SI

Stash Investments, LLC

Concentrated strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
100
Portfolio Stability
3.32
Momentum/Contrarian
100
Sector conviction
0
Diversification
10
Sizing Uniformity
93.9

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other39.99%-0.22%+7.44%
2IEFAIshares Core Msci Eafe ETFETF-Other17.99%—+2.16%
3TFLOIshares Treasury Floating RaETF-Gov Bonds17.81%+0.18%+4.05%
4IUSBIshr Cr Unvrse Usd Bd Etf-uiETF-Other17.71%+0.08%+4.61%
5VWOVanguard Ftse Emerging MarkeETF-Emerging Markets6.51%-0.03%+2.37%

Holding changes this quarter

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%.

Position changes disclosed by Stash Investments, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TFLOIshares Treasury Floating Ra+0.2%+4.05%Add
2IUSBIshr Cr Unvrse Usd Bd Etf-ui+0.1%+4.61%Add
3IEFAIshares Core Msci Eafe ETF—+2.16%Add
4VWOVanguard Ftse Emerging Marke0%+2.37%Add
5VTIVanguard Total Stock Mkt ETF-0.2%+7.44%Add

FAQ

What is Stash Investments, LLC and what type of investor is it?
Stash Investments, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $257.9M, spread across 5 disclosed positions.
What are Stash Investments, LLC's largest equity positions?
Based on the latest 13F filing, Stash Investments, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $103.1M (40.0%) 2. Ishares Core Msci Eafe ETF (IEFA) — $46.4M (18.0%) 3. Ishares Treasury Floating Ra (TFLO) — $45.9M (17.8%) 4. Ishr Cr Unvrse Usd Bd Etf-ui (IUSB) — $45.7M (17.7%) 5. Vanguard Ftse Emerging Marke (VWO) — $16.8M (6.5%)
What changes did Stash Investments, LLC make in its most recent portfolio filing?
In the latest quarter, Stash Investments, LLC was primarily adding exposure — initiating 0 new positions and adding to 5 existing holdings. The largest of these moves: 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%
What sectors does Stash Investments, LLC focus on?
Sector breakdown data is not yet available for Stash Investments, LLC. Check back after the next 13F processing cycle.