Stash Investments, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 14, 2025), Stash Investments, LLC reported 5 stock positions worth $232.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.5% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 18.0%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.5%). Compared with Q2 2025, it added to 5. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $232.4M (Q3 2025)
- SEC Filing
- 0002008308-25-000005 ↗ filed Oct 14, 2025
Holdings Value
Holdings 5 stocks · $232.4M
| VTI VG Morningstar TS MKT ETF-US | 40.51% | 286,961 | $94.2M | Add +2.6% |
| IEFA iShares Core MSCI Eafe ETF | 18.03% | 480,071 | $41.9M | Add +4.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.48% | 870,082 | $40.6M | Add +8.6% |
| TFLO iShares Treasury Floating Ra | 17.38% | 798,367 | $40.4M | Add +10.3% |
| VWO Vanguard Ftse Emerging Marke | 6.59% | 282,828 | $15.3M | Add +2.1% |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 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 |