Stash Investments
Latest statistics and disclosures from Stash Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IEFA, TFLO, IUSB, VWO, and represent 96.10% of Stash Investments's stock portfolio.
- Added to shares of these 10 stocks: IUSB (+$5.5M), TFLO (+$5.3M), VTI, IVV, IEFA, VEA, IXUS, VWO, AOA, VGIT.
- Started 12 new stock positions in IVV, VGIT, BNDX, IJH, VCIT, IXUS, SCHP, AOA, MBB, VEA. NVDA, VNQ.
- Stash Investments was a net buyer of stock by $32M.
- Stash Investments has $310M in assets under management (AUM), dropping by 20.30%.
- Central Index Key (CIK): 0002008308
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Portfolio Holdings for Stash Investments
Stash Investments holds 17 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 39.8 | $124M | +3% | 334k | 370.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 16.9 | $53M | +6% | 544k | 96.58 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 16.5 | $51M | +11% | 1.0M | 50.63 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 16.5 | $51M | +12% | 1.1M | 46.15 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 6.4 | $20M | +6% | 330k | 59.69 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.8M | NEW | 5.0k | 748.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $1.6M | NEW | 23k | 71.25 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.5 | $1.5M | NEW | 16k | 95.44 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.3 | $940k | NEW | 9.6k | 97.60 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $933k | NEW | 16k | 58.98 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $741k | NEW | 9.0k | 82.65 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $685k | NEW | 7.1k | 96.43 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $536k | NEW | 5.7k | 94.52 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.2 | $501k | NEW | 10k | 48.43 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $340k | NEW | 13k | 26.50 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $239k | NEW | 1.2k | 200.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $218k | NEW | 2.8k | 77.11 |
|
Past Filings by Stash Investments
SEC 13F filings are viewable for Stash Investments going back to 2023
- Stash Investments 2026 Q2 filed July 29, 2026
- Stash Investments 2026 Q1 filed April 2, 2026
- Stash Investments 2025 Q4 filed Jan. 6, 2026
- Stash Investments 2025 Q3 filed Oct. 14, 2025
- Stash Investments 2025 Q2 filed July 21, 2025
- Stash Investments 2025 Q1 filed April 2, 2025
- Stash Investments 2024 Q4 filed Jan. 27, 2025
- Stash Investments 2024 Q3 filed Oct. 21, 2024
- Stash Investments 2024 Q2 filed July 25, 2024
- Stash Investments 2024 Q1 filed May 1, 2024
- Stash Investments 2023 Q4 filed Feb. 2, 2024