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Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380
13F Portfolio $193M AUM 77 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 43 Added 12 Reduced 5 Exited
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EA SERIES TRUST 35,307.0 $1.9M 0.99% NEW $54.18
22 SPMD SPDR SERIES TRUST 28,335.0 $1.8M 0.93% +1K +4.5% $63.10 +3.3%
23 VB VANGUARD INDEX FDS 6,234.0 $1.7M 0.90% +1K +28.7% $280.21 +4.4%
24 VTV VANGUARD INDEX FDS 6,032.0 $1.2M 0.64% +4K +257.4% $203.69 +4.0%
25 VWO VANGUARD INTL EQUITY INDEX F 18,528.0 $1.1M 0.56% +5K +40.0% $58.09 +3.8%
26 ITOT ISHARES TR 6,296.0 $978K 0.51% +37.0 +0.6% $155.32 +5.6%
27 SPTS SPDR SERIES TRUST 32,799.0 $956K 0.49% +2K +8.2% $29.16 -0.4%
28 SPSM SPDR SERIES TRUST 16,651.0 $878K 0.46% +245.0 +1.5% $52.75 +3.0%
29 SCHO SCHWAB STRATEGIC TR 35,535.0 $862K 0.45% +4K +11.6% $24.25 -0.3%
30 VONE VANGUARD SCOTTSDALE FDS 2,633.0 $845K 0.44% $321.09 +5.4%
31 VUG VANGUARD INDEX FDS 10,158.0 $836K 0.43% NEW $82.33 +7.1%
32 VBR VANGUARD INDEX FDS 3,097.0 $714K 0.37% +120.0 +4.0% $230.53 +2.0%
33 FNDF SCHWAB STRATEGIC TR 13,715.0 $698K 0.36% +863.0 +6.7% $50.91 +6.2%
34 MUB ISHARES TR 6,362.0 $682K 0.35% +4K +122.9% $107.15 -0.2%
35 GOOG ALPHABET INC Communication Services 1,922.0 $669K 0.35% +1K +183.9% $348.03 +10.6%
36 SCHQ SCHWAB STRATEGIC TR 21,048.0 $658K 0.34% +434.0 +2.1% $31.26 -0.9%
37 GOVT ISHARES TR 28,000.0 $641K 0.33% $22.88 -0.7%
38 GOOGL ALPHABET INC Communication Services 1,732.0 $607K 0.31% +828.0 +91.6% $350.65 +10.9%
39 AAPL APPLE INC Technology 2,113.0 $571K 0.30% +402.0 +23.5% $270.17 +15.1%
40 BALL BALL CORP Consumer Cyclical 9,265.0 $569K 0.29% $61.42 -8.0%
Page 2 of 4  ·  77 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 48.2%
Consumer Cyclical 19.1%
Communication Services 14.3%
Financial Services 11.2%
Industrials 3.8%
Consumer Defensive 3.4%