Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SIGNAL TREE FINANCIAL PARTNERS LLC (CIK 2069337) reported $132.5M across 47 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($24.3M, 18.37%), VEA ($21.8M, 16.49%), BINC ($11.2M, 8.43%), SCHD ($7.4M, 5.60%), RSP ($7.1M, 5.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $24.3M | 18.37% | 40,730 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $21.8M | 16.49% | 340,970 | Added |
| 3 | BINC | BLACKROCK ETF TRUST II | $11.2M | 8.43% | 214,932 | Added |
| 4 | SCHD | SCHWAB STRATEGIC TR | $7.4M | 5.60% | 241,773 | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $7.1M | 5.37% | 37,090 | Added |
| 6 | VB | VANGUARD INDEX FDS | $6.9M | 5.19% | 26,226 | Added |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $4.5M | 3.43% | 84,058 | Added |
| 8 | BSV | VANGUARD BD INDEX FDS | $4.2M | 3.20% | 54,073 | Added |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $3.7M | 2.78% | 44,481 | Added |
| 10 | VTI | VANGUARD INDEX FDS | $3.7M | 2.76% | 11,379 | Trimmed |
| 11 | SUB | ISHARES TR | $3.6M | 2.69% | 33,439 | Trimmed |
| 12 | SCHC | SCHWAB STRATEGIC TR | $3.4M | 2.53% | 71,734 | Added |
| 13 | VXF | VANGUARD INDEX FDS | $2.9M | 2.16% | 13,890 | Added |
| 14 | FNDX | SCHWAB STRATEGIC TR | $2.7M | 2.06% | 98,187 | Hold |
| 15 | IXUS | ISHARES TR | $2.7M | 2.02% | 30,818 | Trimmed |
| 16 | MUB | ISHARES TR | $2.4M | 1.83% | 22,815 | Trimmed |
| 17 | FNDA | SCHWAB STRATEGIC TR | $2.2M | 1.66% | 67,849 | Added |
| 18 | VTV | VANGUARD INDEX FDS | $2.2M | 1.63% | 10,999 | Trimmed |
| 19 | IWM | ISHARES TR | $1.6M | 1.20% | 6,422 | Hold |
| 20 | AAPL | APPLE INC | $1.4M | 1.04% | 5,416 | Trimmed |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.3M | 1.00% | 2,157 | Trimmed |
| 22 | VCRB | VANGUARD MALVERN FDS | $1.3M | 0.97% | 16,669 | Added |
| 23 | VONG | VANGUARD SCOTTSDALE FDS | $1.0M | 0.78% | 9,451 | Trimmed |
| 24 | VTEI | VANGUARD MUN BD FDS | $918,349 | 0.69% | 9,189 | Hold |
| 25 | AMZN | AMAZON COM INC | $834,121 | 0.63% | 4,005 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31