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Stash Investments, LLC — 13F Holdings & Portfolio

CIK 2008308 · latest 13F-HR filed 2026-07-29

Backtest portfolio

Stash Investments, LLC manages $310.2M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (39.82%), IEFA (16.94%), TFLO (16.51%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 0, added to 5, and trimmed 0.

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.

Filer Information
Address
257 PARK AVENUE S
SUITE 900
NEW YORK, NY 10010
Phone
(800) 205-5164
Filing Manager
Stash Investments, LLC
NEW YORK, NY
Signatory
Kate Ring
Chief Compliance Officer
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AUM

$310.2M

Long-equity book

Holdings

17

Distinct positions

Period

2026-06-30

Filed 2026-07-29

Q/Q Activity

+12 / −0 / ↑5 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$20.4M +19.8%
  • ISHARES TR$6.1M +13.2%
  • ISHARES TR$5.5M +12.0%
  • ISHARES TR$5.3M +11.5%
  • VANGUARD INTL EQUITY INDEX F$2.9M +17.5%
Show all 5 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • ISHARES TR$3.8M
  • VANGUARD TAX-MANAGED FDS$1.6M
  • ISHARES TR$1.5M
  • ISHARES TR$940.4K
  • VANGUARD SCOTTSDALE FDS$933.1K
Show all 12 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $123.5M 39.82% 333,819 SH
2 ISHARES TR IEFA 46432F842 $52.5M 16.94% 544,042 SH
3 ISHARES TR TFLO 46434V860 $51.2M 16.51% 1,011,545 SH
4 ISHARES TR IUSB 46434V613 $51.1M 16.48% 1,108,163 SH
5 VANGUARD INTL EQUITY INDEX F VWO 922042858 $19.7M 6.35% 330,293 SH
6 ISHARES TR IVV 464287200 $3.8M 1.22% 5,046 SH
7 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.6M 0.53% 23,150 SH
8 ISHARES TR IXUS 46432F834 $1.5M 0.50% 16,169 SH
9 ISHARES TR AOA 464289859 $940.4K 0.30% 9,635 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $933.1K 0.30% 15,821 SH
11 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $741.3K 0.24% 8,969 SH
12 VANGUARD INDEX FDS VNQ 922908553 $685.4K 0.22% 7,108 SH
13 ISHARES TR MBB 464288588 $536.0K 0.17% 5,671 SH
14 VANGUARD CHARLOTTE FDS BNDX 92203J407 $500.5K 0.16% 10,335 SH
15 SCHWAB STRATEGIC TR SCHP 808524870 $340.0K 0.11% 12,829 SH
16 NVIDIA CORPORATION NVDA 67066G104 $238.9K 0.08% 1,194 SH
17 ISHARES TR IJH 464287507 $217.6K 0.07% 2,822 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $310.2M 17 0002008308-26-000003
2026-03-31 2026-04-02 $257.9M 5 0002008308-26-000002
2025-12-31 2026-01-06 $249.5M 5 0002008308-26-000001