Downshift Financial, LLC
All 13F Filings
- Location
- Boulder, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 222,721
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/12/2026 | 668 | 222,721 | 13F-HR | Downshift Financial, LLC |
| Q1 2026 | 4/29/2026 | 77 | 193,164 | 13F-HR | Downshift Financial, LLC |
| Q4 2025 | 3/11/2026 | 68 | 162,171 | 13F-HR | Downshift Financial, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.389 K
(1.1% of total reported value)
· QoQ Δ:
+2.389 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.73 K | 7.6% | 6.335 K | 0 | 6.335 K |
| ETFs | 203.6 K | 92.4% | 21.1 K | 0 | 21.1 K |
| Debt | 0 | 0.0% | 0 | 283 | -283 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
222,721
Holdings
668
QoQ value change ($000)
29,557
(15.3%)
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.