Filed: 5/15/2026ACC: 0001951757-26-000870
📋 What this filing means
SIGNAL TREE FINANCIAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $132.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$132.48M
Total AUM (reported)
1.58M
Total Shares
Allocation by class
S&P 500 ETF SHS$24.34M18.4%
VAN FTSE DEV MKT$21.85M16.5%
ISHARES FLEXIBLE$11.16M8.4%
US DIVIDEND EQ$7.42M5.6%
S&P500 EQL WGT$7.12M5.4%
SMALL CP ETF$6.87M5.2%
FTSE EMR MKT ETF$4.54M3.4%
Portfolio Concentration
Top 3$57.35M43.3%
4–10$37.52M28.3%
11–25$30.33M22.9%
Rest$7.28M5.5%
Top 3 weight
43.3%
Top 10 weight
71.6%
Voting Authority Distribution
Total shares with voting rights: 1.58M
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
1.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD INDEX FDS
SOLEShares40.73K
TypeSH
Market value$24.34M
18.37%
Sole
0.00
Shared
0.00
None
40.73K
VANGUARD TAX-MANAGED FDS
SOLEShares340.97K
TypeSH
Market value$21.85M
16.49%
Sole
0.00
Shared
0.00
None
340.97K
BLACKROCK ETF TRUST II
SOLEShares214.93K
TypeSH
Market value$11.16M
8.43%
Sole
0.00
Shared
0.00
None
214.93K
SCHWAB STRATEGIC TR
SOLEShares241.77K
TypeSH
Market value$7.42M
5.60%
Sole
0.00
Shared
0.00
None
241.77K
INVESCO EXCHANGE TRADED FD T
SOLEShares37.09K
TypeSH
Market value$7.12M
5.37%
Sole
0.00
Shared
0.00
None
37.09K
VANGUARD INDEX FDS
SOLEShares26.23K
TypeSH
Market value$6.87M
5.19%
Sole
0.00
Shared
0.00
None
26.23K
VANGUARD INTL EQUITY INDEX F
SOLEShares84.06K
TypeSH
Market value$4.54M
3.43%
Sole
0.00
Shared
0.00
None
84.06K
VANGUARD BD INDEX FDS
SOLEShares54.07K
TypeSH
Market value$4.24M
3.20%
Sole
0.00
Shared
0.00
None
54.07K
VANGUARD SCOTTSDALE FDS
SOLEShares44.48K
TypeSH
Market value$3.68M
2.78%
Sole
0.00
Shared
0.00
None
44.48K
VANGUARD INDEX FDS
SOLEShares11.38K
TypeSH
Market value$3.65M
2.76%
Sole
0.00
Shared
0.00
None
11.38K
ISHARES TR
SOLEShares33.44K
TypeSH
Market value$3.56M
2.69%
Sole
0.00
Shared
0.00
None
33.44K
SCHWAB STRATEGIC TR
SOLEShares71.73K
TypeSH
Market value$3.35M
2.53%
Sole
0.00
Shared
0.00
None
71.73K
VANGUARD INDEX FDS
SOLEShares13.89K
TypeSH
Market value$2.86M
2.16%
Sole
0.00
Shared
0.00
None
13.89K
SCHWAB STRATEGIC TR
SOLEShares98.19K
TypeSH
Market value$2.73M
2.06%
Sole
0.00
Shared
0.00
None
98.19K
ISHARES TR
SOLEShares30.82K
TypeSH
Market value$2.67M
2.02%
Sole
0.00
Shared
0.00
None
30.82K
ISHARES TR
SOLEShares22.82K
TypeSH
Market value$2.42M
1.83%
Sole
0.00
Shared
0.00
None
22.82K
SCHWAB STRATEGIC TR
SOLEShares67.85K
TypeSH
Market value$2.20M
1.66%
Sole
0.00
Shared
0.00
None
67.85K
VANGUARD INDEX FDS
SOLEShares11K
TypeSH
Market value$2.16M
1.63%
Sole
0.00
Shared
0.00
None
11K
ISHARES TR
SOLEShares6.42K
TypeSH
Market value$1.59M
1.20%
Sole
0.00
Shared
0.00
None
6.42K
APPLE INC
SOLEShares5.42K
TypeSH
Market value$1.37M
1.04%
Sole
0.00
Shared
0.00
None
5.42K
STATE STR SPDR S&P MIDCAP 40
SOLEShares2.16K
TypeSH
Market value$1.33M
1.00%
Sole
0.00
Shared
0.00
None
2.16K
VANGUARD MALVERN FDS
SOLEShares16.67K
TypeSH
Market value$1.29M
0.97%
Sole
0.00
Shared
0.00
None
16.67K
VANGUARD SCOTTSDALE FDS
SOLEShares9.45K
TypeSH
Market value$1.04M
0.78%
Sole
0.00
Shared
0.00
None
9.45K
VANGUARD MUN BD FDS
SOLEShares9.19K
TypeSH
Market value$918.3K
0.69%
Sole
0.00
Shared
0.00
None
9.19K
AMAZON COM INC
SOLEShares4K
TypeSH
Market value$834.1K
0.63%
Sole
0.00
Shared
0.00
None
4K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 40.73K | SH | $24.34M 18.37% | 0.00 | 0.00 | 40.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 340.97K | SH | $21.85M 16.49% | 0.00 | 0.00 | 340.97K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 214.93K | SH | $11.16M 8.43% | 0.00 | 0.00 | 214.93K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 241.77K | SH | $7.42M 5.60% | 0.00 | 0.00 | 241.77K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 37.09K | SH | $7.12M 5.37% | 0.00 | 0.00 | 37.09K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 26.23K | SH | $6.87M 5.19% | 0.00 | 0.00 | 26.23K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 84.06K | SH | $4.54M 3.43% | 0.00 | 0.00 | 84.06K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 54.07K | SH | $4.24M 3.20% | 0.00 | 0.00 | 54.07K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 44.48K | SH | $3.68M 2.78% | 0.00 | 0.00 | 44.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.38K | SH | $3.65M 2.76% | 0.00 | 0.00 | 11.38K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 33.44K | SH | $3.56M 2.69% | 0.00 | 0.00 | 33.44K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 71.73K | SH | $3.35M 2.53% | 0.00 | 0.00 | 71.73K |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 13.89K | SH | $2.86M 2.16% | 0.00 | 0.00 | 13.89K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 98.19K | SH | $2.73M 2.06% | 0.00 | 0.00 | 98.19K |
ISHARES TRSOLE | CORE MSCI TOTAL | 30.82K | SH | $2.67M 2.02% | 0.00 | 0.00 | 30.82K |
ISHARES TRSOLE | NATIONAL MUN ETF | 22.82K | SH | $2.42M 1.83% | 0.00 | 0.00 | 22.82K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 67.85K | SH | $2.20M 1.66% | 0.00 | 0.00 | 67.85K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 11K | SH | $2.16M 1.63% | 0.00 | 0.00 | 11K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 6.42K | SH | $1.59M 1.20% | 0.00 | 0.00 | 6.42K |
APPLE INCSOLE | COM | 5.42K | SH | $1.37M 1.04% | 0.00 | 0.00 | 5.42K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 2.16K | SH | $1.33M 1.00% | 0.00 | 0.00 | 2.16K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 16.67K | SH | $1.29M 0.97% | 0.00 | 0.00 | 16.67K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS1000GRW | 9.45K | SH | $1.04M 0.78% | 0.00 | 0.00 | 9.45K |
VANGUARD MUN BD FDSSOLE | INTERMEDIATE TRM | 9.19K | SH | $918.3K 0.69% | 0.00 | 0.00 | 9.19K |
AMAZON COM INCSOLE | COM | 4K | SH | $834.1K 0.63% | 0.00 | 0.00 | 4K |
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