Stash Investments, LLC

Private Equity

Stash Investments, LLC is a Private Equity based in New York, NY led by Katherine Quirk Cohen, managing $232.4M across 5 long positions as of Q3 2025 with 100% ETF concentration, with only 5 positions, and 41% allocation to VTI.

PresidentKatherine Quirk Cohen

Portfolio Value: $232.4M
Positions: 5
Top Holding: VTI at 40.51%
Last Reported: Q3 2025

Address450 Park Avenue South, Suite 10-111, New York, NY, 10016, United States

Top Holdings

Largest long holdings in Stash Investments, LLC's portfolio (100% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$94.2M	40.51%	+$2.4M Bought	— 287.0K shares	Q4 2023 Held for 1y 11m
2 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$41.9M	18.03%	+$1.7M Bought	— 480.1K shares	Q4 2023 Held for 1y 11m
3 iShares Core Total USD Bond Market IUSB	ETF ETF	$40.6M	17.48%	+$3.2M Bought	— 870.1K shares	Q4 2023 Held for 1y 11m
4 iShares Treasury Floating Rate Bond TFLO	ETF ETF	$40.4M	17.38%	+$3.8M Bought	— 798.4K shares	Q4 2023 Held for 1y 11m
5 Vanguard FTSE Emerging Markets VWO	ETF ETF	$15.3M	6.59%	+$314.0K Bought	— 282.8K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Stash Investments, LLC's latest filing

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GthenC

Market Value

$232.4M

Prior: $210.8M

Q/Q Change

+10.27%

+$21.6M

Net Flows % of MV

+4.93%

Turnover Ratio

2.46%

New Purchases

0 stocks

Added To

5 stocks

+$11.5M

Sold Out Of

0 stocks

Reduced Holdings

0 stocks

Increased Positions

Position	Shares Δ	Change
1 iShares Treasury Floating Rate Bond TFLO	+10.34%	723.6K → 798.4K +$3.8M
2 iShares Core Total USD Bond Market IUSB	+8.59%	801.2K → 870.1K +$3.2M
3 iShares Core MSCI EAFE ETF IEFA	+4.31%	460.2K → 480.1K +$1.7M
4 Vanguard Total Stock Market VTI	+2.62%	279.6K → 287.0K +$2.4M
5 Vanguard FTSE Emerging Markets VWO	+2.09%	277.0K → 282.8K +$314.0K