Signal Tree Financial Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$132.5M
Q ending 2026-03-31
Prior quarter
$131.1M
Q ending 2025-12-31
Change
+1.0% QoQ · +32.8% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $24.3M | 41K |
| Vanguard Tax-Managed Fds | VEA | Shares | $21.8M | 341K |
| Blackrock Etf Trust Ii | BINC | Shares | $11.2M | 215K |
| Schwab Strategic Tr | SCHD | Shares | $7.4M | 242K |
| Invesco Exchange Traded Fd T | RSP | Shares | $7.1M | 37K |
| Vanguard Index Fds | VB | Shares | $6.9M | 26K |
| Vanguard Intl Equity Index F | VWO | Shares | $4.5M | 84K |
| Vanguard Bd Index Fds | BSV | Shares | $4.2M | 54K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.7M | 44K |
| Vanguard Index Fds | VTI | Shares | $3.7M | 11K |
| Ishares Tr | SUB | Shares | $3.6M | 33K |
| Schwab Strategic Tr | SCHC | Shares | $3.4M | 72K |
| Vanguard Index Fds | VXF | Shares | $2.9M | 14K |
| Schwab Strategic Tr | FNDX | Shares | $2.7M | 98K |
| Ishares Tr | IXUS | Shares | $2.7M | 31K |
| Ishares Tr | MUB | Shares | $2.4M | 23K |
| Schwab Strategic Tr | FNDA | Shares | $2.2M | 68K |
| Vanguard Index Fds | VTV | Shares | $2.2M | 11K |
| Ishares Tr | IWM | Shares | $1.6M | 6K |
| Apple Inc | AAPL | Shares | $1.4M | 5K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.3M | 2K |
| Vanguard Malvern Fds | VCRB | Shares | $1.3M | 17K |
| Vanguard Scottsdale Fds | VONG | Shares | $1.0M | 9K |
| Vanguard Mun Bd Fds | VTEI | Shares | $918K | 9K |
| Amazon Com Inc | AMZN | Shares | $834K | 4K |
| Spdr Series Trust | SPYM | Shares | $741K | 10K |
| Vanguard Index Fds | VO | Shares | $715K | 2K |
| Abbvie Inc | ABBV | Shares | $457K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $410K | 16K |
| Microsoft Corp | MSFT | Shares | $404K | 1K |
| Exxon Mobil Corp | XOM | Shares | $376K | 2K |
| Alphabet Inc | GOOGL | Shares | $329K | 1K |
| Invesco Exchange Traded Fd T | EQWL | Shares | $312K | 3K |
| Spdr Gold Tr | GLD | Shares | $296K | 688 |
| Spdr Index Shs Fds | SPGM | Shares | $295K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $280K | 584 |
| Vanguard Intl Equity Index F | VT | Shares | $276K | 2K |
| Abbott Laboratories | ABT | Shares | $266K | 3K |
| Jpmorgan Chase & Co | JPM | Shares | $259K | 882 |
| Vanguard Bd Index Fds | VUSB | Shares | $254K | 5K |
| Procter & Gamble Co | PG | Shares | $248K | 2K |
| Eli Lilly & Co | LLY | Shares | $241K | 262 |
| Schwab Strategic Tr | SCHB | Shares | $234K | 9K |
| Schwab Strategic Tr | SCHV | Shares | $232K | 8K |
| Invesco Exchange Traded Fd T | RPG | Shares | $225K | 5K |
| Alphabet Inc | GOOG | Shares | $220K | 768 |
| Vanguard Scottsdale Fds | VCSH | Shares | $205K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.