SIGNAL TREE FINANCIAL PARTNERS LLC

Est. AUM

$132.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.3M	40730	18.37%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$21.8M	340970	16.49%	SOLE
3	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$11.2M	214932	8.42%	SOLE
4	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.4M	241773	5.60%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.1M	37090	5.37%	SOLE
6	VANGUARD INDEX FDS	SMALL CP ETF	$6.9M	26226	5.19%	SOLE
7	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.5M	84058	3.43%	SOLE
8	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.2M	54073	3.20%	SOLE
9	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.7M	44481	2.78%	SOLE
10	VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	11379	2.76%	SOLE
11	ISHARES TR	SHRT NAT MUN ETF	$3.6M	33439	2.69%	SOLE
12	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.4M	71734	2.53%	SOLE
13	VANGUARD INDEX FDS	EXTEND MKT ETF	$2.9M	13890	2.16%	SOLE
14	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$2.7M	98187	2.06%	SOLE
15	ISHARES TR	CORE MSCI TOTAL	$2.7M	30818	2.02%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$2.4M	22815	1.83%	SOLE
17	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.2M	67849	1.66%	SOLE
18	VANGUARD INDEX FDS	VALUE ETF	$2.2M	10999	1.63%	SOLE
19	ISHARES TR	RUSSELL 2000 ETF	$1.6M	6422	1.20%	SOLE
20	APPLE INC	COM	$1.4M	5416	1.04%	SOLE
21	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.3M	2157	1.00%	SOLE
22	VANGUARD MALVERN FDS	CORE BD ETF	$1.3M	16669	0.97%	SOLE
23	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.0M	9451	0.78%	SOLE
24	VANGUARD MUN BD FDS	INTERMEDIATE TRM	$918K	9189	0.69%	SOLE
25	AMAZON COM INC	COM	$834K	4005	0.63%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$741K	9686	0.56%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$715K	2489	0.54%	SOLE
28	ABBVIE INC	COM	$457K	2103	0.34%	SOLE
29	SCHWAB STRATEGIC TR	US LRG CAP ETF	$410K	15999	0.31%	SOLE
30	MICROSOFT CORP	COM	$404K	1092	0.30%	SOLE
31	EXXON MOBIL CORP	COM	$376K	2216	0.28%	SOLE
32	ALPHABET INC	CAP STK CL A	$329K	1143	0.25%	SOLE
33	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$312K	2710	0.24%	SOLE
34	SPDR GOLD TR	GOLD SHS	$296K	688	0.22%	SOLE
35	SPDR INDEX SHS FDS	STATE STREET SPD	$295K	3903	0.22%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$280K	584	0.21%	SOLE
37	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$276K	1996	0.21%	SOLE
38	ABBOTT LABORATORIES	COM	$266K	2591	0.20%	SOLE
39	JPMORGAN CHASE & CO	COM	$259K	882	0.20%	SOLE
40	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$254K	5092	0.19%	SOLE
41	PROCTER & GAMBLE CO	COM	$248K	1716	0.19%	SOLE
42	ELI LILLY & CO	COM	$241K	262	0.18%	SOLE
43	SCHWAB STRATEGIC TR	US BRD MKT ETF	$234K	9334	0.18%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP VA ETF	$232K	7593	0.18%	SOLE
45	INVESCO EXCHANGE TRADED FD T	S&P500 PUR GWT	$225K	4805	0.17%	SOLE
46	ALPHABET INC	CAP STK CL C	$220K	768	0.17%	SOLE
47	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$205K	2589	0.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.