Signal Tree Financial Partners LLC 13F Holdings · Q2 2026
Signal Tree Financial Partners LLC reported 53 securities worth $150.88M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (19.24%), VEA (16.59%), BINC (7.90%). Among its top 25 positions this quarter: 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $29.0M | 19.24% | 42,269 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $25.0M | 16.59% | 351,380 | Added |
| 3 | BINC | BLACKROCK ETF TRUST II | $11.9M | 7.90% | 227,864 | Added |
| 4 | VB | VANGUARD INDEX FDS | $8.4M | 5.57% | 27,713 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $8.1M | 5.36% | 255,265 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $8.1M | 5.35% | 37,922 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $5.1M | 3.40% | 85,839 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $4.4M | 2.94% | 56,873 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $4.2M | 2.77% | 11,305 | Trimmed |
| 10 | VCIT | VANGUARD SCOTTSDALE FDS | $3.9M | 2.61% | 47,588 | Added |
| 11 | SUB | ISHARES TR | $3.5M | 2.34% | 33,165 | Trimmed |
| 12 | SCHC | SCHWAB STRATEGIC TR | $3.5M | 2.33% | 72,972 | Added |
| 13 | VXF | VANGUARD INDEX FDS | $3.3M | 2.18% | 13,385 | Trimmed |
| 14 | FNDX | SCHWAB STRATEGIC TR | $3.1M | 2.02% | 98,187 | Hold |
| 15 | IXUS | ISHARES TR | $2.9M | 1.95% | 30,753 | Trimmed |
| 16 | FNDA | SCHWAB STRATEGIC TR | $2.6M | 1.74% | 68,812 | Added |
| 17 | MUB | ISHARES TR | $2.5M | 1.63% | 22,815 | Hold |
| 18 | VTV | VANGUARD INDEX FDS | $2.4M | 1.57% | 10,857 | Trimmed |
| 19 | IWM | ISHARES TR | $1.9M | 1.26% | 6,347 | Trimmed |
| 20 | AAPL | APPLE INC | $1.6M | 1.04% | 5,416 | Hold |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.5M | 1.00% | 2,155 | Trimmed |
| 22 | VCRB | VANGUARD MALVERN FDS | $1.4M | 0.94% | 18,343 | Added |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $1.2M | 0.78% | 9,195 | Trimmed |
| 24 | VTEI | VANGUARD MUN BD FDS | $927,813 | 0.61% | 9,189 | Hold |
| 25 | AMZN | AMAZON COM INC | $911,174 | 0.60% | 3,823 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR