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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 8 of 34  ·  668 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IBIT ISHARES BITCOIN TRUST ETF Financial Services 2,030.0 $68K 0.03% NEW $33.29 +9.9%
142 DELL DELL TECHNOLOGIES INC Technology 155.0 $67K 0.03% NEW $431.46 +8.6%
143 DFAT DIMENSIONAL ETF TRUST 947.0 $66K 0.03% NEW $69.90 +2.5%
144 DIS DISNEY WALT CO Communication Services 682.0 $66K 0.03% NEW $96.25 +8.0%
145 CSCO CISCO SYS INC Technology 552.0 $65K 0.03% NEW $117.46 -5.0%
146 MA MASTERCARD INCORPORATED Financial Services 121.0 $62K 0.03% NEW $514.82 +11.6%
147 VSS VANGUARD INTL EQUITY INDEX F 398.0 $61K 0.03% NEW $154.32 +2.1%
148 RMD RESMED INC Healthcare 310.0 $60K 0.03% NEW $194.88 +12.9%
149 PEP PEPSICO INC Consumer Defensive 442.0 $60K 0.03% NEW $135.40 +3.5%
150 SOXQ INVESCO EXCH TRADED FD TR II 532.0 $60K 0.03% NEW $112.10 -15.8%
151 MRVL MARVELL TECHNOLOGY INC Technology 200.0 $60K 0.03% NEW $297.89 -27.5%
152 ABBV ABBVIE INC Healthcare 232.0 $58K 0.03% NEW $251.64 +2.9%
153 PWR QUANTA SVCS INC Industrials 80.0 $58K 0.03% NEW $720.04 -3.3%
154 FETH FIDELITY ETHEREUM FD Financial Services 3,499.0 $55K 0.03% NEW $15.74 +21.1%
155 ITA ISHARES TR 226.0 $55K 0.03% NEW $242.42 +4.0%
156 SPYV SPDR SERIES TRUST 898.0 $55K 0.03% NEW $60.79 +4.3%
157 AMGN AMGEN INC Healthcare 142.0 $51K 0.02% NEW $362.12 +17.4%
158 PG PROCTER & GAMBLE CO Consumer Defensive 350.0 $51K 0.02% NEW $146.79 -2.3%
159 VEU VANGUARD INTL EQUITY INDEX F 604.0 $51K 0.02% NEW $83.80 +0.7%
160 AXP AMERICAN EXPRESS CO Financial Services 149.0 $50K 0.02% NEW $338.25 +0.1%
Page 8 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%