Shade Tree Advisors LLC

13F Filings History

Latest 13F report: Q1 2025 - May 12, 2025
Value $: $101M
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 18 stock holdings with total value $101M as of Q1 2025. Top holdings included VTI, VXUS, SPY, GFS, and BND.

Holdings Value

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	Date Filed
Q1 2025	18	$101M	+$7.07M	-$1.48M	+$5.58M	VTI, VXUS, SPY, GFS, BND	13F-HR	5/12/2025, 03:39 PM
Q4 2024	16	$99.2M	$0	$0		VTI, VXUS, GFS, BND, VTEB	13F-HR	1/29/2025, 02:23 PM

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