Bridget Horan

Shade Tree Advisors Llc

Assets Managed

$139.593M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 3d ago

Growth Rate

6.07%(2Q avg: 9.99%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shade Tree Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Shade Tree Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.593M in assets, with a quarterly growth rate of 6.07% and a 2-quarter average growth rate of 9.99%. The portfolio is managed by Bridget Horan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 5.44%	58.53%	$81.695M 254,654 shares@ $320.81 avg price	Increased 5.44%
VXUS Vanguard Total Intl Stock Recent Activity Increased 12.09%	11.57%	$16.149M 209,434 shares@ $77.12 avg price	Increased 12.09%
SNDK Sandisk Corp Recent Activity New Position	6.6%	$9.212M 14,500 shares@ $635.34 avg price	New Position
BND Vanguard Total Bond Market Recent Activity Increased 5.36%	3.81%	$5.313M 72,151 shares@ $73.64 avg price	Increased 5.36%
GFS Globalfoundries Inc Recent Activity	3.79%	$5.282M 118,750 shares@ $44.48 avg price
VTEB Vanguard Tax-exempt Bond Etf Recent Activity Decreased -2.84%	3.53%	$4.926M 98,735 shares@ $49.89 avg price	Decreased -2.84%
VOO Vanguard S&p 500 Etf Recent Activity Increased 0.2%	2.46%	$3.429M 5,738 shares@ $597.51 avg price	Increased 0.2%
IVV Ishares Core S&p 500 Etf Recent Activity	1.28%	$1.778M 2,722 shares@ $653.3 avg price
BIV Vanguard Intermediate-term B Recent Activity	1.07%	$1.486M 19,256 shares@ $77.18 avg price
EQAL Invesco Russell 1000 Equal W Recent Activity	0.87%	$1.213M 22,008 shares@ $55.11 avg price

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