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Stanich Group

Latest statistics and disclosures from Stanich Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are ESGV, ESGD, ESGE, ESML, QUAL, and represent 74.04% of Stanich Group's stock portfolio.
Added to shares of these 10 stocks: ESGV, ESGD, SCHH, XLK, ESGE, LLY, IVE, BRK.B, ESML, XLY.
Started 3 new stock positions in LLY, BRK.B, IVE.
Reduced shares in these 10 stocks: AGG (-$12M), , SUSC (-$5.6M), NUBD, SUSB, IAGG, JNK, IUSB, MUB, NEAR.
Sold out of its positions in AGG, NYF, MUB, NEAR, IUSB, SUSC, SUSB, IAGG, NUBD, JNK. BSV, VGSH.
Stanich Group was a net seller of stock by $-33M.
Stanich Group has $133M in assets under management (AUM), dropping by -18.80%.
Central Index Key (CIK): 0002023324

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Portfolio Holdings for Stanich Group

Stanich Group holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Esg Us Stk Etf (ESGV)	46.3	$62M	+2%	508k	120.96	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	15.2	$20M	+5%	212k	95.09	View chart
Ishares Esg Awr Msci Em (ESGE)	4.6	$6.0M	+4%	137k	44.17	View chart
Ishares Tr Esg Aware Msci (ESML)	4.4	$5.8M	+3%	126k	45.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.6	$4.8M		24k	198.65	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.3	$4.4M	+7%	210k	20.89	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	2.3	$3.0M		23k	128.83	View chart
Apple (AAPL)	1.8	$2.4M	-3%	8.7k	271.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.7M		7.9k	219.77	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	1.1	$1.5M	-3%	16k	90.69	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.1	$1.4M	-4%	18k	79.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$1.4M	-3%	2.9k	473.37	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$1.4M		6.8k	199.68	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.3M	-5%	4.4k	302.49	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M		2.3k	483.63	View chart
Spdr Series Trust State Street Spd (SPYD)	0.8	$1.1M		25k	43.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.0M		1.6k	627.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$886k		1.3k	682.17	View chart
NVIDIA Corporation (NVDA)	0.6	$842k		4.5k	186.50	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.6	$796k	-4%	18k	43.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$745k		3.5k	210.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$731k		3.0k	246.18	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$701k		1.2k	603.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$598k		13k	46.81	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$574k	+99%	4.0k	144.16	View chart
Micron Technology (MU)	0.4	$551k		1.9k	285.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$498k	-7%	7.2k	69.42	View chart
Amazon (AMZN)	0.4	$495k		2.1k	230.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$463k		1.2k	396.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$441k		7.1k	62.47	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$379k	-3%	3.2k	118.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$340k	+5%	1.1k	313.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$336k		490.00	684.94	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$297k	+100%	2.5k	119.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$282k		5.3k	53.76	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$273k		4.1k	66.80	View chart
Johnson & Johnson (JNJ)	0.2	$254k		1.2k	206.95	View chart
Eli Lilly & Co. (LLY)	0.2	$253k	NEW	235.00	1074.68	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$240k	+3%	318.00	754.94	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$236k		2.4k	96.87	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$235k		1.7k	139.38	View chart
Broadcom (AVGO)	0.2	$233k		674.00	346.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$227k	NEW	1.1k	212.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$220k	-9%	3.6k	60.81	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$219k		4.7k	46.86	View chart
Pepsi (PEP)	0.2	$206k	-18%	1.4k	143.52	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$202k	NEW	402.00	502.65	View chart

Past Filings by Stanich Group

SEC 13F filings are viewable for Stanich Group going back to 2024

Stanich Group 2025 Q4 filed Jan. 23, 2026
Stanich Group 2025 Q3 filed Oct. 15, 2025
Stanich Group 2025 Q2 filed July 22, 2025
Stanich Group 2025 Q1 filed April 17, 2025
Stanich Group 2024 Q4 filed Jan. 30, 2025

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