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Downshift Financial

Latest statistics and disclosures from Downshift Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHB, SCHF, VTI, SCHR, SCHX, and represent 44.39% of Downshift Financial's stock portfolio.
Added to shares of these 10 stocks: NVDA, AAPL, SCHR, SCHB, VXUS, VTI, VT, VGIT, WDC, META.
Started 70 new stock positions in IALT, ACYN, AAXJ, SDY, NYT, IT, SAN, WDAY, KEYS, XOM.
Reduced shares in these 10 stocks: SCHX, SCHM, SCHF, SCHA, NSC, MUB, SCHQ, GOVT, VOO, .
Sold out of its positions in BCPC, UTF, CMCSA, EA, Exxon Mobil Corporation, FIS, HIMS, IQ, IYW, ICVT. NUVL, Oneok, TFI, SCHW, SPG, TTD, USL, WBS, MDT, MICC.
Downshift Financial was a net buyer of stock by $10M.
Downshift Financial has $232M in assets under management (AUM), dropping by 4.16%.
Central Index Key (CIK): 0002118380

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Portfolio Holdings for Downshift Financial

Downshift Financial holds 712 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Downshift Financial has 712 total positions. Only the first 250 positions are shown.

Sign up to view all of the Downshift Financial Sept. 30, 2026 positions
Download the Downshift Financial September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	12.4	$29M	+8%	984k	29.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	9.2	$21M	-3%	779k	27.47	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	8.6	$20M	+4%	54k	374.24	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	8.5	$20M	+14%	830k	23.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.6	$13M	-21%	435k	30.00	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	4.7	$11M		31k	351.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.5	$10M	+10%	123k	84.96	View chart
NVIDIA Corporation (NVDA)	3.5	$8.0M	+65%	35k	228.38	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.6	$6.0M		66k	89.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$5.8M	+10%	102k	56.66	View chart
Ishares Tr Core Msci Total (IXUS)	2.2	$5.0M	+2%	53k	94.99	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.9	$4.5M	-17%	131k	34.02	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.9	$4.4M	+2%	162k	27.28	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.9	$4.3M	+6%	86k	50.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$3.8M		106k	35.93	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	1.5	$3.4M		44k	78.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$3.3M	-3%	4.7k	700.90	View chart
Apple (AAPL)	1.4	$3.2M	+353%	9.6k	333.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.8M	+8%	3.6k	765.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$2.7M	-15%	82k	32.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$2.4M	-2%	34k	70.61	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$2.4M	+31%	15k	157.85	View chart
Ea Series Trust Alpha Architect (AAUA)	0.9	$2.1M		35k	58.77	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.8	$1.8M		29k	63.04	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.8	$1.7M		6.1k	284.51	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.6	$1.3M		6.1k	216.08	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$1.2M	+11%	7.0k	166.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$1.1M	+27%	47k	23.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$1.1M		18k	59.31	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.4	$915k	-5%	10k	90.11	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$906k		2.6k	344.00	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	0.4	$892k	-5%	31k	28.67	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$868k		16k	52.86	View chart
Tesla Motors (TSLA)	0.3	$749k		2.1k	354.81	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$737k		14k	53.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$722k	+21%	2.1k	344.11	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.3	$720k		3.1k	231.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$578k		1.7k	340.72	View chart
Microsoft Corporation (MSFT)	0.2	$577k	+12%	1.1k	512.87	View chart
Ball Corporation (BALL)	0.2	$519k		9.3k	56.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$514k	-11%	16k	32.53	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$514k		3.8k	135.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$509k		7.1k	71.95	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$506k		23k	22.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$493k	+14%	646.00	762.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$483k		5.0k	96.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$474k	+21%	952.00	497.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$473k	+7%	640.00	739.52	View chart
Meta Platforms Cl A (META)	0.2	$462k	+355%	637.00	725.18	View chart
Amazon (AMZN)	0.2	$461k	+19%	1.9k	249.15	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.2	$456k	-30%	16k	28.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$444k	-25%	20k	21.87	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$409k		3.0k	136.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$402k	+4%	1.7k	233.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$398k		3.8k	103.89	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$390k		2.0k	194.79	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$382k	-4%	1.6k	231.63	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$381k		15k	25.13	View chart
Western Digital (WDC)	0.2	$371k	NEW	817.00	454.46	View chart
Costco Wholesale Corporation (COST)	0.2	$370k	+32%	406.00	911.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$361k		4.7k	77.25	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$355k	-44%	3.5k	101.10	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$351k	-9%	4.3k	81.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$348k		6.8k	51.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$330k		1.2k	277.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$316k		8.7k	36.45	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.1	$305k	+71%	4.0k	75.72	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$303k		16k	19.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$279k	+41%	612.00	456.19	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$273k		12k	22.04	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$272k		4.3k	63.13	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$249k	+88%	2.7k	92.04	View chart
Take-Two Interactive Software (TTWO)	0.1	$244k	+73%	1.2k	207.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$238k	-22%	1.9k	125.65	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$238k	+8%	3.6k	66.79	View chart
ON Semiconductor (ON)	0.1	$232k	+636%	3.0k	76.85	View chart
Goldman Sachs (GS)	0.1	$231k	+15%	257.00	899.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$228k	+21%	688.00	330.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$219k	+6%	987.00	222.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$215k	-29%	1.2k	185.65	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$211k		2.6k	81.06	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$209k		502.00	416.13	View chart
Sandisk Corp (SNDK)	0.1	$202k	+1350%	116.00	1739.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$197k		1.4k	142.26	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$179k	-3%	2.5k	70.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$178k	+128%	1.1k	155.18	View chart
International Business Machines (IBM)	0.1	$173k		786.00	219.93	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$173k		2.2k	77.21	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$166k		1.6k	101.13	View chart
Caterpillar (CAT)	0.1	$164k	+10%	202.00	810.79	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$161k	-2%	1.7k	92.62	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.1	$160k		817.00	195.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$156k	-24%	3.3k	47.36	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$153k	+5%	2.1k	72.64	View chart
Fiserv (FISV)	0.1	$150k		3.3k	45.18	View chart
Broadcom (AVGO)	0.1	$146k	+13%	415.00	351.19	View chart
Wal-Mart Stores (WMT)	0.1	$144k	+51%	1.4k	103.89	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$141k		847.00	166.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$133k		2.5k	53.40	View chart
Palo Alto Networks (PANW)	0.1	$133k	+165%	335.00	397.31	View chart
Thermo Fisher Scientific (TMO)	0.1	$131k		194.00	674.08	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$124k	+8%	634.00	195.75	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$121k		3.8k	31.40	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.1	$120k		1.8k	68.52	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$120k		2.6k	45.37	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$119k		1.2k	100.72	View chart
Oracle Corporation (ORCL)	0.1	$118k	+12%	860.00	137.32	View chart
Netflix (NFLX)	0.0	$115k	+21%	1.7k	69.58	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$112k		668.00	166.98	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.0	$107k	NEW	659.00	162.75	View chart
UnitedHealth (UNH)	0.0	$104k	+20%	283.00	366.95	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$103k		490.00	209.45	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$102k		1.2k	86.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$100k		1.3k	78.10	View chart
Lockheed Martin Corporation (LMT)	0.0	$97k	+18%	190.00	509.25	View chart
Intel Corporation (INTC)	0.0	$97k	+2%	803.00	120.23	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$96k		2.0k	47.34	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$94k		1.8k	51.76	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$93k	-21%	1.0k	89.63	View chart
Fidelity Ethereum SHS (FETH)	0.0	$93k		3.5k	26.57	View chart
Eli Lilly & Co. (LLY)	0.0	$93k	-2%	80.00	1157.08	View chart
Abbvie (ABBV)	0.0	$92k	+51%	351.00	261.59	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$90k	+838%	338.00	264.75	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.0	$87k		749.00	115.81	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$84k		568.00	148.22	View chart
Visa Com Cl A (V)	0.0	$84k	+3%	234.00	358.94	View chart
Dell Technologies CL C (DELL)	0.0	$84k		156.00	537.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$84k		433.00	193.75	View chart
Quanta Services (PWR)	0.0	$84k	+62%	130.00	642.51	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$83k	+25%	553.00	150.79	View chart
Home Depot (HD)	0.0	$82k	-3%	288.00	284.50	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$81k		742.00	108.84	View chart
Palantir Technologies Cl A (PLTR)	0.0	$77k	-46%	409.00	187.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$76k	+12%	634.00	119.83	View chart
Ge Aerospace Com New (GE)	0.0	$76k	+8%	243.00	312.29	View chart
W.W. Grainger (GWW)	0.0	$75k		60.00	1245.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$75k		464.00	160.63	View chart
Nextera Energy (NEE)	0.0	$74k	-39%	973.00	75.73	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$72k		126.00	568.65	View chart
Walt Disney Company (DIS)	0.0	$72k		682.00	104.90	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$71k		1.3k	54.44	View chart
Mastercard Incorporated Cl A (MA)	0.0	$70k	+4%	126.00	552.73	View chart
Vanguard World Utilities Etf (VPU)	0.0	$69k		404.00	171.01	View chart
Valero Energy Corporation (VLO)	0.0	$68k		176.00	387.61	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$67k		642.00	104.04	View chart
Dimensional Etf Trust Us Targeted Vlu	0.0	$63k		947.00	66.44	View chart
Citigroup Com New (C)	0.0	$63k	-2%	484.00	129.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$62k		398.00	155.28	View chart
Cisco Systems (CSCO)	0.0	$60k		555.00	107.63	View chart
Amgen (AMGN)	0.0	$58k	-2%	138.00	421.51	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$55k		898.00	61.13	View chart
Pepsi (PEP)	0.0	$55k	-2%	433.00	126.72	View chart
Arista Networks Com Shs (ANET)	0.0	$54k	+13%	267.00	203.59	View chart
Philip Morris International (PM)	0.0	$54k	+12%	283.00	190.82	View chart
Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ)	0.0	$53k		532.00	99.40	View chart
Marvell Technology (MRVL)	0.0	$53k		200.00	264.21	View chart
Merck & Co (MRK)	0.0	$53k	-4%	362.00	145.30	View chart
Fortinet (FTNT)	0.0	$53k		294.00	178.76	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$50k		604.00	83.02	View chart
Cme (CME)	0.0	$50k	+47%	189.00	261.98	View chart
salesforce (CRM)	0.0	$49k	+62%	214.00	229.57	View chart
Procter & Gamble Company (PG)	0.0	$49k	-4%	334.00	145.44	View chart
Micron Technology (MU)	0.0	$48k	+12%	45.00	1065.11	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$47k		229.00	207.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$46k		309.00	148.30	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$46k		313.00	146.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$46k		1.4k	33.31	View chart
American Express Company (AXP)	0.0	$45k		149.00	304.10	View chart
Echostar Corp Cl A Call Option (ECHO)	0.0	$45k	+25%	500.00	89.41	View chart
Honeywell International (HON)	0.0	$44k	-41%	210.00	210.94	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$44k		427.00	103.05	View chart
Bank of America Corporation (BAC)	0.0	$43k		786.00	54.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$42k		23.00	1811.65	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$42k	NEW	677.00	61.31	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$41k	+1250%	81.00	508.56	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$41k	+938%	135.00	304.64	View chart
ConocoPhillips (COP)	0.0	$41k		327.00	125.15	View chart
TJX Companies (TJX)	0.0	$41k	+64%	309.00	132.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$41k		778.00	52.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$39k	+306%	415.00	94.54	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$39k		486.00	80.38	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$39k		513.00	75.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$38k		1.2k	31.48	View chart
Chevron Corporation (CVX)	0.0	$38k		187.00	204.21	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.0	$38k	+18%	306.00	123.18	View chart
Williams Companies (WMB)	0.0	$37k	+128%	543.00	67.97	View chart
Eaton Corp SHS (ETN)	0.0	$35k		81.00	429.72	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.0	$34k		1.8k	18.96	View chart
Deere & Company (DE)	0.0	$34k	+218%	51.00	671.55	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.0	$34k	NEW	458.00	74.31	View chart
Honeywell Aerospace (HONA)	0.0	$34k	-39%	219.00	155.13	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$33k		310.00	106.48	View chart
Vanguard World Mrngstr Val Etf (MGV)	0.0	$33k		202.00	160.72	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$32k		510.00	63.61	View chart
Phillips 66 (PSX)	0.0	$32k		127.00	255.31	View chart
First Tr Exchange-traded Indxx Nextg Etf (NXTG)	0.0	$31k		200.00	153.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$31k		80.00	380.84	View chart
Ge Vernova (GEV)	0.0	$30k		32.00	950.50	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$30k		268.00	110.97	View chart
McDonald's Corporation (MCD)	0.0	$29k		127.00	230.48	View chart
Pfizer (PFE)	0.0	$29k		1.0k	28.52	View chart
Yum! Brands (YUM)	0.0	$29k		212.00	136.34	View chart
Advanced Micro Devices (AMD)	0.0	$29k	+683%	47.00	611.77	View chart
Super Micro Computer Com New Call Option (SMCI)	0.0	$29k	+40%	700.00	41.07	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$28k		352.00	80.60	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$28k		217.00	128.93	View chart
Marriott Intl Cl A (MAR)	0.0	$28k		78.00	355.67	View chart
Apollo Global Mgmt (APO)	0.0	$28k		237.00	116.23	View chart
Axon Enterprise (AXON)	0.0	$28k		65.00	422.52	View chart
Cummins (CMI)	0.0	$27k	+562%	53.00	516.57	View chart
General Dynamics Corporation (GD)	0.0	$27k	+134%	82.00	331.83	View chart
Tapestry (TPR)	0.0	$27k		236.00	115.04	View chart
Nucor Corporation (NUE)	0.0	$27k		116.00	233.15	View chart
Johnson & Johnson (JNJ)	0.0	$27k	+14%	102.00	264.74	View chart
Union Pacific Corporation (UNP)	0.0	$26k	+46%	97.00	271.87	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$26k		250.00	103.24	View chart
Listed Fds Tr Roundhill Ball (METV)	0.0	$26k		1.2k	20.91	View chart
Lam Research Corp Com New (LRCX)	0.0	$25k	+10%	77.00	329.05	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$25k		201.00	125.66	View chart
Chubb (CB)	0.0	$25k		76.00	325.25	View chart
Coca-Cola Company (KO)	0.0	$25k	+7%	286.00	86.08	View chart
Corning Incorporated (GLW)	0.0	$24k	+3%	158.00	153.76	View chart
MercadoLibre (MELI)	0.0	$24k		14.00	1728.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$24k	-65%	414.00	57.56	View chart
Welltower Inc Com reit (WELL)	0.0	$24k	+5%	103.00	230.24	View chart
McKesson Corporation (MCK)	0.0	$23k		27.00	853.81	View chart
Tcw Etf Trust Transfrm 500 Etf (VOTE)	0.0	$23k		252.00	90.06	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$22k		125.00	177.11	View chart
Applied Materials (AMAT)	0.0	$22k	+7%	43.00	511.37	View chart
Hp (HPQ)	0.0	$22k	+5%	693.00	31.28	View chart
Target Corporation (TGT)	0.0	$22k	-2%	137.00	156.69	View chart
Guardant Health (GH)	0.0	$21k		120.00	178.36	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.0	$21k	+248%	296.00	69.26	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$20k	NEW	405.00	50.35	View chart
FedEx Corporation (FDX)	0.0	$20k		71.00	285.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$20k		72.00	280.08	View chart
Boeing Company (BA)	0.0	$20k		108.00	186.05	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$20k		296.00	67.33	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$20k		241.00	81.55	View chart
Novo-nordisk A S Adr (NVO)	0.0	$19k	NEW	500.00	37.91	View chart
Xcel Energy (XEL)	0.0	$19k	+3%	266.00	70.48	View chart
CVS Caremark Corporation (CVS)	0.0	$19k		218.00	85.69	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$18k		486.00	37.02	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$18k		174.00	102.12	View chart
Morgan Stanley Com New (MS)	0.0	$18k	+64%	94.00	188.09	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$17k	NEW	119.00	146.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$17k		65.00	265.86	View chart
Booking Holdings (BKNG)	0.0	$17k	+6%	106.00	162.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$17k		190.00	90.84	View chart
Roblox Corp Cl A (RBLX)	0.0	$17k	+5714%	407.00	42.37	View chart

Past Filings by Downshift Financial

SEC 13F filings are viewable for Downshift Financial going back to 2025

Downshift Financial 2026 Q3 filed Oct. 13, 2026
Downshift Financial 2026 Q2 filed Aug. 13, 2026
Downshift Financial 2026 Q1 filed April 29, 2026
Downshift Financial 2025 Q4 filed March 11, 2026

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