13F HOLDINGS REPORT
SIGNAL TREE FINANCIAL PARTNERS LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001951757-25-001439
Total Value
$126.2M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 39,543 | $24.3M | 19.26% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 325,595 | $19.7M | 15.57% |
| 3 | BLACKROCK ETF TRUST II | BLK | 166,270 | $8.8M | 7.00% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 33,546 | $6.4M | 5.05% |
| 5 | VANGUARD INDEX FDS | 922908751 | 22,595 | $5.8M | 4.56% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 67,057 | $5.3M | 4.19% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 80,543 | $4.4M | 3.48% |
| 8 | SCHWAB STRATEGIC TR | 808524797 | 157,491 | $4.3M | 3.44% |
| 9 | VANGUARD INDEX FDS | 922908769 | 11,547 | $3.8M | 3.01% |
| 10 | ISHARES TR | 464288158 | 33,982 | $3.6M | 2.87% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 40,804 | $3.4M | 2.72% |
| 12 | SCHWAB STRATEGIC TR | 808524888 | 69,045 | $3.2M | 2.50% |
| 13 | VANGUARD INDEX FDS | 922908652 | 13,755 | $2.9M | 2.29% |
| 14 | SCHWAB STRATEGIC TR | 808524771 | 98,187 | $2.6M | 2.06% |
| 15 | ISHARES TR | 46432F834 | 30,952 | $2.6M | 2.04% |
| 16 | ISHARES TR | 464288414 | 22,250 | $2.4M | 1.88% |
| 17 | VANGUARD INDEX FDS | 922908744 | 11,486 | $2.1M | 1.70% |
| 18 | SCHWAB STRATEGIC TR | 808524763 | 67,138 | $2.1M | 1.66% |
| 19 | VANGUARD BD INDEX FDS | 92203C303 | 36,095 | $1.8M | 1.42% |
| 20 | APPLE INC | AAPL | 6,170 | $1.6M | 1.25% |
| 21 | ISHARES TR | 464287655 | 6,422 | $1.6M | 1.23% |
| 22 | VANGUARD SCOTTSDALE FDS | 92206C680 | 11,662 | $1.4M | 1.12% |
| 23 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,189 | $1.3M | 1.04% |
| 24 | VANGUARD MALVERN FDS | 922020748 | 14,599 | $1.1M | 0.91% |
| 25 | AMAZON COM INC | AMZN | 5,001 | $1.1M | 0.87% |
| 26 | SPDR SERIES TRUST | 78464A854 | 10,619 | $834,972 | 0.66% |
| 27 | VANGUARD MUN BD FDS | 922907738 | 8,258 | $827,534 | 0.66% |
| 28 | VANGUARD INDEX FDS | 922908629 | 2,584 | $758,301 | 0.60% |
| 29 | MICROSOFT CORP | MSFT | 1,297 | $674,064 | 0.53% |
| 30 | ABBVIE INC | ABBV | 2,195 | $536,298 | 0.42% |
| 31 | SCHWAB STRATEGIC TR | 808524201 | 17,175 | $454,116 | 0.36% |
| 32 | ABBOTT LABS | ABLZF | 2,604 | $347,504 | 0.28% |
| 33 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 696 | $346,747 | 0.27% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,073 | $333,392 | 0.26% |
| 35 | ALPHABET INC | GOOG | 1,320 | $324,113 | 0.26% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,710 | $312,002 | 0.25% |
| 37 | SPDR INDEX SHS FDS | 78463X475 | 3,909 | $294,465 | 0.23% |
| 38 | ALPHABET INC | GOOG | 1,143 | $279,921 | 0.22% |
| 39 | AUTOMATIC DATA PROCESSING IN | ADP | 927 | $270,322 | 0.21% |
| 40 | PROCTER AND GAMBLE CO | 742718109 | 1,714 | $262,481 | 0.21% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,816 | $251,570 | 0.20% |
| 42 | EXXON MOBIL CORP | XOM | 2,224 | $249,066 | 0.20% |
| 43 | HOME DEPOT INC | HD | 580 | $230,272 | 0.18% |
| 44 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,805 | $229,583 | 0.18% |
| 45 | SPDR GOLD TR | GLD | 627 | $223,231 | 0.18% |
| 46 | SCHWAB STRATEGIC TR | 808524409 | 7,593 | $221,488 | 0.18% |
| 47 | GE AEROSPACE | 369604301 | 716 | $215,290 | 0.17% |
| 48 | ELI LILLY & CO | LLY | 260 | $214,853 | 0.17% |