Signal Tree Financial Partners LLC Portfolio Holdings

Signal Tree Financial Partners LLC

  • $116 Billion
  • Q2 2025

Signal Tree Financial Partners LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $116 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 $22.1B, Vanguard Ftse Developed Market with a value of $18.1B, Blackrock ETF Trust Ii with a value of $8.01B, Invesco S&P 500 Equal Weight E with a value of $5.84B, and Vanguard Extended Market ETF with a value of $5.4B.

Examining the 13F form we can see an increase of $116B in the current position value.

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 $116 Billion
ETFs: $97.8 Billion
Technology: $1.95 Billion
Consumer Cyclical: $1.31 Billion
Healthcare: $964 Million
Financial Services: $649 Million
Communication Services: $638 Million
Consumer Defensive: $476 Million
Industrials: $286 Million
Other: $243 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22.1 Billion 19.02% of portfolio
38,906
Q1 2025 Added 15.07%
$0
$18.1 Billion 15.58% of portfolio
317,493
Q1 2025 Added 23.41%
$0
$5.84 Billion 5.03% of portfolio
32,154
Q1 2025 Added 22.37%
$0
$5.4 Billion 4.64% of portfolio
27,997
Q1 2025 Added 18.53%
$0
$5.14 Billion 4.42% of portfolio
65,256
Q1 2025 Added 6.69%
$0
$4.22 Billion 3.64% of portfolio
85,398
Q1 2025 Added 13.88%
$0
$4.11 Billion 3.54% of portfolio
143,482
Q1 2025 Added 27.88%
$0
$3.5 Billion 3.01% of portfolio
32,912
Q1 2025 Reduced 1.61%
$0
$3.45 Billion 2.97% of portfolio
11,348
Q1 2025 Added 24.99%
$0
$3.29 Billion 2.84% of portfolio
39,735
Q1 2025 Added 12.97%
$0
$3.24 Billion 2.79% of portfolio
76,156
Q1 2025 Added 10.54%
$0
$3.13 Billion 2.69% of portfolio
118,105
Q1 2025 Added 179.86%
$0
$2.41 Billion 2.08% of portfolio
31,182
Q1 2025 Reduced 2.92%
$0
$2.41 Billion 2.07% of portfolio
98,187
Q2 2025 New
$0
$2.28 Billion 1.96% of portfolio
21,776
Q1 2025 Added 5.92%
$0
$2.04 Billion 1.75% of portfolio
11,515
Q1 2025 Reduced 9.95%
$0
$1.25 Billion 1.08% of portfolio
11,448
Q1 2025 Added 20.93%
$0
$1.24 Billion 1.07% of portfolio
2,193
Q2 2025 New
$0
$774 Million 0.67% of portfolio
10,654
Q1 2025 Added 7.82%
$0
$563 Million 0.48% of portfolio
2,375
Q2 2025 New
$0
$424 Million 0.36% of portfolio
17,329
Q4 2024 Added 1.6%
$0
$298 Million 0.26% of portfolio
2,710
Q2 2025 New
$0
$278 Million 0.24% of portfolio
4,026
Q1 2025 Added 1.96%
$0
$253 Million 0.22% of portfolio
1,966
Q1 2025 Added 4.7%
$0
$228 Million 0.2% of portfolio
2,862
Q1 2025 Reduced 6.56%
$0
$220 Million 0.19% of portfolio
4,805
Q2 2025 New
$0
$210 Million 0.18% of portfolio
7,593
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $116 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Signal Tree Financial Partners LLC Portfolio

Follow Signal Tree Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Signal Tree Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Signal Tree Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email