Stash Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 6, 2026), Stash Investments, LLC reported 5 stock positions worth $249.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.2% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 18.0%) and Ishr CR Unvrse Usd BD ETF-Ui (IUSB, 17.6%). Compared with Q3 2025, it added to 5. The biggest buy was iShares Treasury Floating Ra (TFLO, shares +9%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0002008308
- Portfolio Value
- $249.5M (Q4 2025)
- SEC Filing
- 0002008308-26-000001 ↗ filed Jan 6, 2026
Holdings Value
Holdings 5 stocks · $249.5M
| VTI VG Morningstar TS MKT ETF-US | 40.21% | 299,177 | $100.3M | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 17.99% | 501,760 | $44.9M | Add +4.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 17.63% | 945,087 | $44.0M | Add +8.6% |
| TFLO iShares Treasury Floating Ra | 17.63% | 871,657 | $44.0M | Add +9.2% |
| VWO Vanguard Ftse Emerging Marke | 6.54% | 303,246 | $16.3M | Add +7.2% |
Portfolio Sells Q3 2025 → Q4 2025
| None this quarter. | |||
Portfolio Buys Q3 2025 → Q4 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 |