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 45.69% of Downshift Financial's stock portfolio.
- Added to shares of these 10 stocks: SCHB (+$6.0M), AAUA, VT, SCHF, SPTI, NVDA, SCHR, VTI, TSLA, VXUS.
- Started 587 new stock positions in META, LNG, CRWD, FITB, DD, RYAAY, CSL, RMBS, METV, SHOP.
- Reduced shares in these 10 stocks: SCHX, AAUS, SCHM, VGIT, SCHA, SGOV, IBMO, MELI, BND, GOOG.
- Sold out of its positions in AAUS, IBMO.
- Downshift Financial was a net buyer of stock by $21M.
- Downshift Financial has $223M in assets under management (AUM), dropping by 15.30%.
- Central Index Key (CIK): 0002118380
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Portfolio Holdings for Downshift Financial
Downshift Financial holds 662 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Downshift Financial has 662 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Downshift Financial June 30, 2026 positions
- Download the Downshift Financial June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 11.8 | $26M | +29% | 909k | 28.96 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 10.0 | $22M | +8% | 805k | 27.70 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 8.5 | $19M | +3% | 51k | 370.04 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 8.0 | $18M | +7% | 726k | 24.66 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 7.3 | $16M | -15% | 556k | 29.43 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 4.8 | $11M | 31k | 343.91 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 4.3 | $9.5M | +3% | 111k | 85.49 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.6 | $5.9M | -17% | 160k | 36.87 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 2.6 | $5.8M | +2% | 66k | 87.88 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.4 | $5.4M | -17% | 92k | 58.98 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.2 | $4.9M | 51k | 95.44 |
|
|
| Spdr Series Trust St Inter Etf (SPTI) | 2.0 | $4.5M | +59% | 159k | 28.39 |
|
| NVIDIA Corporation Put Option (NVDA) | 1.9 | $4.2M | +64% | 21k | 200.09 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 1.8 | $4.1M | +3% | 81k | 50.39 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.6 | $3.6M | 106k | 33.84 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.6 | $3.5M | 44k | 80.57 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.6 | $3.5M | -15% | 96k | 36.13 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $3.4M | 4.9k | 686.81 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.5M | 3.3k | 748.86 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $2.5M | -3% | 35k | 71.25 |
|
| Ea Series Trust Alpha Architect (AAUA) | 0.9 | $2.0M | NEW | 35k | 56.92 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 0.9 | $2.0M | +2% | 29k | 67.56 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.8 | $1.9M | 6.2k | 303.10 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.8 | $1.8M | NEW | 12k | 156.96 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.3M | 6.1k | 217.93 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.1M | 18k | 59.69 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $1.0M | 6.3k | 164.27 |
|
|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.4 | $952k | 33k | 29.01 |
|
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.4 | $947k | 16k | 57.67 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $923k | +5% | 11k | 86.14 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.4 | $892k | 2.6k | 338.72 |
|
|
| Tesla Motors Put Option (TSLA) | 0.4 | $885k | +90% | 2.1k | 420.60 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.4 | $882k | +2% | 37k | 24.14 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $755k | 3.1k | 243.00 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $724k | 14k | 52.76 |
|
|
| Schwab Strategic Tr Long Term Us (SCHQ) | 0.3 | $722k | +9% | 23k | 31.30 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $685k | 6.4k | 107.62 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $624k | -2% | 27k | 22.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $619k | 1.7k | 357.41 |
|
|
| Apple (AAPL) | 0.3 | $611k | 2.1k | 289.31 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $590k | -13% | 1.7k | 353.31 |
|
| Ball Corporation (BALL) | 0.3 | $578k | 9.3k | 62.40 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $568k | 18k | 31.71 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $546k | 7.1k | 77.11 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $544k | 2.0k | 271.95 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $529k | 23k | 23.13 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $501k | 3.8k | 132.24 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $482k | 5.0k | 96.58 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $445k | 3.0k | 148.29 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $438k | 595.00 | 736.13 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $427k | -6% | 1.7k | 246.21 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $423k | 566.00 | 746.45 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $402k | 15k | 26.50 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $398k | 3.8k | 103.88 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $396k | 4.8k | 82.85 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $393k | 786.00 | 500.39 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $391k | 1.7k | 236.66 |
|
|
| Microsoft Corporation (MSFT) | 0.2 | $373k | -13% | 1.0k | 372.99 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $370k | 4.7k | 79.03 |
|
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| Amazon (AMZN) | 0.2 | $369k | 1.5k | 238.34 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $356k | 1.2k | 300.44 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $356k | 6.8k | 52.41 |
|
|
| Norfolk Southern (NSC) | 0.1 | $329k | 1.0k | 314.59 |
|
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $315k | 8.7k | 36.26 |
|
|
| Raytheon Technologies Corp Put Option (RTX) | 0.1 | $310k | NEW | 1.6k | 189.73 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $293k | -2% | 12k | 23.68 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $293k | 2.4k | 119.54 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $290k | 4.3k | 67.24 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $287k | 306.00 | 936.24 |
|
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| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.1 | $249k | 16k | 15.88 |
|
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| Goldman Sachs (GS) | 0.1 | $225k | 223.00 | 1010.37 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $224k | 3.3k | 68.41 |
|
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| International Business Machines (IBM) | 0.1 | $222k | NEW | 791.00 | 281.21 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $219k | -7% | 4.3k | 50.58 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $213k | NEW | 2.6k | 82.34 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $207k | NEW | 433.00 | 477.57 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $206k | NEW | 502.00 | 409.50 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $203k | NEW | 926.00 | 219.43 |
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| Caterpillar (CAT) | 0.1 | $194k | NEW | 182.00 | 1064.90 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $193k | -44% | 2.6k | 73.41 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $190k | NEW | 1.4k | 137.53 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $185k | NEW | 566.00 | 327.33 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $179k | NEW | 2.2k | 79.97 |
|
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.1 | $178k | NEW | 2.4k | 75.67 |
|
| Take-Two Interactive Software Call Option (TTWO) | 0.1 | $169k | NEW | 676.00 | 249.98 |
|
| Fiserv (FISV) | 0.1 | $162k | 3.3k | 49.05 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $161k | NEW | 817.00 | 197.60 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $161k | NEW | 1.6k | 98.20 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $158k | NEW | 1.8k | 87.92 |
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| Nextera Energy (NEE) | 0.1 | $142k | NEW | 1.6k | 87.76 |
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| Broadcom (AVGO) | 0.1 | $139k | NEW | 367.00 | 377.75 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $139k | NEW | 847.00 | 163.67 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $134k | NEW | 2.5k | 53.61 |
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $130k | NEW | 1.4k | 90.79 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $128k | -5% | 1.3k | 96.43 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 0.1 | $126k | NEW | 2.6k | 47.71 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $124k | NEW | 668.00 | 185.23 |
|
| Schwab Strategic Tr Internl Divid (SCHY) | 0.1 | $122k | NEW | 3.8k | 31.73 |
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $122k | NEW | 1.8k | 69.50 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $121k | -73% | 1.2k | 100.69 |
|
| Oracle Corporation (ORCL) | 0.1 | $113k | NEW | 767.00 | 146.64 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $111k | NEW | 582.00 | 190.52 |
|
| Intel Corporation (INTC) | 0.0 | $110k | NEW | 787.00 | 139.63 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $108k | NEW | 490.00 | 221.20 |
|
| Home Depot (HD) | 0.0 | $105k | NEW | 298.00 | 352.12 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $104k | NEW | 1.2k | 88.54 |
|
| Wal-Mart Stores (WMT) | 0.0 | $103k | NEW | 913.00 | 113.23 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $102k | NEW | 2.0k | 51.05 |
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| Eli Lilly & Co. (LLY) | 0.0 | $98k | NEW | 82.00 | 1199.43 |
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| UnitedHealth (UNH) | 0.0 | $97k | NEW | 234.00 | 415.45 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $97k | NEW | 194.00 | 500.64 |
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| Netflix (NFLX) | 0.0 | $97k | NEW | 1.4k | 71.40 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $96k | NEW | 1.3k | 75.51 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $94k | NEW | 1.8k | 51.78 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $90k | NEW | 659.00 | 136.72 |
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| Palantir Technologies Cl A Call Option (PLTR) | 0.0 | $90k | NEW | 771.00 | 116.67 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $87k | NEW | 742.00 | 117.28 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $87k | NEW | 749.00 | 115.69 |
|
| Ge Aerospace Com New (GE) | 0.0 | $83k | NEW | 223.00 | 373.73 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $82k | NEW | 568.00 | 144.48 |
|
| W.W. Grainger (GWW) | 0.0 | $82k | NEW | 60.00 | 1360.40 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $82k | NEW | 160.00 | 509.46 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $81k | NEW | 433.00 | 188.09 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $81k | NEW | 126.00 | 640.77 |
|
| Honeywell International (HON) | 0.0 | $81k | NEW | 360.00 | 223.90 |
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| Honeywell Aerospace (HONA) | 0.0 | $80k | NEW | 360.00 | 221.08 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $80k | NEW | 503.00 | 158.14 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $79k | NEW | 404.00 | 195.74 |
|
| Meta Platforms Cl A (META) | 0.0 | $79k | NEW | 140.00 | 563.58 |
|
| Visa Com Cl A (V) | 0.0 | $78k | NEW | 227.00 | 342.70 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $76k | NEW | 464.00 | 164.46 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $75k | NEW | 440.00 | 170.76 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $70k | NEW | 1.3k | 54.03 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $70k | NEW | 642.00 | 109.43 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $70k | NEW | 563.00 | 124.42 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $70k | NEW | 1.2k | 58.20 |
|
| Citigroup Com New (C) | 0.0 | $70k | NEW | 497.00 | 139.96 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $68k | NEW | 2.0k | 33.29 |
|
| Dell Technologies CL C (DELL) | 0.0 | $67k | NEW | 155.00 | 431.46 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $66k | NEW | 947.00 | 69.90 |
|
| Walt Disney Company (DIS) | 0.0 | $66k | NEW | 682.00 | 96.25 |
|
| Cisco Systems (CSCO) | 0.0 | $65k | NEW | 552.00 | 117.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $62k | NEW | 121.00 | 514.82 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $61k | NEW | 398.00 | 154.32 |
|
| ResMed (RMD) | 0.0 | $60k | NEW | 310.00 | 194.88 |
|
| Pepsi (PEP) | 0.0 | $60k | NEW | 442.00 | 135.40 |
|
| Invesco Exch Traded Fd Tr Ii Invesco Phlx Sm (SOXQ) | 0.0 | $60k | NEW | 532.00 | 112.10 |
|
| Marvell Technology (MRVL) | 0.0 | $60k | NEW | 200.00 | 297.89 |
|
| Abbvie (ABBV) | 0.0 | $58k | NEW | 232.00 | 251.64 |
|
| Quanta Services (PWR) | 0.0 | $58k | NEW | 80.00 | 720.04 |
|
| Fidelity Ethereum SHS (FETH) | 0.0 | $55k | NEW | 3.5k | 15.74 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $55k | NEW | 226.00 | 242.42 |
|
| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $55k | NEW | 898.00 | 60.79 |
|
| Amgen (AMGN) | 0.0 | $51k | NEW | 142.00 | 362.12 |
|
| Procter & Gamble Company (PG) | 0.0 | $51k | NEW | 350.00 | 146.79 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $51k | NEW | 604.00 | 83.80 |
|
| American Express Company (AXP) | 0.0 | $50k | NEW | 149.00 | 338.25 |
|
| Merck & Co (MRK) | 0.0 | $49k | NEW | 379.00 | 128.49 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $48k | NEW | 1.4k | 34.81 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $47k | NEW | 186.00 | 252.23 |
|
| Micron Technology (MU) | 0.0 | $46k | NEW | 40.00 | 1154.30 |
|
| Fortinet (FTNT) | 0.0 | $46k | NEW | 299.00 | 153.62 |
|
| Valero Energy Corporation (VLO) | 0.0 | $46k | NEW | 176.00 | 260.44 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $46k | NEW | 23.00 | 1989.43 |
|
| Philip Morris International (PM) | 0.0 | $45k | NEW | 251.00 | 180.91 |
|
| Bank of America Corporation (BAC) | 0.0 | $45k | NEW | 786.00 | 56.98 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 0.0 | $45k | NEW | 313.00 | 142.39 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $44k | NEW | 427.00 | 102.81 |
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $43k | NEW | 776.00 | 55.80 |
|
| Palo Alto Networks (PANW) | 0.0 | $43k | NEW | 126.00 | 341.02 |
|
| Exchange Traded Concepts Tru Robo Glb Etf (ROBO) | 0.0 | $42k | NEW | 486.00 | 85.57 |
|
| Echostar Corp Cl A Call Option | 0.0 | $41k | NEW | 400.00 | 101.50 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $40k | NEW | 236.00 | 169.88 |
|
| Corning Incorporated (GLW) | 0.0 | $39k | NEW | 153.00 | 255.43 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $39k | NEW | 513.00 | 75.79 |
|
| ON Semiconductor Call Option (ON) | 0.0 | $39k | NEW | 409.00 | 94.54 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $38k | NEW | 1.2k | 31.09 |
|
| Ge Vernova (GEV) | 0.0 | $38k | NEW | 32.00 | 1174.88 |
|
| Axon Enterprise (AXON) | 0.0 | $36k | NEW | 65.00 | 560.62 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $35k | NEW | 309.00 | 114.18 |
|
| Vaneck Etf Trust Digi Transfrm (DAPP) | 0.0 | $35k | NEW | 1.8k | 19.38 |
|
| Tapestry (TPR) | 0.0 | $35k | NEW | 236.00 | 146.38 |
|
| Eaton Corp SHS (ETN) | 0.0 | $35k | NEW | 81.00 | 426.12 |
|
| McDonald's Corporation (MCD) | 0.0 | $34k | NEW | 127.00 | 269.78 |
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| Servicenow (NOW) | 0.0 | $34k | NEW | 344.00 | 99.28 |
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| ConocoPhillips (COP) | 0.0 | $34k | NEW | 327.00 | 103.96 |
|
| Yum! Brands (YUM) | 0.0 | $34k | NEW | 212.00 | 159.86 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $33k | NEW | 250.00 | 133.25 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.0 | $33k | NEW | 202.00 | 163.07 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $31k | NEW | 510.00 | 61.23 |
|
| Chevron Corporation (CVX) | 0.0 | $31k | NEW | 187.00 | 165.76 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $31k | NEW | 259.00 | 118.99 |
|
| First Tr Exchange-traded Indxx Nextg Etf (NXTG) | 0.0 | $31k | NEW | 200.00 | 153.34 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $30k | NEW | 70.00 | 434.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $30k | NEW | 80.00 | 368.38 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.0 | $29k | NEW | 352.00 | 83.07 |
|
| Applied Materials (AMAT) | 0.0 | $29k | NEW | 40.00 | 723.00 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $29k | NEW | 78.00 | 370.59 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $29k | NEW | 268.00 | 107.13 |
|
| TJX Companies (TJX) | 0.0 | $29k | NEW | 188.00 | 151.50 |
|
| Cme (CME) | 0.0 | $28k | NEW | 128.00 | 220.83 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $28k | NEW | 310.00 | 90.60 |
|
| Apollo Global Mgmt (APO) | 0.0 | $28k | NEW | 237.00 | 118.49 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $28k | NEW | 217.00 | 127.81 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $28k | NEW | 36.00 | 763.14 |
|
| Chubb (CB) | 0.0 | $26k | NEW | 76.00 | 340.74 |
|
| Nucor Corporation (NUE) | 0.0 | $26k | NEW | 116.00 | 222.17 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $26k | NEW | 201.00 | 127.51 |
|
| Pfizer (PFE) | 0.0 | $25k | NEW | 1.0k | 24.08 |
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.0 | $24k | NEW | 125.00 | 191.75 |
|
| MercadoLibre (MELI) | 0.0 | $24k | -91% | 14.00 | 1697.36 |
|
| Boeing Company (BA) | 0.0 | $24k | NEW | 109.00 | 216.47 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $23k | NEW | 187.00 | 121.74 |
|
| Johnson & Johnson (JNJ) | 0.0 | $23k | NEW | 89.00 | 253.97 |
|
| Listed Fds Tr Roundhill Ball (METV) | 0.0 | $23k | NEW | 1.2k | 18.45 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $23k | NEW | 218.00 | 103.45 |
|
| Carrier Global Corporation (CARR) | 0.0 | $22k | NEW | 305.00 | 73.35 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $22k | NEW | 98.00 | 226.97 |
|
| FedEx Corporation (FDX) | 0.0 | $22k | NEW | 71.00 | 313.13 |
|
| Tcw Etf Trust Transfrm 500 Etf (VOTE) | 0.0 | $22k | NEW | 252.00 | 88.17 |
|
| Coca-Cola Company (KO) | 0.0 | $22k | NEW | 265.00 | 81.27 |
|
| Phillips 66 (PSX) | 0.0 | $22k | NEW | 127.00 | 169.05 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $21k | NEW | 71.00 | 298.07 |
|
| salesforce (CRM) | 0.0 | $21k | NEW | 132.00 | 157.17 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $21k | NEW | 65.00 | 317.52 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $21k | NEW | 296.00 | 69.50 |
|
| Xcel Energy (XEL) | 0.0 | $21k | NEW | 256.00 | 80.30 |
|
| McKesson Corporation (MCK) | 0.0 | $20k | NEW | 27.00 | 755.59 |
|
| Fidelity National Information Services (FIS) | 0.0 | $20k | NEW | 518.00 | 38.88 |
|
| Spdr Series Trust St Str Sp Semi (XSD) | 0.0 | $19k | NEW | 30.00 | 623.70 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $19k | NEW | 241.00 | 77.10 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $18k | NEW | 190.00 | 96.44 |
|
| Target Corporation (TGT) | 0.0 | $18k | NEW | 140.00 | 130.61 |
|
| Sandisk Corp (SNDK) | 0.0 | $18k | NEW | 8.00 | 2273.75 |
|
| United Sts 12 Month Oil Fd L Unit Ben Int (USL) | 0.0 | $18k | NEW | 400.00 | 45.37 |
|
| Guardant Health (GH) | 0.0 | $18k | NEW | 120.00 | 150.03 |
|
| Union Pacific Corporation (UNP) | 0.0 | $18k | NEW | 66.00 | 271.62 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $18k | NEW | 486.00 | 36.84 |
|
| Booking Holdings (BKNG) | 0.0 | $18k | NEW | 100.00 | 178.24 |
|
| Williams Companies (WMB) | 0.0 | $18k | NEW | 238.00 | 74.34 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $17k | NEW | 174.00 | 98.38 |
|
| Lowe's Companies (LOW) | 0.0 | $17k | NEW | 75.00 | 221.69 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $16k | NEW | 194.00 | 82.27 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $16k | NEW | 123.00 | 126.86 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.0 | $16k | NEW | 400.00 | 38.99 |
|
| Wells Fargo & Company (WFC) | 0.0 | $16k | NEW | 188.00 | 82.64 |
|
| Southern Company (SO) | 0.0 | $15k | NEW | 158.00 | 95.71 |
|
| Super Micro Computer Com New Call Option (SMCI) | 0.0 | $15k | NEW | 500.00 | 29.33 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $15k | NEW | 323.00 | 45.12 |
|
| Hp (HPQ) | 0.0 | $14k | NEW | 656.00 | 21.94 |
|
Past Filings by Downshift Financial
SEC 13F filings are viewable for Downshift Financial going back to 2025
- Downshift Financial 2026 Q2 filed Aug. 13, 2026
- Downshift Financial 2026 Q1 filed April 29, 2026
- Downshift Financial 2025 Q4 filed March 11, 2026