§ 13F · FUND PROFILE
Shade Tree Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $114.4T (13F)Positions · 17Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 242K | $81.0T | 61.5% | +2% |
| 2 | VXUS | VANGUARD STAR FDS | 187K | $14.1T | 10.7% | +4% |
| 3 | VTEB | VANGUARD MUN BD FDS | 102K | $5.1T | 3.9% | +6% |
| 4 | BND | VANGUARD BD INDEX FDS | 68K | $5.1T | 3.9% | +4% |
| 5 | GFS | GLOBALFOUNDRIES INC | 119K | $4.1T | 3.2% | ±0% |
| 6 | VOO | VANGUARD INDEX FDS | 6K | $3.6T | 2.7% | +65% |
| 7 | IVV | ISHARES TR | 3K | $1.9T | 1.4% | NEW |
| 8 | BIV | VANGUARD BD INDEX FDS | 19K | $1.5T | 1.1% | ±0% |
| 9 | EQAL | INVESCO EXCH TRADED FD TR II | 22K | $1.2T | 0.9% | +7% |
| 10 | PBDC | PUTNAM ETF TRUST | 32K | $970.0B | 0.7% | NEW |
§ 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 $114358.0 trillion in assets. The fund runs a focused portfolio of just 17 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed