SIGNAL TREE FINANCIAL PARTNERS LLC
CIK: 0002069337SEC EDGAR →
Portfolio Value
$104.2M
Holdings
48
As of
Q4 2025
New Positions
11
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 334,329 | $20.9M | 20.04% |
| 2 | BLACKROCK ETF TRUST II | 205,516 | $10.8M | 10.40% |
| 3 | INVESCO EXCHANGE TRADED FD T | 34,639 | $6.6M | 6.37% |
| 4 | VANGUARD INDEX FDS | 24,002 | $6.2M | 5.94% |
| 5 | SCHWAB STRATEGIC TR | 173,859 | $4.8M | 4.57% |
| 6 | VANGUARD INTL EQUITY INDEX F | 82,356 | $4.4M | 4.25% |
| 7 | VANGUARD BD INDEX FDS | 52,593 | $4.1M | 3.98% |
| 8 | VANGUARD INDEX FDS | 11,502 | $3.9M | 3.70% |
| 9 | ISHARES TR | 34,474 | $3.7M | 3.53% |
| 10 | VANGUARD SCOTTSDALE FDS | 42,955 | $3.6M | 3.45% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $97.4M | 93.5% |
| Technology | 2 | $2.1M | 2.0% |
| Unknown | 3 | $1.2M | 1.1% |
| Consumer Cyclical | 1 | $1.0M | 1.0% |
| Healthcare | 3 | $806K | 0.8% |
| Communication Services | 2 | $754K | 0.7% |
| Industrials | 2 | $458K | 0.4% |
| Energy | 1 | $278K | 0.3% |
| Consumer Defensive | 1 | $240K | 0.2% |