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Shade Tree Advisors LLC
Family Office
Shade Tree Advisors LLC is a Family Office based in Saratoga Springs, NY led by Jesse Oak George, reporting $1.0B in AUM as of Q3 2025 with 94% ETF concentration, 97% concentrated in top 10 holdings, and 67% allocation to VTI.
PresidentJesse Oak George
- Portfolio Value
- $115.5M
- Positions
- 18
- Top Holding
- VTI at 67.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Shade Tree Advisors LLC's portfolio (97.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $77.9M | 67.39% | -$5.7M Sold | — 237.3K shares | |
ETF ETF | $13.2M | 11.42% | +$787.1K Bought | — 179.5K shares | |
ETF ETF | $4.9M | 4.23% | -$41.0K Sold | — 65.7K shares | |
ETF ETF | $4.8M | 4.17% | +$371.7K Bought | — 96.3K shares | |
Semiconductors Technology | $4.3M | 3.68% | — | 0.02% 118.8K shares | |
ETF ETF | $2.1M | 1.84% | +$6.7K Bought | — 3.5K shares | |
ETF ETF | $1.6M | 1.38% | — | — 2.4K shares | |
ETF ETF | $1.5M | 1.30% | — | — 19.3K shares | |
ETF ETF | $1.1M | 0.93% | — | — 20.6K shares | |
Information Technology Services Technology | $983.1K | 0.85% | — | 0.00% 3.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Shade Tree Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+8.35% | |
+6.35% | |
+0.32% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-6.81% | |
-0.83% |
Analytics
Portfolio insights and performance metrics for Shade Tree Advisors LLC
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