Institutions / Shade Tree Advisors LLC

Shade Tree Advisors LLC

CIK 1804785 · Institution · as of Dec 31, 2025

Portfolio value

$131.61M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 40 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$80.98M	241,531	61.5%
Vanguard Star Fds	—	$14.10M	186,861	10.7%
Vanguard Mun Bd Fds	—	$5.11M	101,628	3.9%
Vanguard Bd Index Fds	—	$5.07M	68,481	3.9%
Globalfoundries Inc	—	$4.15M	118,750	3.2%
Vanguard Index Fds	—	$3.59M	5,727	2.7%
iShares Tr	—	$1.86M	2,722	1.4%
Vanguard Bd Index Fds	—	$1.50M	19,256	1.1%
Invesco Exch Traded Fd Tr II	—	$1.16M	22,008	0.9%
Putnam ETF Trust	—	$970.0K	31,700	0.7%
Gartner Inc	—	$943.5K	3,740	0.7%
Vanguard Index Fds	—	$906.9K	3,125	0.7%
iShares Inc	—	$870.0K	12,943	0.7%
Vanguard Scottsdale Fds	—	$761.2K	8,247	0.6%
SPDR S&P 500 ETF Tr	—	$735.1K	1,078	0.6%
Costco Wholesale Corp /New	—	$701.1K	813	0.5%
iShares Tr	—	$685.0K	5,700	0.5%
Golub Cap BDC Inc	—	$656.4K	48,369	0.5%
iShares Tr	—	$553.5K	5,036	0.4%
Vanguard Scottsdale Fds	—	$551.6K	9,885	0.4%
iShares Tr	—	$489.3K	5,469	0.4%
VanEck ETF Trust	—	$468.9K	26,934	0.4%
VanEck ETF Trust	—	$448.2K	31,607	0.3%
Vanguard Index Fds	—	$437.9K	2,469	0.3%
BlackRock ETF Trust II	—	$354.5K	10,191	0.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.