§ 13F · FUND PROFILE
Shade Tree Advisors LLC.
AUM · $172M (13F)Positions · 29Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 252K | $93M | 54.4% | −1% |
| 2 | VXUS | VANGUARD STAR FDS | 213K | $18M | 10.6% | +2% |
| 3 | SNDK | SANDISK CORP | 7K | $16M | 9.6% | −50% |
| 4 | GLD | SPDR GOLD TR | 28K | $10M | 6.1% | NEW |
| 5 | BND | VANGUARD BD INDEX FDS | 87K | $6M | 3.7% | +21% |
| 6 | VTEB | VANGUARD MUN BD FDS | 99K | $5M | 2.9% | ±0% |
| 7 | VOO | VANGUARD INDEX FDS | 5K | $4M | 2.1% | −10% |
| 8 | IBIT | ISHARES BITCOIN TRUST ETF | 74K | $2M | 1.4% | +650% |
| 9 | IVV | ISHARES TR | 3K | $2M | 1.2% | ±0% |
| 10 | BIV | VANGUARD BD INDEX FDS | 19K | $1M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHADE SIGNAL
AC read
Shade Tree Advisors LLC is a Other fund managing $172 million in assets. The fund runs a focused portfolio of just 29 positions.
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