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 $139.6M across 27 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($81.7M, 58.52%), VXUS ($16.1M, 11.57%), SNDK ($9.2M, 6.60%), BND ($5.3M, 3.81%), GFS ($5.3M, 3.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $81.7M | 58.52% | 254,654 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $16.1M | 11.57% | 209,434 | Added |
| 3 | SNDK | SANDISK CORP | $9.2M | 6.60% | 14,500 | New |
| 4 | BND | VANGUARD BD INDEX FDS | $5.3M | 3.81% | 72,151 | Added |
| 5 | GFS | GLOBALFOUNDRIES INC | $5.3M | 3.78% | 118,750 | Hold |
| 6 | VTEB | VANGUARD MUN BD FDS | $4.9M | 3.53% | 98,735 | Trimmed |
| 7 | VOO | VANGUARD INDEX FDS | $3.4M | 2.46% | 5,738 | Added |
| 8 | IVV | ISHARES TR | $1.8M | 1.27% | 2,722 | Hold |
| 9 | BIV | VANGUARD BD INDEX FDS | $1.5M | 1.06% | 19,256 | Hold |
| 10 | EQAL | INVESCO EXCH TRADED FD TR II | $1.2M | 0.87% | 22,008 | Hold |
| 11 | IEMG | ISHARES INC | $902,774 | 0.65% | 12,943 | Hold |
| 12 | VO | VANGUARD INDEX FDS | $897,438 | 0.64% | 3,125 | Hold |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $811,139 | 0.58% | 814 | Added |
| 14 | USAR | USA RARE EARTH INC | $794,588 | 0.57% | 52,500 | New |
| 15 | IJR | ISHARES TR | $708,567 | 0.51% | 5,700 | Hold |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $701,067 | 0.50% | 1,078 | Hold |
| 17 | IT | GARTNER INC | $592,192 | 0.42% | 3,740 | Hold |
| 18 | TIP | ISHARES TR | $555,773 | 0.40% | 5,036 | Hold |
| 19 | VGLT | VANGUARD SCOTTSDALE FDS | $547,184 | 0.39% | 9,885 | Hold |
| 20 | IEFA | ISHARES TR | $495,109 | 0.35% | 5,469 | Hold |
| 21 | GBDC | GOLUB CAP BDC INC | $424,933 | 0.30% | 33,565 | Trimmed |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | $381,434 | 0.27% | 9,928 | New |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $334,571 | 0.24% | 990 | New |
| 24 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $301,053 | 0.22% | 5,100 | Added |
| 25 | VB | VANGUARD INDEX FDS | $292,041 | 0.21% | 1,115 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31