Stash Investments

Latest statistics and disclosures from Stash Investments's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, TFLO, IEFA, IUSB, VWO, and represent 91.41% of Stash Investments's stock portfolio.
  • Added to shares of these 10 stocks: VTI (+$5.8M), IVV (+$5.3M), IUSB, TFLO, VEA, IXUS, VGIT, VWO, VCIT, VNQ.
  • Started 4 new stock positions in VB, USHY, IBIT, IAUM.
  • Reduced shares in these 2 stocks: AOA, NVDA.
  • Sold out of its positions in AOA, NVDA.
  • Stash Investments was a net buyer of stock by $32M.
  • Stash Investments has $342M in assets under management (AUM), dropping by 10.09%.
  • Central Index Key (CIK): 0002008308

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Portfolio Holdings for Stash Investments

Stash Investments holds 19 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 38.3 $131M +4% 349k 374.24
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Ishares Tr TRS FLT RT BD (TFLO) 15.8 $54M +4% 1.1M 50.67
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Ishares Tr Core Msci Eafe (IEFA) 15.7 $54M 555k 96.88
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Ishares Tr Core Univrsl Usd (IUSB) 15.5 $53M +8% 1.2M 44.09
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.1 $21M +7% 354k 59.31
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Ishares Tr Core S&p500 Etf (IVV) 2.7 $9.2M +137% 12k 765.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $4.1M +152% 58k 70.61
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Ishares Tr Core Msci Total (IXUS) 1.2 $4.0M +157% 42k 94.99
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.7 $2.4M +170% 43k 56.66
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.9M +170% 24k 78.31
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Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $1.7M +167% 19k 89.63
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Ishares Tr Mbs Etf (MBB) 0.4 $1.4M +183% 16k 89.62
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.3M +173% 28k 46.87
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $917k +184% 37k 25.13
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $634k NEW 13k 47.34
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Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.1 $503k NEW 12k 41.42
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $494k +143% 6.9k 71.95
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Ishares Tr Broad Usd High (USHY) 0.1 $493k NEW 14k 35.72
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $243k NEW 854.00 284.49
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Past Filings by Stash Investments

SEC 13F filings are viewable for Stash Investments going back to 2023