13F Filings History of Shade Tree Advisors LLC

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$131,609,417
Signature - Title
Bridget Horan - Chief Compliance Officer
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by Shade Tree Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shade Tree Advisors LLC reported 40 stock holdings with total value $131,609,417 as of Q4 2025. Top holdings included VTI, VXUS, VTEB, BND, and GFS.

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Holdings Value

List of Other Managers Reporting for Shade Tree Advisors LLC:

Name Holdings Value Location File Number
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
J.P. Morgan Investment Management Inc. New York, NY 028-11937
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 40 $131,609,417 +$15,122,848 -$895,361 +$14,227,487 VTI, VXUS, VTEB, BND, GFS 13F-HR 04 Feb 2026, 12:40
Q3 2025 18 $115,534,477 +$1,866,082 -$7,341,546 -$5,475,464 VTI, VXUS, BND, VTEB, GFS 13F-HR 05 Nov 2025, 10:55
Q2 2025 17 $114,357,970 +$9,787,910 -$5,417,431 +$4,370,479 VTI, VXUS, BND, GFS, VTEB 13F-HR 06 Aug 2025, 14:53
Q1 2025 18 $100,883,630 +$7,067,109 -$1,482,431 +$5,584,678 VTI, VXUS, SPY, GFS, BND 13F-HR 12 May 2025, 15:39
Q4 2024 16 $99,176,578 $0 $0 $0 VTI, VXUS, GFS, BND, VTEB 13F-HR 29 Jan 2025, 14:23