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Stash Investments, LLC
Stash Investments, LLC is a registered investment adviser headquartered in New York City, New York. Founded in 2015, the firm focuses on providing financial advisory and investment services primarily to individual investors through a digital investment platform. Stash serves over 2.6 million accounts, employs between 120 and 240 people, and offers accessible investment products and education aimed at empowering a broad base of retail investors.
Investment Strategy
Stash Investments, LLC specializes in democratizing investing through a user-friendly digital platform, primarily targeting individual (retail) investors. The firm offers automated portfolio management, access to diversified ETFs and stocks, and encourages consistent, long-term investing with features such as fractional shares, recurring deposits, and thematic investment options. Stash's philosophy centers on making investing accessible, educational, and aligned with clients’ financial goals, seeking to build long-term wealth for everyday Americans rather than institutional or high net worth clients.
Latest 13F Filing Activity
Stash Investments, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 5 equity positions with a total 13F market value of $232M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Stash Investments, LLC reduced exposure to Vanguard Intl Equity Index F, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (5)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 40.51% | $94.2M | 286,961 | $250.05 | $328.17 | +$9.2M |
I IEFA | ISHARES TR | 18.03% | $41.9M | 480,071 | $72.10 | $87.31 | +$3.5M |
I IUSB | ISHARES TR | 17.48% | $40.6M | 870,082 | $45.97 | $46.71 | +$3.6M |
T TFLO | ISHARES TR | 17.38% | $40.4M | 798,367 | $50.51 | $50.59 | +$3.7M |
V VWO | VANGUARD INTL EQUITY INDEX F | 6.59% | $15.3M | 282,828 | $42.51 | $54.18 | +$1.6M |
Industry Allocation
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