DOSSIER · 13F-HR · Q2 2026

SIGNAL TREE FINANCIAL PARTNERS LLC

$151M in tracked AUM across 53 positions as of Q2 2026.

ST
CIK 0002069337 · last filed Jun 30, 2026
Total AUM
$151M
as of Q2 2026
Holdings
53
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SIGNAL TREE FINANCIAL PARTNERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$29M42K19.2%
02
VEA
VANGUARD TAX-MANAGED FDS
$25M351K16.6%
03
BINC
BLACKROCK ETF TRUST II
$12M228K7.9%
04
VB
VANGUARD INDEX FDS
$8M28K5.6%
05
SCHD
SCHWAB STRATEGIC TR
$8M255K5.4%
06
RSP
INVESCO EXCHANGE TRADED FD T
$8M38K5.3%
07
VWO
VANGUARD INTL EQUITY INDEX F
$5M86K3.4%
08
BSV
VANGUARD BD INDEX FDS
$4M57K2.9%
09
VTI
VANGUARD INDEX FDS
$4M11K2.8%
10
VCIT
VANGUARD SCOTTSDALE FDS
$4M48K2.6%

Filing history

2026Q2Jun 30
$151M▲ 13.9%
53 positionsView →
2026Q1Mar 31
$132M▲ 1.0%
47 positionsView →
2025Q4Dec 31
$131M▲ 3.9%
48 positionsView →
2025Q3Sep 30
$126M▲ 8.6%
48 positionsLocked
2025Q2Jun 30
$116M▲ 16.5%
48 positionsLocked
2025Q1Mar 31
$100M▲ 17.1%
42 positionsLocked
2024Q4Dec 31
$85M—
42 positionsLocked