Shade Tree Advisors LLC
Shade Tree Advisors LLC reported 29 positions worth $171.7M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VTI (54.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $93.3M | 54.36% | 252,227 | — | — | |
| ▸ 2 | VXUS | SH | $18.2M | 10.59% | 212,794 | — | — | |
| ▸ 3 | SNDK | SH | $16.5M | 9.60% | 7,252 | — | — | |
| ▸ 4 | GLD | SH | $10.5M | 6.11% | 28,465 | — | — | |
| ▸ 5 | BND | SH | $6.4M | 3.73% | 87,248 | — | — | |
| ▸ 6 | VTEB | SH | $5.0M | 2.92% | 98,980 | — | — | |
| ▸ 7 | VOO | SH | $3.5M | 2.06% | 5,149 | — | — | |
| ▸ 8 | IBIT | SH | $2.5M | 1.44% | 74,448 | — | — | |
| ▸ 9 | IVV | SH | $2.0M | 1.19% | 2,723 | — | — | |
| ▸ 10 | BIV | SH | $1.5M | 0.86% | 19,256 | — | — |
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Frequently Asked Questions
What stocks does Shade Tree Advisors LLC hold as of Q2 2026?
Shade Tree Advisors LLC reported 29 positions worth $171.7M in its Q2 2026 13F filing. Largest positions: VTI (54.4%), VXUS (10.6%), SNDK (9.6%), GLD (6.1%) and BND (3.7%).
What did Shade Tree Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Shade Tree Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.