Downshift Financial, LLC

Est. AUM

$193.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$19.4M	743203	10.05%	SOLE
2	SCHWAB STRATEGIC TR	US BRD MKT ETF	$19.2M	700795	9.94%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$18.5M	660502	9.56%	SOLE
4	VANGUARD INDEX FDS	TOTAL STK MKT	$17.2M	49244	8.92%	SOLE
5	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$16.9M	678481	8.73%	SOLE
6	VANGUARD INDEX FDS	LARGE CAP ETF	$10.2M	31322	5.29%	SOLE
7	VANGUARD STAR FDS	VG TL INTL STK F	$8.7M	106657	4.51%	SOLE
8	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$6.6M	110799	3.41%	SOLE
9	SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.5M	194594	3.35%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	64018	2.77%	SOLE
11	ISHARES TR	CORE MSCI TOTAL	$4.6M	50567	2.40%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$3.7M	77837	1.94%	SOLE
13	SCHWAB STRATEGIC TR	US SML CAP ETF	$3.6M	114329	1.89%	SOLE
14	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.5M	106620	1.80%	SOLE
15	VANGUARD INDEX FDS	MID CAP ETF	$3.3M	43819	1.72%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	5011	1.69%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$2.8M	99210	1.47%	SOLE
18	NVIDIA CORPORATION	COM	$2.7M	12875	1.39%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	35788	1.25%	SOLE
20	ISHARES TR	CORE S&P500 ETF	$2.4M	3335	1.23%	SOLE
21	EA SERIES TRUST	ALPHA ARCHITECT	$1.9M	35307	0.99%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	28335	0.93%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6234	0.90%	SOLE
24	VANGUARD INDEX FDS	VALUE ETF	$1.2M	6032	0.64%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.1M	18528	0.56%	SOLE
26	ISHARES TR	CORE S&P TTL STK	$977K	6296	0.51%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$956K	32799	0.49%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$878K	16651	0.45%	SOLE
29	SCHWAB STRATEGIC TR	SHT TM US TRES	$861K	35535	0.45%	SOLE
30	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$845K	2633	0.44%	SOLE
31	VANGUARD INDEX FDS	GROWTH ETF	$836K	10158	0.43%	SOLE
32	VANGUARD INDEX FDS	SM CP VAL ETF	$713K	3097	0.37%	SOLE
33	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$698K	13715	0.36%	SOLE
34	ISHARES TR	NATIONAL MUN ETF	$681K	6362	0.35%	SOLE
35	ALPHABET INC	CAP STK CL C	$668K	1922	0.35%	SOLE
36	SCHWAB STRATEGIC TR	LONG TERM US	$657K	21048	0.34%	SOLE
37	ISHARES TR	US TREAS BD ETF	$640K	28000	0.33%	SOLE
38	ALPHABET INC	CAP STK CL A	$607K	1732	0.31%	SOLE
39	APPLE INC	COM	$570K	2113	0.30%	SOLE
40	BALL CORP	COM	$569K	9265	0.29%	SOLE
41	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$564K	17974	0.29%	SOLE
42	SCHWAB STRATEGIC TR	US AGGREGATE B	$531K	22873	0.27%	SOLE
43	ISHARES TR	CORE S&P MCP ETF	$510K	7086	0.26%	SOLE
44	MICROSOFT CORP	COM	$490K	1152	0.25%	SOLE
45	ISHARES TR	CORE MSCI EAFE	$470K	4989	0.24%	SOLE
46	VANGUARD WORLD FD	ESG US STK ETF	$469K	3778	0.24%	SOLE
47	ISHARES TR	0-3 MNTH TREASRY	$464K	4618	0.24%	SOLE
48	TESLA INC	COM	$414K	1104	0.21%	SOLE
49	VANGUARD INDEX FDS	EXTEND MKT ETF	$413K	1854	0.21%	SOLE
50	ISHARES TR	CORE S&P SCP ETF	$407K	3008	0.21%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.