DOSSIER · 13F-HR · Q1 2026

SIGNAL TREE FINANCIAL PARTNERS LLC

$132M in tracked AUM across 47 positions as of Q1 2026.

ST
CIK 0002069337 · last filed Mar 31, 2026
Total AUM
$132M
as of Q1 2026
Holdings
47
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

SIGNAL TREE FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$24M41K18.4%
02
VEA
VANGUARD TAX-MANAGED FDS
$22M341K16.5%
03
BINC
BLACKROCK ETF TRUST II
$11M215K8.4%
04
SCHD
SCHWAB STRATEGIC TR
$7M242K5.6%
05
RSP
INVESCO EXCHANGE TRADED FD T
$7M37K5.4%
06
VB
VANGUARD INDEX FDS
$7M26K5.2%
07
VWO
VANGUARD INTL EQUITY INDEX F
$5M84K3.4%
08
BSV
VANGUARD BD INDEX FDS
$4M54K3.2%
09
VCIT
VANGUARD SCOTTSDALE FDS
$4M44K2.8%
10
VTI
VANGUARD INDEX FDS
$4M11K2.8%

Filing history

2026Q1Mar 31
$132M 1.0%
47 positionsView →
2025Q4Dec 31
$131M 3.9%
48 positionsView →
2025Q3Sep 30
$126M 8.6%
48 positionsView →
2025Q2Jun 30
$116M 16.5%
48 positionsLocked
2025Q1Mar 31
$100M 17.1%
42 positionsLocked
2024Q4Dec 31
$85M
42 positionsLocked