Shade Tree Advisors LLC Portfolio Holdings

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.