Shade Tree Advisors LLC

CIK 0001804785 • 6 13F filings • May 12, 2025 – Aug 4, 2026

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Filer information

$171.7M latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer StaplesFinancialsIndustrialsOther

Portfolio value: $115.5M18 positionsView on SEC.gov

			% of Portfolio
COSTCO WHSL CORP NEW	COM	$753K	0.7%	813 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$241K	0.2%Prev: 0.2%	2,415 SH	Decreased-4,479 SH
GARTNER INC	COM	$983K	0.9%Prev: 0.3%	3,740 SH	Increased
GLOBALFOUNDRIES INC	ORDINARY SHARES	$4.3M	3.7%	118,750 SH	New
GOLUB CAP BDC INC	COM	$460K	0.4%Prev: 0.3%	33,565 SH	Increased
INVESCO EXCH TRADED FD TR II	RUSEL 1000 EQL	$1.1M	0.9%Prev: 0.8%	20,552 SH	Decreased-1,456 SH
ISHARES INC	CORE MSCI EMKT	$655K	0.6%Prev: 0.6%	9,930 SH	Decreased-3,013 SH
ISHARES TR	TIPS BD ETF	$378K	0.3%Prev: 0.3%	3,399 SH	Decreased-1,637 SH
PETCO HEALTH & WELLNESS CO I	COM	$133K	0.1%	34,400 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.6M	1.4%	2,391 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$1.5M	1.3%Prev: 0.9%	19,256 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.9M	4.2%Prev: 3.7%	65,700 SH	Decreased-21,548 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.1M	1.8%Prev: 2.1%	3,462 SH	Decreased-1,687 SH
VANGUARD INDEX FDS	SMALL CP ETF	$284K	0.2%Prev: 0.2%	1,115 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$77.9M	67.4%Prev: 54.4%	237,265 SH	Decreased-14,962 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.8M	4.2%Prev: 2.9%	96,312 SH	Decreased-2,668 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$347K	0.3%Prev: 0.3%	6,095 SH	Decreased-3,790 SH
VANGUARD STAR FDS	VG TL INTL STK F	$13.2M	11.4%Prev: 10.6%	179,543 SH	Decreased-33,251 SH

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001172661-26-000472	$131.6M	View
Nov 5, 2025	Q3 2025	13F-HR	0001172661-25-004584	$115.5M	View
Aug 4, 2026	Q2 2026