StockDriftsStockDriftsTop 50 Signal Tree Financial Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 19.24% | 42.3K | $29.0M | +3.78%(+1.54K) | $539.94(+32.41%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 16.59% | 351.4K | $25.0M | +3.05%(+10.41K) | $51.61(+42.48%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 7.9% | 227.9K | $11.9M | +6.02%(+12.93K) | $52.64(-1.09%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 5.57% | 27.7K | $8.4M | +5.67%(+1.49K) | $247.67(+24.58%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 5.36% | 255.3K | $8.1M | +5.58%(+13.49K) | $28.09(+22.59%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.35% | 37.9K | $8.1M | +2.24%(+832) | $178.89(+24.51%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.4% | 85.8K | $5.1M | +2.12%(+1.78K) | $46.33(+30.23%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.94% | 56.9K | $4.4M | +5.18%(+2.80K) | $78.07(-0.49%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.77% | 11.3K | $4.2M | -0.65%(-74) | $286.18(+34.29%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.61% | 47.6K | $3.9M | +6.99%(+3.11K) | $82.15(-0.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.63% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.11% |
Signal Tree Financial Partners LLC reports $150.88M in US-listed equity holdings across 53 positions in its most recent 13F filing. Its largest disclosed positions are VOO (19.2%), VEA (16.6%) and BINC (7.9%). The top 20 holdings account for 89.79% of reported assets. Its disclosed equity book has returned +24.63% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Signal Tree Financial Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2069337). View Signal Tree Financial Partners LLC’s 13F filings on SEC