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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 $132,478,860 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 71.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000870

Period
2026-03-31
Reported value
$132M
Holdings
47
Top 10 weight
71.61%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHDadded+67,914$2.08M
VBadded+2,224$583K
VOOadded+844$504K
BINCadded+9,416$489K
RSPadded+2,451$470K

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
VUSBreduced-33,102-$1.65M
ADPexited-927-$238K
VONGreduced-2,162-$237K
GEexited-716-$220K
GOOGreduced-500-$143K

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000870, largest first. % of portfolio is the value over $132,478,860, 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; 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; 2026Q1: 40,730 shares 40,730$24.3M18.37%+844Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 340,970 shares 340,970$21.8M16.49%+6,641Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 214,932 shares 214,932$11.2M8.43%+9,416Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 241,773 shares 241,773$7.42M5.6%+67,914Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 37,090 shares 37,090$7.12M5.37%+2,451Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 22,595 shares; 2025Q4: 24,002 shares; 2026Q1: 26,226 shares 26,226$6.87M5.19%+2,224Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 84,058 shares 84,058$4.54M3.43%+1,702Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 54,073 shares 54,073$4.24M3.2%+1,480Timeline
VCITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 44,481 shares 44,481$3.68M2.78%+1,526Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,379 shares 11,379$3.65M2.76%-123Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 33,439 shares 33,439$3.56M2.69%-1,035Timeline
SCHCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 71,734 shares 71,734$3.35M2.53%+1,339Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,890 shares 13,890$2.86M2.16%+38Timeline
FNDXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 98,187 shares; 2025Q3: 98,187 shares; 2025Q4: 98,187 shares; 2026Q1: 98,187 shares 98,187$2.73M2.06%0Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 30,818 shares 30,818$2.67M2.02%-134Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 22,815 shares 22,815$2.42M1.83%-1,205Timeline
FNDASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 67,849 shares 67,849$2.2M1.66%+44Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 10,999 shares 10,999$2.16M1.63%-465Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,422 shares; 2025Q3: 6,422 shares; 2025Q4: 6,422 shares; 2026Q1: 6,422 shares 6,422$1.59M1.2%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,416 shares 5,416$1.37M1.04%-20Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,157 shares 2,157$1.33M1%-32Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 16,669 shares 16,669$1.29M0.97%+911Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,451 shares 9,451$1.04M0.78%-2,162Timeline
VTEIVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,258 shares; 2025Q3: 8,258 shares; 2025Q4: 9,189 shares; 2026Q1: 9,189 shares 9,189$918K0.69%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,005 shares 4,005$834K0.63%-328Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,686 shares 9,686$741K0.56%-908Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,584 shares; 2025Q4: 2,669 shares; 2026Q1: 2,489 shares 2,489$715K0.54%-180Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,103 shares 2,103$457K0.35%-2Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,999 shares 15,999$410K0.31%-1,476Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,092 shares 1,092$404K0.31%-203Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,216 shares 2,216$376K0.28%-100Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,159 shares; 2025Q1: not reported; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143$329K0.25%0Timeline
EQWLINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,710 shares 2,710$312K0.24%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 688 shares 688$296K0.22%+61Timeline
SPGMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,903 shares 3,903$295K0.22%-30Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 635 shares; 2025Q1: 628 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584$280K0.21%0Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,996 shares 1,996$276K0.21%+85Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,591 shares 2,591$266K0.2%-13Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 882 shares 882$259K0.2%-138Timeline
VUSBVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,092 shares 5,092$254K0.19%-33,102Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,716 shares 1,716$248K0.19%+39Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 261 shares; 2026Q1: 262 shares 262$241K0.18%+1Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,334 shares 9,334$234K0.18%newTimeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,593 shares; 2025Q2: 7,593 shares; 2025Q3: 7,593 shares; 2025Q4: 7,593 shares; 2026Q1: 7,593 shares 7,593$232K0.17%0Timeline
RPGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,805 shares 4,805$225K0.17%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 768 shares 768$220K0.17%-500Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,682 shares; 2025Q1: 5,309 shares; 2025Q2: 2,862 shares; 2025Q3: not reported; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589$205K0.15%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ADPAUTOMATIC DATA PROCESSING IN927$238Kshares
GEGE AEROSPACE716$220Kshares

How Q1 2026 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 0001951757-26-000870 base2026-05-15acceptance time not in the bulk data set