Signal Tree Financial Partners LLC Portfolio Holdings

Signal Tree Financial Partners LLC

  • $126 Billion
  • Q3 2025

Signal Tree Financial Partners LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $24.3B, Vanguard Ftse Developed Market with a value of $19.7B, Blackrock ETF Trust Ii with a value of $8.83B, Invesco S&P 500 Equal Weight E with a value of $6.38B, and Vanguard Small Cap ETF with a value of $5.76B.

Examining the 13F form we can see an increase of $10B in the current position value, from $116B to 126B.

Signal Tree Financial Partners LLC is based out at Copley, OH

Below you can find more details about Signal Tree Financial Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $107 Billion
Technology: $2.25 Billion
Consumer Cyclical: $1.33 Billion
Healthcare: $1.1 Billion
Financial Services: $680 Million
Communication Services: $604 Million
Industrials: $486 Million
Consumer Defensive: $262 Million
Other: $249 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.3 Billion 19.26% of portfolio
39,543
Q3 2025 Added 1.64%
$0
$19.7 Billion 15.57% of portfolio
325,595
Q3 2025 Added 2.55%
Blackrock ETF Trust Ii
-
$8.83 Billion 7.0% of portfolio
-
Q3 2025 Added 9.63%
$0
$6.38 Billion 5.05% of portfolio
33,546
Q3 2025 Added 4.33%
$0
$5.76 Billion 4.56% of portfolio
22,595
Q3 2025 Added 851.37%
$0
$5.28 Billion 4.19% of portfolio
67,057
Q3 2025 Added 2.76%
$0
$4.39 Billion 3.48% of portfolio
80,543
Q3 2025 Reduced 5.69%
$0
$4.34 Billion 3.44% of portfolio
157,491
Q3 2025 Added 33.35%
$0
$3.8 Billion 3.01% of portfolio
11,547
Q3 2025 Added 1.75%
$0
$3.62 Billion 2.87% of portfolio
33,982
Q3 2025 Added 3.25%
$0
$3.43 Billion 2.72% of portfolio
40,804
Q3 2025 Added 2.69%
$0
$3.15 Billion 2.5% of portfolio
69,045
Q3 2025 Reduced 9.34%
$0
$2.89 Billion 2.29% of portfolio
13,755
Q3 2025 Reduced 50.87%
$0
$2.59 Billion 2.06% of portfolio
98,187
Q2 2025 New
$0
$2.57 Billion 2.04% of portfolio
30,952
Q3 2025 Reduced 0.74%
$0
$2.37 Billion 1.88% of portfolio
22,250
Q3 2025 Added 2.18%
$0
$2.1 Billion 1.66% of portfolio
67,138
Q3 2025 Reduced 53.21%
-
$1.8 Billion 1.42% of portfolio
-
Q3 2025 Reduced 1.21%
$4.3T
$1.58 Billion 1.25% of portfolio
6,170
Q1 2025 Reduced 9.81%
$0
$1.56 Billion 1.23% of portfolio
6,422
Q2 2025 New
$0
$1.41 Billion 1.12% of portfolio
11,662
Q3 2025 Added 1.87%
$0
$1.31 Billion 1.04% of portfolio
2,189
Q3 2025 Reduced 0.18%
Vanguard Malvern Fds
-
$1.14 Billion 0.91% of portfolio
-
Q3 2025 Reduced 7.62%
$2.39T
$1.1 Billion 0.87% of portfolio
5,001
Q1 2025 Reduced 6.64%
$0
$835 Million 0.66% of portfolio
10,619
Q3 2025 Reduced 0.33%
Vanguard Mun Bd Fds
-
$828 Million 0.66% of portfolio
-
Q2 2025 New
$0
$758 Million 0.6% of portfolio
2,584
Q3 2025 New
$3.78T
$674 Million 0.53% of portfolio
1,297
Q3 2025 Reduced 5.81%
$414B
$536 Million 0.42% of portfolio
2,195
Q1 2025 Reduced 3.96%
$0
$454 Million 0.36% of portfolio
17,175
Q3 2025 Reduced 0.89%
$228B
$348 Million 0.28% of portfolio
2,604
Q1 2025 Reduced 4.09%
$662B
$347 Million 0.27% of portfolio
696
Q1 2025 Reduced 1.1%
$881B
$333 Million 0.26% of portfolio
1,073
Q1 2025 Added 7.8%
$1.74T
$324 Million 0.26% of portfolio
1,320
Q1 2025 Reduced 1.63%
$0
$312 Million 0.25% of portfolio
2,710
Q2 2025 New
$0
$294 Million 0.23% of portfolio
3,909
Q3 2025 Reduced 2.91%
$1.65T
$280 Million 0.22% of portfolio
1,143
Q1 2025 Sold Out
$346B
$262 Million 0.21% of portfolio
1,714
Q1 2025 Reduced 0.41%
$104B
$270 Million 0.21% of portfolio
927
Q2 2025 New
$490B
$249 Million 0.2% of portfolio
2,224
Q3 2025 Reduced 1.33%
$0
$252 Million 0.2% of portfolio
1,816
Q3 2025 Reduced 7.63%
$130B
$223 Million 0.18% of portfolio
627
Q3 2025 New
$0
$230 Million 0.18% of portfolio
4,805
Q2 2025 New
$367B
$230 Million 0.18% of portfolio
580
Q1 2025 Added 0.87%
$0
$221 Million 0.18% of portfolio
7,593
Q2 2025 New
$328B
$215 Million 0.17% of portfolio
716
Q3 2025 New
$971B
$215 Million 0.17% of portfolio
260
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $126 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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