Downshift Financial, LLC 13F Holdings · Q2 2026
Downshift Financial, LLC reported 660 securities worth $222.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHB (11.82%), SCHF (10.01%), VTI (8.48%). Among its top 25 positions this quarter: 2 new, 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $26.3M | 11.82% | 908,685 | Added |
| 2 | SCHF | SCHWAB STRATEGIC TR | $22.3M | 10.01% | 804,823 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $18.9M | 8.48% | 51,044 | Added |
| 4 | SCHR | SCHWAB STRATEGIC TR | $17.9M | 8.04% | 726,438 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $16.3M | 7.34% | 555,541 | Trimmed |
| 6 | VV | VANGUARD INDEX FDS | $10.8M | 4.84% | 31,347 | Added |
| 7 | VXUS | VANGUARD STAR FDS | $9.5M | 4.25% | 110,746 | Added |
| 8 | SCHM | SCHWAB STRATEGIC TR | $5.9M | 2.65% | 159,804 | Trimmed |
| 9 | SPYM | SPDR SERIES TRUST | $5.8M | 2.58% | 65,506 | Added |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $5.4M | 2.42% | 91,481 | Trimmed |
| 11 | IXUS | ISHARES TR | $4.9M | 2.20% | 51,274 | Added |
| 12 | SPTI | SPDR SERIES TRUST | $4.5M | 2.02% | 158,490 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $4.2M | 1.90% | 21,175 | Added |
| 14 | SPDW | SPDR INDEX SHS FDS | $4.1M | 1.82% | 80,647 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 1.62% | 106,320 | Trimmed |
| 16 | VO | VANGUARD INDEX FDS | $3.5M | 1.59% | 43,857 | Added |
| 17 | SCHA | SCHWAB STRATEGIC TR | $3.5M | 1.56% | 96,403 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $3.4M | 1.52% | 4,924 | Trimmed |
| 19 | IVV | ISHARES TR | $2.5M | 1.12% | 3,343 | Added |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $2.5M | 1.11% | 34,709 | Trimmed |
| 21 | AAUA | EA SERIES TRUST | $2.0M | 0.90% | 35,307 | New |
| 22 | SPMD | SPDR SERIES TRUST | $2.0M | 0.88% | 28,928 | Added |
| 23 | VB | VANGUARD INDEX FDS | $1.9M | 0.84% | 6,187 | Trimmed |
| 24 | VT | VANGUARD INTL EQUITY INDEX F | $1.8M | 0.81% | 11,468 | New |
| 25 | VTV | VANGUARD INDEX FDS | $1.3M | 0.59% | 6,053 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR