Stash Investments, LLC
Long book
$257.9M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+8.6%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsStash Investments, LLC is a wealth-management firm allocating client money, running a $257.9M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, ISHARES CORE MSCI EAFE ETF, ISHARES TREASURY FLOATING RA, ISHR CR UNVRSE USD BD ETF-UI, VANGUARD FTSE EMERGING MARKE.
Over the last 9 quarters its long book ran on average 1.2pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.9%
Q2 2024
+5.6%
Q3 2024
-1.1%
Q4 2024
+0.3%
Q1 2025
+7.6%
Q2 2025
+5.4%
Q3 2025
+2.2%
Q4 2025
-1.2%
Q1 2026
+8.6%
Sector allocation
No sector data
Long book by quarter
What does Stash Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 2, 2026 | 5 | $257.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 6, 2026 | 5 | $249.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 5 | $232.4M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 5 | $210.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 2, 2025 | 5 | $186.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 5 | $177.1M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 5 | $169.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 5 | $151.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 1, 2024 | 5 | $139.8M | canonical | SEC ↗ |