Fund HoldingsShade Tree Advisors LLC

Total Portfolio Value
$139.59M
Total Bought
$14.32M
Total Sold
$6.77M
Net Transaction
+$7.55M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SANDISK CORP(SNDK)014,500+14,50009,2126.60%+9,212
VANGUARD STAR FDS186,861209,434+22,57314,09716,14911.57%+2,053
GLOBALFOUNDRIES INC(GFS)118,750118,75004,1475,2823.78%+1,135
USA RARE EARTH INC(USAR)052,500+52,50007950.57%+795
VANGUARD INDEX FDS241,531254,654+13,12380,97881,69558.52%+717
ISHARES BITCOIN TRUST ETF(IBIT)09,928+9,92803810.27%+381
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0990+99003350.24%+335
COUPANG INC(CPNG)014,466+14,46602730.20%+273
VANGUARD BD INDEX FDS68,48172,151+3,6705,0725,3133.81%+241
COSTCO WHOLESALE CORPORATION(COST)813814+17018110.58%+110
INVESCO EXCH TRADED FD TR II22,00822,00801,1591,2130.87%+54
FIDELITY WISE ORIGIN BITCOIN(FBTC)3,3575,100+1,7432563010.22%+45
ISHARES INC
CORE MSCI EMKT
12,94312,94308709030.65%+33
ISHARES TR5,7005,70006857090.51%+24
ISHARES TR
CORE MSCI EAFE
5,4695,46904894950.35%+6
ISHARES TR5,0365,03605545560.40%+2
PETCO HEALTH & WELLNESS CO I34,40034,400097960.07%-1
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
9,8859,88505525470.39%-4
VANGUARD INDEX FDS3,1253,12509078970.64%-9
VANGUARD BD INDEX FDS19,25619,25601,5001,4861.06%-13
VANGUARD INDEX FDS1,2231,115-1083152920.21%-23
STATE STR SPDR S&P 500 ETF T(SPY)1,0781,07807357010.50%-34
ISHARES TR2,7222,72201,8641,7781.27%-86
VANGUARD INDEX FDS5,7275,738+113,5913,4292.46%-163
CHICAGO ATLANTIC BDC INC17,3600-17,3601790-179
VANGUARD MUN BD FDS101,62898,735-2,8935,1114,9263.53%-185
MIDCAP FINANCIAL INVSTMNT CO17,0990-17,0991960-196
INVESCO EXCH TRADED FD TR II8,9000-8,9002100-210
AMERICAN CENTY ETF TR4,2380-4,2382140-214
FIRST TR EXCH TRADED FD III
SHRT DUR MNG MUN
10,8660-10,8662180-218
VANGUARD WORLD FD
MATERIALS ETF
1,0590-1,0592200-220
BANK AMERICA CORP4,1630-4,1632290-229
GOLUB CAP BDC INC(GBDC)48,36933,565-14,8046564250.30%-231
VANGUARD INDEX FDS8980-8982510-251
ISHARES TR1,1000-1,1002710-271
TPG RE FIN TR INC32,7940-32,7942820-282
FEDEX CORP(FDX)1,0570-1,0573050-305
BLACKSTONE MTG TR INC(BXMT)16,4620-16,4623150-315
GARTNER INC(IT)3,7403,74009445920.42%-351
BLACKROCK ETF TRUST II10,1910-10,1913550-355
VANGUARD INDEX FDS2,4690-2,4694380-438
VANECK ETF TRUST
BDC INCOME ETF
31,6070-31,6074480-448
VANECK ETF TRUST
VANECK SHRT MUNI
26,9340-26,9344690-469
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
8,2470-8,2477610-761
PUTNAM ETF TRUST31,7000-31,7009700-970
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