Arkolith/Funds/Signal Tree Financial Partners LLC

Signal Tree Financial Partners LLC

CIK 2069337
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Signal Tree Financial Partners LLC holds a focused book of 53 reported positions worth $150.9M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened General Electric and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard S&P 500 ETF at 19% of the reported non-option book. Cloning the disclosed picks since 2025 would be +24% (+20.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.8%
+20.5%/yr · since Jul '25
Their reported book
+28.4%
held from quarter-end
S&P 500
+24.4%
same window
$10K$11K$11K$12K$13KJul '25Oct '25Dec '25Mar '26Jun '26Sep '26
Signal Tree Financial Partners LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +28.4%, a 4.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Signal Tree Financial Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
55%
Top 10 holdings
72%
Top 20 holdings
90%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

5% mapped to company sectors

ETFs / funds
93%
No sector on file yet
3%
Information Technology
2%
Consumer Discretionary
1%
Health Care
1%
Financials
1%

+2 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Signal Tree Financial Partners LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC6 / 53$2.9B
Hoffman, Alan N Investment Management6 / 53$150.5M
Kearns & Associates LLC14 / 53$190.0M
Marest Capital, LLC9 / 53$159.9M
Nicholas Hoffman & Company, LLC.38 / 53$3.7B
9823 Capital, L.P.6 / 53$114.3M
Daniel Investment Group, Inc.14 / 53$128.6M
Prosperity Advisers, LLC18 / 53$104.8M

Ranked by the share of each fund's own book sitting in the names it shares with Signal Tree Financial Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
S&P 500 ETF SHS
$29.0M42.3K
19.2%
+3.8%
Added · +2K sh
2Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$25.0M351.4K
16.6%
+3.0%
Added · +10K sh
3BlackRock ETF Trust II
ISHA FLEX IN ETF
$11.9M227.9K
7.9%
+6.0%
Added · +13K sh
4Vanguard Index FDS
SMALL CP ETF
$8.4M27.7K
5.6%
+5.7%
Added · +1K sh
5Schwab Strategic TR
US DIVIDEND EQ
$8.1M255.3K
5.4%
+5.6%
Added · +13K sh
6Invesco Exchange Traded FD T
S&P500 EQL WGT
$8.1M37.9K
5.3%
+2.2%
Added · +832 sh
7Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$5.1M85.8K
3.4%
+2.1%
Added · +2K sh
8Vanguard BD Index FDS
SHORT TRM BOND
$4.4M56.9K
2.9%
+5.2%
Added · +3K sh
9Vanguard Index FDS
TOTAL STK MKT
$4.2M11.3K
2.8%
−0.7%
Reduced · −74 sh
10Vanguard Scottsdale FDS
INT-TERM CORP
$3.9M47.6K
2.6%
+7.0%
Added · +3K sh
11Ishares TR
SHRT NAT MUN ETF
$3.5M33.2K
2.3%
−0.8%
Reduced · −274 sh
12Schwab Strategic TR
INTL SCEQT ETF
$3.5M73.0K
2.3%
+1.7%
Added · +1K sh
13Vanguard Index FDS
EXTEND MKT ETF
$3.3M13.4K
2.2%
−3.6%
Reduced · −505 sh
14Schwab Strategic TR
FUNDAMENTAL US L
$3.1M98.2K
2.0%
Held
15Ishares TR
CORE MSCI TOTAL
$2.9M30.8K
1.9%
−0.2%
Reduced · −65 sh
16Schwab Strategic TR
FUNDAMENTAL US S
$2.6M68.8K
1.7%
+1.4%
Added · +963 sh
17Ishares TR
NATIONAL MUN ETF
$2.5M22.8K
1.6%
Held
18Vanguard Index FDS
VALUE ETF
$2.4M10.9K
1.6%
−1.3%
Reduced · −142 sh
19Ishares TR
RUSSELL 2000 ETF
$1.9M6.3K
1.3%
−1.2%
Reduced · −75 sh
20Apple Inc
COM
$1.6M5.4K
1.0%
Held
21State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$1.5M2.2K
1.0%
−0.1%
Reduced · −2 sh
22Vanguard Malvern FDS
CORE BD ETF
$1.4M18.3K
0.9%
+10%
Added · +2K sh
23Vanguard Scottsdale FDS
VNG RUS1000GRW
$1.2M9.2K
0.8%
−2.7%
Reduced · −256 sh
24Vanguard Mun BD FDS
INTERMEDIATE TRM
$928K9.2K
0.6%
Held
25Amazon Com Inc
COM
$911K3.8K
0.6%
−4.5%
Reduced · −182 sh
26Vanguard Index FDS
MID CAP ETF
$870K10.8K
0.6%
+334%
Added · +8K sh
27SPDR Series Trust
ST STR P500ETF
$823K9.4K
0.5%
−3.3%
Reduced · −324 sh
28Abbvie Inc
COM
$530K2.1K
0.4%
+0.1%
Added · +2 sh
29Schwab Strategic TR
US LRG CAP ETF
$471K16.0K
0.3%
Held
30Microsoft Corp
COM
$460K1.2K
0.3%
+13%
Added · +142 sh
31Alphabet Inc
CAP STK CL A
$436K1.2K
0.3%
+6.6%
Added · +76 sh
32Invesco Exchange Traded FD T
S&P 100 EQL WIGH
$350K2.7K
0.2%
Held
33SPDR Index SHS FDS
ST STR MSCI GLB
$330K3.8K
0.2%
−1.4%
Reduced · −54 sh
34Vanguard Intl Equity Index F
TT WRLD ST ETF
$317K2.0K
0.2%
+1.1%
Added · +21 sh
35Schwab Strategic TR
US BRD MKT ETF
$316K10.9K
0.2%
+17%
Added · +2K sh
36Eli Lilly & Co
COM
$315K262
0.2%
Held
37Invesco Exchange Traded FD T
S&P500 PUR GWT
$307K4.8K
0.2%
Held
38Exxon Mobil Corp
COM
$303K2.2K
0.2%
Held
39JPMorgan Chase & Co
COM
$289K882
0.2%
Held
40Berkshire Hathaway Inc Del
CL B NEW
$282K564
0.2%
−3.4%
Reduced · −20 sh
41Alphabet Inc
CAP STK CL C
$271K768
0.2%
Held
42Schwab Strategic TR
US LCAP VA ETF
$264K7.6K
0.2%
Held
43Vanguard BD Index FDS
VANGUARD ULTRA
$262K5.3K
0.2%
+3.2%
Added · +165 sh
44Ge Aerospace
COM NEW
$258K691
0.2%
New
New position
45SPDR Gold TR
GOLD SHS
$253K688
0.2%
Held
46Procter & Gamble Co
COM
$243K1.7K
0.2%
−3.3%
Reduced · −56 sh
47Abbott Laboratories
COM
$236K2.6K
0.2%
+0.5%
Added · +12 sh
48Ge Vernova Inc
COM
$236K201
0.2%
New
New position
49Schwab Strategic TR
US SML CAP ETF
$223K6.2K
0.1%
New
New position
50State STR SPDR S&P 500 ETF T
TR UNIT
$210K281
0.1%
New
New position
Showing 50 of 53 positions
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Filing history

As-of date vs the date the SEC received each filing

$150.9M · Q2 2026Q4 2024 · $85.2MQ2 2026 · $150.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d53$150.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d47$132.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d48$131.1M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d48$126.2M13F-HR
Q4 2024Dec 31, 2024Jul 16, 2025197d42$85.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.