Signal Tree Financial Partners LLC holds a focused book of 47 stocks worth $132.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Schwab US Broad Market ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2069337/holdings"
Use Arkolith to show SIGNAL TREE FINANCIAL PARTNERS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Signal Tree Financial Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 49 / 47 | $300.4B |
| JPMORGAN CHASE & CO | 49 / 47 | $287.7B |
| WELLS FARGO & COMPANY/MN | 49 / 47 | $106.5B |
| ROYAL BANK OF CANADA | 49 / 47 | $99.0B |
| RAYMOND JAMES FINANCIAL INC | 49 / 47 | $69.1B |
| ENVESTNET ASSET MANAGEMENT INC | 49 / 47 | $59.9B |
| LPL Financial LLC | 49 / 47 | $56.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 49 / 47 | $28.4B |
Ranked by how many of Signal Tree Financial Partners LLC's top 47 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $24.3M | 40.7K | 18.4% | ▲+2.1% Added · +844 sh | |
| 2 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $21.8M | 341.0K | 16.5% | ▲+2.0% Added · +7K sh | |
| 3 | BlackRock ETF Trust II ISHARES FLEXIBLE | $11.2M | 214.9K | 8.4% | ▲+4.6% Added · +9K sh | |
| 4 | Schwab Strategic TR US DIVIDEND EQ | $7.4M | 241.8K | 5.6% | ▲+39% Added · +68K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $7.1M | 37.1K | 5.4% | ▲+7.1% Added · +2K sh | |
| 6 | Vanguard Index FDS SMALL CP ETF | $6.9M | 26.2K | 5.2% | ▲+9.3% Added · +2K sh | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.5M | 84.1K | 3.4% | ▲+2.1% Added · +2K sh | |
| 8 | Vanguard BD Index FDS SHORT TRM BOND | $4.2M | 54.1K | 3.2% | ▲+2.8% Added · +1K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $3.7M | 44.5K | 2.8% | ▲+3.5% Added · +2K sh | |
| 10 | Vanguard Index FDS TOTAL STK MKT | $3.7M | 11.4K | 2.8% | ▼−1.1% Reduced · −123 sh | |
| 11 | Ishares TR SHRT NAT MUN ETF | $3.6M | 33.4K | 2.7% | ▼−3.0% Reduced · −1K sh | |
| 12 | Schwab Strategic TR INTL SCEQT ETF | $3.4M | 71.7K | 2.5% | ▲+1.9% Added · +1K sh | |
| 13 | Vanguard Index FDS EXTEND MKT ETF | $2.9M | 13.9K | 2.2% | ▲+0.3% Added · +38 sh | |
| 14 | Schwab Strategic TR FUNDAMENTAL US L | $2.7M | 98.2K | 2.1% | —Held | |
| 15 | Ishares TR CORE MSCI TOTAL | $2.7M | 30.8K | 2.0% | ▼−0.4% Reduced · −134 sh | |
| 16 | Ishares TR NATIONAL MUN ETF | $2.4M | 22.8K | 1.8% | ▼−5.0% Reduced · −1K sh | |
| 17 | Schwab Strategic TR FUNDAMENTAL US S | $2.2M | 67.8K | 1.7% | ▲+0.1% Added · +44 sh | |
| 18 | Vanguard Index FDS VALUE ETF | $2.2M | 11.0K | 1.6% | ▼−4.0% Reduced · −465 sh | |
| 19 | Ishares TR RUSSELL 2000 ETF | $1.6M | 6.4K | 1.2% | —Held | |
| 20 | Apple Inc COM | $1.4M | 5.4K | 1.0% | ▼−0.4% Reduced · −20 sh | |
| 21 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.3M | 2.2K | 1.0% | ▼−1.5% Reduced · −32 sh | |
| 22 | Vanguard Malvern FDS CORE BD ETF | $1.3M | 16.7K | 1.0% | ▲+5.8% Added · +911 sh | |
| 23 | Vanguard Scottsdale FDS VNG RUS1000GRW | $1.0M | 9.5K | 0.8% | ▼−19% Reduced · −2K sh | |
| 24 | Vanguard Mun BD FDS INTERMEDIATE TRM | $918K | 9.2K | 0.7% | —Held | |
| 25 | Amazon Com Inc COM | $834K | 4.0K | 0.6% | ▼−7.6% Reduced · −328 sh | |
| 26 | SPDR Series Trust STATE STREET SPD | $741K | 9.7K | 0.6% | ▼−8.6% Reduced · −908 sh | |
| 27 | Vanguard Index FDS MID CAP ETF | $715K | 2.5K | 0.5% | ▼−6.7% Reduced · −180 sh | |
| 28 | Abbvie Inc COM | $457K | 2.1K | 0.3% | ▼−0.1% Reduced · −2 sh | |
| 29 | Schwab Strategic TR US LRG CAP ETF | $410K | 16.0K | 0.3% | ▼−8.4% Reduced · −1K sh | |
| 30 | Microsoft Corp COM | $404K | 1.1K | 0.3% | ▼−16% Reduced · −203 sh | |
| 31 | Exxon Mobil Corp COM | $376K | 2.2K | 0.3% | ▼−4.3% Reduced · −100 sh | |
| 32 | Alphabet Inc CAP STK CL A | $329K | 1.1K | 0.2% | —Held | |
| 33 | Invesco Exchange Traded FD T S&P 100 EQL WIGH | $312K | 2.7K | 0.2% | —Held | |
| 34 | SPDR Gold TR GOLD SHS | $296K | 688 | 0.2% | ▲+9.7% Added · +61 sh | |
| 35 | SPDR Index SHS FDS STATE STREET SPD | $295K | 3.9K | 0.2% | ▼−0.8% Reduced · −30 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $280K | 584 | 0.2% | —Held | |
| 37 | Vanguard Intl Equity Index F TT WRLD ST ETF | $276K | 2.0K | 0.2% | ▲+4.4% Added · +85 sh | |
| 38 | Abbott Laboratories COM | $266K | 2.6K | 0.2% | ▼−0.5% Reduced · −13 sh | |
| 39 | JPMorgan Chase & Co COM | $259K | 882 | 0.2% | ▼−14% Reduced · −138 sh | |
| 40 | Vanguard BD Index FDS VANGUARD ULTRA | $254K | 5.1K | 0.2% | ▼−87% Reduced · −33K sh | |
| 41 | Procter & Gamble Co COM | $248K | 1.7K | 0.2% | ▲+2.3% Added · +39 sh | |
| 42 | Eli Lilly & Co COM | $241K | 262 | 0.2% | ▲+0.4% Added · +1 sh | |
| 43 | Schwab Strategic TR US BRD MKT ETF | $234K | 9.3K | 0.2% | ▲New New position | |
| 44 | Schwab Strategic TR US LCAP VA ETF | $232K | 7.6K | 0.2% | —Held | |
| 45 | Invesco Exchange Traded FD T S&P500 PUR GWT | $225K | 4.8K | 0.2% | —Held | |
| 46 | Alphabet Inc CAP STK CL C | $220K | 768 | 0.2% | ▼−39% Reduced · −500 sh | |
| 47 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $205K | 2.6K | 0.2% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.