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Latest Stash Investments, LLC Stock Portfolio

$341Million | No. of Holdings #19

Stash Investments, LLC Performance

2026 Q3-0.33%
YTD+5.29%
2025+12.42%

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

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Stash Investments, LLC reported an equity portfolio of $341.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Stash Investments, LLC are VB, ACWF, IBCE. The fund has invested 38.3% of it's portfolio in VANGUARD INDEX FDS and 15.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES TR (AOA) and NVIDIA CORPORATION (NVDA) stocks. Stash Investments, LLC opened new stock positions in ISHARES BITCOIN TRUST ETF, ISHARES GOLD TRUST MICRO (IAUM) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), ISHARES TR (AAXJ) and VANGUARD CHARLOTTE FDS (BNDX).
Stash Investments, LLC Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$341Million
  as of Oct 26, 2026

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

Our best estimate is that Stash Investments, LLC made a return of -0.33% in the last quarter. In trailing 12 months, it's portfolio return was 6.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares bitcoin trust etf634,025
ishares gold trust micro503,377
ishares tr492,615
vanguard index fds242,954
New stocks bought by Stash Investments, LLC

Additions

Ticker% Inc.
schwab strategic tr184
ishares tr183
vanguard charlotte fds173
vanguard scottsdale fds170
vanguard scottsdale fds170
vanguard index fds167
ishares tr157
vanguard tax-managed fds152
Additions to existing portfolio by Stash Investments, LLC

Reductions

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

Sold off

Ticker$ Sold
ishares tr-940,376
nvidia corporation-238,907
Stash Investments, LLC got rid off the above stocks

Sector Distribution

Stash Investments, LLC has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

Market Cap. Distribution

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

  • UNALLOCATED
Category%
UNALLOCATED100

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%
Others100
Top 5 Winners (%)%
IJR
ishares tr
1.6 %
VB
vanguard index fds
1.1 %
IBCE
ishares tr
0.3 %
ACWF
ishares tr
0.1 %
Top 5 Winners ($)$
VB
vanguard index fds
1.4 M
IBCE
ishares tr
0.2 M
IJR
ishares tr
0.1 M
ACWF
ishares tr
0.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-5.0 %
IJR
ishares tr
-4.8 %
ACWF
ishares tr
-4.3 %
BNDW
vanguard scottsdale fds
-3.7 %
AAXJ
ishares tr
-3.6 %
Top 5 Losers ($)$
ACWF
ishares tr
-2.4 M
VEU
vanguard intl equity index f
-0.1 M
VB
vanguard index fds
-0.1 M
BNDW
vanguard scottsdale fds
-0.1 M
BNDW
vanguard scottsdale fds
-0.1 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 19 stocks in it's portfolio. About 97.7% 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.

$341.54MTotal Value
21.00Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Stash Investments, LLC, last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Stash Investments, LLC's holding in Ishares Tr over time
0.42%16,058
$1.44M
0.42%
increased 183.16 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stash Investments, LLC's holding in Ishares Tr over time
15.75%1,061,880
$53.81M
15.75%
increased 4.98 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Stash Investments, LLC's holding in Ishares Tr over time
15.5%1,200,770
$52.94M
15.5%
increased 8.36 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Stash Investments, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGRN
Ishares Tr

Ishares Tr

BGRN
Stash Investments, LLC's holding in Ishares Tr over time
0.14%13,791
$492.6K
0.14%
new position
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Stash Investments, LLC's holding in Vanguard Scottsdale Fds over time
0.71%42,867
$2.43M
0.71%
increased 170.95 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
Stash Investments, LLC's holding in Vanguard Scottsdale Fds over time
0.56%24,279
$1.90M
0.56%
increased 170.7 percentadded
BNDX
Vanguard Charlotte Fds

Vanguard Charlotte Fds

BNDX
Stash Investments, LLC's holding in Vanguard Charlotte Fds over time
0.39%28,264
$1.32M
0.39%
increased 173.48 percentadded
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
Stash Investments, LLC's holding in Schwab Strategic Tr over time
0.27%36,474
$916.6K
0.27%
increased 184.31 percentadded
IAUM
Ishares Gold Trust Micro

Ishares Gold Trust Micro

IAUM
Stash Investments, LLC's holding in Ishares Gold Trust Micro over time
0.15%12,153
$503.4K
0.15%
new position
IBCE
Ishares Tr

Ishares Tr

IBCE
Stash Investments, LLC's holding in Ishares Tr over time
15.73%554,719
$53.74M
15.73%
increased 1.96 percentadded
IBCE
Ishares Tr

Ishares Tr

IBCE
Stash Investments, LLC's holding in Ishares Tr over time
1.16%41,673
$3.96M
1.16%
increased 157.73 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Stash Investments, LLC's holding in Ishares Tr over time
2.69%11,993
$9.18M
2.69%
increased 137.67 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
Stash Investments, LLC's holding in Ishares Tr over time
0.14%6,870
$494.3K
0.14%
increased 143.44 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Stash Investments, LLC's holding in Vanguard Index Fds over time
38.27%349,278
$130.71M
38.27%
increased 4.63 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Stash Investments, LLC's holding in Vanguard Index Fds over time
0.5%18,982
$1.70M
0.5%
increased 167.05 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
Stash Investments, LLC's holding in Vanguard Index Fds over time
0.07%854
$243.0K
0.07%
new position
VEA
Vanguard Tax-Managed Fds

Vanguard Tax-Managed Fds

VEA
Stash Investments, LLC's holding in Vanguard Tax-Managed Fds over time
1.21%58,362
$4.12M
1.21%
increased 152.1 percentadded
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
6.15%353,974
$20.99M
6.15%
increased 7.17 percentadded