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 74.50% of Stanich Group's stock portfolio.
- Added to shares of these 10 stocks: ESGV, ESGD, QUAL, AMD, SCHH, VBK, IMCG, IVV, SPYD, ESGE.
- Started 8 new stock positions in BRK.B, HLAL, AMD, SPUS, DYNF, IVW, IVE, VONE.
- Reduced shares in these 10 stocks: SPY, IYW, , MDY, IWM, PEP, , MU, VIG, GOOG.
- Sold out of its positions in PEP, GLD, SDY.
- Stanich Group was a net buyer of stock by $7.7M.
- Stanich Group has $159M in assets under management (AUM), dropping by 21.06%.
- Central Index Key (CIK): 0002023324
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Portfolio Holdings for Stanich Group
Stanich Group holds 52 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard World Esg Us Stk Etf (ESGV) | 45.9 | $73M | +4% | 551k | 132.24 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 15.1 | $24M | +6% | 233k | 102.81 |
|
| Ishares Esg Awr Msci Em (ESGE) | 5.1 | $8.1M | +4% | 148k | 54.69 |
|
| Ishares Tr Esg Aware Msci (ESML) | 4.8 | $7.6M | +3% | 135k | 55.94 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 3.7 | $5.8M | +7% | 245k | 23.68 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 3.6 | $5.8M | +12% | 26k | 219.44 |
|
| Ishares Tr Esg Msci Kld Etf (DSI) | 2.1 | $3.3M | 23k | 142.39 |
|
|
| Apple (AAPL) | 1.6 | $2.6M | -2% | 8.8k | 289.38 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 1.3 | $2.1M | +23% | 22k | 98.31 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.3 | $2.0M | +25% | 5.5k | 365.96 |
|
| Spdr Index Shs Fds St Str Msci Eafe (QEFA) | 1.1 | $1.8M | +20% | 19k | 96.02 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $1.8M | -6% | 7.4k | 236.63 |
|
| Spdr Series Trust St Str Sp500div (SPYD) | 1.0 | $1.5M | +25% | 32k | 47.71 |
|
| Micron Technology (MU) | 1.0 | $1.5M | -10% | 1.3k | 1154.29 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $1.1M | -34% | 4.5k | 252.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $1.1M | 1.6k | 686.80 |
|
|
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.7 | $1.1M | +22% | 22k | 50.15 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $936k | +3% | 4.7k | 200.09 |
|
| Microsoft Corporation (MSFT) | 0.5 | $862k | 2.3k | 373.04 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $861k | +15% | 4.5k | 190.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $833k | +80% | 1.1k | 748.89 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $813k | -5% | 3.4k | 242.36 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.4 | $672k | +8% | 13k | 51.77 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $544k | -39% | 1.8k | 300.53 |
|
| Advanced Micro Devices (AMD) | 0.3 | $538k | NEW | 926.00 | 580.91 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $537k | 7.1k | 75.78 |
|
|
| Amazon (AMZN) | 0.3 | $520k | +3% | 2.2k | 238.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $504k | +42% | 4.1k | 124.16 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $492k | 6.9k | 71.25 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $415k | +6% | 1.2k | 357.50 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $389k | -52% | 553.00 | 703.35 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $360k | -62% | 482.00 | 747.11 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $342k | -20% | 969.00 | 353.22 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.2 | $339k | -11% | 2.8k | 120.19 |
|
| Johnson & Johnson (JNJ) | 0.2 | $338k | +6% | 1.3k | 253.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $311k | 5.2k | 59.69 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $305k | +700% | 2.5k | 119.54 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $302k | +7% | 252.00 | 1199.43 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $301k | 4.0k | 75.78 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $286k | 2.4k | 117.49 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $285k | NEW | 841.00 | 338.72 |
|
| Broadcom (AVGO) | 0.2 | $283k | +11% | 749.00 | 377.79 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.2 | $280k | -4% | 2.4k | 117.28 |
|
| Ishares Tr Esg Optimized (SUSA) | 0.2 | $277k | +5% | 1.8k | 154.29 |
|
| Spdr Series Trust ST STR SP600 SML (SPSM) | 0.2 | $264k | -2% | 4.6k | 57.67 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $263k | NEW | 1.9k | 137.53 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $251k | NEW | 3.7k | 68.01 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $226k | NEW | 995.00 | 227.06 |
|
| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.1 | $222k | NEW | 3.9k | 57.49 |
|
| Listed Fds Tr Wahed Ftse Etf (HLAL) | 0.1 | $221k | NEW | 3.1k | 71.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $217k | NEW | 434.00 | 500.39 |
|
| Pembina Pipeline Corp (PBA) | 0.1 | $217k | 4.7k | 46.25 |
|
Past Filings by Stanich Group
SEC 13F filings are viewable for Stanich Group going back to 2024
- Stanich Group 2026 Q2 filed July 16, 2026
- 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