SIGNAL TREE FINANCIAL PARTNERS LLC

Q3 2025 13F-HR Holdings

Location
Copley, OH
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
48
Total value ($000)
$126,210
Net value change ($000)
+10,036 (8.6%)
New positions
3
Sold out positions
3
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
VB 5,198 923.3%
VOO 2,202 10.0%
VEA 1,556 8.6%
SCHD 1,206 38.5%
BINC 818 10.2%
VO 758 NEW
RSP 534 9.1%
VTI 353 10.2%
AAPL 310 24.5%
GLD 223 NEW
Top Reduces (Value $000, Stocks/ETFs)
VXF -2,506 -46.5%
FNDA -2,012 -48.9%
VCSH -228 -100.0%
CHD -203 -100.0%
NFLX -202 -100.0%
SCHC -92 -2.8%
VCRB -83 -6.8%
VUSB -24 -1.3%
ADP -16 -5.6%
PG -11 -4.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type