Institutions / Signal Tree Financial Partners LLC

Signal Tree Financial Partners LLC

CIK 2069337 · Institution · as of Dec 31, 2025

Portfolio value

$131.15M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 48 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$25.01M	39,886	19.1%
Vanguard Tax-Managed Fds	—	$20.89M	334,329	15.9%
BlackRock ETF Trust II	—	$10.85M	205,516	8.3%
Invesco Exchange Traded Fd T	—	$6.64M	34,639	5.1%
Vanguard Index Fds	—	$6.19M	24,002	4.7%
Schwab Strategic Tr	—	$4.77M	173,859	3.6%
Vanguard Intl Equity Index F	—	$4.43M	82,356	3.4%
Vanguard Bd Index Fds	—	$4.14M	52,593	3.2%
Vanguard Index Fds	—	$3.86M	11,502	2.9%
iShares MSCI UAE ETF	—	$3.68M	34,474	2.8%
Vanguard Scottsdale Fds	—	$3.60M	42,955	2.7%
Schwab Strategic Tr	—	$3.21M	70,395	2.4%
Vanguard Index Fds	—	$2.90M	13,852	2.2%
Schwab Strategic Tr	—	$2.67M	98,187	2.0%
iShares MSCI UAE ETF	—	$2.62M	30,952	2.0%
iShares Tr	—	$2.57M	24,020	2.0%
Vanguard Index Fds	—	$2.19M	11,464	1.7%
Schwab Strategic Tr	—	$2.14M	67,805	1.6%
Vanguard Bd Index Fds	—	$1.90M	38,194	1.5%
iShares Tr	—	$1.58M	6,422	1.2%
Apple Inc.	—	$1.48M	5,436	1.1%
Vanguard Scottsdale Fds	—	$1.41M	11,613	1.1%
SPDR S&P Midcap 400 ETF Tr	—	$1.32M	2,189	1.0%
Vanguard Malvern Fds	—	$1.23M	15,758	0.9%
Amazon.com Inc	—	$1.00M	4,333	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.