Stanich Group LLC
CIK: 0002023324Latest portfolio: $132.6M · Q4 2025
Holdings
47
Total Value
$132.6M
New Positions
3
Closed Positions
12
Top Holdings
View All 47 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ESGVVANGUARD WORLD FD | 508,123 | $61.5M | 46.35% | +15K | |
| 2 | ESGDISHARES TR | 211,591 | $20.1M | 15.17% | +11K | |
| 3 | ESGEISHARES INC | 136,668 | $6.0M | 4.55% | +6K | |
| 4 | ESMLISHARES TR | 126,344 | $5.8M | 4.38% | +4K | |
| 5 | QUALISHARES TR | 23,976 | $4.8M | 3.59% | -417 | |
| 6 | SCHHSCHWAB STRATEGIC TR | 210,418 | $4.4M | 3.31% | +14K | |
| 7 | DSIISHARES TR | 23,214 | $3.0M | 2.25% | -53 | |
| 8 | AAPLAPPLE INC | 8,679 | $2.4M | 1.78% | -296 | |
| 9 | VIGVANGUARD SPECIALIZED FUNDS | 7,941 | $1.7M | 1.32% | -88 | |
| 10 | QEFASPDR INDEX SHS FDS | 16,114 | $1.5M | 1.10% | -517 | |
| 11 | IMCGISHARES TR | 17,772 | $1.4M | 1.07% | -928 | |
| 12 | IWFISHARES TR | 2,891 | $1.4M | 1.03% | -101 | |
| 13 | IYWISHARES TR | 6,844 | $1.4M | 1.03% | +5 | |
| 14 | VBKVANGUARD INDEX FDS | 4,449 | $1.3M | 1.01% | -251 | |
| 15 | MSFTMICROSOFT CORP | 2,298 | $1.1M | 0.84% | +2 | |
| 16 | SPYDSPDR SERIES TRUST | 25,063 | $1.1M | 0.82% | -405 | |
| 17 | VOOVANGUARD INDEX FDS | 1,634 | $1.0M | 0.77% | +2 | |
| 18 | SPYSPDR S&P 500 ETF TR | 1,298 | $885K | 0.67% | — | |
| 19 | NVDANVIDIA CORPORATION | 4,512 | $841K | 0.63% | +7 | |
| 20 | HEZUISHARES TR | 18,182 | $795K | 0.60% | -812 | |
| 21 | IWDISHARES TR | 3,542 | $744K | 0.56% | +1 | |
| 22 | IWMISHARES TR | 2,969 | $730K | 0.55% | — | |
| 23 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,161 | $700K | 0.53% | +1 | |
| 24 | SPEMSPDR INDEX SHS FDS | 12,785 | $598K | 0.45% | +179 | |
| 25 | XLKSELECT SECTOR SPDR TR | 3,984 | $574K | 0.43% | +2K |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.1463201206036575e+112T)
Technology0.0% ($23591111.8T)
Unknown0.0% ($462.2M)
Healthcare0.0% ($253.3M)
Consumer Cyclical0.0% ($494K)
Communication Services0.0% ($340K)
Consumer Defensive0.0% ($206K)
Filing History
Fund Information
Stanich Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $132.6M across 47 holdings. The largest position is VANGUARD WORLD FD (ESGV), representing 46.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 12 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.