account_balance

Investment manager · 13F filer · SEC CIK 2069337

Signal Tree Financial Partners LLC

Reported value$151Mas of Jun 30, 2026
Positions53 7 new, 1 sold out
Top 10 weight71.7%VOO alone is 19%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard Index FDS 19.2% Added +4%
VEA Vanguard Tax-Managed FDS 16.6% Added +3%
BINC BlackRock ETF Trust II 7.9% Added +6%
VB Vanguard Index FDS 5.6% Added +6%
SCHD Schwab Strategic Tr 5.4% Added +6%
RSP Invesco Exchange Traded Fd T 5.3% Added +2%
VWO Vanguard Intl Equity Index F 3.4% Added +2%
BSV Vanguard Bd Index FDS 2.9% Added +5%
VTI Vanguard Index FDS 2.8% Held
VCIT Vanguard Scottsdale FDS 2.6% Added +7%
SUB iShares Tr 2.3% Held
SCHC Schwab Strategic Tr 2.3% Held

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing
add_circleNew
arrow_upwardAdded
  • SCHB +17%
  • MSFT +13%
  • VCRB +10%
  • VO +8%
arrow_downwardTrimmed
  • AMZN −5%
  • VXF −4%
  • SPYM −3%
  • VONG −3%
remove_circleSold out
  • VCSH $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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