Stash Investments, LLC — 13F Holdings & Portfolio
CIK 2008308 · latest 13F-HR filed 2026-04-02
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$257.9M
Long-equity book
5
Distinct positions
2026-03-31
Filed 2026-04-02
+0 / −0 / ↑0 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $103.1M | 39.99% | 321,432 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $46.4M | 17.99% | 512,609 | SH |
| 3 | ISHARES TR | TFLO | 46434V860 | $45.9M | 17.81% | 906,988 | SH |
| 4 | ISHARES TR | IUSB | 46434V613 | $45.7M | 17.71% | 988,610 | SH |
| 5 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $16.8M | 6.51% | 310,428 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-02 | $257.9M | 5 | 0002008308-26-000002 |
| 2025-12-31 | 2026-01-06 | $249.5M | 5 | 0002008308-26-000001 |