Stash Investments, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 2, 2026), Stash Investments, LLC reported 5 stock positions worth $257.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 18.0%) and iShares Treasury Floating Ra (TFLO, 17.8%). Compared with Q4 2025, it added to 5. The biggest buy was iShares Treasury Floating Ra (TFLO, shares +4%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0002008308
Portfolio Value
$257.9M (Q1 2026)
SEC Filing
0002008308-26-000002 ↗ filed Apr 2, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $139.8M Q1 2024 Q2 2024: $151.7M Q2 2024 Q3 2024: $169.4M Q3 2024 Q4 2024: $177.1M Q4 2024 Q1 2025: $186.7M Q1 2025 Q2 2025: $210.8M Q2 2025 Q3 2025: $232.4M Q3 2025 Q4 2025: $249.5M Q4 2025 Q1 2026: $257.9M $257.9M Q1 2026 Q2 2026: $310.2M Q2 2026

Holdings 5 stocks · $257.9M

VTI VG Morningstar TS MKT ETF-US 39.99% 321,432 $103.1M Add +7.4%
IEFA iShares Core MSCI Eafe ETF 17.99% 512,609 $46.4M Add +2.2%
TFLO iShares Treasury Floating Ra 17.81% 906,988 $45.9M Add +4.0%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 17.71% 988,610 $45.7M Add +4.6%
VWO Vanguard Ftse Emerging Marke 6.51% 310,428 $16.8M Add +2.4%

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

TFLO iShares Treasury Floating Ra Add +4.0% 17.81% +0.18
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +4.6% 17.71% +0.08
IEFA iShares Core MSCI Eafe ETF Add +2.2% 17.99% +0.00
VWO Vanguard Ftse Emerging Marke Add +2.4% 6.51% −0.03
VTI VG Morningstar TS MKT ETF-US Add +7.4% 39.99% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 17$310.2MVTI, IEFA, TFLO, IUSB, VWO
Q1 2026 5$257.9MVTI, IEFA, TFLO, IUSB, VWO
Q4 2025 5$249.5MVTI, IEFA, IUSB, TFLO, VWO
Q3 2025 5$232.4MVTI, IEFA, IUSB, TFLO, VWO
Q2 2025 5$210.8MVTI, IEFA, IUSB, TFLO, VWO
Q1 2025 5$186.7MVTI, IUSB, TFLO, IEFA, VWO
Q4 2024 5$177.1MVTI, IUSB, TFLO, IEFA, VWO
Q3 2024 5$169.4MVTI, IUSB, IEFA, TFLO, VWO
Q2 2024 5$151.7MVTI, IUSB, TFLO, IEFA, VWO
Q1 2024 5$139.8MVTI, IUSB, TFLO, IEFA, VWO