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Portfolio (Quarterly) Guide ↗

Downshift Financial, LLC

· CIK 0002118380
13F Portfolio $162M AUM Filed Mar 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New
Page 4 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BERKSHIRE HATHAWAY INC DEL 527.0 $266K 0.16% NEW $504.22
62 IBM INTERNATIONAL BUSINESS MACHS Technology 884.0 $256K 0.16% NEW $289.62 -7.9%
63 SCHH SCHWAB STRATEGIC TR 11,086.0 $240K 0.15% NEW $21.65 +9.7%
64 AVGO BROADCOM INC Technology 752.0 $232K 0.14% NEW $309.01 +36.5%
65 GOOG ALPHABET INC Communication Services 677.0 $224K 0.14% NEW $330.41 +16.9%
66 DTE DTE ENERGY CO Utilities 1,622.0 $221K 0.14% NEW $136.16 +6.9%
67 VTEB VANGUARD MUN BD FDS 4,314.0 $218K 0.14% NEW $50.63 -0.7%
68 GS GOLDMAN SACHS GROUP INC Financial Services 228.0 $203K 0.12% NEW $889.14 +12.1%
Page 4 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.5%
Financial Services 21.3%
Consumer Cyclical 12.1%
Communication Services 7.1%
Healthcare 5.7%
Industrials 4.4%
Utilities 3.0%