Filed: 7/16/2025ACC: 0001951757-25-000870
📋 What this filing means
SIGNAL TREE FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $99.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$99.73M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
S&P 500 ETF SHS$17.76M17.8%
VAN FTSE DEV MKT$14.88M14.9%
S&P500 EQL WGT$6.81M6.8%
ISHARES FLEXIBLE$5.98M6.0%
EXTEND MKT ETF$5.43M5.4%
COM$5.35M5.4%
FUNDAMENTAL US S$4.51M4.5%
Portfolio Concentration
Top 3$39.45M39.6%
4–10$32.01M32.1%
11–25$23.49M23.6%
Rest$4.79M4.8%
Top 3 weight
39.6%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings42
Rows:
VANGUARD INDEX FDS
SOLEShares34.56K
TypeSH
Market value$17.76M
17.81%
Sole
0.00
Shared
0.00
None
34.56K
VANGUARD TAX-MANAGED FDS
SOLEShares292.74K
TypeSH
Market value$14.88M
14.92%
Sole
0.00
Shared
0.00
None
292.74K
INVESCO EXCHANGE TRADED FD T
SOLEShares39.30K
TypeSH
Market value$6.81M
6.83%
Sole
0.00
Shared
0.00
None
39.30K
BLACKROCK ETF TRUST II
SOLEShares114.12K
TypeSH
Market value$5.98M
5.99%
Sole
0.00
Shared
0.00
None
114.12K
VANGUARD INDEX FDS
SOLEShares31.50K
TypeSH
Market value$5.43M
5.44%
Sole
0.00
Shared
0.00
None
31.50K
SCHWAB STRATEGIC TR
SOLEShares164.62K
TypeSH
Market value$4.51M
4.52%
Sole
0.00
Shared
0.00
None
164.62K
VANGUARD BD INDEX FDS
SOLEShares56.89K
TypeSH
Market value$4.45M
4.47%
Sole
0.00
Shared
0.00
None
56.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares92.25K
TypeSH
Market value$4.18M
4.19%
Sole
0.00
Shared
0.00
None
92.25K
SCHWAB STRATEGIC TR
SOLEShares146.80K
TypeSH
Market value$4.10M
4.12%
Sole
0.00
Shared
0.00
None
146.80K
ISHARES TR
SOLEShares31.85K
TypeSH
Market value$3.36M
3.37%
Sole
0.00
Shared
0.00
None
31.85K
VANGUARD INDEX FDS
SOLEShares12.13K
TypeSH
Market value$3.33M
3.34%
Sole
0.00
Shared
0.00
None
12.13K
SCHWAB STRATEGIC TR
SOLEShares80.07K
TypeSH
Market value$2.87M
2.88%
Sole
0.00
Shared
0.00
None
80.07K
ISHARES TR
SOLEShares26.78K
TypeSH
Market value$2.83M
2.84%
Sole
0.00
Shared
0.00
None
26.78K
VANGUARD SCOTTSDALE FDS
SOLEShares33.94K
TypeSH
Market value$2.78M
2.78%
Sole
0.00
Shared
0.00
None
33.94K
ISHARES TR
SOLEShares35.85K
TypeSH
Market value$2.50M
2.51%
Sole
0.00
Shared
0.00
None
35.85K
VANGUARD BD INDEX FDS
SOLEShares34.58K
TypeSH
Market value$1.72M
1.73%
Sole
0.00
Shared
0.00
None
34.58K
APPLE INC
SOLEShares6.11K
TypeSH
Market value$1.36M
1.36%
Sole
0.00
Shared
0.00
None
6.11K
VANGUARD SCOTTSDALE FDS
SOLEShares14.23K
TypeSH
Market value$1.32M
1.32%
Sole
0.00
Shared
0.00
None
14.23K
AMAZON COM INC
SOLEShares4.88K
TypeSH
Market value$927.9K
0.93%
Sole
0.00
Shared
0.00
None
4.88K
VANGUARD MALVERN FDS
SOLEShares10.65K
TypeSH
Market value$824.5K
0.83%
Sole
0.00
Shared
0.00
None
10.65K
VANGUARD MUN BD FDS
SOLEShares16.15K
TypeSH
Market value$801.4K
0.80%
Sole
0.00
Shared
0.00
None
16.15K
SPDR SERIES TRUST
SOLEShares10.27K
TypeSH
Market value$675.6K
0.68%
Sole
0.00
Shared
0.00
None
10.27K
VANGUARD INDEX FDS
SOLEShares3.48K
TypeSH
Market value$600.4K
0.60%
Sole
0.00
Shared
0.00
None
3.48K
MICROSOFT CORP
SOLEShares1.29K
TypeSH
Market value$485.8K
0.49%
Sole
0.00
Shared
0.00
None
1.29K
ABBVIE INC
SOLEShares2.21K
TypeSH
Market value$462.7K
0.46%
Sole
0.00
Shared
0.00
None
2.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 34.56K | SH | $17.76M 17.81% | 0.00 | 0.00 | 34.56K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 292.74K | SH | $14.88M 14.92% | 0.00 | 0.00 | 292.74K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 39.30K | SH | $6.81M 6.83% | 0.00 | 0.00 | 39.30K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 114.12K | SH | $5.98M 5.99% | 0.00 | 0.00 | 114.12K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 31.50K | SH | $5.43M 5.44% | 0.00 | 0.00 | 31.50K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 164.62K | SH | $4.51M 4.52% | 0.00 | 0.00 | 164.62K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 56.89K | SH | $4.45M 4.47% | 0.00 | 0.00 | 56.89K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 92.25K | SH | $4.18M 4.19% | 0.00 | 0.00 | 92.25K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 146.80K | SH | $4.10M 4.12% | 0.00 | 0.00 | 146.80K |
ISHARES TRSOLE | NATIONAL MUN ETF | 31.85K | SH | $3.36M 3.37% | 0.00 | 0.00 | 31.85K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.13K | SH | $3.33M 3.34% | 0.00 | 0.00 | 12.13K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 80.07K | SH | $2.87M 2.88% | 0.00 | 0.00 | 80.07K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 26.78K | SH | $2.83M 2.84% | 0.00 | 0.00 | 26.78K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 33.94K | SH | $2.78M 2.78% | 0.00 | 0.00 | 33.94K |
ISHARES TRSOLE | CORE MSCI TOTAL | 35.85K | SH | $2.50M 2.51% | 0.00 | 0.00 | 35.85K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 34.58K | SH | $1.72M 1.73% | 0.00 | 0.00 | 34.58K |
APPLE INCSOLE | COM | 6.11K | SH | $1.36M 1.36% | 0.00 | 0.00 | 6.11K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 14.23K | SH | $1.32M 1.32% | 0.00 | 0.00 | 14.23K |
AMAZON COM INCSOLE | COM | 4.88K | SH | $927.9K 0.93% | 0.00 | 0.00 | 4.88K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 10.65K | SH | $824.5K 0.83% | 0.00 | 0.00 | 10.65K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 16.15K | SH | $801.4K 0.80% | 0.00 | 0.00 | 16.15K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 10.27K | SH | $675.6K 0.68% | 0.00 | 0.00 | 10.27K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.48K | SH | $600.4K 0.60% | 0.00 | 0.00 | 3.48K |
MICROSOFT CORPSOLE | COM | 1.29K | SH | $485.8K 0.49% | 0.00 | 0.00 | 1.29K |
ABBVIE INCSOLE | COM | 2.21K | SH | $462.7K 0.46% | 0.00 | 0.00 | 2.21K |
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