Investor
Downshift Financial, LLC
CIK 0002118380 · filed 2026-03-11 · SEC filing
13F book
$162.2M
Positions
68
Largest name
12.3%
Schwab Strategic Tr
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 750K | $20M | 12.3% | — | Held |
| Schwab Strategic Tr | — | 673.3K | $17.1M | 10.5% | — | Held |
| Schwab Strategic Tr | — | 544.8K | $13.7M | 8.4% | — | Held |
| Vanguard Index Fds | — | 39.6K | $13.2M | 8.1% | — | Held |
| Vanguard Index Fds | — | 33.6K | $10.4M | 6.4% | — | Held |
| Schwab Strategic Tr | — | 399.4K | $10.4M | 6.4% | — | Held |
| Vanguard Star Fds | — | 93K | $7.37M | 4.5% | — | Held |
| Schwab Strategic Tr | — | 218.2K | $6.91M | 4.3% | — | Held |
| Vanguard Scottsdale Fds | — | 107.4K | $6.44M | 4.0% | — | Held |
| Ishares Tr | — | 55.4K | $4.93M | 3.0% | — | Held |
| Spdr Series Trust | — | 55.6K | $4.43M | 2.7% | — | Held |
| Schwab Strategic Tr | — | 145.2K | $4.34M | 2.7% | — | Held |
| Spdr Index Shs Fds | — | 73.2K | $3.43M | 2.1% | — | Held |
| Ishares Tr | — | 4.31K | $2.93M | 1.8% | — | Held |
| Spdr Series Trust | — | 92.4K | $2.66M | 1.6% | — | Held |
| Vanguard Index Fds | — | 4.26K | $2.65M | 1.6% | — | Held |
| Vanguard Index Fds | — | 8.96K | $2.63M | 1.6% | — | Held |
| Nvidia Corp | NVDA | 11.9K | $2.04M | 1.3% | — | Held |
| Spdr Series Trust | — | 27.1K | $1.65M | 1.0% | — | Held |
| Vanguard Tax-Managed Fds | — | 21.6K | $1.43M | 0.9% | — | Held |
| Vanguard Index Fds | — | 4.84K | $1.3M | 0.8% | — | Held |
| Schwab Us Aggregate Bond | — | 52.5K | $1.23M | 0.8% | — | Held |
| Ishares Tr | — | 6.26K | $925K | 0.6% | — | Held |
| Spdr Series Trust | — | 30.3K | $887.5K | 0.5% | — | Held |
| Spdr Series Trust | — | 16.4K | $819.6K | 0.5% | — | Held |
| Vanguard Scottsdale Fds | — | 2.63K | $807.1K | 0.5% | — | Held |
| Schwab Strategic Tr | — | 31.8K | $775.4K | 0.5% | — | Held |
| Vanguard Intl Equity Index F | — | 13.2K | $741.3K | 0.5% | — | Held |
| Schwab Us Tips Etf | — | 26.4K | $704.8K | 0.4% | — | Held |
| American Express Co | AXP | 1.98K | $702.7K | 0.4% | — | Held |
| Ishares Tr | — | 9.98K | $692.4K | 0.4% | — | Held |
| Vanguard Index Fds | — | 2.98K | $673.5K | 0.4% | — | Held |
| Schwab Strategic Tr | — | 20.6K | $654K | 0.4% | — | Held |
| Ishares Tr | — | 28K | $644.9K | 0.4% | — | Held |
| Schwab Strategic Tr | — | 12.9K | $627.6K | 0.4% | — | Held |
| Ball Corp | BALL | 9.27K | $615.4K | 0.4% | — | Held |
| Ishares Tr | — | 3.8K | $487.2K | 0.3% | — | Held |
| Vanguard World Fd | — | 684 | $483.5K | 0.3% | — | Held |
| Apple Inc. | AAPL | 1.71K | $472.5K | 0.3% | — | Held |
| Ishares Tr | — | 4.99K | $467.3K | 0.3% | — | Held |
| Schwab Strategic Tr | — | 15K | $464K | 0.3% | — | Held |
| Vanguard World Fd | — | 3.77K | $445.2K | 0.3% | — | Held |
| Microsoft Corp | MSFT | 1.08K | $425K | 0.3% | — | Held |
| Eli Lilly & Co | LLY | 411 | $419.1K | 0.3% | — | Held |
| Ishares Tr | — | 3.8K | $381.4K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 4.68K | $373.6K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.73K | $364.4K | 0.2% | — | Held |
| Ishares Tr | — | 6.79K | $359.8K | 0.2% | — | Held |
| Ishares Inc | — | 4.78K | $343.3K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 575 | $342.7K | 0.2% | — | Held |
| Vanguard Index Fds | — | 1.69K | $341.4K | 0.2% | — | Held |
| Norfolk Southn Corp | — | 1.06K | $324.3K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 476 | $322.2K | 0.2% | — | Held |
| Ishares Tr | — | 2.85K | $307.6K | 0.2% | — | Held |
| Vanguard Specialized Funds | — | 1.36K | $305.1K | 0.2% | — | Held |
| Alphabet Inc | — | 904 | $298.2K | 0.2% | — | Held |
| Vanguard Whitehall Fds | — | 4.31K | $290.9K | 0.2% | — | Held |
| Ishares Tr | — | 1.12K | $285.8K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 8.34K | $284.8K | 0.2% | — | Held |
| Amazon Com Inc | AMZN | 1.23K | $273.4K | 0.2% | — | Held |
| Berkshire Hathaway Inc Del | — | 527 | $265.7K | 0.2% | — | Held |
| International Business Machs | — | 884 | $256K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 11.1K | $240K | 0.1% | — | Held |
| Broadcom Inc. | AVGO | 752 | $232.4K | 0.1% | — | Held |
| Alphabet Inc | — | 677 | $223.7K | 0.1% | — | Held |
| Dte Energy Co | — | 1.62K | $220.9K | 0.1% | — | Held |
| Vanguard Mun Bd Fds | — | 4.31K | $218.4K | 0.1% | — | Held |
| Goldman Sachs Group Inc | — | 228 | $202.7K | 0.1% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.