2026 Q3 Portfolio Activity
In 2026 Q3, Stash Investments, LLC maintained a portfolio of 21 distinct positions. The most significant new addition was ISHARES BITCOIN TRUST ETF, now representing 0.19% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 137.7%.
Position History
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Total Positions
21
Quarter
2026 Q3
Top Holding
VTI (38.3%)
Top 10 Concentration
97.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-21 of 21
Stash Investments, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 38.27% | 39.82% |
#1
Prev: #1
|
6.5 |
—
|
15,459 | 4.6% |
P
S
|
349,278 | $130,713,799 |
$261.05
+45.0%
|
2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | ||
|
TFLO
ISHARES TR
|
ETF | 15.75% | 16.51% |
#2
1
Prev: #3
|
6.0 |
—
|
50,337 | 5.0% |
P
S
|
1,061,882 | $53,805,561 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IEFA
ISHARES TR
|
ETF | 15.73% | 16.94% |
#3
1
Prev: #2
|
5.5 |
—
|
10,677 | 2.0% |
P
S
|
554,719 | $53,741,177 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IUSB
ISHARES TR
|
ETF | 15.50% | 16.48% |
#4
Prev: #4
|
6.5 |
—
|
92,603 | 8.4% |
P
S
|
1,200,766 | $52,941,773 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.15% | 6.35% |
#5
Prev: #5
|
5.0 |
—
|
23,681 | 7.2% |
P
S
|
353,974 | $20,994,198 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IVV
ISHARES TR
|
ETF | 2.69% | 1.22% |
#6
Prev: #6
|
4.1 |
—
|
6,947 | 137.7% |
P
S
|
11,993 | $9,184,839 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.21% | 0.53% |
#7
Prev: #7
|
3.5 |
—
|
35,212 | 152.1% |
P
S
|
58,362 | $4,120,941 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IXUS
ISHARES TR
|
ETF | 1.16% | 0.50% |
#8
Prev: #8
|
3.5 |
—
|
25,504 | 157.7% |
P
S
|
41,673 | $3,958,518 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.71% | 0.30% |
#9
1
Prev: #10
|
3.3 |
—
|
27,046 | 171.0% |
P
S
|
42,867 | $2,428,844 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.56% | 0.24% |
#10
1
Prev: #11
|
3.2 |
—
|
15,310 | 170.7% |
P
S
|
24,279 | $1,901,288 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.50% | 0.22% |
#11
1
Prev: #12
|
3.2 |
—
|
11,874 | 167.1% |
P
S
|
18,982 | $1,701,357 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
MBB
ISHARES TR
|
ETF | 0.42% | 0.17% |
#12
1
Prev: #13
|
3.2 |
—
|
10,387 | 183.2% |
P
S
|
16,058 | $1,439,118 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.39% | 0.16% |
#13
1
Prev: #14
|
3.2 |
—
|
17,929 | 173.5% |
P
S
|
28,264 | $1,324,734 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 0.27% | 0.11% |
#14
1
Prev: #15
|
3.1 |
—
|
23,645 | 184.3% |
P
S
|
36,474 | $916,592 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.19% | — |
#15
Prev: #—
|
3.6 |
—
|
13,393 | — |
NEW
|
13,393 | $634,025 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IAUM
ISHARES GOLD TR...
|
ETF | 0.15% | — |
#16
Prev: #—
|
3.6 |
—
|
12,153 | — |
NEW
|
12,153 | $503,377 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
IJH
ISHARES TR
|
ETF | 0.14% | 0.07% |
#17
Prev: #17
|
3.1 |
—
|
4,048 | 143.4% |
P
S
|
6,870 | $494,297 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
USHY
ISHARES TR
|
ETF | 0.14% | — |
#18
Prev: #—
|
3.6 |
—
|
13,791 | — |
NEW
|
13,791 | $492,615 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.07% | — |
#19
Prev: #—
|
3.5 |
—
|
854 | — |
NEW
|
854 | $242,954 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.00% | 0.08% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-1,194 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 | |||
|
AOA
ISHARES TR
|
ETF | 0.00% | 0.30% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-9,635 | -100.0% |
CLOSED
|
— | $— | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-10-26 |
Showing 1-21 of 21 holdings