SIGNAL TREE FINANCIAL PARTNERS LLC

All 13F Filings

Location
Copley, OH
Most recent 13F
Q2 2026
Holdings value ($000)
150,884
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 53 150,884 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q1 2026 5/15/2026 47 132,479 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q4 2025 2/17/2026 48 131,148 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q3 2025 11/14/2025 48 126,210 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q2 2025 7/15/2025 48 116,174 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q1 2025 7/16/2025 42 99,732 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
Q4 2024 7/16/2025 42 85,200 13F-HR SIGNAL TREE FINANCIAL PARTNERS LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.951 K 4.6% 1.662 K 0 1.662 K
ETFs 139.5 K 92.5% 16.55 K 0 16.55 K
Debt 4.431 K 2.9% 191 0 191
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
150,884
Holdings
53
QoQ value change ($000)
18,405 (13.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.