Stash Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Stash Investments, LLC reported 5 stock positions worth $210.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 18.2%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.6%). Compared with Q1 2025, it added to 5. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +4%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $210.8M (Q2 2025)
- SEC Filing
- 0002008308-25-000003 ↗ filed Jul 21, 2025
Holdings Value
Holdings 5 stocks · $210.8M
| VTI VG Morningstar TS MKT ETF-US | 40.32% | 279,629 | $85.0M | Add +4.5% |
| IEFA iShares Core MSCI Eafe ETF | 18.23% | 460,224 | $38.4M | Add +3.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.57% | 801,239 | $37.0M | Add +8.8% |
| TFLO iShares Treasury Floating Ra | 17.39% | 723,577 | $36.6M | Add +9.2% |
| VWO Vanguard Ftse Emerging Marke | 6.50% | 277,032 | $13.7M | Add +4.0% |
Portfolio Sells Q1 2025 → Q2 2025
| None this quarter. | |||
Portfolio Buys Q1 2025 → Q2 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 |