Stash Investments, LLC — 13F Holdings

2026 Q1  ·  5 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Stash Investments, LLC maintained a portfolio of 5 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 7.4%.
Position History hover any row below to update
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Stash Investments, LLC New York, NY Fintech / Digital Investment Platform AUM $258M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
5
Quarter
2026 Q1
Top Holding
VTI (40.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
VANGUARD INDEX ...
ETF 39.99% 40.21% #1
Prev: #1
8.0
—
22,255 7.4%
P
S
321,432 $103,118,600 2023 Q4 13F Filing 2026-03-31 2026-05-15 (Est.)
IEFA
ISHARES TR
ETF 17.99% 17.99% #2
Prev: #2
6.0
—
10,849 2.2%
P
S
512,609 $46,406,493 2023 Q4 13F Filing 2026-03-31 2026-05-15 (Est.)
TFLO
ISHARES TR
ETF 17.81% 17.63% #3 1
Prev: #4
5.5
—
35,331 4.1%
P
S
906,988 $45,920,802 2023 Q4 13F Filing 2026-03-31 2026-05-15 (Est.)
IUSB
ISHARES TR
ETF 17.71% 17.63% #4 1
Prev: #3
5.0
—
43,523 4.6%
P
S
988,610 $45,663,896 2023 Q4 13F Filing 2026-03-31 2026-05-15 (Est.)
VWO
VANGUARD INTL E...
ETF 6.51% 6.54% #5
Prev: #5
3.6
—
7,182 2.4%
P
S
310,428 $16,778,633 2023 Q4 13F Filing 2026-03-31 2026-05-15 (Est.)
Showing 1-5 of 5 holdings

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