Stash Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), Stash Investments, LLC reported 17 stock positions worth $310.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 16.9%) and iShares Treasury Floating Ra (TFLO, 16.5%). Compared with Q1 2026, it opened 12 new positions and added to 5. The biggest buy was a new position in iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $310.2M (Q2 2026)
- SEC Filing
- 0002008308-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 17 stocks · $310.2M
| VTI VG Morningstar TS MKT ETF-US | 39.82% | 333,819 | $123.5M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 16.94% | 544,042 | $52.5M | Add +6.1% |
| TFLO iShares Treasury Floating Ra | 16.51% | 1,011,545 | $51.2M | Add +11.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 16.48% | 1,108,163 | $51.1M | Add +12.1% |
| VWO Vanguard Ftse Emerging Marke | 6.35% | 330,293 | $19.7M | Add +6.4% |
| IVV iShares Core S&P 500 ETF | 1.22% | 5,046 | $3.8M | New |
| VEA Vanguard Ftse Developed ETF | 0.53% | 23,150 | $1.6M | New |
| IXUS iShares Core Intl Stock ETF | 0.50% | 16,169 | $1.5M | New |
| AOA iShares Core 80/20 Aggressiv | 0.30% | 9,635 | $940K | New |
| VGIT Vanguard Intermediate-Term T | 0.30% | 15,821 | $933K | New |
| VCIT Vanguard Int-Term Corporate | 0.24% | 8,969 | $741K | New |
| VNQ Vanguard Real Estate ETF | 0.22% | 7,108 | $685K | New |
| MBB iShares MBS ETF | 0.17% | 5,671 | $536K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.16% | 10,335 | $501K | New |
| SCHP Schwab U.S. Tips ETF | 0.11% | 12,829 | $340K | New |
| NVDA Nvidia Corp. | 0.08% | 1,194 | $239K | New |
| IJH iShares Core S&P Midcap ETF | 0.07% | 2,822 | $218K | New |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | New | 1.22% | +1.22 |
| VEA Vanguard Ftse Developed ETF | New | 0.53% | +0.53 |
| IXUS iShares Core Intl Stock ETF | New | 0.50% | +0.50 |
| AOA iShares Core 80/20 Aggressiv | New | 0.30% | +0.30 |
| VGIT Vanguard Intermediate-Term T | New | 0.30% | +0.30 |
| VCIT Vanguard Int-Term Corporate | New | 0.24% | +0.24 |
| VNQ Vanguard Real Estate ETF | New | 0.22% | +0.22 |
| MBB iShares MBS ETF | New | 0.17% | +0.17 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.16% | +0.16 |
| SCHP Schwab U.S. Tips ETF | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | New | 0.08% | +0.08 |
| IJH iShares Core S&P Midcap ETF | New | 0.07% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +6.4% | 6.35% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.9% | 39.82% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.1% | 16.94% | −1.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +12.1% | 16.48% | −1.22 |
| TFLO iShares Treasury Floating Ra | Add +11.5% | 16.51% | −1.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $310.2M | VTI, IEFA, TFLO, IUSB, VWO |
| Q1 2026 | 5 | $257.9M | VTI, IEFA, TFLO, IUSB, VWO |
| Q4 2025 | 5 | $249.5M | VTI, IEFA, IUSB, TFLO, VWO |
| Q3 2025 | 5 | $232.4M | VTI, IEFA, IUSB, TFLO, VWO |
| Q2 2025 | 5 | $210.8M | VTI, IEFA, IUSB, TFLO, VWO |
| Q1 2025 | 5 | $186.7M | VTI, IUSB, TFLO, IEFA, VWO |
| Q4 2024 | 5 | $177.1M | VTI, IUSB, TFLO, IEFA, VWO |
| Q3 2024 | 5 | $169.4M | VTI, IUSB, IEFA, TFLO, VWO |
| Q2 2024 | 5 | $151.7M | VTI, IUSB, TFLO, IEFA, VWO |
| Q1 2024 | 5 | $139.8M | VTI, IUSB, TFLO, IEFA, VWO |