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Stash Investments, LLC Top Holdings and 13F Report (2025)

About Stash Investments, LLC

Investment Activity

  • Stash Investments, LLC has $210.80 million in total holdings as of June 30, 2025.
  • Stash Investments, LLC owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 5.49% of the portfolio was purchased this quarter.
  • This quarter, Stash Investments, LLC has purchased 5 new stocks and bought additional shares in 5 stocks.
  • Stash Investments, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
11,963 shares (about $3.64M)
iShares Treasury Floating Rate Bond ETF
60,700 shares (about $3.07M)
iShares Core Total USD Bond Market ETF
64,579 shares (about $2.99M)
iShares Core MSCI EAFE ETF
16,346 shares (about $1.36M)
Vanguard FTSE Emerging Markets ETF
10,529 shares (about $520.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStash Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$84,987,642$3,635,915 4.5%279,62940.3%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$38,419,500$1,364,564 3.7%460,22418.2%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$37,041,279$2,985,487 8.8%801,23917.6%Manufacturing
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$36,649,175$3,074,455 9.2%723,57717.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,702,003$520,764 4.0%277,0326.5%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data