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STFP

Signal Tree Financial Partners Portfolio holdings

AUM $132M
1-Year Est. Return 15.43%
This Fund
S&P 500
This Quarter Est. Return
+5.79%
1 Year Est. Return
+15.43%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$10M
Cap. Flow
+$2.97M
Cap. Flow %
2.36%
Top 10 Hldgs %
68.43%
Holding
51
New
3
Increased
12
Reduced
15
Closed
3

Top Buys

Rank Stock Value
1
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$5.01M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.07M
3
BINC icon
BlackRock Flexible Income ETF
BINC
+$773K
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$742K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$472K

Top Sells

Rank Stock Value
1
VXF icon
Vanguard Extended Market ETF
VXF
+$2.88M
2
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$2.32M
3
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$312K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$250K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$228K

Sector Composition

Rank Sector Weight
1 Technology 2%
2 Consumer Discretionary 1.06%
3 Healthcare 0.87%
4 Financials 0.54%
5 Communication Services 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
– –
-2,862
Closed -$228K
1 2
3

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Signal Tree Financial Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Signal Tree Financial Partners held 51 positions worth $126M, up 8.6% from $116M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Signal Tree Financial Partners's Q3 2025 filing shows 3 new, 12 increased, 15 reduced and 3 closed positions. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 10,336 shares worth $758K. The largest sale was Vanguard Extended Market ETF, an estimated $2.88M.

By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.9% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Signal Tree Financial Partners's largest Q3 2025 buy was Vanguard Morningstar Mid-Cap ETF: 10,336 shares worth $758K.
  • Signal Tree Financial Partners added most to Vanguard Morningstar Small-Cap ETF in Q3 2025, an estimated $5.01M increase.
  • Signal Tree Financial Partners's biggest Q3 2025 reduction was Vanguard Extended Market ETF, cutting an estimated $2.88M.
  • Signal Tree Financial Partners fully exited Vanguard Short-Term Corporate Bond ETF in Q3 2025, selling an estimated $228K.
  • Signal Tree Financial Partners's ten largest holdings make up 68% of its $126M portfolio in Q3 2025.
  • Signal Tree Financial Partners opened 3 new positions and closed 3 in Q3 2025.
  • Signal Tree Financial Partners's portfolio value rose 8.6% quarter-over-quarter to $126M.

Based on Signal Tree Financial Partners's 13F filing for Q3 2025, filed 14 Nov 2025.