Signal Tree Financial Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Signal Tree Financial Partners LLC reported 47 stock positions worth $132.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 16.5%) and iShares Flex I A ETF-Usd (BINC, 8.4%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 17 and reduced 20. The biggest buy was Schwab US DVD Equity ETF (SCHD, shares +39%) and the biggest sale Vanguard Ultra Short Bond Et (VUSB, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- COPLEY, OH
- CIK
- 0002069337
- Portfolio Value
- $132.5M (Q1 2026)
- SEC Filing
- 0001951757-26-000870 ↗ filed May 15, 2026
Holdings Value
Holdings 47 stocks · $132.5M
| VOO Vanguard S&P 500 ETF | 18.37% | 40,730 | $24.3M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 16.49% | 340,970 | $21.8M | Add +2.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 8.43% | 214,932 | $11.2M | Add +4.6% |
| SCHD Schwab US DVD Equity ETF | 5.60% | 241,773 | $7.4M | Add +39.1% |
| RSP Invesco S&P 500 Equal Weight | 5.37% | 37,090 | $7.1M | Add +7.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.19% | 26,226 | $6.9M | Add +9.3% |
| VWO Vanguard Ftse Emerging Marke | 3.43% | 84,058 | $4.5M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 3.20% | 54,073 | $4.2M | Add +2.8% |
| VCIT Vanguard Int-Term Corporate | 2.78% | 44,481 | $3.7M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.76% | 11,379 | $3.7M | Reduce -1.1% |
| SUB iShares Short-Term National | 2.69% | 33,439 | $3.6M | Reduce -3.0% |
| SCHC Schwab Intl Small-Cap Equity | 2.53% | 71,734 | $3.4M | Add +1.9% |
| VXF Vanguard Extended Market ETF | 2.16% | 13,890 | $2.9M | Add +0.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 2.06% | 98,187 | $2.7M | No change |
| IXUS iShares Core Intl Stock ETF | 2.02% | 30,818 | $2.7M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 1.83% | 22,815 | $2.4M | Reduce -5.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.66% | 67,849 | $2.2M | Add +0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.63% | 10,999 | $2.2M | Reduce -4.1% |
| IWM iShares Russell 2000 ETF | 1.20% | 6,422 | $1.6M | No change |
| AAPL Apple Inc. | 1.04% | 5,416 | $1.4M | Reduce -0.4% |
| MDY State Street SPDR S&P Midcap | 1.00% | 2,157 | $1.3M | Reduce -1.5% |
| VCRB Vanguard Core Bond ETF | 0.97% | 16,669 | $1.3M | Add +5.8% |
| VONG Vanguard Russell 1000 Growth | 0.78% | 9,451 | $1.0M | Reduce -18.6% |
| VTEI Vanguard Int Tax-Exempt Bond | 0.69% | 9,189 | $918K | No change |
| AMZN Amazon.com Inc. | 0.63% | 4,005 | $834K | Reduce -7.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.56% | 9,686 | $741K | Reduce -8.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.54% | 2,489 | $715K | Reduce -6.7% |
| ABBV Abbvie Inc. | 0.35% | 2,103 | $457K | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.31% | 15,999 | $410K | Reduce -8.4% |
| MSFT Microsoft Corp. | 0.31% | 1,092 | $404K | Reduce -15.7% |
| XOM Exxon Mobil Corp. | 0.28% | 2,216 | $376K | Reduce -4.3% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,143 | $329K | No change |
| EQWL Invesco S&P 100 Equal Weight | 0.24% | 2,710 | $312K | No change |
| GLD SPDR Gold Shares | 0.22% | 688 | $296K | Add +9.7% |
| SPGM State Street SPDR Portfolio | 0.22% | 3,903 | $295K | Reduce -0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 584 | $280K | No change |
| VT Vanguard Tot World STK ETF | 0.21% | 1,996 | $276K | Add +4.5% |
| ABT Abbott Laboratories | 0.20% | 2,591 | $266K | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.20% | 882 | $259K | Reduce -13.5% |
| VUSB Vanguard Ultra Short Bond Et | 0.19% | 5,092 | $254K | Reduce -86.7% |
| PG The Procter & Gamble Co. | 0.19% | 1,716 | $248K | Add +2.3% |
| LLY Eli Lilly & Co. | 0.18% | 262 | $241K | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 0.18% | 9,334 | $234K | New |
| SCHV Schwab US Large-Cap Value | 0.17% | 7,593 | $232K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.17% | 4,805 | $225K | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 768 | $220K | Reduce -39.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 2,589 | $205K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VUSB Vanguard Ultra Short Bond Et | Reduce -86.7% | 0.19% | −1.26 |
| VONG Vanguard Russell 1000 Growth | Reduce -18.6% | 0.78% | −0.30 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.1% | 2.76% | −0.18 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.18 |
| MSFT Microsoft Corp. | Reduce -15.7% | 0.31% | −0.17 |
| GE General Electric | Sold out | 0.00% | −0.17 |
| GOOG Alphabet Inc. Class C | Reduce -39.4% | 0.17% | −0.14 |
| MUB iShares National Muni Bond E | Reduce -5.0% | 1.83% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -7.6% | 0.63% | −0.13 |
| SUB iShares Short-Term National | Reduce -3.0% | 2.69% | −0.12 |
| AAPL Apple Inc. | Reduce -0.4% | 1.04% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -8.6% | 0.56% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -13.5% | 0.20% | −0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -6.7% | 0.54% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Reduce -8.4% | 0.31% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.20% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 1.63% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.35% | −0.02 |
| SPGM State Street SPDR Portfolio | Reduce -0.8% | 0.22% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -1.5% | 1.00% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.4% | 2.02% | +0.02 |
| XOM Exxon Mobil Corp. | Reduce -4.3% | 0.28% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHD Schwab US DVD Equity ETF | Add +39.1% | 5.60% | +1.96 |
| VEA Vanguard Ftse Developed ETF | Add +2.0% | 16.49% | +0.57 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.3% | 5.19% | +0.46 |
| RSP Invesco S&P 500 Equal Weight | Add +7.1% | 5.37% | +0.31 |
| SCHB Schwab US Broad Market ETF | New | 0.18% | +0.18 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.6% | 8.43% | +0.16 |
| SCHC Schwab Intl Small-Cap Equity | Add +1.9% | 2.53% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +2.1% | 3.43% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +2.8% | 3.20% | +0.04 |
| VCRB Vanguard Core Bond ETF | Add +5.8% | 0.97% | +0.04 |
| VCIT Vanguard Int-Term Corporate | Add +3.5% | 2.78% | +0.04 |
| GLD SPDR Gold Shares | Add +9.7% | 0.22% | +0.03 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +0.1% | 1.66% | +0.03 |
| PG The Procter & Gamble Co. | Add +2.3% | 0.19% | +0.00 |
| VT Vanguard Tot World STK ETF | Add +4.5% | 0.21% | +0.00 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.18% | −0.03 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 2.16% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 18.37% | −0.70 |
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 |