Downshift Financial, LLC - Portfolio Stock Holdings
Downshift Financial, LLC disclosed 724 stock positions in a recent SEC 13F filing. $226,778,418 of stock holdings were filed, with the largest holdings including SCHB, SCHF, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $214,650,000 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
724Est. Stock Holding Value:
$226,778,418Top Stock Holdings By Sector
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Portfolio Stock Holdings - Downshift Financial, LLC
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Portfolio Options Holdings - Downshift Financial, LLC
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