§ 13F · FUND PROFILE
Shade Tree Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $116M (13F)Positions · 18Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 255K | $82M | 58.5% | +5% |
| 2 | VXUS | VANGUARD STAR FDS | 209K | $16M | 11.6% | +12% |
| 3 | SNDK | SANDISK CORP | 15K | $9M | 6.6% | NEW |
| 4 | BND | VANGUARD BD INDEX FDS | 72K | $5M | 3.8% | +5% |
| 5 | GFS | GLOBALFOUNDRIES INC | 119K | $5M | 3.8% | ±0% |
| 6 | VTEB | VANGUARD MUN BD FDS | 99K | $5M | 3.5% | −3% |
| 7 | VOO | VANGUARD INDEX FDS | 6K | $3M | 2.5% | ±0% |
| 8 | IVV | ISHARES TR | 3K | $2M | 1.3% | ±0% |
| 9 | BIV | VANGUARD BD INDEX FDS | 19K | $1M | 1.1% | ±0% |
| 10 | EQAL | INVESCO EXCH TRADED FD TR II | 22K | $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 $116 million in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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