Key facts
- Downshift Financial, LLC reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $188,209,342.
13F Filings History of Downshift Financial, LLC
- Latest 13F report
- Q1 2026 - 29 Apr 2026
- Value $
- $188,209,342
- Signature - Title
- Rita Rhodes - Consultant
- Location
- Boulder, CO
- Summary
- This page shows a list of all the recent 13F filings made by Downshift Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Downshift Financial, LLC reported 77 stock holdings with total value $188,209,342 as of Q1 2026. Top holdings included SCHF, SCHB, SCHX, VTI, and SCHR.
Follow Filing Activity
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Holdings Value
Change
- Most recent filing was accepted on 29 Apr 2026, 09:09.
- Reported value moved from $162,170,989 to $188,209,342.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 77 | $188,209,342 | +$32,799,694 | -$9,306,038 | +$23,493,656 | SCHF, SCHB, SCHX, VTI, SCHR | 13F-HR | 29 Apr 2026, 09:09 |
| Q4 2025 | 68 | $162,170,989 | $0 | $0 | $0 | SCHX, SCHF, SCHR, VTI, VV | 13F-HR | 11 Mar 2026, 08:53 |