# SIGNAL TREE FINANCIAL PARTNERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2069337. Source: https://holderbook.com/funds/2069337-signal-tree-financial-partners-llc/

- Reported value: $150.9M
- Positions: 53
- Weight of the ten largest: 71.7%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $29.0M | 42,269 | 19.2% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $25.0M | 351,380 | 16.6% | 7 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $11.9M | 227,864 | 7.9% | 7 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $8.4M | 27,713 | 5.6% | 5 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $8.1M | 255,265 | 5.4% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $8.1M | 37,922 | 5.3% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $5.1M | 85,839 | 3.4% | 7 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $4.4M | 56,873 | 2.9% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.2M | 11,305 | 2.8% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $3.9M | 47,588 | 2.6% | 7 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $3.5M | 33,165 | 2.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $3.5M | 72,972 | 2.3% | 7 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $3.3M | 13,385 | 2.2% | 7 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $3.1M | 98,187 | 2.0% | 5 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $2.9M | 30,753 | 1.9% | 7 |
| SCHWAB STRATEGIC TR | [FNDA](https://holderbook.com/stocks/FNDA/) | $2.6M | 68,812 | 1.7% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $2.5M | 22,815 | 1.6% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.4M | 10,857 | 1.6% | 7 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.9M | 6,347 | 1.3% | 5 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.6M | 5,416 | 1.0% | 7 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $1.5M | 2,155 | 1.0% | 5 |
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $1.4M | 18,343 | 0.9% | 7 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $1.2M | 9,195 | 0.8% | 7 |
| VANGUARD MUN BD FDS | [VTEI](https://holderbook.com/stocks/VTEI/) | $927.8K | 9,189 | 0.6% | 5 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $911.2K | 3,823 | 0.6% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $870.3K | 10,802 | 0.6% | 4 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $822.7K | 9,362 | 0.5% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $529.6K | 2,105 | 0.4% | 7 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $470.9K | 15,999 | 0.3% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $460.4K | 1,234 | 0.3% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $435.6K | 1,219 | 0.3% | 5 |
| INVESCO EXCHANGE TRADED FD T | [EQWL](https://holderbook.com/stocks/EQWL/) | $349.6K | 2,710 | 0.2% | 7 |
| SPDR INDEX SHS FDS | [SPGM](https://holderbook.com/stocks/SPGM/) | $329.7K | 3,849 | 0.2% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $316.5K | 2,017 | 0.2% | 7 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $315.7K | 10,900 | 0.2% | 2 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $314.6K | 262 | 0.2% | 5 |
| INVESCO EXCHANGE TRADED FD T | [RPG](https://holderbook.com/stocks/RPG/) | $306.8K | 4,805 | 0.2% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $303.0K | 2,216 | 0.2% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $288.7K | 882 | 0.2% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $282.2K | 564 | 0.2% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $271.4K | 768 | 0.2% | 7 |
| SCHWAB STRATEGIC TR | [SCHV](https://holderbook.com/stocks/SCHV/) | $264.3K | 7,593 | 0.2% | 6 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $261.7K | 5,257 | 0.2% | 7 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $258.1K | 691 | 0.2% | 1 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $253.4K | 688 | 0.2% | 4 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $243.4K | 1,660 | 0.2% | 7 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $236.2K | 2,603 | 0.2% | 7 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $236.1K | 201 | 0.2% | 1 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $223.3K | 6,182 | 0.1% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $209.8K | 281 | 0.1% | 1 |
| AUTOMATIC DATA PROCESSING IN | [ADP](https://holderbook.com/stocks/ADP/) | $207.6K | 927 | 0.1% | 1 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $203.4K | 2,100 | 0.1% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $202.8K | 575 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.7% | +14.8% | -5.1% | 100% |
| Q1 2026 | -0.6% | -4.6% | +4.0% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.6% | 100% |
| Q3 2025 | +5.6% | +7.8% | -2.2% | 100% |
| Q2 2025 | +6.9% | +10.5% | -3.6% | 100% |
| Q1 2025 | -1.1% | -4.6% | +3.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $150.9M | 53 |
| Q1 2026 | $132.5M | 47 |
| Q4 2025 | $131.1M | 48 |
| Q3 2025 | $126.2M | 48 |
| Q2 2025 | $116.2M | 48 |
| Q1 2025 | $99.7M | 42 |
| Q4 2024 | $85.2M | 42 |