Stash Investments, LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
19
Total value ($000)
$341,540
Net value change ($000)
+31,294 (10.1%)
New positions
4
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 7,188 5.8%
IVV 5,406 143.1%
TFLO 2,591 5.1%
VEA 2,472 149.9%
IXUS 2,416 156.6%
IUSB 1,800 3.5%
VGIT 1,496 160.3%
VWO 1,279 6.5%
IEFA 1,197 2.3%
VCIT 1,160 156.5%
Top Reduces (Value $000, Stocks/ETFs)
AOA -940 -100.0%
NVDA -239 -100.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type