SIGNAL TREE FINANCIAL PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SIGNAL TREE FINANCIAL PARTNERS LLC held in its portfolio 48 assets valued at $131,147,629 (i.e. $131.15M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($25.01M), VANGUARD TAX-MANAGED FDS ($20.89M), and BLACKROCK ETF TRUST II ($10.85M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
SIGNAL TREE FINANCIAL PARTNERS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 39886 | 25013861 | S&P 500 ETF SHS |
| VANGUARD TAX-MANAGED FDS | 334329 | 20885558 | VAN FTSE DEV MKT |
| BLACKROCK ETF TRUST II | 205516 | 10845081 | ISHARES FLEXIBLE |
| INVESCO EXCHANGE TRADED FD T | 34639 | 6635461 | S&P500 EQL WGT |
| VANGUARD INDEX FDS | 24002 | 6191316 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 173859 | 4768942 | US DIVIDEND EQ |
| VANGUARD INTL EQUITY INDEX F | 82356 | 4427469 | FTSE EMR MKT ETF |
| VANGUARD BD INDEX FDS | 52593 | 4144820 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 11502 | 3856228 | TOTAL STK MKT |
| ISHARES TR | 34474 | 3678380 | SHRT NAT MUN ETF |
| VANGUARD SCOTTSDALE FDS | 42955 | 3597507 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 70395 | 3205089 | INTL SCEQT ETF |
| VANGUARD INDEX FDS | 13852 | 2896812 | EXTEND MKT ETF |
| SCHWAB STRATEGIC TR | 98187 | 2671668 | FUNDAMENTAL US L |
| ISHARES TR | 30952 | 2619736 | CORE MSCI TOTAL |
| ISHARES TR | 24020 | 2572741 | NATIONAL MUN ETF |
| VANGUARD INDEX FDS | 11464 | 2189509 | VALUE ETF |
| SCHWAB STRATEGIC TR | 67805 | 2136523 | FUNDAMENTAL US S |
| VANGUARD BD INDEX FDS | 38194 | 1903572 | VANGUARD ULTRA |
| ISHARES TR | 6422 | 1580840 | RUSSELL 2000 ETF |
| APPLE INC | 5436 | 1477938 | COM |
| VANGUARD SCOTTSDALE FDS | 11613 | 1413868 | VNG RUS1000GRW |
| SPDR S&P MIDCAP 400 ETF TR | 2189 | 1320580 | UTSER1 S&PDCRP |
| VANGUARD MALVERN FDS | 15758 | 1227461 | CORE BD ETF |
| AMAZON COM INC | 4333 | 1000143 | COM |
| VANGUARD MUN BD FDS | 9189 | 926527 | INTERMEDIATE TRM |
| SPDR SERIES TRUST | 10594 | 849851 | STATE STREET SPD |
| VANGUARD INDEX FDS | 2669 | 774597 | MID CAP ETF |
| MICROSOFT CORP | 1295 | 626288 | COM |
| ABBVIE INC | 2105 | 480863 | COM |
| SCHWAB STRATEGIC TR | 17475 | 470261 | US LRG CAP ETF |
| ALPHABET INC | 1268 | 397898 | CAP STK CL C |
| ALPHABET INC | 1143 | 357759 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 1020 | 328664 | COM |
| ABBOTT LABS | 2604 | 326207 | COM |
| INVESCO EXCHANGE TRADED FD T | 2710 | 320214 | S&P 100 EQL WIGH |
| SPDR INDEX SHS FDS | 3933 | 301700 | PORTFLI MSCI GBL |
| BERKSHIRE HATHAWAY INC DEL | 584 | 293548 | CL B NEW |
| ELI LILLY & CO | 261 | 280809 | COM |
| EXXON MOBIL CORP | 2316 | 278707 | COM |
| VANGUARD INTL EQUITY INDEX F | 1911 | 269500 | TT WRLD ST ETF |
| SPDR GOLD TR | 627 | 248486 | GOLD SHS |
| PROCTER AND GAMBLE CO | 1677 | 240266 | COM |
| AUTOMATIC DATA PROCESSING IN | 927 | 238452 | COM |
| SCHWAB STRATEGIC TR | 7593 | 224829 | US LCAP VA ETF |
| INVESCO EXCHANGE TRADED FD T | 4805 | 224273 | S&P500 PUR GWT |
| GE AEROSPACE | 716 | 220406 | COM NEW |
| VANGUARD SCOTTSDALE FDS | 2589 | 206421 | SHRT TRM CORP BD |
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