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Shade Tree Advisors - Q2 2026 13F Filings

SH

Shade Tree Advisors LLC

CIK: 0001804785
Address: New York Saratoga Springs 19 Railroad Place Suite 301
$171.71 M
Portfolio Value
29
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/04/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+23.01%
$171.71 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Shade Tree Advisors Q2 2026 Filing Summary

Shade Tree Advisors LLC filed its 13F report for Q2 2026 on August 04, 2026. The portfolio totaled 171.71 M reflecting a +23.01% change from the prior quarter, spanning 29 assets. The top 10 holdings comprised 92.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 1 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Shade Tree Advisors’s Q2 2026 Filing

Shade Tree Advisors submitted their Form 13F-HR for the Q2 2026 period on 08/04/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Shade Tree Advisors reported a managed portfolio value of 171.71 M, consisting of 29 individual positions.

This page displays the raw filing documents. To see which stocks Shade Tree Advisors bought or sold during Q2 2026, please visit Shade Tree Advisors's Portfolio Analysis page.