13F Insight
DOSSIER · 13F-HR · Q2 2026

Shade Tree Advisors LLC

$172M in tracked AUM across 29 positions as of Q2 2026.

ST
CIK 0001804785 · last filed Jun 30, 2026
Total AUM
$172M
as of Q2 2026
Holdings
29
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Shade Tree Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$93M252K54.4%02
VXUS
VANGUARD STAR FDS
$18M213K10.6%03
SNDK
SANDISK CORP
$16M7K9.6%04
GLD
SPDR GOLD TR
$10M28K6.1%05
BND
VANGUARD BD INDEX FDS
$6M87K3.7%06
VTEB
VANGUARD MUN BD FDS
$5M99K2.9%07
VOO
VANGUARD INDEX FDS
$4M5K2.1%08
IBIT
ISHARES BITCOIN TRUST ETF
$2M74K1.4%09
IVV
ISHARES TR
$2M3K1.2%10
BIV
VANGUARD BD INDEX FDS
$1M19K0.9%

Filing history

2026Q2Jun 30
$172M▲ 23.0%
29 positionsView →2026Q1Mar 31
$140M▲ 6.1%
27 positionsView →2025Q4Dec 31
$132M▲ 13.9%
40 positionsView →2025Q3Sep 30
$116M▲ 1.0%
18 positionsLocked2025Q2Jun 30
$114M▲ 13.4%
17 positionsLocked2025Q1Mar 31
$101M▲ 1.7%
18 positionsLocked2024Q4Dec 31
$99M—
16 positionsLocked