Filed: 11/14/2025ACC: 0001951757-25-001439
📋 What this filing means
SIGNAL TREE FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $126.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$126.21M
Total AUM (reported)
1.45M
Total Shares
Allocation by class
S&P 500 ETF SHS$24.30M19.3%
VAN FTSE DEV MKT$19.66M15.6%
ISHARES FLEXIBLE$8.83M7.0%
S&P500 EQL WGT$6.38M5.1%
COM$5.80M4.6%
SMALL CP ETF$5.76M4.6%
SHORT TRM BOND$5.28M4.2%
Portfolio Concentration
Top 3$52.79M41.8%
4–10$33.58M26.6%
11–25$31.15M24.7%
Rest$8.69M6.9%
Top 3 weight
41.8%
Top 10 weight
68.4%
Voting Authority Distribution
Total shares with voting rights: 1.45M
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
1.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
VANGUARD INDEX FDS
SOLEShares39.54K
TypeSH
Market value$24.30M
19.26%
Sole
0.00
Shared
0.00
None
39.54K
VANGUARD TAX-MANAGED FDS
SOLEShares325.60K
TypeSH
Market value$19.66M
15.57%
Sole
0.00
Shared
0.00
None
325.60K
BLACKROCK ETF TRUST II
SOLEShares166.27K
TypeSH
Market value$8.83M
7.00%
Sole
0.00
Shared
0.00
None
166.27K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.55K
TypeSH
Market value$6.38M
5.05%
Sole
0.00
Shared
0.00
None
33.55K
VANGUARD INDEX FDS
SOLEShares22.59K
TypeSH
Market value$5.76M
4.56%
Sole
0.00
Shared
0.00
None
22.59K
VANGUARD BD INDEX FDS
SOLEShares67.06K
TypeSH
Market value$5.28M
4.19%
Sole
0.00
Shared
0.00
None
67.06K
VANGUARD INTL EQUITY INDEX F
SOLEShares80.54K
TypeSH
Market value$4.39M
3.48%
Sole
0.00
Shared
0.00
None
80.54K
SCHWAB STRATEGIC TR
SOLEShares157.49K
TypeSH
Market value$4.34M
3.44%
Sole
0.00
Shared
0.00
None
157.49K
VANGUARD INDEX FDS
SOLEShares11.55K
TypeSH
Market value$3.80M
3.01%
Sole
0.00
Shared
0.00
None
11.55K
ISHARES TR
SOLEShares33.98K
TypeSH
Market value$3.62M
2.87%
Sole
0.00
Shared
0.00
None
33.98K
VANGUARD SCOTTSDALE FDS
SOLEShares40.80K
TypeSH
Market value$3.43M
2.72%
Sole
0.00
Shared
0.00
None
40.80K
SCHWAB STRATEGIC TR
SOLEShares69.05K
TypeSH
Market value$3.15M
2.50%
Sole
0.00
Shared
0.00
None
69.05K
VANGUARD INDEX FDS
SOLEShares13.76K
TypeSH
Market value$2.89M
2.29%
Sole
0.00
Shared
0.00
None
13.76K
SCHWAB STRATEGIC TR
SOLEShares98.19K
TypeSH
Market value$2.59M
2.06%
Sole
0.00
Shared
0.00
None
98.19K
ISHARES TR
SOLEShares30.95K
TypeSH
Market value$2.57M
2.04%
Sole
0.00
Shared
0.00
None
30.95K
ISHARES TR
SOLEShares22.25K
TypeSH
Market value$2.37M
1.88%
Sole
0.00
Shared
0.00
None
22.25K
VANGUARD INDEX FDS
SOLEShares11.49K
TypeSH
Market value$2.15M
1.70%
Sole
0.00
Shared
0.00
None
11.49K
SCHWAB STRATEGIC TR
SOLEShares67.14K
TypeSH
Market value$2.10M
1.66%
Sole
0.00
Shared
0.00
None
67.14K
VANGUARD BD INDEX FDS
SOLEShares36.09K
TypeSH
Market value$1.80M
1.42%
Sole
0.00
Shared
0.00
None
36.09K
APPLE INC
SOLEShares6.17K
TypeSH
Market value$1.58M
1.25%
Sole
0.00
Shared
0.00
None
6.17K
ISHARES TR
SOLEShares6.42K
TypeSH
Market value$1.56M
1.23%
Sole
0.00
Shared
0.00
None
6.42K
VANGUARD SCOTTSDALE FDS
SOLEShares11.66K
TypeSH
Market value$1.41M
1.12%
Sole
0.00
Shared
0.00
None
11.66K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares2.19K
TypeSH
Market value$1.31M
1.04%
Sole
0.00
Shared
0.00
None
2.19K
VANGUARD MALVERN FDS
SOLEShares14.60K
TypeSH
Market value$1.14M
0.91%
Sole
0.00
Shared
0.00
None
14.60K
AMAZON COM INC
SOLEShares5K
TypeSH
Market value$1.10M
0.87%
Sole
0.00
Shared
0.00
None
5K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 39.54K | SH | $24.30M 19.26% | 0.00 | 0.00 | 39.54K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 325.60K | SH | $19.66M 15.57% | 0.00 | 0.00 | 325.60K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 166.27K | SH | $8.83M 7.00% | 0.00 | 0.00 | 166.27K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 33.55K | SH | $6.38M 5.05% | 0.00 | 0.00 | 33.55K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 22.59K | SH | $5.76M 4.56% | 0.00 | 0.00 | 22.59K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 67.06K | SH | $5.28M 4.19% | 0.00 | 0.00 | 67.06K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 80.54K | SH | $4.39M 3.48% | 0.00 | 0.00 | 80.54K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 157.49K | SH | $4.34M 3.44% | 0.00 | 0.00 | 157.49K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.55K | SH | $3.80M 3.01% | 0.00 | 0.00 | 11.55K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 33.98K | SH | $3.62M 2.87% | 0.00 | 0.00 | 33.98K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 40.80K | SH | $3.43M 2.72% | 0.00 | 0.00 | 40.80K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 69.05K | SH | $3.15M 2.50% | 0.00 | 0.00 | 69.05K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.76K | SH | $2.89M 2.29% | 0.00 | 0.00 | 13.76K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 98.19K | SH | $2.59M 2.06% | 0.00 | 0.00 | 98.19K |
ISHARES TRSOLE | CORE MSCI TOTAL | 30.95K | SH | $2.57M 2.04% | 0.00 | 0.00 | 30.95K |
ISHARES TRSOLE | NATIONAL MUN ETF | 22.25K | SH | $2.37M 1.88% | 0.00 | 0.00 | 22.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11.49K | SH | $2.15M 1.70% | 0.00 | 0.00 | 11.49K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 67.14K | SH | $2.10M 1.66% | 0.00 | 0.00 | 67.14K |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 36.09K | SH | $1.80M 1.42% | 0.00 | 0.00 | 36.09K |
APPLE INCSOLE | COM | 6.17K | SH | $1.58M 1.25% | 0.00 | 0.00 | 6.17K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 6.42K | SH | $1.56M 1.23% | 0.00 | 0.00 | 6.42K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 11.66K | SH | $1.41M 1.12% | 0.00 | 0.00 | 11.66K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 2.19K | SH | $1.31M 1.04% | 0.00 | 0.00 | 2.19K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 14.60K | SH | $1.14M 0.91% | 0.00 | 0.00 | 14.60K |
AMAZON COM INCSOLE | COM | 5K | SH | $1.10M 0.87% | 0.00 | 0.00 | 5K |
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