13F Filings History of Downshift Financial, LLC

Latest 13F report
Q4 2025 - 11 Mar 2026
Value $
$162,170,989
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 68 stock holdings with total value $162,170,989 as of Q4 2025. Top holdings included SCHX, SCHF, SCHR, VTI, and VV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $162,170,989 $0 $0 $0 SCHX, SCHF, SCHR, VTI, VV 13F-HR 11 Mar 2026, 08:53