SIGNAL TREE FINANCIAL PARTNERS LLC
RIA/Wealth
SIGNAL TREE FINANCIAL PARTNERS LLC is a RIA/Wealth based in Copley, OH led by Jeff Edward Rovnak, reporting $134.7M in AUM as of Q3 2025 with 94% ETF concentration, 68% concentrated in top 10 holdings, and 19% allocation to VOO.
CEOJeff Edward Rovnak
- Portfolio Value
- $126.2M
- Positions
- 48
- Top Holding
- VOO at 19.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SIGNAL TREE FINANCIAL PARTNERS LLC's portfolio (68.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $24.3M | 19.26% | +$391.5K Bought | — 39.5K shares | |
ETF ETF | $19.7M | 15.57% | +$489.1K Bought | — 325.6K shares | |
ETF ETF | $8.8M | 7.00% | +$775.7K Bought | — 166.3K shares | |
ETF ETF | $6.4M | 5.05% | +$264.7K Bought | — 33.5K shares | |
ETF ETF | $5.8M | 4.56% | +$5.2M Bought | — 22.6K shares | |
ETF ETF | $5.3M | 4.19% | +$141.9K Bought | — 67.1K shares | |
ETF ETF | $4.4M | 3.48% | -$264.7K Sold | — 80.5K shares | |
ETF ETF | $4.3M | 3.44% | +$1.1M Bought | — 157.5K shares | |
ETF ETF | $3.8M | 3.01% | +$65.5K Bought | — 11.5K shares | |
ETF ETF | $3.6M | 2.87% | +$114.1K Bought | — 34.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SIGNAL TREE FINANCIAL PARTNERS LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+851.37% | |
+33.35% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-53.21% | |
-50.87% |
Analytics
Portfolio insights and performance metrics for SIGNAL TREE FINANCIAL PARTNERS LLC
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