SIGNAL TREE FINANCIAL PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Copley, OH
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
53
Total value ($000)
$150,884
Net value change ($000)
+18,405 (13.9%)
New positions
7
Sold out positions
1
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VOO 4,693 19.3%
VEA 3,187 14.6%
VB 1,531 22.3%
RSP 951 13.4%
BINC 765 6.9%
SCHD 676 9.1%
VWO 581 12.8%
VTI 533 14.6%
VXF 437 15.3%
FNDA 419 19.0%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -205 -100.0%
XOM -73 -19.4%
GLD -43 -14.5%
SUB -30 -0.8%
ABT -30 -11.3%
PG -5 -2.0%
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.
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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