Stash Investments
NEW YORK, NYfiles as Stash Investments, LLC
$310m in 17 US stocks at the end of 30 June 2026. The top 10 are 98.9% of the money. It changed about 3.9% of the portfolio this quarter.
Value
$310m
Stocks
17
Top 10 share
98.9%
Turnover
3.9%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIVV1.2% of the fund
- Vanguard Tax-Managed FDSVEA0.5% of the fund
- Ishares TRIXUS0.5% of the fund
- Ishares TRAOA0.3% of the fund
- Vanguard Scottsdale FDSVGIT0.3% of the fund
- Vanguard Scottsdale FDSVCIT0.2% of the fund
- Vanguard Index FDSVNQ0.2% of the fund
- Ishares TRMBB0.2% of the fund
- Vanguard Charlotte FDSBNDX0.2% of the fund
- Schwab Strategic TRSCHP0.1% of the fund
- NvidiaNVDA<0.1% of the fund
- Ishares TRIJH<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVTI39.8% of the fund+4%
- Ishares TRIEFA16.9% of the fund+6%
- Ishares TRTFLO16.5% of the fund+12%
- Ishares TRIUSB16.5% of the fund+12%
- Vanguard Intl Equity Index FVWO6.4% of the fund+6%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 39.8%
- Value
- $124m
- Shares
- 333,819
+4%
- Ishares TRIEFA
- Share
- 16.9%
- Value
- $53m
- Shares
- 544,042
+6%
- Ishares TRTFLO
- Share
- 16.5%
- Value
- $51m
- Shares
- 1,011,545
+12%
- Ishares TRIUSB
- Share
- 16.5%
- Value
- $51m
- Shares
- 1,108,163
+12%
- Vanguard Intl Equity Index FVWO
- Share
- 6.4%
- Value
- $20m
- Shares
- 330,293
+6%
- Ishares TRIVV
- Share
- 1.2%
- Value
- $4m
- Shares
- 5,046
New
- Vanguard Tax-Managed FDSVEA
- Share
- 0.5%
- Value
- $2m
- Shares
- 23,150
New
- Ishares TRIXUS
- Share
- 0.5%
- Value
- $2m
- Shares
- 16,169
New
- Ishares TRAOA
- Share
- 0.3%
- Value
- $940,376
- Shares
- 9,635
New
- Vanguard Scottsdale FDSVGIT
- Share
- 0.3%
- Value
- $933,123
- Shares
- 15,821
New
- Vanguard Scottsdale FDSVCIT
- Share
- 0.2%
- Value
- $741,288
- Shares
- 8,969
New
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $685,424
- Shares
- 7,108
New
- Ishares TRMBB
- Share
- 0.2%
- Value
- $536,023
- Shares
- 5,671
New
- Vanguard Charlotte FDSBNDX
- Share
- 0.2%
- Value
- $500,524
- Shares
- 10,335
New
- Schwab Strategic TRSCHP
- Share
- 0.1%
- Value
- $339,969
- Shares
- 12,829
New
- Ishares TRIJH
- Share
- <0.1%
- Value
- $217,604
- Shares
- 2,822
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 39.8% | $124m | 333,819 | +4% |
| Ishares TRIEFA | 16.9% | $53m | 544,042 | +6% |
| Ishares TRTFLO | 16.5% | $51m | 1,011,545 | +12% |
| Ishares TRIUSB | 16.5% | $51m | 1,108,163 | +12% |
| Vanguard Intl Equity Index FVWO | 6.4% | $20m | 330,293 | +6% |
| Ishares TRIVV | 1.2% | $4m | 5,046 | New |
| Vanguard Tax-Managed FDSVEA | 0.5% | $2m | 23,150 | New |
| Ishares TRIXUS | 0.5% | $2m | 16,169 | New |
| Ishares TRAOA | 0.3% | $940,376 | 9,635 | New |
| Vanguard Scottsdale FDSVGIT | 0.3% | $933,123 | 15,821 | New |
| Vanguard Scottsdale FDSVCIT | 0.2% | $741,288 | 8,969 | New |
| Vanguard Index FDSVNQ | 0.2% | $685,424 | 7,108 | New |
| Ishares TRMBB | 0.2% | $536,023 | 5,671 | New |
| Vanguard Charlotte FDSBNDX | 0.2% | $500,524 | 10,335 | New |
| Schwab Strategic TRSCHP | 0.1% | $339,969 | 12,829 | New |
| NvidiaNVDA | <0.1% | $238,907 | 1,194 | New |
| Ishares TRIJH | <0.1% | $217,604 | 2,822 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 47.2% since 30 June 2025.
Where the money is
Technology0.1%
Other99.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.