Q3 2026 13F · SEC CIK 2008308
Stash Investments, LLC
Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $341.5M
- Reported positions
- 19
- Top holdings a year, 3 yrs
- +11.2%
- Assets under management
- $4.9B
Stash Investments, LLC is a wealth manager that reported 19 positions worth $341.5M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Vanguard Index Fds (VTI, 38.3%), Ishares Tr (TFLO, 15.8%), Ishares Tr (IEFA, 15.7%). A portfolio copying its top holdings returned 11.2% a year over the last 3 years, against 18.8% for the S&P 500.
Stash Investments, LLC holdings all 19 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| VTIVanguard Index Fds | 38.3% | +4.6% | $130.7M |
| TFLOIshares Tr | 15.8% | +5.0% | $53.8M |
| IEFAIshares Tr | 15.7% | +2.0% | $53.7M |
| IUSBIshares Tr | 15.5% | +8.4% | $52.9M |
| VWOVanguard Intl Equity Index F | 6.1% | +7.2% | $21.0M |
| IVVIshares Tr | 2.7% | +137.7% | $9.2M |
| VEAVanguard Ftse Developed Markets Index Fu | 1.2% | +152.1% | $4.1M |
| IXUSIshares Tr | 1.2% | +157.7% | $4.0M |
| VGITVanguard Scottsdale Fds | 0.7% | +171.0% | $2.4M |
| VCITVanguard Scottsdale Fds | 0.6% | +170.7% | $1.9M |
| VNQVanguard Index Fds | 0.5% | +167.1% | $1.7M |
| MBBIshares Tr | 0.4% | +183.2% | $1.4M |
| BNDXVanguard Charlotte Fds | 0.4% | +173.5% | $1.3M |
| SCHPSchwab Strategic Tr | 0.3% | +184.3% | $917K |
| IBITIshares Bitcoin Trust ETF | 0.2% | — | $634K |
| IAUMIshares Gold Trust Micro | 0.1% | — | $503K |
| IJHIshares Tr | 0.1% | +143.4% | $494K |
| USHYiShares Broad USD High Yield Corporate B | 0.1% | — | $493K |
| VBVanguard Index Fds | 0.1% | — | $243K |
What Stash Investments, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
- IBIT Ishares Bitcoin Trust ETF0.2% of 13F
- IAUM Ishares Gold Trust Micro0.1% of 13F
- USHY iShares Broad USD High Yield Corporate B0.1% of 13F
- VB Vanguard Index Fds0.1% of 13F
Added to
- SCHP Schwab Strategic Tr+184.3% shares
- MBB Ishares Tr+183.2% shares
- BNDX Vanguard Charlotte Fds+173.5% shares
- VGIT Vanguard Scottsdale Fds+171.0% shares
- VCIT Vanguard Scottsdale Fds+170.7% shares
- VNQ Vanguard Index Fds+167.1% shares
- IXUS Ishares Tr+157.7% shares
- VEA Vanguard Ftse Developed Markets Index Fu+152.1% shares
Reduced
No position shrank by more than 5%.
Sold out
- AOA Ishares Trwas 0.3%
- NVDA Nvidia Corporationwas 0.1%
Share counts compared with the Q2 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +12.1% /yr
- S&P 500 +20.1%
- 3 years
- +11.2% /yr
- S&P 500 +18.8%
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $341.5M | 19 |
| Q2 2026 | $310.2M | 17 |
| Q1 2026 | $257.9M | 5 |
| Q4 2025 | $249.5M | 5 |
| Q3 2025 | $232.4M | 5 |
| Q2 2025 | $210.8M | 5 |
| Q1 2025 | $186.7M | 5 |
| Q4 2024 | $177.1M | 5 |
| Q3 2024 | $169.4M | 5 |
| Q2 2024 | $151.7M | 5 |
| Q1 2024 | $139.8M | 5 |
| Q4 2023 | $123.0M | 5 |
Questions about Stash Investments, LLC's portfolio
What stocks does Stash Investments, LLC own?
Stash Investments, LLC's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 19 positions worth $341.5M. The largest are Vanguard Index Fds (VTI) at 38.3%, Ishares Tr (TFLO) at 15.8%, Ishares Tr (IEFA) at 15.7%, Ishares Tr (IUSB) at 15.5% and Vanguard Intl Equity Index F (VWO) at 6.1%.
What did Stash Investments, LLC buy last quarter?
In Q3 2026, Stash Investments, LLC added a new position in Ishares Bitcoin Trust ETF (IBIT), a new position in Ishares Gold Trust Micro (IAUM), a new position in iShares Broad USD High Yield Corporate B (USHY), a new position in Vanguard Index Fds (VB), Schwab Strategic Tr (SCHP) (+184.3% shares), Ishares Tr (MBB) (+183.2% shares) and Vanguard Charlotte Fds (BNDX) (+173.5% shares), compared with its Q2 2026 filing.
What did Stash Investments, LLC sell last quarter?
In Q3 2026, Stash Investments, LLC sold all of Ishares Tr (AOA) and sold all of Nvidia Corporation (NVDA), compared with its Q2 2026 filing.
How has Stash Investments, LLC's portfolio performed?
A portfolio copying Stash Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.2% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +12.1% against +20.1%.
When is Stash Investments, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Stash Investments, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Stash Investments, LLC manage?
Stash Investments, LLC reported $4.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $341.5M.