Shade Tree Advisors LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 171,709
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 29 | 171,709 | 13F-HR | Shade Tree Advisors LLC |
| Q1 2026 | 5/12/2026 | 27 | 139,593 | 13F-HR | Shade Tree Advisors LLC |
| Q4 2025 | 2/4/2026 | 40 | 131,609 | 13F-HR | Shade Tree Advisors LLC |
| Q3 2025 | 11/5/2025 | 18 | 115,534 | 13F-HR | Shade Tree Advisors LLC |
| Q2 2025 | 8/6/2025 | 17 | 114,358 | 13F-HR | Shade Tree Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.48 K | 12.5% | 3.359 K | 0 | 3.359 K |
| ETFs | 150.2 K | 87.5% | 28.76 K | 0 | 28.76 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
171,709
Holdings
29
QoQ value change ($000)
32,116
(23.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.