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Shade Tree Advisors

Latest statistics and disclosures from Shade Tree Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VXUS, SNDK, BND, GFS, and represent 84.28% of Shade Tree Advisors's stock portfolio.
Added to shares of these 10 stocks: SNDK (+$9.2M), VTI, VXUS, USAR, IBIT, TSM, CPNG, BND, FBTC, VOO.
Started 5 new stock positions in TSM, USAR, SNDK, IBIT, CPNG.
Reduced shares in these 10 stocks: PBDC, , SMB, BIZD, VOE, IVVM, BXMT, , TRTX, IWM.
Sold out of its positions in TAXF, MFIC, BAC, IVVM, BXMT, FDX, FSMB, PIE, IWM, PBDC. LIEN, TRTX, BIZD, SMB, VAW, VONV, VOE, VOT.
Shade Tree Advisors was a net buyer of stock by $11M.
Shade Tree Advisors has $140M in assets under management (AUM), dropping by 6.07%.
Central Index Key (CIK): 0001804785

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Portfolio Holdings for Shade Tree Advisors

Shade Tree Advisors holds 27 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
Vanguard Index Fds Total Stk Mkt (VTI)	58.5	$82M	+5%	255k	320.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	11.6	$16M	+12%	209k	77.11	View chart
Sandisk Corp (SNDK)	6.6	$9.2M	NEW	15k	635.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.8	$5.3M	+5%	72k	73.64	View chart
Globalfoundries Ordinary Shares (GFS)	3.8	$5.3M		119k	44.48	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.5	$4.9M	-2%	99k	49.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.5	$3.4M		5.7k	597.51	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$1.8M		2.7k	653.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.1	$1.5M		19k	77.18	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.9	$1.2M		22k	55.10	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$903k		13k	69.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$897k		3.1k	287.18	View chart
Costco Wholesale Corporation (COST)	0.6	$811k		814.00	996.49	View chart
USA Rare Earth Inc A (USAR)	0.6	$795k	NEW	53k	15.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$709k		5.7k	124.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$701k		1.1k	650.34	View chart
Gartner (IT)	0.4	$592k		3.7k	158.34	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$556k		5.0k	110.36	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$547k		9.9k	55.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$495k		5.5k	90.53	View chart
Golub Capital BDC (GBDC)	0.3	$425k	-30%	34k	12.66	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$381k	NEW	9.9k	38.42	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$335k	NEW	990.00	337.95	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$301k	+51%	5.1k	59.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$292k	-8%	1.1k	261.92	View chart
Coupang Cl A (CPNG)	0.2	$273k	NEW	15k	18.88	View chart
Pet Acquisition LLC -Class A (WOOF)	0.1	$96k		34k	2.78	View chart

Past Filings by Shade Tree Advisors

SEC 13F filings are viewable for Shade Tree Advisors going back to 2024

Shade Tree Advisors 2026 Q1 filed May 12, 2026
Shade Tree Advisors 2025 Q4 filed Feb. 4, 2026
Shade Tree Advisors 2025 Q3 filed Nov. 5, 2025
Shade Tree Advisors 2025 Q2 filed Aug. 6, 2025
Shade Tree Advisors 2025 Q1 filed May 12, 2025
Shade Tree Advisors 2024 Q4 filed Jan. 29, 2025

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