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Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380
13F Portfolio $223M AUM 668 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 593 New 13 Added 20 Reduced 2 Exited
Page 4 of 30  ·  593 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PRF INVESCO EXCHANGE TRADED FD T 1,301.0 $70K 0.03% NEW $54.03 +4.3%
62 TIP ISHARES TR 642.0 $70K 0.03% NEW $109.43 -1.8%
63 EFG ISHARES TR 563.0 $70K 0.03% NEW $124.42 +0.8%
64 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 600.0 $70K 0.03% NEW $116.67 +50.2%
65 VGSH VANGUARD SCOTTSDALE FDS 1,197.0 $70K 0.03% NEW $58.20 -0.1%
66 C CITIGROUP INC Financial Services 497.0 $70K 0.03% NEW $139.96 -5.1%
67 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,030.0 $68K 0.03% NEW $33.29 +16.5%
68 DELL DELL TECHNOLOGIES INC Technology 155.0 $67K 0.03% NEW $431.46 +1.4%
69 DFAT DIMENSIONAL ETF TRUST 947.0 $66K 0.03% NEW $69.90 +2.6%
70 DIS DISNEY WALT CO Communication Services 682.0 $66K 0.03% NEW $96.25 +11.1%
71 CSCO CISCO SYS INC Technology 552.0 $65K 0.03% NEW $117.46 -5.9%
72 MA MASTERCARD INCORPORATED Financial Services 121.0 $62K 0.03% NEW $514.82 +11.4%
73 VSS VANGUARD INTL EQUITY INDEX F 398.0 $61K 0.03% NEW $154.32 +3.2%
74 RMD RESMED INC Healthcare 310.0 $60K 0.03% NEW $194.88 +18.4%
75 PEP PEPSICO INC Consumer Defensive 442.0 $60K 0.03% NEW $135.40 +5.3%
76 SOXQ INVESCO EXCH TRADED FD TR II 532.0 $60K 0.03% NEW $112.10 -17.6%
77 MRVL MARVELL TECHNOLOGY INC Technology 200.0 $60K 0.03% NEW $297.89 -20.3%
78 ABBV ABBVIE INC Healthcare 232.0 $58K 0.03% NEW $251.64 +5.7%
79 PWR QUANTA SVCS INC Industrials 80.0 $58K 0.03% NEW $720.04 -5.9%
80 FETH FIDELITY ETHEREUM FD Financial Services 3,499.0 $55K 0.03% NEW $15.74 +33.0%
Page 4 of 30  ·  593 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.5%
Financial Services 15.2%
Consumer Cyclical 12.2%
Communication Services 10.7%
Industrials 9.7%
Healthcare 4.6%
Consumer Defensive 4.1%
Energy 1.9%
Utilities 1.5%
Basic Materials 0.4%