Stash Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Stash Investments, LLC reported 5 stock positions worth $177.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.9% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 18.0%) and iShares Treasury Floating Ra (TFLO, 17.9%). Compared with Q3 2024, it added to 5. The biggest buy was iShares Treasury Floating Ra (TFLO, shares +7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $177.1M (Q4 2024)
- SEC Filing
- 0002008308-25-000001 ↗ filed Jan 27, 2025
Holdings Value
Holdings 5 stocks · $177.1M
| VTI VG Morningstar TS MKT ETF-US | 39.90% | 243,849 | $70.7M | Add +1.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 18.00% | 705,113 | $31.9M | Add +10.6% |
| TFLO iShares Treasury Floating Ra | 17.90% | 628,144 | $31.7M | Add +6.8% |
| IEFA iShares Core MSCI Eafe ETF | 17.79% | 448,260 | $31.5M | Add +16.7% |
| VWO Vanguard Ftse Emerging Marke | 6.41% | 257,774 | $11.4M | Add +8.9% |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
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 |