Institutional Fund
Shade Tree Advisors LLC
Saratoga Springs, NYCIK 18047855 filings on record
Portfolio Value
$139.59M
Q1 2026
Holdings
27
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+6.1%
from $131.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds58.5%
- Vanguard Star Fds11.6%
- Sandisk Corp6.6%
- Vanguard Bd Index Fds3.8%
- Globalfoundries Inc3.8%
- Vanguard Mun Bd Fds3.5%
- Other12.2%
Portfolio Holdings
27 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 254.7K | $81.70M | 58.5% | +13.1K | Added |
| 2 | Vanguard Star Fds | 209.4K | $16.15M | 11.6% | +22.6K | Added |
| 3 | Sandisk Corp | 14.5K | $9.21M | 6.6% | +14.5K | New |
| 4 | Vanguard Bd Index Fds | 72.2K | $5.31M | 3.8% | +3.7K | Added |
| 5 | Globalfoundries Inc | 118.8K | $5.28M | 3.8% | 0 | Held |
| 6 | Vanguard Mun Bd Fds | 98.7K | $4.93M | 3.5% | −2.9K | Reduced |
| 7 | Vanguard Index Fds | 5.7K | $3.43M | 2.5% | +11 | Added |
| 8 | Ishares Tr | 2.7K | $1.78M | 1.3% | 0 | Held |
| 9 | Vanguard Bd Index Fds | 19.3K | $1.49M | 1.1% | 0 | Held |
| 10 | Invesco Exch Traded Fd Tr II | 22.0K | $1.21M | 0.9% | 0 | Held |
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