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Downshift Financial

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

Top 5 stock holdings are SCHF, SCHB, SCHX, VTI, SCHR, and represent 47.20% of Downshift Financial's stock portfolio.
Added to shares of these 10 stocks: SCHB (+$8.3M), SCHG, VTI, SCHR, VO, AAUS, SCHF, VXUS, VEA, VTV.
Started 14 new stock positions in CRDO, VUG, SCHG, FISV, BND, VNQ, TSLA, EEM, SGOV, MELI. COST, IBMO, PDBC, AAUS.
Reduced shares in these 10 stocks: SCHX, SCHA, SCHM, VV, AXP, IVV, SCHZ, IXUS, LLY, SCHP.
Sold out of its positions in AXP, AVGO, DTE, IBM, LLY.
Downshift Financial was a net buyer of stock by $28M.
Downshift Financial has $193M in assets under management (AUM), dropping by 19.11%.
Central Index Key (CIK): 0002118380

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Portfolio Holdings for Downshift Financial

Downshift Financial holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	10.1	$19M	+10%	743k	26.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	9.9	$19M	+75%	701k	27.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.6	$19M	-11%	661k	27.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	8.9	$17M	+24%	49k	349.77	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	8.7	$17M	+24%	679k	24.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	5.3	$10M	-6%	31k	326.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.5	$8.7M	+14%	107k	81.74	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	3.4	$6.6M	+3%	111k	59.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.3	$6.5M	-10%	195k	33.24	View chart
Spdr Series Trust State Street Spd (SPYM)	2.8	$5.3M	+15%	64k	83.53	View chart
Ishares Tr Core Msci Total (IXUS)	2.4	$4.6M	-8%	51k	91.81	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.9	$3.7M	+6%	78k	48.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.9	$3.6M	-21%	114k	31.92	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.8	$3.5M	NEW	107k	32.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$3.3M	+389%	44k	75.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$3.3M	+17%	5.0k	652.45	View chart
Spdr Series Trust State Street Spd (SPTI)	1.5	$2.8M	+7%	99k	28.60	View chart
NVIDIA Corporation (NVDA)	1.4	$2.7M	+8%	13k	209.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.3	$2.4M	+65%	36k	67.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$2.4M	-22%	3.3k	712.91	View chart
Ea Series Trust Alpha Architect (AAUS)	1.0	$1.9M	NEW	35k	54.18	View chart
Spdr Series Trust State Street Spd (SPMD)	0.9	$1.8M	+4%	28k	63.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$1.7M	+28%	6.2k	280.21	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.2M	+257%	6.0k	203.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.1M	+40%	19k	58.09	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$978k		6.3k	155.32	View chart
Spdr Series Trust State Street Spd (SPTS)	0.5	$956k	+8%	33k	29.16	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$878k		17k	52.75	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$862k	+11%	36k	24.25	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.4	$845k		2.6k	321.09	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$836k	NEW	10k	82.33	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$714k	+4%	3.1k	230.53	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.4	$698k	+6%	14k	50.91	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$682k	+122%	6.4k	107.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$669k	+183%	1.9k	348.03	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.3	$658k	+2%	21k	31.26	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.3	$641k		28k	22.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$607k	+91%	1.7k	350.65	View chart
Apple (AAPL)	0.3	$571k	+23%	2.1k	270.17	View chart
Ball Corporation (BALL)	0.3	$569k		9.3k	61.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$565k	+19%	18k	31.42	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$532k	-56%	23k	23.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$510k	-28%	7.1k	71.97	View chart
Microsoft Corporation (MSFT)	0.3	$491k	+6%	1.2k	426.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$470k		5.0k	94.27	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$470k		3.8k	124.37	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$465k	NEW	4.6k	100.65	View chart
Tesla Motors (TSLA)	0.2	$414k	NEW	1.1k	375.09	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$414k	+6%	1.9k	223.04	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$408k	-42%	15k	26.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$408k	-20%	3.0k	135.56	View chart
Amazon (AMZN)	0.2	$402k	+25%	1.5k	259.55	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$402k	+18%	566.00	709.33	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$389k	+3%	595.00	653.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$387k		3.8k	100.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$376k	+49%	786.00	478.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$373k	+21%	1.7k	225.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$371k		4.7k	79.33	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$368k		4.8k	76.93	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$357k		6.8k	52.62	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$349k	NEW	4.7k	73.66	View chart
Norfolk Southern (NSC)	0.2	$335k		1.0k	319.99	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.2	$333k	NEW	2.0k	166.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$324k	+5%	1.2k	273.34	View chart
MercadoLibre (MELI)	0.2	$311k	NEW	174.00	1787.17	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$307k	+4%	8.7k	35.30	View chart
Costco Wholesale Corporation (COST)	0.2	$305k	NEW	306.00	997.25	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$294k	+14%	13k	23.10	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.2	$292k		4.4k	66.90	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.1	$283k	NEW	11k	25.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$282k	NEW	16k	18.01	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$249k	+257%	2.4k	101.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$235k	+8%	4.7k	50.36	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$209k	NEW	1.4k	149.13	View chart
Goldman Sachs (GS)	0.1	$206k	-2%	222.00	928.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$206k	NEW	3.3k	62.69	View chart
Fiserv (FISV)	0.1	$205k	NEW	3.3k	61.79	View chart

Past Filings by Downshift Financial

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

Downshift Financial 2026 Q1 filed April 29, 2026
Downshift Financial 2025 Q4 filed March 11, 2026

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