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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 34  ·  668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VCSH VANGUARD SCOTTSDALE FDS 4,677.0 $370K 0.17% $79.03 -0.5%
62 AMZN AMAZON COM INC Consumer Cyclical 1,547.0 $369K 0.17% $238.34 +8.9%
63 IWM ISHARES TR 1,186.0 $356K 0.16% $300.44 -0.1%
64 IGSB ISHARES TR 6,791.0 $356K 0.16% $52.41 -0.5%
65 NSC NORFOLK SOUTHN CORP Industrials 1,047.0 $329K 0.15% $314.59 +7.7%
66 SCHE SCHWAB STRATEGIC TR 8,692.0 $315K 0.14% $36.26 +0.5%
67 SCHH SCHWAB STRATEGIC TR 12,375.0 $293K 0.13% -326.0 -2.6% $23.68 +0.7%
68 VGT VANGUARD WORLD FD 2,447.0 $293K 0.13% $119.54 +0.2%
69 VWOB VANGUARD WHITEHALL FDS 4,310.0 $290K 0.13% -54.0 -1.2% $67.24 -2.1%
70 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 306.0 $286K 0.13% $936.24 +2.7%
71 PDBC INVESCO ACTVELY MNGD ETC FD 15,685.0 $249K 0.11% $15.88 +14.6%
72 GS GOLDMAN SACHS GROUP INC Financial Services 223.0 $225K 0.10% $1010.37 +3.0%
73 EEM ISHARES TR 3,278.0 $224K 0.10% $68.41 -4.5%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 791.0 $222K 0.10% NEW $281.21 -17.3%
75 VTEB VANGUARD MUN BD FDS 4,338.0 $219K 0.10% -331.0 -7.1% $50.58 -2.1%
76 RTX RTX CORPORATION Industrials 1,134.0 $215K 0.10% NEW $189.73 +18.8%
77 VSGX VANGUARD WORLD FD 2,584.0 $213K 0.10% NEW $82.34 -0.2%
78 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 433.0 $207K 0.09% NEW $477.57 -13.4%
79 IWB ISHARES TR 502.0 $206K 0.09% NEW $409.50 +2.6%
80 QUAL ISHARES TR 926.0 $203K 0.09% NEW $219.43 +2.1%
Page 4 of 34  ·  668 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%