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STA

Shade Tree Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 28.7%
This Fund
S&P 500
This Quarter Est. Return
+1.58%
1 Year Est. Return
+28.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$16.1M
Cap. Flow
+$14.2M
Cap. Flow %
10.77%
Top 10 Hldgs %
90.03%
Holding
40
New
22
Increased
12
Reduced
1
Closed

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$887K

Sector Composition

Rank Sector Weight
1 Technology 3.87%
2 Financials 0.96%
3 Consumer Staples 0.53%
4 Real Estate 0.45%
5 Industrials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VB icon
26
Vanguard Small-Cap ETF
VB
$79.9B
$315K 0.24%
1,223
+108
+10% +$27.7K
BXMT icon
27
Blackstone Mortgage Trust
BXMT
$2.8B
$315K 0.24%
+16,462
New +$312K
FDX icon
28
FedEx
FDX
$73.5B
$305K 0.23%
+1,057
New +$278K
TRTX
29
TPG RE Finance Trust
TRTX
$661M
$282K 0.21%
+32,794
New +$291K
IWM icon
30
iShares Russell 2000 ETF
IWM
$80.3B
$271K 0.21%
+1,100
New +$270K
FBTC icon
31
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$256K 0.19%
3,357
+942
+39% +$82.2K
VOT icon
32
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$251K 0.19%
+898
New +$257K
BAC icon
33
Bank of America
BAC
$436B
$229K 0.17%
+4,163
New +$220K
VAW icon
34
Vanguard Materials ETF
VAW
$3.01B
$220K 0.17%
+1,059
New +$213K
FSMB icon
35
First Trust Short Duration Managed Municipal ETF
FSMB
$619M
$218K 0.17%
+10,866
New +$218K
TAXF icon
36
American Century Diversified Municipal Bond ETF
TAXF
$684M
$214K 0.16%
+4,238
New +$214K
PIE icon
37
Invesco Dorsey Wright Emerging Markets Momentum ETF
PIE
$243M
$210K 0.16%
+8,900
New +$215K
MFIC icon
38
MidCap Financial Investment
MFIC
$790M
$196K 0.15%
+17,099
New +$203K
LIEN
39
Chicago Atlantic BDC
LIEN
$214M
$179K 0.14%
+17,360
New +$182K
WOOF icon
40
Petco
WOOF
$780M
$96.7K 0.07%
34,400

Similar funds

Shade Tree Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Shade Tree Advisors held 40 positions worth $132M, up 14% from $116M the previous quarter. Its ten largest holdings account for 90% of the portfolio.

Shade Tree Advisors deployed $14.2M of net new capital in Q4 2025, opening 22 new positions and adding to 12 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 2,722 shares worth $1.86M.

By sector, the portfolio is most concentrated in Technology at 3.9% of assets, down from 4.5% a quarter earlier, followed by Financials and Consumer Staples.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $887K trimmed.

  • Shade Tree Advisors's largest Q4 2025 buy was iShares Core S&P 500 ETF: 2,722 shares worth $1.86M.
  • Shade Tree Advisors added most to Vanguard Total Stock Market ETF in Q4 2025, an estimated $1.42M increase.
  • Shade Tree Advisors's biggest Q4 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $887K.
  • Shade Tree Advisors's ten largest holdings make up 90% of its $132M portfolio in Q4 2025.
  • Shade Tree Advisors opened 22 new positions and closed 0 in Q4 2025.
  • Shade Tree Advisors's portfolio value rose 14% quarter-over-quarter to $132M.

Based on Shade Tree Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.