CIK: 0002008308
Total reported value
$257.9M
Reporting period: 2026-03-31 · Number of holdings: 5
Stash Investments, LLC disclosed 5 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $257.9M and a quarterly turnover rate of 3.3%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "S"
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim VTI
+7.4% $2.8M
Add TFLO
+4.1% $1.9M
Add IUSB
+4.6% $1.7M
Trim VWO
+2.4% $476.1K
Unchanged IEFA
+2.2% $1.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 39.99% | -0.22% | +7.44% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.99% | — | +2.16% | |
| 3 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 17.81% | +0.18% | +4.05% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 17.71% | +0.08% | +4.61% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.51% | -0.03% | +2.37% |
Performance for Q3 2026
+0.8%
Performance Last 4 Quarters
+10.9%
Based on 60% of reported portfolio value with available pricing
Not enough sector-mapped data yet
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 5 | $257.9M | 3 | |
| 2025-12-31 | 5 | $249.5M | 7 | |
| 2025-09-30 | 5 | $232.4M | 21 | |
| 2025-06-30 | 5 | $210.8M | 0 | |
| 2025-03-31 | 5 | $186.7M | 0 | |
| 2024-12-31 | 5 | $177.1M | 0 | |
| 2024-09-30 | 5 | $169.4M | 0 | |
| 2024-06-30 | 5 | $151.7M | 0 | |
| 2024-03-31 | 5 | $139.8M | 0 | |
| 2023-12-31 | 5 | $123.0M | 0 |
Stash Investments, LLC's most significant position changes for 2026-03-31: Add: Vanguard Total Stock Mkt ETF (VTI) — shares +7.44%; Add: Ishares Treasury Floating Ra (TFLO) — shares +4.05%; Add: Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — shares +4.61%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +2.37%; Add: Ishares Core Msci Eafe ETF (IEFA) — shares +2.16%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +0.2% | +4.05% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +4.61% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | — | +2.16% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.37% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +7.44% | Add |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-02 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-06 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-21 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-02 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-27 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-25 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-01 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-02 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0002026391
Total reported value
$257.9M
64 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002107256
Total reported value
$257.8M
154 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001177043
Total reported value
$258.0M
100 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001904274
Total reported value
$3.1B
838 stks
2026-03-31
3 of the top 5 holdings overlap, including Vanguard Ftse Emerging Marke
CIK 0000077657
Total reported value
$133.2M
19 stks
2019-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF
CIK 0001352776
Total reported value
$331.4M
39 stks
2024-06-30
Stale — no recent filing
2 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF