Stash Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 2, 2025), Stash Investments, LLC reported 5 stock positions worth $186.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 39.4% of the portfolio, followed by Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 18.2%) and iShares Treasury Floating Ra (TFLO, 18.0%). Compared with Q4 2024, it added to 4 and reduced 1. The biggest buy was Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares +4%) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $186.7M (Q1 2025)
- SEC Filing
- 0002008308-25-000002 ↗ filed Apr 2, 2025
Holdings Value
Holdings 5 stocks · $186.7M
| VTI VG Morningstar TS MKT ETF-US | 39.40% | 267,666 | $73.6M | Add +9.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 18.18% | 736,660 | $33.9M | Add +4.5% |
| TFLO iShares Treasury Floating Ra | 17.98% | 662,877 | $33.6M | Add +5.5% |
| IEFA iShares Core MSCI Eafe ETF | 17.98% | 443,878 | $33.6M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 6.46% | 266,503 | $12.1M | Add +3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.0% | 17.98% | +0.19 |
Portfolio Buys Q4 2024 → Q1 2025
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 |