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Latest Stash Investments, LLC Stock Portfolio

$310Million | No. of Holdings #17

Stash Investments, LLC Performance

2026 Q2+7.29%
YTD+5.64%
2025+12.42%

About Stash Investments, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stash Investments, LLC reported an equity portfolio of $310.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Stash Investments, LLC are VB, IBCE, ACWF. The fund has invested 39.8% of it's portfolio in VANGUARD INDEX FDS and 16.9% of portfolio in ISHARES TR. <br><br> Stash Investments, LLC opened new stock positions in ISHARES TR (IJR), VANGUARD TAX-MANAGED FDS (VEA) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), VANGUARD INTL EQUITY INDEX F (VEU) and ISHARES TR (IBCE).
Stash Investments, LLC Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$310Million
  as of Jul 29, 2026

Stash Investments, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Stash Investments, LLC made a return of 7.29% in the last quarter. In trailing 12 months, it's portfolio return was 11.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr3,778,900
vanguard tax-managed fds1,649,440
ishares tr1,543,170
ishares tr940,376
vanguard scottsdale fds933,123
vanguard scottsdale fds741,288
vanguard index fds685,424
ishares tr536,023
New stocks bought by Stash Investments, LLC

Additions

Ticker% Inc.
ishares tr12.09
ishares tr11.53
vanguard intl equity index f6.4
ishares tr6.13
vanguard index fds3.85
Additions to existing portfolio by Stash Investments, LLC

Reductions

None of the existing positions were reduced by Stash Investments, LLC

Sold off

None of the stocks were completely sold off by Stash Investments, LLC

Sector Distribution

Stash Investments, LLC has about 99.9% of it's holdings in Others sector.

  • Others
Sector%
Others99.9

Market Cap. Distribution

Stash Investments, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED99.9

Stocks belong to which Index?

About 0% of the stocks held by Stash Investments, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others99.9
Top 5 Winners (%)%
VB
vanguard index fds
15.0 %
VEU
vanguard intl equity index f
10.1 %
IBCE
ishares tr
6.5 %
Top 5 Winners ($)$
VB
vanguard index fds
16.1 M
IBCE
ishares tr
3.2 M
VEU
vanguard intl equity index f
1.8 M
Top 5 Losers (%)%
ACWF
ishares tr
-0.1 %
Top 5 Losers ($)$
ACWF
ishares tr
0.0 M

Stash Investments, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Stash Investments, LLC

Stash Investments, LLC has 17 stocks in it's portfolio. About 98.9% of the portfolio is in top 10 stocks. ACWF proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Stash Investments, LLC last quarter.

$310.25MTotal Value
17.00Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Stash Investments, LLC, last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stash Investments, LLC's holding in Ishares Tr over time
0.17%5,671
$536.0K
0.17%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Stash Investments, LLC's holding in Ishares Tr over time
16.51%1,011,540
$51.21M
16.51%
increased 11.53 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stash Investments, LLC's holding in Ishares Tr over time
16.48%1,108,160
$51.14M
16.48%
increased 12.09 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Stash Investments, LLC's holding in Ishares Tr over time
0.3%9,635
$940.4K
0.3%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Stash Investments, LLC's holding in Vanguard Scottsdale Fds over time
0.3%15,821
$933.1K
0.3%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Stash Investments, LLC's holding in Vanguard Scottsdale Fds over time
0.24%8,969
$741.3K
0.24%
new position
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Stash Investments, LLC's holding in Vanguard Charlotte Fds over time
0.16%10,335
$500.5K
0.16%
new position
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Stash Investments, LLC's holding in Schwab Strategic Tr over time
0.11%12,829
$340.0K
0.11%
new position
IBCE
Ishares Tr

Ishares Tr

IBCE
Stash Investments, LLC's holding in Ishares Tr over time
16.94%544,042
$52.54M
16.94%
increased 6.13 percentadded
IBCE
Ishares Tr

Ishares Tr

IBCE
Stash Investments, LLC's holding in Ishares Tr over time
0.5%16,169
$1.54M
0.5%
new position
IJR
Ishares Tr

Ishares Tr

IJR
Stash Investments, LLC's holding in Ishares Tr over time
1.22%5,046
$3.78M
1.22%
new position
IJR
Ishares Tr

Ishares Tr

IJR
Stash Investments, LLC's holding in Ishares Tr over time
0.07%2,822
$217.6K
0.07%
new position
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Stash Investments, LLC's holding in Vanguard Index Fds over time
39.82%333,819
$123.53M
39.82%
increased 3.85 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Stash Investments, LLC's holding in Vanguard Index Fds over time
0.22%7,108
$685.4K
0.22%
new position
VEA
Vanguard Tax-Managed Fds

Vanguard Tax-Managed Fds

VEA
Stash Investments, LLC's holding in Vanguard Tax-Managed Fds over time
0.53%23,150
$1.65M
0.53%
new position
VEU
Vanguard Intl Equity Index F

Vanguard Intl Equity Index F

VEU
Stash Investments, LLC's holding in Vanguard Intl Equity Index F over time
6.36%330,293
$19.72M
6.36%
increased 6.4 percentadded