Stash Investments, LLC
CIK 2008308 · View on SEC EDGAR ↗
- Portfolio value
- $310.2M
- Positions
- 17
- As of
- June 30, 2026
#5,093 of 9,443 by 13F value · top 53.9%
Portfolio value QoQ: +20.3% 13F does not disclose cash
- Top 10 holdings weight
- 98.95%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 6
- Effective number of positions
- 4.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $31,721,062 · sells $0
Median holding: 1.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held
- New positions
- 12
- Increased
- 5
- Decreased
- 0
- Closed
- 0
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
Sector breakdown
Technology
0.1%
Other/Unmapped
99.9%
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $123,526,383 | 39.82% | 333,819 | $20,407,783 | Up ×6 | ||
| IEFA | $52,543,576 | 16.94% | 544,042 | $6,137,083 | Up ×5 | ||
| TFLO | $51,214,523 | 16.51% | 1,011,545 | $5,293,721 | Up ×6 | ||
| IUSB iShares Core Universal USD Bond ETF | $51,141,722 | 16.48% | 1,108,163 | $5,477,826 | Up ×6 | ||
| VWO | $19,715,189 | 6.35% | 330,293 | $2,936,556 | Up ×6 | ||
| IVV | $3,778,899 | 1.22% | 5,046 | Up ×1 | |||
| VEA | $1,649,438 | 0.53% | 23,150 | Up ×1 | |||
| IXUS iShares Core MSCI Total International Stock ETF | $1,543,169 | 0.50% | 16,169 | Up ×1 | |||
| AOA | $940,376 | 0.30% | 9,635 | Up ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $933,123 | 0.30% | 15,821 | Up ×1 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $741,288 | 0.24% | 8,969 | Up ×1 | |||
| VNQ | $685,424 | 0.22% | 7,108 | Up ×1 | |||
| MBB iShares MBS ETF | $536,023 | 0.17% | 5,671 | Up ×1 | |||
| BNDX Vanguard Total International Bond ETF | $500,524 | 0.16% | 10,335 | Up ×1 | |||
| SCHP | $339,969 | 0.11% | 12,829 | Up ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $238,907 | 0.08% | 1,194 | Up ×1 | |||
| IJH | $217,604 | 0.07% | 2,822 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VTI | $123,526,383 | 39.82% | up ×6 |
| IEFA | $52,543,576 | 16.94% | up ×5 |
| TFLO | $51,214,523 | 16.51% | up ×6 |
| IUSB | $51,141,722 | 16.48% | up ×6 |
| VWO | $19,715,189 | 6.35% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IVV | $3,778,899 | 5,046 | 1.22% |
| VEA | $1,649,438 | 23,150 | 0.53% |
| IXUS | $1,543,169 | 16,169 | 0.50% |
| AOA | $940,376 | 9,635 | 0.30% |
| VGIT | $933,123 | 15,821 | 0.30% |
| VCIT | $741,288 | 8,969 | 0.24% |
| VNQ | $685,424 | 7,108 | 0.22% |
| MBB | $536,023 | 5,671 | 0.17% |
| BNDX | $500,524 | 10,335 | 0.16% |
| SCHP | $339,969 | 12,829 | 0.11% |
| NVDA | $238,907 | 1,194 | 0.08% |
| IJH | $217,604 | 2,822 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VTI | Bought more | +12K | +$20.4M |
| IEFA | Bought more | +31K | +$6.1M |
| IUSB | Bought more | +120K | +$5.5M |
| TFLO | Bought more | +105K | +$5.3M |
| VWO | Bought more | +20K | +$2.9M |