Institutional Fund
Signal Tree Financial Partners LLC
Copley, OHCIK 20693376 filings on record
Portfolio Value
$132.48M
Q1 2026
Holdings
47
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.0%
from $131.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds18.4%
- Vanguard Tax-Managed Fds16.5%
- Blackrock ETF Trust II8.4%
- Schwab Strategic Tr5.6%
- Invesco Exchange Traded Fd T5.4%
- Vanguard Index Fds5.2%
- Other40.6%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 40.7K | $24.34M | 18.4% | +844 | Added |
| 2 | Vanguard Tax-Managed Fds | 341.0K | $21.85M | 16.5% | +6.6K | Added |
| 3 | Blackrock ETF Trust II | 214.9K | $11.16M | 8.4% | +9.4K | Added |
| 4 | Schwab Strategic Tr | 241.8K | $7.42M | 5.6% | +67.9K | Added |
| 5 | Invesco Exchange Traded Fd T | 37.1K | $7.12M | 5.4% | +2.5K | Added |
| 6 | Vanguard Index Fds | 26.2K | $6.87M | 5.2% | +2.2K | Added |
| 7 | Vanguard Intl Equity Index F | 84.1K | $4.54M | 3.4% | +1.7K | Added |
| 8 | Vanguard Bd Index Fds | 54.1K | $4.24M | 3.2% | +1.5K | Added |
| 9 | Vanguard Scottsdale Fds | 44.5K | $3.68M | 2.8% | +1.5K | Added |
| 10 | Vanguard Index Fds | 11.4K | $3.65M | 2.8% | −123 | Reduced |
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