account_balance

Investment manager · 13F filer · SEC CIK 1804785

Shade Tree Advisors LLC

Reported value$187Mas of Sep 30, 2026
Positions64 40 new, 5 sold out
Top 10 weight80.8%VTI alone is 52%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VTI Vanguard Index FDS 52.0% Added +3%
VXUS Vanguard Star FDS 10.2% Added +6%
IBIT iShares Bitcoin Trust ETF 3.7% Added +95%
BND Vanguard Bd Index FDS 3.5% Added +7%
VTEB Vanguard Mun Bd FDS 2.6% Held
TGT Target Corp 2.2% New
VOO Vanguard Index FDS 1.9% Held
GIS General Mills Inc 1.9% NewIAUM iShares Gold Trust Micro 1.4% NewWFC Wells Fargo & Company 1.3% NewAAPL Apple Inc. 1.2% New
IVV iShares Tr 1.2% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Aug 4, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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