Downshift Financial, LLC ETF holdings
Boulder, CO
Reported $205.9M in 199 ETFs in its Form 13F for June 30, 2026.
ETF value
$205.9M
ETFs held
199
Change from prior quarter
+11.5%
With price moves
ETFs as a share of its 13F
93.4%
of $220.3M
Top 10 of 199 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | $26.3M | 908,685 | +207,890 shares |
| SCHF | Schwab International Equity ETF | $22.3M | 804,823 | +61,620 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $18.9M | 51,044 | +1,800 shares |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | $17.9M | 726,438 | +47,957 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $16.3M | 555,541 | −104,961 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $10.8M | 31,347 | +25 shares |
| VXUS | Vanguard Total International Stock ETF | $9.5M | 110,746 | +4,089 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $5.9M | 159,804 | −34,790 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $5.8M | 65,506 | +1,488 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $5.4M | 91,481 | −19,318 shares |
189 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002118380. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Downshift Financial, LLC own?
Downshift Financial, LLC reported 199 ETF positions worth $205.9M in its Form 13F for June 30, 2026. The largest was SCHB, at $26.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.