TraderTrends

Manager Profile

Downshift Financial, LLC

Diversified · Technology 3%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

Portfolio Value

$222.7M

Latest reported 13F value

Holdings

668

Distinct positions in last filing

Top Position

SCHWAB STRATEGIC TR

Latest disclosed holding

Top 4

808524102 808524805 922908769 808524854 808524201

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
3.2%
Consumer Cyclical
0.9%
Financial Services
0.9%
Communication Services
0.6%
Industrials
0.5%
Healthcare
0.3%
Consumer Defensive
0.2%
Energy
0.1%
Utilities
0%
Basic Materials
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
SCHWAB STRATEGIC TR

Shares: 908.7K

26.3M

Position Value
2
SCHWAB STRATEGIC TR

Shares: 804.8K

22.3M

Position Value
3
VANGUARD INDEX FDS

Shares: 51K

18.9M

Position Value
4
SCHWAB STRATEGIC TR

Shares: 726.4K

17.9M

Position Value
5
SCHWAB STRATEGIC TR

Shares: 555.5K

16.3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID