Shade Tree Advisors LLC
•CIK: 1804785•Filing: Q4 2025
**Shade Tree Advisors LLC** manages $132M across a diversified portfolio of 40 positions. The fund exhibits a significant domestic equity overweight, with VTI anchoring the top holding at $81.0M. Further diversification is evident through international exposure via VXUS ($14.1M) and fixed income allocations in BND ($5.1M). Notable secondary positions include VTEB ($5.1M) and VOO ($3.6M), suggesting a core focus on broad market indices.
Total AUM
$131.6M
QoQ Performance
+13.9%
Positions
27
Top 10 Concentration
90.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VXUS
VTI61.5%
VXUS10.7%
VTEB3.9%
BND3.9%
GFS3.2%
VOO2.7%
IVV1.4%
BIV1.1%
📈 Biggest Buys
📉 Biggest Sells
SPY
SPDR S&P 500 ETF TR
-54.9%
0.6% of portfolio
Sector Breakdown
Other94.4%
ETF4.7%
Consumer0.5%
Industrial0.2%
Financial0.2%
Changes from Q3 2025
NEW22 new positions
↑12 increased
↓1 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024