SIGNAL TREE FINANCIAL PARTNERS LLC
CIK: 0002069337SEC EDGAR →
Portfolio Value
$131.1M
Holdings
48
As of
Q4 2025
New Positions
11
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 39,886 | $25.0M | 19.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 334,329 | $20.9M | 15.92% |
| 3 | BLACKROCK ETF TRUST II | 205,516 | $10.8M | 8.27% |
| 4 | INVESCO EXCHANGE TRADED FD T | 34,639 | $6.6M | 5.06% |
| 5 | VANGUARD INDEX FDS | 24,002 | $6.2M | 4.72% |
| 6 | SCHWAB STRATEGIC TR | 173,859 | $4.8M | 3.64% |
| 7 | VANGUARD INTL EQUITY INDEX F | 82,356 | $4.4M | 3.38% |
| 8 | VANGUARD BD INDEX FDS | 52,593 | $4.1M | 3.16% |
| 9 | VANGUARD INDEX FDS | 11,502 | $3.9M | 2.94% |
| 10 | ISHARES TR | 34,474 | $3.7M | 2.80% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $123.7M | 94.4% |
| Technology | 2 | $2.1M | 1.6% |
| Unknown | 3 | $1.5M | 1.1% |
| Healthcare | 3 | $1.1M | 0.8% |
| Consumer Cyclical | 1 | $1.0M | 0.8% |
| Communication Services | 2 | $754K | 0.6% |
| Industrials | 2 | $458K | 0.3% |
| Energy | 1 | $278K | 0.2% |
| Consumer Defensive | 1 | $240K | 0.2% |