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13F holdings · Q2 2026

Signal Tree Financial Partners

Copley, OH · files as Signal Tree Financial Partners LLC
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 2069337

Signal Tree Financial Partners reported 53 stocks worth $151M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VOO (19.2%), VEA (16.6%) and BINC (7.9%). Compared with Q1 2026, the fund opened new positions in GE, GEV and SCHA, added to VOO, VEA and BINC, trimmed VTI, SUB and VXF and sold out of VCSH.

Reported value$151M+13.9% vs last quarter
Stocks held537 new · 1 sold out
Top 5 weight54.7%fairly concentrated
Turnover5%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 7 qtrsHeld
1
VOO
Vanguard S&P 500 ETF
$29M19.2%42K+1,539 (+4%)7 of 7
2
VEA
Vanguard Tax-Managed Fds
$25M16.6%351K+10K (+3%)7 of 7
3
BINC
Blackrock ETF Trust II
$11.9M7.9%228K+13K (+6%)7 of 7
4
VB
Vanguard Index Fds
$8.4M5.6%28K+1,487 (+6%)5 of 7
5
SCHD
Schwab US Dividend Equity ETF
$8.1M5.4%255K+13K (+6%)7 of 7
6
RSP
Invesco Exchange Traded FD T
$8.1M5.3%38K+832 (+2%)7 of 7
7
VWO
Vanguard Intl Equity Index F
$5.1M3.4%86K+1,781 (+2%)7 of 7
8
BSV
Vanguard Short-Term Bond ETF
$4.4M2.9%57K+2,800 (+5%)7 of 7
9
VTI
Vanguard Total Stock Market ETF
$4.2M2.8%11K−74 (−1%)7 of 7
10
VCIT
Vanguard Scottsdale Fds
$3.9M2.6%48K+3,107 (+7%)7 of 7
🔒 43 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
VCSH
Vanguard Scottsdale Fds
$205K2,589

Reported value

last 7 quarters
$85.2MQ4 '24
$99.7MQ1 '25
$116MQ2 '25
$126MQ3 '25
$131MQ4 '25
$132MQ1 '26
$151MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Signal Tree Financial Partners 13F FAQ

What does Signal Tree Financial Partners own?

Signal Tree Financial Partners reported 53 stocks worth $151M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VOO (19.2%), VEA (16.6%) and BINC (7.9%). The table above lists every position in the filing (the top 10 without an account).

What did Signal Tree Financial Partners buy and sell in Q2 2026?

Compared with Q1 2026: 7 new positions, 19 added to, 12 trimmed and 1 sold out. New positions include GE, GEV and SCHA. It sold all of VCSH.

When will Signal Tree Financial Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Signal Tree Financial Partners's portfolio worth?

The Q2 2026 filing reports $151M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.