Downshift Financial, LLC portfolio
Latest available portfolio: Q3 2026 · Holdings as of · Filed · $226,784,108 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q3 2026 | 710 | $226,784,108 | +$15,536,031 | -$7,881,570 | +$7,654,461 | SCHB, SCHF, VTI, SCHR, SCHX | 13F-HR | 13 Oct 2026, 16:35 |
| Q2 2026 | 660 | $220,309,260 | +$28,049,286 | -$9,534,743 | +$18,514,543 | SCHB, SCHF, VTI, SCHR, SCHX | 13F-HR | 12 Aug 2026, 18:00 |
| 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 |
Showing 1-4 of 4 filings.
Manager details and filing context
- Latest 13F filing
- Q3 2026 - 13 Oct 2026
- Latest reported 13F value
- $226,784,108
- Largest 13F holdings
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SCHB SCHF VTI SCHR SCHX VV VXUS SPYM VGIT IXUS NVDA SCHM
+8 more
SPTI SPDW SCHG VO VOO IVV SCHA AAPL - 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 710 equity holdings with a total reported market value of $226,784,108 for Q3 2026. Top reported holdings included SCHB, SCHF, VTI, SCHR, and SCHX.
- Manager signature
- Travis Hughes - CCO
- 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
Holdings Value