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CIK: 0002008308
Total reported value
$310.2M
$310.2M
5 檔
80.4%
In Q4 2025, Stash Investments, LLC's U.S. equity holdings reached a combined market value of $310.2M, distributed across 5 disclosed stock positions.
In Q4 2025, Stash Investments, LLC displayed an active expansion posture, initiating 0 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 40.21% | -0.17% | +4.26% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 17.99% | -1.05% | +4.52% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 17.63% | -1.23% | +8.62% | |
| 4 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 17.63% | -1.30% | +9.18% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.54% | -0.16% | +7.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | +0.3% | +9.18% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +8.62% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.52% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +7.22% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | +4.26% | Add |
According to official SEC Form 13F filings, Stash Investments, LLC reported a total U.S. public equity portfolio value of $310.2M across 5 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IUSB) accounted for 80.4% of total reported equity market value during Q4 2025.
During Q4 2025, Stash Investments, LLC's top holdings by market value included VTI (40.2%)、IEFA (18.0%)、IUSB (17.6%). The largest single position, VTI, represented 40.2% of total portfolio value.
In Q4 2025, Stash Investments, LLC made 5 total portfolio adjustments, initiating 0 new buys, adding to 5 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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