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SIGNAL TREE FINANCIAL PARTNERS LLC

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13F filer, CIK 2069337, COPLEY, OH

SIGNAL TREE FINANCIAL PARTNERS LLC reported $131,147,629 across 48 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 68.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000478

Period
2025-12-31
Reported value
$131M
Holdings
48
Top 10 weight
68.97%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BINCadded+39,246$2.07M
VEAadded+8,734$546K
SCHDadded+16,368$449K
VBadded+1,407$363K
VOOadded+343$215K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BSVreduced-14,464-$1.14M
HDexited-580-$230K
AAPLreduced-734-$200K
AMZNreduced-668-$154K
BRK-Breduced-112-$56.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001951757-26-000478, largest first. % of portfolio is the value over $131,147,629, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,033 shares; 2025Q1: 34,558 shares; 2025Q2: 38,906 shares; 2025Q3: 39,543 shares; 2025Q4: 39,886 shares 39,886$25M19.07%+343Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 237,217 shares; 2025Q1: 292,740 shares; 2025Q2: 317,493 shares; 2025Q3: 325,595 shares; 2025Q4: 334,329 shares 334,329$20.9M15.93%+8,734Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,535 shares; 2025Q1: 114,116 shares; 2025Q2: 151,667 shares; 2025Q3: 166,270 shares; 2025Q4: 205,516 shares 205,516$10.8M8.27%+39,246Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,114 shares; 2025Q1: 39,297 shares; 2025Q2: 32,154 shares; 2025Q3: 33,546 shares; 2025Q4: 34,639 shares 34,639$6.64M5.06%+1,093Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 22,595 shares; 2025Q4: 24,002 shares 24,002$6.19M4.72%+1,407Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,456 shares; 2025Q1: 146,804 shares; 2025Q2: 118,105 shares; 2025Q3: 157,491 shares; 2025Q4: 173,859 shares 173,859$4.77M3.64%+16,368Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,012 shares; 2025Q1: 92,253 shares; 2025Q2: 85,398 shares; 2025Q3: 80,543 shares; 2025Q4: 82,356 shares 82,356$4.43M3.38%+1,813Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,324 shares; 2025Q1: 56,890 shares; 2025Q2: 65,256 shares; 2025Q3: 67,057 shares; 2025Q4: 52,593 shares 52,593$4.14M3.16%-14,464Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,702 shares; 2025Q1: 12,127 shares; 2025Q2: 11,348 shares; 2025Q3: 11,547 shares; 2025Q4: 11,502 shares 11,502$3.86M2.94%-45Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,223 shares; 2025Q1: 26,784 shares; 2025Q2: 32,912 shares; 2025Q3: 33,982 shares; 2025Q4: 34,474 shares 34,474$3.68M2.8%+492Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,044 shares; 2025Q1: 33,942 shares; 2025Q2: 39,735 shares; 2025Q3: 40,804 shares; 2025Q4: 42,955 shares 42,955$3.6M2.74%+2,151Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,433 shares; 2025Q1: 80,068 shares; 2025Q2: 76,156 shares; 2025Q3: 69,045 shares; 2025Q4: 70,395 shares 70,395$3.21M2.44%+1,350Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,579 shares; 2025Q1: 31,505 shares; 2025Q2: 27,997 shares; 2025Q3: 13,755 shares; 2025Q4: 13,852 shares 13,852$2.9M2.21%+97Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,187 shares; 2025Q3: 98,187 shares; 2025Q4: 98,187 shares 98,187$2.67M2.04%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,924 shares; 2025Q1: 35,846 shares; 2025Q2: 31,182 shares; 2025Q3: 30,952 shares; 2025Q4: 30,952 shares 30,952$2.62M2%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,071 shares; 2025Q1: 31,852 shares; 2025Q2: 21,776 shares; 2025Q3: 22,250 shares; 2025Q4: 24,020 shares 24,020$2.57M1.96%+1,770Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,860 shares; 2025Q1: 3,476 shares; 2025Q2: 11,515 shares; 2025Q3: 11,486 shares; 2025Q4: 11,464 shares 11,464$2.19M1.67%-22Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128,725 shares; 2025Q1: 164,618 shares; 2025Q2: 143,482 shares; 2025Q3: 67,138 shares; 2025Q4: 67,805 shares 67,805$2.14M1.63%+667Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,592 shares; 2025Q1: 34,580 shares; 2025Q2: 36,538 shares; 2025Q3: 36,095 shares; 2025Q4: 38,194 shares 38,194$1.9M1.45%+2,099Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares 6,422$1.58M1.21%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,769 shares; 2025Q1: 6,105 shares; 2025Q2: 6,170 shares; 2025Q3: 6,170 shares; 2025Q4: 5,436 shares 5,436$1.48M1.13%-734Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,771 shares; 2025Q1: 14,235 shares; 2025Q2: 11,448 shares; 2025Q3: 11,662 shares; 2025Q4: 11,613 shares 11,613$1.41M1.08%-49Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares 2,189$1.32M1.01%0Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,165 shares; 2025Q1: 10,649 shares; 2025Q2: 15,803 shares; 2025Q3: 14,599 shares; 2025Q4: 15,758 shares 15,758$1.23M0.94%+1,159Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,224 shares; 2025Q1: 4,877 shares; 2025Q2: 5,001 shares; 2025Q3: 5,001 shares; 2025Q4: 4,333 shares 4,333$1M0.76%-668Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,258 shares; 2025Q3: 8,258 shares; 2025Q4: 9,189 shares 9,189$927K0.71%+931Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,528 shares; 2025Q1: 10,273 shares; 2025Q2: 10,654 shares; 2025Q3: 10,619 shares; 2025Q4: 10,594 shares 10,594$850K0.65%-25Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,584 shares; 2025Q4: 2,669 shares 2,669$775K0.59%+85Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,136 shares; 2025Q1: 1,294 shares; 2025Q2: 1,377 shares; 2025Q3: 1,297 shares; 2025Q4: 1,295 shares 1,295$626K0.48%-2Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,209 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,105 shares 2,105$481K0.37%-90Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,607 shares; 2025Q1: 17,607 shares; 2025Q2: 17,329 shares; 2025Q3: 17,175 shares; 2025Q4: 17,475 shares 17,475$470K0.36%+300Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,347 shares; 2025Q1: 1,325 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,268 shares 1,268$398K0.3%-52Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares 1,143$358K0.27%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,026 shares; 2025Q1: 1,106 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares; 2025Q4: 1,020 shares 1,020$329K0.25%-53Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,715 shares; 2025Q1: 2,604 shares; 2025Q2: 2,604 shares; 2025Q3: 2,604 shares; 2025Q4: 2,604 shares 2,604$326K0.25%0Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares 2,710$320K0.24%0Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,124 shares; 2025Q1: 4,205 shares; 2025Q2: 4,026 shares; 2025Q3: 3,909 shares; 2025Q4: 3,933 shares 3,933$302K0.23%+24Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 628 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 584 shares 584$294K0.22%-112Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 261 shares 261$281K0.21%+1Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,357 shares; 2025Q1: 2,355 shares; 2025Q2: 2,254 shares; 2025Q3: 2,224 shares; 2025Q4: 2,316 shares 2,316$279K0.21%+92Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,172 shares; 2025Q1: 2,274 shares; 2025Q2: 1,966 shares; 2025Q3: 1,816 shares; 2025Q4: 1,911 shares 1,911$270K0.21%+95Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 627 shares 627$248K0.19%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: 1,698 shares; 2025Q2: 1,714 shares; 2025Q3: 1,714 shares; 2025Q4: 1,677 shares 1,677$240K0.18%-37Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares 927$238K0.18%0Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,593 shares; 2025Q2: 7,593 shares; 2025Q3: 7,593 shares; 2025Q4: 7,593 shares 7,593$225K0.17%0Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares 4,805$224K0.17%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 716 shares; 2025Q4: 716 shares 716$220K0.17%0Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,682 shares; 2025Q1: 5,309 shares; 2025Q2: 2,862 shares; 2025Q3: not reported; 2025Q4: 2,589 shares 2,589$206K0.16%newTimeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
HDHOME DEPOT INC580$230Kshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-000478 base2026-02-17acceptance time not in the bulk data set