Stash Investments, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2008308
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13F Reported Value

ⓘ

$310.2M

Holdings

17

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Stash Investments, LLC disclosed 17 positions worth $310.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 0. The portfolio is most concentrated in Other (99.9% of disclosed assets). All figures are sourced directly from Stash Investments, LLC’s Form 13F-HR filing with the SEC under CIK 2008308.

Sector Allocation

OtherTechnology

13fpro.ai/research/fund/stash-investments-llc-2008308

AUM History

13fpro.ai/research/fund/stash-investments-llc-2008308

Top Equity Holdings by Value

13fpro.ai/research/fund/stash-investments-llc-2008308

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored
  • VANGUARD INDEX FDS - TOTAL STK MKT

    —

    Quality

    $123.5M333,819 sh
  • ISHARES TR - CORE MSCI EAFE

    —

    Quality

    $52.5M544,042 sh
  • ISHARES TR - TRS FLT RT BD

    —

    Quality

    $51.2M1,011,545 sh
  • ISHARES TR - CORE UNIVRSL USD

    —

    Quality

    $51.1M1,108,163 sh
  • VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

    —

    Quality

    $19.7M330,293 sh
  • ISHARES TR - CORE S&P500 ETF

    —

    Quality

    $3.8M5,046 sh
  • VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

    —

    Quality

    $1.6M23,150 sh
  • ISHARES TR - CORE MSCI TOTAL

    —

    Quality

    $1.5M16,169 sh
  • ISHARES TR - CORE 80 20 ETF

    —

    Quality

    $940.4K9,635 sh
  • VANGUARD SCOTTSDALE FDS - INTER TERM TREAS

    —

    Quality

    $933.1K15,821 sh

Unlock AI quality scores for every holding

32-signal composite ranking on each of Stash Investments, LLC's 17 positions.

Showing top 10 of 17 holdings.

Sector Allocation

Other

$310.0M

Technology

$238,907

Full Holdings — Stash Investments, LLC (Q2 2026)

All 17 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

TickerCompanyValue
—VANGUARD INDEX FDS - TOTAL STK MKT$123.5M
—ISHARES TR - CORE MSCI EAFE$52.5M
—ISHARES TR - TRS FLT RT BD$51.2M
—ISHARES TR - CORE UNIVRSL USD$51.1M
—VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$19.7M
—ISHARES TR - CORE S&P500 ETF$3.8M
—VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$1.6M
—ISHARES TR - CORE MSCI TOTAL$1.5M
—ISHARES TR - CORE 80 20 ETF$940,376
—VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$933,123
—VANGUARD SCOTTSDALE FDS - INT-TERM CORP$741,288
—VANGUARD INDEX FDS - REAL ESTATE ETF$685,424
—ISHARES TR - MBS ETF$536,023
—VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$500,524
—SCHWAB STRATEGIC TR - US TIPS ETF$339,969
NVDA$NVDANVIDIA CORP$238,907
—ISHARES TR - CORE S&P MCP ETF$217,604

New Positions (12)

ISHARES TR - CORE S&P500 ETF$3.8M
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$1.6M
ISHARES TR - CORE MSCI TOTAL$1.5M
ISHARES TR - CORE 80 20 ETF$940,376
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS$933,123
VANGUARD SCOTTSDALE FDS - INT-TERM CORP$741,288
VANGUARD INDEX FDS - REAL ESTATE ETF$685,424
ISHARES TR - MBS ETF$536,023
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF$500,524
SCHWAB STRATEGIC TR - US TIPS ETF$339,969
NVDA$NVDA NVIDIA CORP$238,907
ISHARES TR - CORE S&P MCP ETF$217,604

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AI-Powered Hedge Fund Analysis: Stash Investments, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Stash Investments, LLC (SEC CIK: 2008308), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Stash Investments, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.