Shade Tree Advisors LLC has filed a Form 13F-HR reporting its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Bridget Horan on October 22, 2026, lists 64 distinct securities held by the firm.
The largest position disclosed in the filing is Target Corporation, where the firm holds 2,602,344 shares. This is followed by Vanguard Total Bond Market ETF, with 9,336,009 shares, and Vanguard Total Stock Market ETF, which holds 259,544 shares. Other significant individual stock holdings include General Mills (1,081,388 shares), Wells Fargo & Co. (3,079,000 shares), and Petco Health & Wellness Co. I Class A (34,400 shares).
The portfolio is diversified across various sectors, including technology, healthcare, consumer staples, and financial services. Major technology holdings include Microsoft (3,046 shares), Adobe Inc. (975 shares), and Apple Inc. (6,496 shares). In the healthcare sector, the firm holds shares in Johnson & Johnson (2,148 shares) and UnitedHealth Group (2,718 shares). The filing also lists substantial positions in exchange-traded funds, including the iShares Bitcoin Trust (145,410 shares), the iShares Gold Trust (26,500 shares), and the iShares Core S&P 500 ETF (2,812 shares).
