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The Analysis of SIGNAL TREE FINANCIAL PARTNERS LLC's Holdings & P&L

Currently, SIGNAL TREE FINANCIAL PARTNERS LLC holds 47 types of securities in its portfolio with a total value $132.5M. In the most recent quarter, they have increased their positions in SCHD (+67.9K shares, valued at $2.1M), VB (+2.2K shares, valued at $582.5K), N/A (+844 shares, valued at $504.3K); decreased their positions in VUSB (-33.1K shares, valued at $1.6M), VONG (-2.2K shares, valued at $237.1K), N/A (-500 shares, valued at $143.4K); initiated new positions in SCHB (+9.3K shares, valued at $234.3K).

1M P&L

+2.5M+2.43%

3M P&L

-493.3K-0.47%

HY P&L

+7.0M+7.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A92.7M

94.6%

2Consumer Electronics1.5M

1.5%

3Internet Retail1.0M

1.0%

Top Industries by Stock Count

1N/A31 stocks

75.6%

2Drug Manufacturers - General2 stocks

4.9%

3Internet Retail1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS40.7K shares2.12%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS341.0K shares1.99%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II214.9K shares4.58%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR241.8K shares39.06%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T37.1K shares7.08%2026-03-312026-05-15

VB VANGUARD INDEX FDS26.2K shares9.27%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F84.1K shares2.07%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS54.1K shares2.81%2026-03-312026-05-15

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VCIT VANGUARD SCOTTSDALE FDS44.5K shares3.55%2026-03-312026-05-15

VTI VANGUARD INDEX FDS11.4K shares-1.07%2026-03-312026-05-15

SUB ISHARES TR33.4K shares-3.00%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR71.7K shares1.90%2026-03-312026-05-15

VXF VANGUARD INDEX FDS13.9K shares0.27%2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR98.2K shares0.00%2026-03-312026-05-15

IXUS ISHARES TR30.8K shares-0.43%2026-03-312026-05-15

MUB ISHARES TR22.8K shares-5.02%2026-03-312026-05-15

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FNDA SCHWAB STRATEGIC TR67.8K shares0.06%2026-03-312026-05-15

VTV VANGUARD INDEX FDS11.0K shares-4.06%2026-03-312026-05-15

IWM ISHARES TR6.4K shares0.00%2026-03-312026-05-15

AAPL APPLE INC5.4K shares-0.37%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 402.2K shares-1.46%2026-03-312026-05-15

VCRB VANGUARD MALVERN FDS16.7K shares5.78%2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS9.5K shares-18.62%2026-03-312026-05-15

VTEI VANGUARD MUN BD FDS9.2K shares0.00%2026-03-312026-05-15

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AMZN AMAZON COM INC4.0K shares-7.57%2026-03-312026-05-15

SPYM SPDR SERIES TRUST9.7K shares-8.57%2026-03-312026-05-15

VO VANGUARD INDEX FDS2.5K shares-6.74%2026-03-312026-05-15

ABBV ABBVIE INC2.1K shares-0.10%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR16.0K shares-8.45%2026-03-312026-05-15

MSFT MICROSOFT CORP1.1K shares-15.68%2026-03-312026-05-15

XOM EXXON MOBIL CORP2.2K shares-4.32%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-05-15

Sponsored

EQWL INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2026-03-312026-05-15

GLD SPDR GOLD TR688 shares9.73%2026-03-312026-05-15

SPGM SPDR INDEX SHS FDS3.9K shares-0.76%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL584 shares0.00%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F2.0K shares4.45%2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.6K shares-0.50%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO882 shares-13.53%2026-03-312026-05-15

VUSB VANGUARD BD INDEX FDS5.1K shares-86.67%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO1.7K shares2.33%2026-03-312026-05-15

LLY ELI LILLY & CO262 shares0.38%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR9.3K sharesnew addition2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC768 shares-39.43%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS

2.12%

Shares40.7K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

1.99%

Shares341.0K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

4.58%

Shares214.9K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

39.06%

Shares241.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

7.08%

Shares37.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

9.27%

Shares26.2K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

2.07%

Shares84.1K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

2.81%

Shares54.1K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

3.55%

Shares44.5K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-1.07%

Shares11.4K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

-3.00%

Shares33.4K

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB STRATEGIC TR

1.90%

Shares71.7K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

0.27%

Shares13.9K

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

0.00%

Shares98.2K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-0.43%

Shares30.8K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

-5.02%

Shares22.8K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB STRATEGIC TR

0.06%

Shares67.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-4.06%

Shares11.0K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.37%

Shares5.4K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-1.46%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VCRB

VANGUARD MALVERN FDS

5.78%

Shares16.7K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD SCOTTSDALE FDS

-18.62%

Shares9.5K

Event2026-03-31

Filed2026-05-15

VTEI

VANGUARD MUN BD FDS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-7.57%

Shares4.0K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

-8.57%

Shares9.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-6.74%

Shares2.5K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-0.10%

Shares2.1K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-8.45%

Shares16.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-15.68%

Shares1.1K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-4.32%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

EQWL

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

9.73%

Shares688

Event2026-03-31

Filed2026-05-15

SPGM

SPDR INDEX SHS FDS

-0.76%

Shares3.9K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares584

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

4.45%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-0.50%

Shares2.6K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-13.53%

Shares882

Event2026-03-31

Filed2026-05-15

VUSB

VANGUARD BD INDEX FDS

-86.67%

Shares5.1K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

2.33%

Shares1.7K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.38%

Shares262

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

New

Shares9.3K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-39.43%

Shares768

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available