SIGNAL TREE FINANCIAL PARTNERS LLC
CIK 2069337 · View on SEC EDGAR ↗
- Portfolio value
- $150.9M
- Positions
- 53
- As of
- June 30, 2026
#7,374 of 9,443 by 13F value · top 78.1%
Portfolio value QoQ: +13.9% 13F does not disclose cash
- Top 10 holdings weight
- 71.73%
- Top 25 holdings weight
- 93.72%
- Positions above 1%
- 21
- Effective number of positions
- 11.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.41% Est. buys $6,687,560 · sells $574,629
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 89.8% still held
- New positions
- 7
- Increased
- 20
- Decreased
- 13
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
1.3%
Retail
0.7%
Healthcare
0.7%
Communication Services
0.5%
Industrials
0.5%
Consumer products
0.3%
Energy
0.2%
Financials
0.2%
Other/Unmapped
95.6%
Full portfolio 53 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $29,030,959 | 19.24% | 42,269 | $4,692,626 | Up ×6 | ||
| VEA | $25,035,860 | 16.59% | 351,380 | $3,186,479 | Up ×6 | ||
| BINC | $11,926,404 | 7.90% | 227,864 | $764,983 | Up ×6 | ||
| VB | $8,400,365 | 5.57% | 27,713 | $1,531,251 | Up ×4 | ||
| SCHD | $8,094,465 | 5.36% | 255,265 | $676,881 | Up ×4 | ||
| RSP | $8,068,698 | 5.35% | 37,922 | $950,390 | Up ×4 | ||
| VWO | $5,123,745 | 3.40% | 85,839 | $580,401 | Up ×3 | ||
| BSV | $4,431,005 | 2.94% | 56,873 | $191,175 | Up ×2 | ||
| VTI | $4,183,250 | 2.77% | 11,305 | $532,798 | Down ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $3,933,114 | 2.61% | 47,588 | $252,286 | Up ×6 | ||
| SUB | $3,531,082 | 2.34% | 33,165 | $-30,176 | Down ×2 | ||
| SCHC | $3,511,429 | 2.33% | 72,972 | $158,574 | Up ×3 | ||
| VXF | $3,295,621 | 2.18% | 13,385 | $436,984 | Down ×1 | ||
| FNDX | $3,053,616 | 2.02% | 98,187 | $319,108 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $2,935,020 | 1.95% | 30,753 | $264,991 | Down ×2 | ||
| FNDA | $2,618,971 | 1.74% | 68,812 | $418,616 | Up ×3 | ||
| MUB | $2,455,308 | 1.63% | 22,815 | $33,537 | |||
| VTV | $2,366,066 | 1.57% | 10,857 | $208,062 | Down ×4 | ||
| IWM | $1,906,956 | 1.26% | 6,347 | $314,300 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $1,567,288 | 1.04% | 5,416 | $192,661 | |||
| MDY | $1,515,698 | 1.00% | 2,155 | $185,347 | Down ×2 | ||
| VCRB Vanguard Core Bond ETF | $1,416,671 | 0.94% | 18,343 | $126,832 | Up ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1,175,198 | 0.78% | 9,195 | $138,531 | Down ×3 | ||
| VTEI | $927,813 | 0.61% | 9,189 | $9,464 | |||
| AMZN Amazon.com, Inc. - Common Stock | $911,174 | 0.60% | 3,823 | $77,053 | Down ×3 | ||
| VO | $870,317 | 0.58% | 10,802 | $155,526 | Up ×1 | ||
| SPYM | $822,733 | 0.55% | 9,362 | $81,367 | Down ×4 | ||
| ABBV AbbVie Inc. Common Stock | $529,582 | 0.35% | 2,105 | $72,304 | Up ×1 | ||
| SCHX | $470,860 | 0.31% | 15,999 | $60,637 | |||
| MSFT Microsoft Corporation - Common Stock | $460,418 | 0.31% | 1,234 | $56,192 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $435,634 | 0.29% | 1,219 | $106,953 | Up ×1 | ||
| EQWL | $349,644 | 0.23% | 2,710 | $37,344 | |||
| SPGM | $329,744 | 0.22% | 3,849 | $34,248 | Down ×2 | ||
| VT | $316,529 | 0.21% | 2,017 | $40,495 | Up ×3 | ||
| SCHB | $315,655 | 0.21% | 10,900 | $81,363 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $314,604 | 0.21% | 262 | $73,353 | |||
| RPG | $306,799 | 0.20% | 4,805 | $82,213 | |||
| XOM Exxon Mobil Corporation Common Stock | $302,972 | 0.20% | 2,216 | $-72,995 | |||
| JPM JP Morgan Chase & Co. Common Stock | $288,705 | 0.19% | 882 | $29,256 | |||
| BRKB | $282,220 | 0.19% | 564 | $2,367 | Down ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $271,357 | 0.18% | 768 | $51,049 | |||
| SCHV | $264,312 | 0.18% | 7,593 | $32,726 | |||
| VUSB | $261,681 | 0.17% | 5,257 | $8,172 | Up ×1 | ||
| GE GE Aerospace Common Stock | $258,075 | 0.17% | 691 | ||||
| GLD | $253,445 | 0.17% | 688 | $-42,595 | |||
| PG Procter & Gamble Company (The) Common Stock | $243,356 | 0.16% | 1,660 | $-4,438 | Down ×1 | ||
| ABT Abbott Laboratories Common Stock | $236,161 | 0.16% | 2,603 | $-29,817 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $236,147 | 0.16% | 201 | Up ×1 | |||
| SCHA | $223,345 | 0.15% | 6,182 | Up ×1 | |||
| SPY SPY | $209,842 | 0.14% | 281 | Up ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $207,602 | 0.14% | 927 | ||||
| CHD Church & Dwight Company, Inc. Common Stock | $203,448 | 0.13% | 2,100 | ||||
| HD Home Depot, Inc. (The) Common Stock | $202,791 | 0.13% | 575 | ||||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VOO | $29,030,959 | 19.24% | up ×6 |
| VEA | $25,035,860 | 16.59% | up ×6 |
| BINC | $11,926,404 | 7.90% | up ×6 |
| VB | $8,400,365 | 5.57% | up ×4 |
| SCHD | $8,094,465 | 5.36% | up ×4 |
| RSP | $8,068,698 | 5.35% | up ×4 |
| VWO | $5,123,745 | 3.40% | up ×3 |
| VCIT | $3,933,114 | 2.61% | up ×6 |
| SCHC | $3,511,429 | 2.33% | up ×3 |
| FNDA | $2,618,971 | 1.74% | up ×3 |
| VCRB | $1,416,671 | 0.94% | up ×3 |
| VT | $316,529 | 0.21% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +2K | +$4.7M |
| VEA | Bought more | +10K | +$3.2M |
| VB | Bought more | +1K | +$1.5M |
| RSP | Bought more | +832 | +$950K |
| BINC | Bought more | +13K | +$765K |
| SCHD | Bought more | +13K | +$677K |
| VWO | Bought more | +2K | +$580K |
| VTI | Trimmed | -74 | +$533K |
| VXF | Trimmed | -505 | +$437K |
| FNDA | Bought more | +963 | +$419K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| VTEB | June 30, 2025 | 16,150 | $801,363 | No longer tracked |
| FMB | June 30, 2025 | 6,216 | $313,424 | |
| AGG | March 31, 2025 | 2,618 | $253,684 | No longer tracked |
| ADP | March 31, 2026 | 927 | $238,452 | 37.3% |
| HD | Dec. 31, 2025 | 580 | $230,272 | -2.5% |
| VCSH | Sept. 30, 2025 | 2,862 | $227,529 | |
| GE | March 31, 2026 | 716 | $220,406 | 22.8% |
| GOOGL | March 31, 2025 | 1,159 | $219,399 | 121.2% |
| VCSH | June 30, 2026 | 2,589 | $205,230 | |
| JNJ | June 30, 2025 | 1,234 | $204,647 | 74.9% |
| CHD | Sept. 30, 2025 | 2,109 | $202,696 | 11.2% |
| NFLX | Sept. 30, 2025 | 151 | $202,209 | -93.4% |