Stash Investments, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$310,246
Net value change ($000)
+52,358 (20.3%)
New positions
12
Sold out positions
0
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 20,407 19.8%
IEFA 6,138 13.2%
IUSB 5,478 12.0%
TFLO 5,294 11.5%
IVV 3,779 NEW
VWO 2,936 17.5%
VEA 1,649 NEW
IXUS 1,543 NEW
AOA 940 NEW
VGIT 933 NEW
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type