Standard Family Office

Latest statistics and disclosures from Standard Family Office's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VOO, VWO, RSP, AAPL, XLK, and represent 96.77% of Standard Family Office's stock portfolio.
  • Added to shares of these 4 stocks: RSP, VWO, VOO, VSNT.
  • Started 2 new stock positions in RSP, VSNT.
  • Standard Family Office was a net buyer of stock by $6.7M.
  • Standard Family Office has $97M in assets under management (AUM), dropping by 2.80%.
  • Central Index Key (CIK): 0001809494

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Portfolio Holdings for Standard Family Office

Standard Family Office holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 79.6 $77M 129k 597.55
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 11.2 $11M +9% 200k 54.05
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.0 $4.8M NEW 25k 191.92
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Apple (AAPL) 0.5 $507k 2.0k 253.79
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Select Sector Spdr Tr State Street Tec (XLK) 0.5 $464k 3.5k 132.90
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $423k 3.3k 128.12
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NVIDIA Corporation (NVDA) 0.4 $349k 2.0k 174.40
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Alphabet Cap Stk Cl C (GOOG) 0.3 $254k 884.00 286.86
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Microsoft Corporation (MSFT) 0.2 $228k 616.00 370.17
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Visa Com Cl A (V) 0.2 $185k 612.00 302.24
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Amazon (AMZN) 0.2 $179k 860.00 208.27
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JPMorgan Chase & Co. (JPM) 0.2 $169k 576.00 294.16
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $162k 380.00 426.40
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $137k 210.00 650.34
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Union Pacific Corporation (UNP) 0.1 $105k 432.00 242.62
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Home Depot (HD) 0.1 $97k 296.00 328.89
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UnitedHealth (UNH) 0.1 $88k 324.00 270.59
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AFLAC Incorporated (AFL) 0.1 $81k 736.00 109.71
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Ecolab (ECL) 0.1 $73k 276.00 266.02
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $71k 148.00 479.20
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Thermo Fisher Scientific (TMO) 0.1 $71k 144.00 491.53
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Abbvie (ABBV) 0.1 $71k 324.00 217.49
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Oracle Corporation (ORCL) 0.1 $70k 476.00 147.11
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Johnson & Johnson (JNJ) 0.1 $64k 260.00 244.44
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Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $62k 704.00 88.70
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Goldman Sachs (GS) 0.1 $51k 60.00 845.98
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Capital One Financial (COF) 0.1 $49k 268.00 182.43
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CVS Caremark Corporation (CVS) 0.0 $35k 488.00 71.82
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Abbott Laboratories (ABT) 0.0 $28k 272.00 102.67
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Comcast Corp Cl A (CMCSA) 0.0 $24k 844.00 28.71
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Versant Media Group Com Cl A (VSNT) 0.0 $1.2k NEW 33.00 37.03
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Past Filings by Standard Family Office

SEC 13F filings are viewable for Standard Family Office going back to 2020

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