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SIGNAL TREE FINANCIAL PARTNERS LLC 13F portfolio summary

SIGNAL TREE FINANCIAL PARTNERS LLC of SIGNAL TREE FINANCIAL PARTNERS LLC has 46 current stock holdings with a reported portfolio value of $132.5M. The portfolio 1 year return is +14.31%. Top holdings include BSV (0.00%), VOO (19.12%), VEA (17.16%), BINC (8.77%), SCHD (5.83%).

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SIGNAL TREE FINANCIAL PARTNERS LLC

SIGNAL TREE FINANCIAL PARTNERS LLC
Latest filing: 2026-03-31

SIGNAL TREE FINANCIAL PARTNERS LLC runs SIGNAL TREE FINANCIAL PARTNERS LLC and currently holds 46 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $132.48M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SIGNAL TREE FINANCIAL PARTNERS LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SIGNAL TREE FINANCIAL PARTNERS LLC's portfolio at SIGNAL TREE FINANCIAL PARTNERS LLC has delivered returns of +14.31%. Their 3-year annualized return is +13.09%. Looking at the 5-year horizon, SIGNAL TREE FINANCIAL PARTNERS LLC has achieved +13.09% annualized returns at SIGNAL TREE FINANCIAL PARTNERS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.31%
#0/1000
3 Year
+13.09%
#0/1000
5 Year
+13.09%
#0/1000

Portfolio Value

$132.48M

Alpha Score

12.0

#0 of 1000

Holdings

46

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change