SEC Form 13F

SIGNAL TREE FINANCIAL PARTNERS LLC 13F Holdings

Inspect SIGNAL TREE FINANCIAL PARTNERS LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-15T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-15
Reported value
$150,883,754
Positions
53

Read this manager's filing book

Step 1 of 3

Disclosed positions

SIGNAL TREE FINANCIAL PARTNERS LLC: source evidence dated 2026-08-15T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VOO
Class
S&P 500 ETF SHS
Reported value
$29,030,959
Reported amount
42,269
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001951757-26-001268
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
Show the table · 50 rows, 7 columns

Scroll sideways to compare all columns. Select a heading to sort.

VANGUARD INDEX FDSVOOS&P 500 ETF SHS$29,030,95942,269SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$25,035,860351,380SHNone
BLACKROCK ETF TRUST IIBINCISHA FLEX IN ETF$11,926,404227,864SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$8,400,36527,713SHNone
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$8,094,465255,265SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$8,068,69837,922SHNone
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$5,123,74585,839SHNone
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$4,431,00556,873SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$4,183,25011,305SHNone
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$3,933,11447,588SHNone
ISHARES TRSUBSHRT NAT MUN ETF$3,531,08233,165SHNone
SCHWAB STRATEGIC TRSCHCINTL SCEQT ETF$3,511,42972,972SHNone
VANGUARD INDEX FDSVXFEXTEND MKT ETF$3,295,62113,385SHNone
SCHWAB STRATEGIC TRFNDXFUNDAMENTAL US L$3,053,61698,187SHNone
ISHARES TRIXUSCORE MSCI TOTAL$2,935,02030,753SHNone
SCHWAB STRATEGIC TRFNDAFUNDAMENTAL US S$2,618,97168,812SHNone
ISHARES TRMUBNATIONAL MUN ETF$2,455,30822,815SHNone
VANGUARD INDEX FDSVTVVALUE ETF$2,366,06610,857SHNone
ISHARES TRIWMRUSSELL 2000 ETF$1,906,9566,347SHNone
APPLE INCAAPLCOM$1,567,2885,416SHNone
STATE STR SPDR S&P MIDCAP 40MDYUTSER1 S&PDCRP$1,515,6982,155SHNone
VANGUARD MALVERN FDSVCRBCORE BD ETF$1,416,67118,343SHNone
VANGUARD SCOTTSDALE FDSVONGVNG RUS1000GRW$1,175,1989,195SHNone
VANGUARD MUN BD FDSVTEIINTERMEDIATE TRM$927,8139,189SHNone
AMAZON COM INCAMZNCOM$911,1743,823SHNone
VANGUARD INDEX FDSVOMID CAP ETF$870,31710,802SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$822,7339,362SHNone
ABBVIE INCABBVCOM$529,5822,105SHNone
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$470,86015,999SHNone
MICROSOFT CORPMSFTCOM$460,4181,234SHNone
ALPHABET INCGOOGLCAP STK CL A$435,6341,219SHNone
INVESCO EXCHANGE TRADED FD TEQWLS&P 100 EQL WIGH$349,6442,710SHNone
SPDR INDEX SHS FDSSPGMST STR MSCI GLB$329,7443,849SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$316,5292,017SHNone
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$315,65510,900SHNone
ELI LILLY & COLLYCOM$314,604262SHNone
INVESCO EXCHANGE TRADED FD TRPGS&P500 PUR GWT$306,7994,805SHNone
EXXON MOBIL CORPXOMCOM$302,9722,216SHNone
JPMORGAN CHASE & COJPMCOM$288,705882SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$282,220564SHNone
ALPHABET INCGOOGCAP STK CL C$271,357768SHNone
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$264,3127,593SHNone
VANGUARD BD INDEX FDSVUSBVANGUARD ULTRA$261,6815,257SHNone
GE AEROSPACEGECOM NEW$258,075691SHNone
SPDR GOLD TRGLDGOLD SHS$253,445688SHNone
PROCTER & GAMBLE COPGCOM$243,3561,660SHNone
ABBOTT LABORATORIESABTCOM$236,1612,603SHNone
GE VERNOVA INCGEVCOM$236,147201SHNone
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$223,3456,182SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$209,842281SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.