SIGNAL TREE FINANCIAL PARTNERS LLC

CIK

2069337

Location

COPLEY, OH

Portfolio Value

Micro $48,281,018

Diversification

Highly concentrated

Filing Date

Global Rank

#6,992 / 8,517 ▲ 556

Top Industry

Consumer Electronics 22.5%

3Y Alpha vs SPY

+3.0%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+32.2%

SPY

+27.3%

Annualised alpha

+3.0%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

51.9%

−1.8 pts

Top 5

84.7%

−1.6 pts

Top 10

93.3%

−1.9 pts

HHI

3,099

Highly concentrated−181

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	85.6%	$41,329,677	7
Technology	4.6%	$2,235,080	3
Consumer Cyclical	2.3%	$1,113,964	2
Healthcare	2.2%	$1,080,148	3
Communication Services	1.5%	$706,991	1
Financial Services	1.2%	$570,924	2
Industrials	1.0%	$494,393	2
Consumer Defensive	0.9%	$446,870	2
Energy	0.6%	$302,971	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+10,410	351,380	$25,035,825
VB	Vanguard Morningstar Small-Cap ETF	+1,487	27,713	$8,400,364
FNDA	Schwab Fundamental U.S. Small Company ETF	+963	68,812	$2,618,984
MSFT	Microsoft Corp	+142	1,234	$460,306
GOOGL	Alphabet Inc.	+76	1,987	$706,991
ABT	Abbott Laboratories	+12	2,603	$236,196
ABBV	AbbVie Inc.	+2	2,105	$529,702
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
VXF	Vanguard Extended Market ETF	−505	13,385	$3,295,520
AMZN	Amazon Com Inc	−182	3,823	$911,173
PG	PROCTER & GAMBLE Co	−56	1,660	$243,422
BRK-B	Berkshire Hathaway Inc	−20	564	$282,219
MDY	Spdr S&P Midcap 400 ETF Trust	−2	2,155	$1,515,697
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GE	General Electric Co	691	$258,247
GEV	GE Vernova Inc.	201	$236,146
SPY	Spdr S&P 500 ETF Trust	281	$209,842
ADP	Automatic Data Processing Inc	927	$207,601
CHD	Church & Dwight Co Inc /De/	2,100	$203,448
HD	Home Depot, Inc.	575	$202,791
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $48,281,018 total · filing declares 53 positions · $150,883,754 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEA	Vanguard FTSE Developed Markets ETF	Added	351,380	+10,410	$25,035,825	+14.6%	51.85%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,713	+1,487	$8,400,364	+22.3%	17.40%
VXF	Vanguard Extended Market ETF	Reduced	13,385	-505	$3,295,520	+15.3%	6.83%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	68,812	+963	$2,618,984	+19.0%	5.42%
AAPL	Apple Inc. Technology	Held	5,416	0	$1,567,173	+14.0%	3.25%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,155	-2	$1,515,697	+13.9%	3.14%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,823	-182	$911,173	+9.2%	1.89%
GOOGL	Alphabet Inc. Communication Services	Added	1,987	+76	$706,991	+28.8%	1.46%
ABBV	AbbVie Inc. Healthcare	Added	2,105	+2	$529,702	+15.8%	1.10%
MSFT	Microsoft Corp Technology	Added	1,234	+142	$460,306	+13.9%	0.95%
LLY	ELI LILLY & Co Healthcare	Held	262	0	$314,250	+30.4%	0.65%
XOM	ExxonMobil Holdings Corp Energy	Held	2,216	0	$302,971	−19.4%	0.63%
JPM	Jpmorgan Chase & Co Financial Services	Held	882	0	$288,705	+11.3%	0.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	564	-20	$282,219	+0.8%	0.58%
GE	General Electric Co Industrials	NEW	691	NEW	$258,247	NEW	0.53%
GLD	Spdr Gold Trust	Held	688	0	$253,445	−14.4%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,660	-56	$243,422	−1.8%	0.50%
ABT	Abbott Laboratories Healthcare	Added	2,603	+12	$236,196	−11.2%	0.49%
GEV	GE Vernova Inc. Industrials	NEW	201	NEW	$236,146	NEW	0.49%
SPY	Spdr S&P 500 ETF Trust	NEW	281	NEW	$209,842	NEW	0.43%
ADP	Automatic Data Processing Inc Technology	NEW	927	NEW	$207,601	NEW	0.43%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	NEW	2,100	NEW	$203,448	NEW	0.42%
HD	Home Depot, Inc. Consumer Cyclical	NEW	575	NEW	$202,791	NEW	0.42%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.