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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, SCHH, and represent 74.42% of Stanich Group's stock portfolio.
Added to shares of these 10 stocks: ESGV, ESGD, SCHH, GOOG, ESGE, PBA, SDY, ESML, AAPL, IVV.
Started 3 new stock positions in GOOG, SDY, PBA.
Reduced shares in these 10 stocks: IVE, DYNF, BRK.B, MU, QUAL, SPEM, QEFA, VBK, IWF, HEZU.
Sold out of its positions in BRK.B, DYNF, IVE.
Stanich Group was a net buyer of stock by $3.5M.
Stanich Group has $131M in assets under management (AUM), dropping by -1.08%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Esg Us Stk Etf (ESGV)	45.2	$59M	+3%	528k	112.27	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	16.0	$21M	+3%	219k	95.62	View chart
Ishares Esg Awr Msci Em (ESGE)	4.9	$6.4M	+3%	142k	45.47	View chart
Ishares Tr Esg Aware Msci (ESML)	4.7	$6.1M	+3%	130k	47.02	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	3.7	$4.9M	+7%	227k	21.49	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.4	$4.5M	-2%	23k	191.81	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	2.1	$2.8M		23k	121.19	View chart
Apple (AAPL)	1.7	$2.3M	+4%	9.0k	253.79	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$1.7M		7.9k	215.06	View chart
Spdr Index Shs Fds State Street Spd (QEFA)	1.1	$1.5M	-2%	16k	93.27	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.1	$1.4M		18k	78.77	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.3M		4.4k	302.28	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.2M		6.9k	181.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.9	$1.2M		2.8k	426.33	View chart
Spdr Series Trust State Street Spd (SPYD)	0.9	$1.2M	+2%	26k	45.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$968k		1.6k	597.55	View chart
Microsoft Corporation (MSFT)	0.6	$850k		2.3k	370.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$845k		1.3k	650.28	View chart
NVIDIA Corporation (NVDA)	0.6	$788k		4.5k	174.40	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.6	$776k	-2%	18k	43.70	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.6	$758k		3.5k	213.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$737k		3.0k	248.04	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$713k		1.2k	616.63	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.4	$561k	-6%	12k	46.91	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$519k		3.9k	132.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$504k		7.2k	70.18	View chart
Micron Technology (MU)	0.4	$502k	-22%	1.5k	337.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$502k		1.2k	430.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$443k	-2%	6.9k	64.08	View chart
Amazon (AMZN)	0.3	$440k		2.1k	208.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$403k	+25%	617.00	653.21	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.3	$382k		3.2k	119.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$351k	NEW	1.2k	286.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$312k		1.1k	287.67	View chart
Johnson & Johnson (JNJ)	0.2	$305k		1.2k	244.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$282k		5.2k	54.05	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$272k		4.0k	67.22	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$271k		2.5k	108.98	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.2	$245k		2.4k	100.61	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$226k		4.7k	48.32	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$224k		1.7k	132.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$222k		318.00	698.79	View chart
Eli Lilly & Co. (LLY)	0.2	$216k		235.00	919.77	View chart
Pembina Pipeline Corp (PBA)	0.2	$210k	NEW	4.7k	44.76	View chart
Pepsi (PEP)	0.2	$209k	-6%	1.3k	155.29	View chart
Broadcom (AVGO)	0.2	$208k		673.00	309.53	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$205k	NEW	1.4k	145.93	View chart

Past Filings by Stanich Group

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

Stanich Group 2026 Q1 filed April 15, 2026
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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