SIGNAL TREE FINANCIAL PARTNERS LLC

Q1 2026 13F-HR Holdings

Location
Copley, OH
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$132,479
Net value change ($000)
+1,331 (1.0%)
New positions
1
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 2,649 55.5%
VEA 963 4.6%
VB 678 11.0%
RSP 483 7.3%
BINC 316 2.9%
SCHB 234 NEW
SCHC 148 4.6%
VWO 116 2.6%
XOM 97 34.8%
VCIT 83 2.3%
Top Reduces (Value $000, Stocks/ETFs)
VUSB -1,650 -86.7%
VOO -676 -2.7%
VONG -377 -26.7%
ADP -238 -100.0%
MSFT -222 -35.5%
GE -220 -100.0%
VTI -206 -5.3%
GOOGL -178 -44.7%
AMZN -166 -16.6%
MUB -151 -5.9%
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