Downshift Financial, LLC
Downshift Financial, LLC reported 668 positions worth $222.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHB (11.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHB | SH | $26.3M | 11.81% | 908,685 | — | — | |
| ▸ 2 | SCHF | SH | $22.3M | 10.01% | 804,823 | — | — | |
| ▸ 3 | VTI | SH | $18.9M | 8.48% | 51,044 | — | — | |
| ▸ 4 | SCHR | SH | $17.9M | 8.04% | 726,438 | — | — | |
| ▸ 5 | SCHX | SH | $16.3M | 7.34% | 555,541 | — | — | |
| ▸ 6 | VV | SH | $10.8M | 4.84% | 31,347 | — | — | |
| ▸ 7 | VXUS | SH | $9.5M | 4.25% | 110,746 | — | — | |
| ▸ 8 | SCHM | SH | $5.9M | 2.65% | 159,804 | — | — | |
| ▸ 9 | SPYM | SH | $5.8M | 2.58% | 65,506 | — | — | |
| ▸ 10 | VGIT | SH | $5.4M | 2.42% | 91,481 | — | — |
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Frequently Asked Questions
What stocks does Downshift Financial, LLC hold as of Q2 2026?
Downshift Financial, LLC reported 668 positions worth $222.7M in its Q2 2026 13F filing. Largest positions: SCHB (11.8%), SCHF (10.0%), VTI (8.5%), SCHR (8.0%) and SCHX (7.3%).
What did Downshift Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Downshift Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.