§ 13F · FUND PROFILE
Downshift Financial, LLC.
AUM · $223M (13F)Positions · 668Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 909K | $26M | 11.8% | +30% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 805K | $22M | 10.0% | +8% |
| 3 | VTI | VANGUARD INDEX FDS | 51K | $19M | 8.5% | +4% |
| 4 | SCHR | SCHWAB STRATEGIC TR | 726K | $18M | 8.0% | +7% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 556K | $16M | 7.3% | −16% |
| 6 | VV | VANGUARD INDEX FDS | 31K | $11M | 4.8% | ±0% |
| 7 | VXUS | VANGUARD STAR FDS | 111K | $9M | 4.3% | +4% |
| 8 | SCHM | SCHWAB STRATEGIC TR | 160K | $6M | 2.6% | −18% |
| 9 | SPYM | SPDR SERIES TRUST | 66K | $6M | 2.6% | +2% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 91K | $5M | 2.4% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DOWNSHIFT SIGNAL
AC read
Downshift Financial, LLC is a institutional fund managing $223 million in assets. The fund runs a broad portfolio of 668 positions.
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