StockDriftsStockDriftsTop 29 Shade Tree Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 54.36% | 252.2K | $93.3M | -0.95%(-2.43K) | $289.55(+31.94%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 10.59% | 212.8K | $18.2M | +1.60%(+3.36K) | $64.50(+35.32%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 9.6% | 7.3K | $16.5M | -49.99%(-7.25K) | $436.36(+190.57%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.11% | 28.5K | $10.5M | new | $391.48(+3.09%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.73% | 87.2K | $6.4M | +20.92%(+15.10K) | $73.53(-1.69%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 2.92% | 99.0K | $5.0M | +0.25%(+245) | $50.31(-0.95%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.06% | 5.1K | $3.5M | -10.26%(-589) | $567.99(+25.19%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 1.44% | 74.4K | $2.5M | +649.88%(+64.52K) | $36.63(-0.84%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.19% | 2.7K | $2.0M | +0.04%(+1) | $677.13(+14.80%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 0.86% | 19.3K | $1.5M | +0.00%(+0) | $76.55(-1.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +45.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.03% |
Shade Tree Advisors LLC reports $171.71M in US-listed equity holdings across 29 positions in its most recent 13F filing. Its largest disclosed positions are VTI (54.4%), VXUS (10.6%) and SNDK (9.6%). The top 20 holdings account for 98.13% of reported assets. Its disclosed equity book has returned +45.77% cumulatively over 6 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 Shade Tree Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1804785). View Shade Tree Advisors LLC’s 13F filings on SEC