13F-HR filed by SIGNAL TREE FINANCIAL PARTNERS LLC
SIGNAL TREE FINANCIAL PARTNERS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 53 holding rows worth $150,883,754.
- Accession
- 0001951757-26-001268
- Filer
- CIK 2069337
- Filed
- 2026-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 53 entries on the cover page, a total value of $150,883,754 stated on the cover page (in dollars after the unit check, H1), rows summing to $150,883,754 with VALUE read as dollars as filed, 13F file number 028-25657. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 42,269 | $29,030,959 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 351,380 | $25,035,860 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 227,864 | $11,926,404 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 27,713 | $8,400,365 | dollars as filed | |
| SCHD | 808524797 | COM | 255,265 | $8,094,465 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 37,922 | $8,068,698 | dollars as filed | |
| VWO | 922042858 | SHS | 85,839 | $5,123,745 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 56,873 | $4,431,005 | dollars as filed | |
| VTI | 922908769 | COM | 11,305 | $4,183,250 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 47,588 | $3,933,114 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 33,165 | $3,531,082 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 72,972 | $3,511,429 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 13,385 | $3,295,621 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 98,187 | $3,053,616 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 30,753 | $2,935,020 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 68,812 | $2,618,971 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 22,815 | $2,455,308 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 10,857 | $2,366,066 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,347 | $1,906,956 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,416 | $1,567,288 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 2,155 | $1,515,698 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 18,343 | $1,416,671 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C680 | COM | 9,195 | $1,175,198 | dollars as filed | |
| VANGUARD MUN BD FDS | 922907738 | INTERMEDIATE TRM | 9,189 | $927,813 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,823 | $911,174 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 10,802 | $870,317 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 9,362 | $822,733 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,105 | $529,582 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 15,999 | $470,860 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,234 | $460,418 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,219 | $435,634 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V449 | S&P 100 EQL WIGH | 2,710 | $349,644 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X475 | ST STR MSCI GLB | 3,849 | $329,744 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 2,017 | $316,529 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 10,900 | $315,655 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 262 | $314,604 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V266 | S&P500 PUR GWT | 4,805 | $306,799 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,216 | $302,972 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 882 | $288,705 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 564 | $282,220 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 768 | $271,357 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 7,593 | $264,312 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 5,257 | $261,681 | dollars as filed | |
| General Electric Company | 369604301 | COM | 691 | $258,075 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 688 | $253,445 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,660 | $243,356 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,603 | $236,161 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 201 | $236,147 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 6,182 | $223,345 | dollars as filed | |
| SPY | 78462F103 | SHS | 281 | $209,842 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 927 | $207,602 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 2,100 | $203,448 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 575 | $202,791 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-001268 | this filing | 2026-08-14 | acceptance time not in the bulk data set |