SIGNAL TREE FINANCIAL PARTNERS LLC

CIK

2069337

Location

COPLEY, OH

Portfolio Value

Small $150,883,388

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,403 / 8,827 ▼ 5

Top Industry

Consumer Electronics 22.5%

Period ended 4 months ago

Filed Aug 14, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.8% of the book (60%+)

Turnover

Low turnover

9.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 87.5%; sector active share 82.5% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

29.7%

+1.2 pts

Top 5

73.7%

+0.0 pts

Top 10

91.8%

−0.6 pts

HHI

1,501

Moderately concentrated+49

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.4%	$143,932,047	36
Technology	1.5%	$2,235,080	3
Consumer Cyclical	0.7%	$1,113,964	2
Healthcare	0.7%	$1,080,148	3
Communication Services	0.5%	$706,991	2
Financial Services	0.4%	$570,924	2
Industrials	0.3%	$494,393	2
Consumer Defensive	0.3%	$446,870	2
Energy	0.2%	$302,971	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+13,492	255,265	$8,094,453
BINC		+12,932	227,864	$11,926,401
VEA	Vanguard FTSE Developed Markets ETF	+10,410	351,380	$25,035,825
VO	VANGUARD MID-CAP INDEX FUND	+8,313	10,802	$870,317
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+3,107	47,588	$3,933,148
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+2,800	56,873	$4,430,975
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,781	85,839	$5,123,729
VCRB	VANGUARD CORE BOND ETF	+1,674	18,343	$1,416,684
SCHB	Schwab U.S. Broad Market ETF	+1,566	10,900	$315,664
VOO	VANGUARD 500 INDEX FUND	+1,539	42,269	$29,030,771
VB	Vanguard Index Funds	+1,487	27,713	$8,400,364
SCHC	Schwab International Small-Cap Equity ETF	+1,238	72,972	$3,511,412
FNDA	Schwab Strategic Trust	+963	68,812	$2,618,984
RSP	Victory Portfolios II	+832	37,922	$8,068,663
VUSB	VANGUARD ULTRA-SHORT BOND ETF	+165	5,257	$261,693
MSFT	Microsoft Corp	+142	1,234	$460,306
GOOGL	Alphabet Inc.	+76	1,219	$435,634
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+21	2,017	$316,568
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

13 positions

Ticker	Company	Δ Shares	Shares	Value
—		−505	13,385	$3,295,520
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−324	9,362	$822,732
SUB	iShares Short-Term National Muni Bond ETF	−274	33,165	$3,531,077
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	−256	9,195	$1,175,212
AMZN	Amazon Com Inc	−182	3,823	$911,173
VTV	VANGUARD VALUE INDEX FUND	−142	10,857	$2,366,066
IWM	iShares Russell 2000 ETF	−75	6,347	$1,906,956
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−74	11,305	$4,183,302
IXUS	iShares Core MSCI Total International Stock ETF	−65	30,753	$2,935,066
PG	PROCTER & GAMBLE Co	−56	1,660	$243,422
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	−54	3,849	$329,743
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

7 positions

Ticker	Company	Shares	Value
GE	General Electric Co	691	$258,247
GEV	GE Vernova Inc.	201	$236,146
SCHA	Schwab U.S. Small-Cap ETF	6,182	$223,355
SPY	Spdr S&P 500 ETF Trust	281	$209,842
ADP	Automatic Data Processing Inc	927	$207,601
CHD	Church & Dwight Co Inc	2,100	$203,448
HD	Home Depot, Inc.	575	$202,791
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	2,589	$205,230
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 tracked positions · $150,883,388 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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Added	42,269	+1,539	$29,030,771	+19.3%	7	before history	19.24%
VEA	Vanguard FTSE Developed Markets ETF	Added	351,380	+10,410	$25,035,825	+14.6%	7	before history	16.59%
BINC		Added	227,864	+12,932	$11,926,401	+6.9%	7	before history	7.90%
VB	Vanguard Index Funds	Added	27,713	+1,487	$8,400,364	+22.3%	5	unpriced	5.57%
SCHD	Schwab U.S. Dividend Equity ETF	Added	255,265	+13,492	$8,094,453	+9.1%	7	before history	5.36%
RSP	Victory Portfolios II	Added	37,922	+832	$8,068,663	+13.4%	7	before history	5.35%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	85,839	+1,781	$5,123,729	+12.8%	7	before history	3.40%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	56,873	+2,800	$4,430,975	+4.5%	7	before history	2.94%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	11,305	-74	$4,183,302	+14.6%	7	before history	2.77%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	47,588	+3,107	$3,933,148	+6.9%	7	before history	2.61%
SUB	iShares Short-Term National Muni Bond ETF	Reduced	33,165	-274	$3,531,077	−0.8%	7	before history	2.34%
SCHC	Schwab International Small-Cap Equity ETF	Added	72,972	+1,238	$3,511,412	+4.7%	7	before history	2.33%
		Reduced	13,385	-505	$3,295,520	+15.3%	7	before history	2.18%
FNDX	Schwab Fundamental U.S. Large Company ETF	Held	98,187	0	$3,053,615	+11.7%	5	$23.27	2.02%
IXUS	iShares Core MSCI Total International Stock ETF	Reduced	30,753	-65	$2,935,066	+9.9%	7	before history	1.95%
FNDA	Schwab Strategic Trust	Added	68,812	+963	$2,618,984	+19.0%	7	before history	1.74%
MUB	iShares National Muni Bond ETF	Held	22,815	0	$2,455,350	+1.4%	7	before history	1.63%
VTV	VANGUARD VALUE INDEX FUND	Reduced	10,857	-142	$2,366,066	+9.6%	7	before history	1.57%
IWM	iShares Russell 2000 ETF	Reduced	6,347	-75	$1,906,956	+19.7%	5	unpriced	1.26%
AAPL	Apple Inc. Technology	Held	5,416	0	$1,567,173	+14.0%	7	before history	1.04%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,155	-2	$1,515,697	+13.9%	5	$536.72	1.00%
VCRB	VANGUARD CORE BOND ETF	Added	18,343	+1,674	$1,416,684	+9.8%	7	before history	0.94%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	9,195	-256	$1,175,212	+13.4%	7	before history	0.78%
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	Held	9,189	0	$927,813	+1.0%	5	$98.17	0.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,823	-182	$911,173	+9.2%	7	before history	0.60%
VO	VANGUARD MID-CAP INDEX FUND	Added	10,802	+8,313	$870,317	+21.8%	4	unpriced	0.58%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	9,362	-324	$822,732	+11.0%	7	before history	0.55%
ABBV	AbbVie Inc. Healthcare	Added	2,105	+2	$529,702	+15.8%	7	before history	0.35%
SCHX	Schwab U.S. Large-Cap ETF	Held	15,999	0	$470,850	+14.8%	7	before history	0.31%
MSFT	Microsoft Corp Technology	Added	1,234	+142	$460,306	+13.9%	7	before history	0.31%
GOOGL	Alphabet Inc. Communication Services	Added	1,219	+76	$435,634	+32.5%	5	$175.93	0.29%
EQWL	Victory Portfolios II	Held	2,710	0	$349,644	+12.0%	7	before history	0.23%
SPGM	State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF	Reduced	3,849	-54	$329,743	+11.6%	7	before history	0.22%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	2,017	+21	$316,568	+14.7%	7	before history	0.21%
SCHB	Schwab U.S. Broad Market ETF	Added	10,900	+1,566	$315,664	+34.7%	2	$26.49	0.21%
LLY	ELI LILLY & Co Healthcare	Held	262	0	$314,250	+30.4%	5	$778.66	0.21%
RPG	Victory Portfolios II	Held	4,805	0	$306,799	+36.6%	5	$41.05	0.20%
XOM	ExxonMobil Holdings Corp Energy	Held	2,216	0	$302,971	−19.4%	7	before history	0.20%
JPM	Jpmorgan Chase & Co Financial Services	Held	882	0	$288,705	+11.3%	7	before history	0.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	564	-20	$282,219	+0.8%	7	before history	0.19%
GOOG	Alphabet Inc. Communication Services	Held	768	0	$271,357	+23.2%	7	before history	0.18%
SCHV	Schwab U.S. Large-Cap Value ETF	Held	7,593	0	$264,312	+14.1%	6	$26.84	0.18%
VUSB	VANGUARD ULTRA-SHORT BOND ETF	Added	5,257	+165	$261,693	+3.2%	7	before history	0.17%
GE	General Electric Co Industrials	NEW	691	NEW	$258,247	NEW	1	$313.08	0.17%
GLD	Spdr Gold Trust	Held	688	0	$253,445	−14.4%	4	$330.12	0.17%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,660	-56	$243,422	−1.8%	7	before history	0.16%
ABT	Abbott Laboratories Healthcare	Added	2,603	+12	$236,196	−11.2%	7	before history	0.16%
GEV	GE Vernova Inc. Industrials	NEW	201	NEW	$236,146	NEW	1	$1,020.67	0.16%
SCHA	Schwab U.S. Small-Cap ETF	NEW	6,182	NEW	$223,355	NEW	1	$33.05	0.15%
SPY	Spdr S&P 500 ETF Trust	NEW	281	NEW	$209,842	NEW	1	$725.01	0.14%

Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.