13F HOLDINGS REPORT
SIGNAL TREE FINANCIAL PARTNERS LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001951757-26-000478
Total Value
$131.1M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 39,886 | $25.0M | 19.07% |
| 2 | VANGUARD TAX-MANAGED FDS | 921943858 | 334,329 | $20.9M | 15.93% |
| 3 | BLACKROCK ETF TRUST II | BLK | 205,516 | $10.8M | 8.27% |
| 4 | INVESCO EXCHANGE TRADED FD T | IVZ | 34,639 | $6.6M | 5.06% |
| 5 | VANGUARD INDEX FDS | 922908751 | 24,002 | $6.2M | 4.72% |
| 6 | SCHWAB STRATEGIC TR | 808524797 | 173,859 | $4.8M | 3.64% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042858 | 82,356 | $4.4M | 3.38% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 52,593 | $4.1M | 3.16% |
| 9 | VANGUARD INDEX FDS | 922908769 | 11,502 | $3.9M | 2.94% |
| 10 | ISHARES TR | 464288158 | 34,474 | $3.7M | 2.80% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 42,955 | $3.6M | 2.74% |
| 12 | SCHWAB STRATEGIC TR | 808524888 | 70,395 | $3.2M | 2.44% |
| 13 | VANGUARD INDEX FDS | 922908652 | 13,852 | $2.9M | 2.21% |
| 14 | SCHWAB STRATEGIC TR | 808524771 | 98,187 | $2.7M | 2.04% |
| 15 | ISHARES TR | 46432F834 | 30,952 | $2.6M | 2.00% |
| 16 | ISHARES TR | 464288414 | 24,020 | $2.6M | 1.96% |
| 17 | VANGUARD INDEX FDS | 922908744 | 11,464 | $2.2M | 1.67% |
| 18 | SCHWAB STRATEGIC TR | 808524763 | 67,805 | $2.1M | 1.63% |
| 19 | VANGUARD BD INDEX FDS | 92203C303 | 38,194 | $1.9M | 1.45% |
| 20 | ISHARES TR | 464287655 | 6,422 | $1.6M | 1.21% |
| 21 | APPLE INC | AAPL | 5,436 | $1.5M | 1.13% |
| 22 | VANGUARD SCOTTSDALE FDS | 92206C680 | 11,613 | $1.4M | 1.08% |
| 23 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,189 | $1.3M | 1.01% |
| 24 | VANGUARD MALVERN FDS | 922020748 | 15,758 | $1.2M | 0.94% |
| 25 | AMAZON COM INC | AMZN | 4,333 | $1.0M | 0.76% |
| 26 | VANGUARD MUN BD FDS | 922907738 | 9,189 | $926,527 | 0.71% |
| 27 | SPDR SERIES TRUST | 78464A854 | 10,594 | $849,851 | 0.65% |
| 28 | VANGUARD INDEX FDS | 922908629 | 2,669 | $774,597 | 0.59% |
| 29 | MICROSOFT CORP | MSFT | 1,295 | $626,288 | 0.48% |
| 30 | ABBVIE INC | ABBV | 2,105 | $480,863 | 0.37% |
| 31 | SCHWAB STRATEGIC TR | 808524201 | 17,475 | $470,261 | 0.36% |
| 32 | ALPHABET INC | GOOG | 1,268 | $397,898 | 0.30% |
| 33 | ALPHABET INC | GOOG | 1,143 | $357,759 | 0.27% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 1,020 | $328,664 | 0.25% |
| 35 | ABBOTT LABS | ABLZF | 2,604 | $326,207 | 0.25% |
| 36 | INVESCO EXCHANGE TRADED FD T | IVZ | 2,710 | $320,214 | 0.24% |
| 37 | SPDR INDEX SHS FDS | 78463X475 | 3,933 | $301,700 | 0.23% |
| 38 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 584 | $293,548 | 0.22% |
| 39 | ELI LILLY & CO | LLY | 261 | $280,809 | 0.21% |
| 40 | EXXON MOBIL CORP | XOM | 2,316 | $278,707 | 0.21% |
| 41 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,911 | $269,500 | 0.21% |
| 42 | SPDR GOLD TR | GLD | 627 | $248,486 | 0.19% |
| 43 | PROCTER AND GAMBLE CO | 742718109 | 1,677 | $240,266 | 0.18% |
| 44 | AUTOMATIC DATA PROCESSING IN | ADP | 927 | $238,452 | 0.18% |
| 45 | SCHWAB STRATEGIC TR | 808524409 | 7,593 | $224,829 | 0.17% |
| 46 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,805 | $224,273 | 0.17% |
| 47 | GE AEROSPACE | 369604301 | 716 | $220,406 | 0.17% |
| 48 | VANGUARD SCOTTSDALE FDS | 92206C409 | 2,589 | $206,421 | 0.16% |