Data as of Q4 2025 (Dec 31, 2025)

SIGNAL TREE FINANCIAL PARTNERS LLC

•CIK: 2069337•Filing: Q4 2025

**SIGNAL TREE FINANCIAL PARTNERS LLC** manages $131M across a diversified portfolio of 48 holdings. The strategy exhibits a notable tilt toward broad market exposure, evidenced by the top three positions: VOO at $25.0M, VEA at $20.9M, and BINC at $10.8M. Further allocations include significant weights in RSP ($6.6M) and VB ($6.2M), suggesting a focus on established, globally diversified equity mandates.

Total AUM
$131.1M
QoQ Performance
+3.9%
Positions
28
Top 10 Concentration
69.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VOO
VEA
BINC
RSP
VOO19.1%
VEA15.9%
BINC8.3%
RSP5.1%
VB4.7%
SCHD3.6%
VWO3.4%
BSV3.2%

📈 Biggest Buys

BINC
BLACKROCK ETF TRUST II
+23.6%
8.3% of portfolio
VEA
VANGUARD TAX-MANAGED FDS
+2.7%
15.9% of portfolio
SCHD
SCHWAB STRATEGIC TR
+10.4%
3.6% of portfolio
VB
VANGUARD INDEX FDS
+6.2%
4.7% of portfolio
VOO
VANGUARD INDEX FDS
+0.9%
19.1% of portfolio

📉 Biggest Sells

BSV
VANGUARD BD INDEX FDS
-21.6%
3.2% of portfolio
AAPL
APPLE INC
-11.9%
1.1% of portfolio
AMZN
AMAZON COM INC
-13.4%
0.8% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
-16.1%
0.2% of portfolio
ABBV
ABBVIE INC
-4.1%
0.4% of portfolio

Sector Breakdown

Other76.3%
ETF19.1%
Technology2.2%
Healthcare0.8%
Consumer0.8%
Financial0.5%
Energy0.2%
Industrial0.2%

🚪 Exited Positionssold since Q3 2025

HD
HOME DEPOT INC
SOLD
$230.3K

Changes from Q3 2025

NEW1 new position
↑22 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

VOO19.1%
VANGUARD INDEX FDS
$25.0M
VEA15.9%
VANGUARD TAX-MANAGED FDS
$20.9M
BINC8.3%
BLACKROCK ETF TRUST II
$10.8M
RSP5.1%
INVESCO EXCHANGE TRADED FD T
$6.6M
VB4.7%
VANGUARD INDEX FDS
$6.2M

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