SIGNAL TREE FINANCIAL PARTNERS LLC

Q4 2025 13F-HR Holdings

Location
Copley, OH
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$131,148
Net value change ($000)
+4,938 (3.9%)
New positions
1
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BINC 2,013 22.8%
VEA 1,230 6.3%
VOO 712 2.9%
SCHD 433 10.0%
VB 430 7.5%
RSP 257 4.0%
VCSH 206 NEW
MUB 206 8.7%
VCIT 168 4.9%
VUSB 106 5.9%
Top Reduces (Value $000, Stocks/ETFs)
HD -230 -100.0%
AMZN -103 -9.3%
AAPL -98 -6.2%
ABBV -55 -10.3%
BRK-B -53 -15.3%
MSFT -48 -7.1%
ADP -32 -11.9%
ABT -22 -6.3%
PG -22 -8.4%
RPG -6 -2.6%
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