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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, AGG, VGSH, ESGE, and represent 63.71% of Stanich Group's stock portfolio.
Added to shares of these 10 stocks: AGG (+$12M), VGSH (+$9.2M), SUSC (+$5.6M), SCHH, NUBD, SUSB, IAGG, ESGD, JNK, IUSB.
Started 18 new stock positions in IAGG, BSV, VGSH, NUBD, GLD, AVGO, GOOGL, JNK, JNJ, SUSB. DYNF, NEAR, NYF, SUSC, IUSB, AGG, SCHH, MUB.
Reduced shares in these 10 stocks: , VIG, IYW, IWD, IJK, PEP, AMZN, VWO, XLY, AAPL.
Sold out of its position in COST.
Stanich Group was a net buyer of stock by $44M.
Stanich Group has $163M in assets under management (AUM), dropping by 46.32%.
Central Index Key (CIK): 0002023324

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Portfolio Holdings for Stanich Group

Stanich Group holds 56 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Esg Us Stk Etf (ESGV)	35.8	$58M		493k	118.45	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	11.4	$19M	+4%	201k	92.98	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.4	$12M	NEW	121k	100.27	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	5.6	$9.2M	NEW	156k	58.86	View chart
Ishares Esg Awr Msci Em (ESGE)	3.5	$5.7M		131k	43.42	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	3.4	$5.6M	NEW	236k	23.56	View chart
Ishares Tr Esg Aware Msci (ESML)	3.4	$5.5M	+2%	122k	45.09	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.9	$4.7M	+2%	24k	194.54	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	2.6	$4.2M	NEW	196k	21.57	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	2.5	$4.1M	NEW	184k	22.46	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.8	$2.9M		23k	125.95	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	1.4	$2.3M	NEW	93k	25.31	View chart
Apple (AAPL)	1.4	$2.3M		9.0k	254.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.7M	-7%	8.0k	215.80	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.9	$1.5M	+3%	19k	82.74	View chart
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)	0.9	$1.5M	+2%	17k	87.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.4M		3.0k	468.46	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$1.4M	+3%	4.7k	297.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.3M	-8%	6.8k	195.85	View chart
Microsoft Corporation (MSFT)	0.7	$1.2M		2.3k	517.95	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.7	$1.1M	+9%	26k	44.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$999k		1.6k	612.38	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.6	$935k	NEW	18k	51.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$865k	+2%	1.3k	666.24	View chart
NVIDIA Corporation (NVDA)	0.5	$841k	+19%	4.5k	186.58	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.5	$801k	+2%	19k	42.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$721k	-5%	3.5k	203.55	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$718k		3.0k	241.95	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$692k		1.2k	596.59	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.4	$671k	NEW	6.8k	98.03	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$590k	+7%	13k	46.81	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$585k	NEW	13k	46.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$564k	+2%	2.0k	282.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$526k	+4%	7.7k	68.08	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$487k	NEW	4.6k	106.49	View chart
Amazon (AMZN)	0.3	$470k	-4%	2.1k	219.57	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$427k	NEW	8.3k	51.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$423k		7.1k	59.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$415k	NEW	1.2k	355.47	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.2	$398k		3.3k	119.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$333k	NEW	4.2k	78.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$328k		490.00	669.30	View chart
Micron Technology (MU)	0.2	$323k		1.9k	167.32	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$298k	-3%	1.2k	239.64	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$286k	NEW	5.4k	53.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$285k	-4%	5.3k	54.18	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$271k		4.1k	65.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$250k	NEW	1.0k	243.10	View chart
Pepsi (PEP)	0.2	$249k	-14%	1.8k	140.44	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$236k	NEW	4.0k	59.20	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$234k	-15%	2.4k	95.88	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$229k		1.7k	135.66	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$229k		306.00	746.63	View chart
Johnson & Johnson (JNJ)	0.1	$227k	NEW	1.2k	185.42	View chart
Broadcom (AVGO)	0.1	$222k	NEW	673.00	329.92	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$217k		4.7k	46.32	View chart

Past Filings by Stanich Group

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

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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