Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Shade Tree Advisors LLC (CIK 1804785) reported $171.7M across 29 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($93.3M, 54.36%), VXUS ($18.2M, 10.59%), SNDK ($16.5M, 9.60%), GLD ($10.5M, 6.11%), BND ($6.4M, 3.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $93.3M | 54.36% | 252,227 | Trimmed |
| 2 | VXUS | VANGUARD STAR FDS | $18.2M | 10.59% | 212,794 | Added |
| 3 | SNDK | SANDISK CORP | $16.5M | 9.60% | 7,252 | Trimmed |
| 4 | GLD | SPDR GOLD TR | $10.5M | 6.11% | 28,465 | New |
| 5 | BND | VANGUARD BD INDEX FDS | $6.4M | 3.73% | 87,248 | Added |
| 6 | VTEB | VANGUARD MUN BD FDS | $5.0M | 2.92% | 98,980 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $3.5M | 2.06% | 5,149 | Trimmed |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | $2.5M | 1.44% | 74,448 | Added |
| 9 | IVV | ISHARES TR | $2.0M | 1.19% | 2,723 | Added |
| 10 | BIV | VANGUARD BD INDEX FDS | $1.5M | 0.86% | 19,256 | Hold |
| 11 | EQAL | INVESCO EXCH TRADED FD TR II | $1.3M | 0.76% | 22,008 | Hold |
| 12 | USAR | USA RARE EARTH INC | $1.1M | 0.66% | 52,500 | Hold |
| 13 | IEMG | ISHARES INC | $1.1M | 0.62% | 12,943 | Hold |
| 14 | VO | VANGUARD INDEX FDS | $1.0M | 0.59% | 12,500 | Added |
| 15 | QCOM | QUALCOMM INC | $994,355 | 0.58% | 5,381 | New |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $868,235 | 0.51% | 1,163 | Added |
| 17 | IJR | ISHARES TR | $845,367 | 0.49% | 5,700 | Hold |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $728,862 | 0.42% | 779 | Trimmed |
| 19 | TIP | ISHARES TR | $551,089 | 0.32% | 5,036 | Hold |
| 20 | VGLT | VANGUARD SCOTTSDALE FDS | $545,454 | 0.32% | 9,885 | Hold |
| 21 | IEFA | ISHARES TR | $528,196 | 0.31% | 5,469 | Hold |
| 22 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $522,462 | 0.30% | 1,094 | Added |
| 23 | IT | GARTNER INC | $484,779 | 0.28% | 3,740 | Hold |
| 24 | GBDC | GOLUB CAP BDC INC | $432,317 | 0.25% | 33,565 | Hold |
| 25 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $351,939 | 0.20% | 6,894 | Added |
Source: SEC Form 13F filings · as of 2026-06-30