13F Filings History of Downshift Financial, LLC
- Latest 13F filing
- Q1 2026 - 29 Apr 2026
- Latest reported 13F value
- $188,209,342
- Largest 13F holdings
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SCHF SCHB SCHX VTI SCHR VV VXUS VGIT SCHM SPYM IXUS SPDW
+8 more
SCHA SCHG VOO SPTI NVDA VEA IVV AAUS - Form 13F summary
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- Downshift Financial, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Downshift Financial, LLC reported 77 equity holdings with a total reported market value of $188,209,342 for Q1 2026. Top reported holdings included SCHF, SCHB, SCHX, VTI, and SCHR.
- Manager signature
- Rita Rhodes - Consultant
- Manager location
- Boulder, CO
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$188,209,342
Quarter delta
+$26,038,353
Accepted
29 Apr 2026, 09:09
Rows shown
1-2 of 2
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |