Shade Tree Advisors LLC Portfolio Holdings

Shade Tree Advisors LLC

  • $114 Billion
  • Q2 2025

Shade Tree Advisors LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $114 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $77.4B, Vanguard Star Fd Vanguard Tota with a value of $11.7B, Vanguard Bd Index Fd Inc Total with a value of $4.88B, Globalfoundries Inc. with a value of $4.54B, and Vanguard Mun Bd Fds Tax Exempt with a value of $4.36B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $101B to 114B.

Shade Tree Advisors LLC is based out at Saratoga Springs, NY

Below you can find more details about Shade Tree Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
ETFs: $107 Billion
Technology: $6.05 Billion
Consumer Defensive: $805 Million
Consumer Cyclical: $97.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $114 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Shade Tree Advisors LLC Portfolio

Follow Shade Tree Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shade Tree Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shade Tree Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email