Stash Investments, LLC holds a concentrated book of 17 stocks worth $310.2M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF. Their largest long position is Vanguard Total Stock MKT ETF at 40% of the equity book. Cloning the disclosed picks since 2025 would be +12% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Stash Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
0% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as Stash Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 17 / 17 | $185.4B |
| BANK OF AMERICA CORP /DE/ | 17 / 17 | $124.0B |
| JPMORGAN CHASE & CO | 17 / 17 | $123.6B |
| MORGAN STANLEY | 17 / 17 | $108.3B |
| ENVESTNET ASSET MANAGEMENT INC | 17 / 17 | $56.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 / 17 | $47.0B |
| WELLS FARGO & COMPANY/MN | 17 / 17 | $46.6B |
| ROYAL BANK OF CANADA | 17 / 17 | $37.6B |
Ranked by how many of Stash Investments, LLC's top 17 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $123.5M | 333.8K | 39.8% | ▲+3.9% Added · +12K sh | |
| 2 | Ishares TR CORE MSCI EAFE | $52.5M | 544.0K | 16.9% | ▲+6.1% Added · +31K sh | |
| 3 | Ishares TR TRS FLT RT BD | $51.2M | 1.01M | 16.5% | ▲+12% Added · +105K sh | |
| 4 | Ishares TR CORE UNIVRSL USD | $51.1M | 1.11M | 16.5% | ▲+12% Added · +120K sh | |
| 5 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $19.7M | 330.3K | 6.4% | ▲+6.4% Added · +20K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $3.8M | 5.0K | 1.2% | ▲New New position | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.6M | 23.1K | 0.5% | ▲New New position | |
| 8 | Ishares TR CORE MSCI TOTAL | $1.5M | 16.2K | 0.5% | ▲New New position | |
| 9 | Ishares TR CORE 80 20 ETF | $940K | 9.6K | 0.3% | ▲New New position | |
| 10 | Vanguard Scottsdale FDS INTER TERM TREAS | $933K | 15.8K | 0.3% | ▲New New position | |
| 11 | Vanguard Scottsdale FDS INT-TERM CORP | $741K | 9.0K | 0.2% | ▲New New position | |
| 12 | Vanguard Index FDS REAL ESTATE ETF | $685K | 7.1K | 0.2% | ▲New New position | |
| 13 | Ishares TR MBS ETF | $536K | 5.7K | 0.2% | ▲New New position | |
| 14 | Vanguard Charlotte FDS TOTAL INT BD ETF | $501K | 10.3K | 0.2% | ▲New New position | |
| 15 | Schwab Strategic TR US TIPS ETF | $340K | 12.8K | 0.1% | ▲New New position | |
| 16 | Nvidia Corporation COM | $239K | 1.2K | 0.1% | ▲New New position | |
| 17 | Ishares TR CORE S&P MCP ETF | $218K | 2.8K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2008308/holdings"
Use Arkolith to show Stash Investments, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.