SIGNAL TREE FINANCIAL PARTNERS LLC

Q1 2025 13F-HR Holdings

Location
Copley, OH
Holdings as of
3/31/2025
Date filed
7/16/2025
Form type
13F-HR
Num holdings
42
Total value ($000)
$99,732
Net value change ($000)
+14,532 (17.1%)
New positions
2
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 7/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VEA 3,536 31.2%
SCHD 2,672 186.5%
BINC 2,152 56.3%
VOO 1,577 9.7%
RSP 1,180 21.0%
FNDA 686 17.9%
VWO 607 17.0%
VTI 521 18.5%
SCHC 386 15.5%
VXF 377 7.5%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -339 -20.0%
AGG -254 -100.0%
GOOGL -219 -100.0%
AMZN -218 -19.0%
VTEB -126 -13.6%
VTV -53 -8.1%
GOOGL -50 -19.5%
SUB -43 -1.5%
VCSH -24 -5.4%
SCHX -19 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type