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.27% | 1,143 | $358K | No change |
| JPM JPMorgan Chase & Co. | 0.25% | 1,020 | $329K | Reduce -4.9% |
| ABT Abbott Laboratories | 0.25% | 2,604 | $326K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.24% | 2,710 | $320K | No change |
| SPGM State Street SPDR Portfolio | 0.23% | 3,933 | $302K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 584 | $294K | Reduce -16.1% |
| LLY Eli Lilly & Co. | 0.21% | 261 | $281K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.21% | 2,316 | $279K | Add +4.1% |
| VT Vanguard Tot World STK ETF | 0.21% | 1,911 | $270K | Add +5.2% |
| GLD SPDR Gold Shares | 0.19% | 627 | $248K | No change |
| PG The Procter & Gamble Co. | 0.18% | 1,677 | $240K | Reduce -2.2% |
| ADP Automatic Data Processing | 0.18% | 927 | $238K | No change |
| SCHV Schwab US Large-Cap Value | 0.17% | 7,593 | $225K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.17% | 4,805 | $224K | No change |
| GE General Electric filed as GE AEROSPACE | 0.17% | 716 | $220K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 2,589 | $206K | New |
Portfolio Sells Q3 2025 → Q4 2025
| BSV Vanguard Short-Term Bond ETF | Reduce -21.6% | 3.16% | −1.03 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.18 |
| AAPL Apple Inc. | Reduce -11.9% | 1.13% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -13.4% | 0.76% | −0.11 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.4% | 2.94% | −0.07 |
| ABBV Abbvie Inc. | Reduce -4.1% | 0.37% | −0.06 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.48% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.1% | 0.22% | −0.05 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.4% | 1.08% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.2% | 1.67% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.2% | 0.18% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 0.25% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.2% | 0.65% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -3.9% | 0.30% | +0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| BINC iShares Flex I A ETF-Usd Inc. | Add +23.6% | 8.27% | +1.27 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 15.93% | +0.35 |
| SCHD Schwab US DVD Equity ETF | Add +10.4% | 3.64% | +0.20 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.16% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.2% | 4.72% | +0.16 |
| MUB iShares National Muni Bond E | Add +8.0% | 1.96% | +0.09 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +11.3% | 0.71% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.21% | +0.04 |
| VCRB Vanguard Core Bond ETF | Add +7.9% | 0.94% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +5.8% | 1.45% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +5.3% | 2.74% | +0.03 |
| XOM Exxon Mobil Corp. | Add +4.1% | 0.21% | +0.02 |
| VT Vanguard Tot World STK ETF | Add +5.2% | 0.21% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +3.3% | 5.06% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.8% | 0.36% | −0.00 |
| SPGM State Street SPDR Portfolio | Add +0.6% | 0.23% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.3% | 0.59% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.0% | 1.63% | −0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +2.0% | 2.44% | −0.05 |
| SUB iShares Short-Term National | Add +1.4% | 2.80% | −0.07 |
| VXF Vanguard Extended Market ETF | Add +0.7% | 2.21% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +2.3% | 3.38% | −0.10 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 19.07% | −0.18 |
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 |