StockDriftsStockDriftsTop 50 Downshift Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 11.94% | 908.7K | $26.3M | +29.66%(+207.89K) | $26.03(+15.29%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 10.12% | 804.8K | $22.3M | +8.29%(+61.62K) | $23.89(+19.94%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 8.57% | 51.0K | $18.9M | +3.66%(+1.80K) | $331.35(+15.70%) | 2026-06-30 | |
| SCHR | SCHWAB STRATEGIC TR | 8.13% | 726.4K | $17.9M | +7.07%(+47.96K) | $25.06(-2.48%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 7.42% | 555.5K | $16.3M | -15.89%(-104.96K) | $26.63(+14.59%) | 2026-06-30 | |
| VV | VANGUARD INDEX FDS | 4.89% | 31.3K | $10.8M | +0.08%(+25) | $311.33(+14.51%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 4.3% | 110.7K | $9.5M | +3.83%(+4.09K) | $74.88(+17.70%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.67% | 159.8K | $5.9M | -17.88%(-34.79K) | $29.85(+22.93%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 2.61% | 65.5K | $5.8M | +2.32%(+1.49K) | $79.21(+15.21%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.45% | 91.5K | $5.4M | -17.44%(-19.32K) | $59.97(-2.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.94% |
Downshift Financial LLC reports $222.72M in US-listed equity holdings across 660 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (11.9%), SCHF (10.1%) and VTI (8.6%). The top 20 holdings account for 78.97% of reported assets. Its disclosed equity book has returned +10.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Downshift Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2118380). View Downshift Financial LLC’s 13F filings on SEC