Standard Family Office LLC — 13F Holdings & Portfolio
CIK 1809494 · latest 13F-HR filed 2026-08-13
Standard Family Office LLC manages $113.8M in 13F-reported U.S. long-equity assets across 31 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (77.87%), VWO (10.48%), RSP (7.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 22 existing positions rose in reported value and 2 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$113.8M
Long-equity book
Holdings
31
Distinct positions
Period
2026-06-30
Filed 2026-08-13
Q/Q Activity
+0 / −0 / ↑22 / ↓2
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26VOO77.9% · 0%VWO10.5% · 0%RSP7.4% · +59%XLK0.6% · 0%AAPL0.5% · 0%IWP0.4% · 0%NVDA0.4% · 0%GOOG0.3% · 0%MSFT0.2% · 0%V0.2% · 0%AMZN0.2% · 0%IWF0.2% · +300%JPM0.2% · 0%SPY0.1% · 0%UNH0.1% · 0%UNP0.1% · 0%HD0.1% · 0%AFL0.1% · 0%ABBV0.1% · 0%ECL0.1% · 0%BRK.B0.1% · 0%TMO0.1% · 0%ORCL0.1% · 0%VNQ0.1% · 0%JNJ0.1% · 0%GS0.1% · 0%COF0.0% · 0%CVS0.0% · 0%ABT0.0% · 0%CMCSA0.0% · 0%VSNT0.0% · 0%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 98.3%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Jul 29, 2026.
Assets Under Management
$1.01B
Discretionary
$1.01B
Employees
8
Accounts
2
Address
7036 SOUTH SANTA ROSA COURT
SUITE 103
SIOUX FALLS, SD 57108
SUITE 103
SIOUX FALLS, SD 57108
Phone
(605) 496-7760
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BOCK, MATTHEW, PATRICK Control | CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER since Jul 2019 | Less than 5% | Individual |
| OLSON, KELSEY, LYNN Control | CHIEF COMPLIANCE OFFICER since May 2020 | Less than 5% | Individual |
| STANDARD HOLDINGS, LLC Control | OWNER since Mar 2019 | 75% or more | Domestic Entity |
| BOCK, MATTHEW, PATRICK Control Indirect owner via STANDARD HOLDINGS, LLC | MEMBER since Dec 2018 | 75% or more | Individual |
Ownership & leadership changes · 4 filings with changes since Jul 30, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 6, 2024 filing
- No longer listedBOCK, MATTHEW, PATRICK · MEMBER · 75% or more · indirect via WILBUR ALAN, PLLC · control person · listed since Dec 2018
- No longer listedWILBUR ALAN, PLLC · OWNER · 75% or more · indirect via STANDARD HOLDINGS, LLC · control person · listed since Mar 2019
- AddedBOCK, MATTHEW, PATRICK · MEMBER · 75% or more · indirect via STANDARD HOLDINGS, LLC · control person
Feb 25, 2022 filing
- No longer listedBOCK, MATTHEW, PATRICK · MEMBER · 75% or more · indirect via WILBUR ALAN CAPITAL, LLC · control person · listed since Dec 2018
- No longer listedWILBUR ALAN CAPITAL, LLC · OWNER · 75% or more · indirect via STANDARD HOLDINGS, LLC · control person · listed since Mar 2019
- AddedBOCK, MATTHEW, PATRICK · MEMBER · 75% or more · indirect via WILBUR ALAN, PLLC · control person
- AddedWILBUR ALAN, PLLC · OWNER · 75% or more · indirect via STANDARD HOLDINGS, LLC · control person
Jun 30, 2020 filing
- No longer listedBETHANY LYNN ERICKSON IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person · listed since Jul 2017
- No longer listedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via KIMBERLY MARIE PAULI IRREVOCABLE TRUST · control person · listed since Jul 2017
- No longer listedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via BETHANY LYNN ERICKSON IRREVOCABLE TRUST · control person · listed since Jul 2017
- No longer listedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via SCOTT ANDREW ERICKSON IRREVOCABLE TRUST · control person · listed since Jul 2017
- No longer listedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via JAMIE LEIGH BROWN IRREVOCABLE TRUST · control person · listed since Jul 2017
- No longer listedERICKSON FAMILY HOLDINGS, LLC · OWNER · 25–50% · indirect via HIDEWOOD CAPITAL, LLC · control person · listed since Dec 2018
- No longer listedERICKSON, SCOTT, ANDREW · EXECUTIVE CHAIRMAN AND MANAGING MEMBER · Less than 5% · control person · listed since Apr 2019
- No longer listedERICKSON, SCOTT, ANDREW · MEMBER · 50–75% · indirect via HIDEWOOD CAPITAL, LLC · control person · listed since Dec 2018
- No longer listedHIDEWOOD CAPITAL, LLC · OWNER · 50–75% · indirect via STANDARD HOLDINGS, LLC · control person · listed since Mar 2019
- No longer listedJAMIE LEIGH BROWN IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person · listed since Jul 2017
- No longer listedKIMBERLY MARIE PAULI IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person · listed since Jul 2017
- No longer listedSCOTT ANDREW ERICKSON IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person · listed since Jul 2017
- AddedOLSON, KELSEY, LYNN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedBOCK, MATTHEW, PATRICK · title CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER → CHIEF EXECUTIVE OFFICER AND MANAGING MEMBER
- ChangedBOCK, MATTHEW, PATRICK · indirect via WILBUR ALAN CAPITAL, LLC: ownership 50–75% → 75% or more
- ChangedWILBUR ALAN CAPITAL, LLC · indirect via STANDARD HOLDINGS, LLC: ownership 25–50% → 75% or more
Dec 16, 2019 filing
- No longer listedBOCK, MATTHEW, PATRICK · MEMBER · 50–75% · indirect via SWIFTCURRENT CAPITAL, LLC · control person · listed since Dec 2018
- No longer listedSWIFTCURRENT CAPITAL, LLC · OWNER · 25–50% · indirect via STANDARD HOLDINGS, LLC · control person · listed since Mar 2019
- AddedBOCK, MATTHEW, PATRICK · MEMBER · 50–75% · indirect via WILBUR ALAN CAPITAL, LLC · control person
- AddedWILBUR ALAN CAPITAL, LLC · OWNER · 25–50% · indirect via STANDARD HOLDINGS, LLC · control person
Jul 30, 2019 filing (earliest on record)
- ListedBETHANY LYNN ERICKSON IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person
- ListedBOCK, MATTHEW, PATRICK · CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER · Less than 5% · control person
- ListedBOCK, MATTHEW, PATRICK · MEMBER · 50–75% · indirect via SWIFTCURRENT CAPITAL, LLC · control person
- ListedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via KIMBERLY MARIE PAULI IRREVOCABLE TRUST · control person
- ListedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via BETHANY LYNN ERICKSON IRREVOCABLE TRUST · control person
- ListedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via SCOTT ANDREW ERICKSON IRREVOCABLE TRUST · control person
- ListedDEITER, LARRY, EDWARD · TRUSTEE · General partner, trustee or manager · indirect via JAMIE LEIGH BROWN IRREVOCABLE TRUST · control person
- ListedERICKSON FAMILY HOLDINGS, LLC · OWNER · 25–50% · indirect via HIDEWOOD CAPITAL, LLC · control person
- ListedERICKSON, SCOTT, ANDREW · EXECUTIVE CHAIRMAN AND MANAGING MEMBER · Less than 5% · control person
- ListedERICKSON, SCOTT, ANDREW · MEMBER · 50–75% · indirect via HIDEWOOD CAPITAL, LLC · control person
- ListedHIDEWOOD CAPITAL, LLC · OWNER · 50–75% · indirect via STANDARD HOLDINGS, LLC · control person
- ListedJAMIE LEIGH BROWN IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person
- ListedKIMBERLY MARIE PAULI IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person
- ListedSCOTT ANDREW ERICKSON IRREVOCABLE TRUST · MEMBER · 25–50% · indirect via ERICKSON FAMILY HOLDINGS, LLC · control person
- ListedSTANDARD HOLDINGS, LLC · OWNER · 75% or more · control person
- ListedSWIFTCURRENT CAPITAL, LLC · OWNER · 25–50% · indirect via STANDARD HOLDINGS, LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$11.5M +14.9%
- INVESCO EXCHANGE TRADED FD T$3.7M +76.3%
- VANGUARD INTL EQUITY INDEX F$1.1M +10.4%
- SELECT SECTOR SPDR TR$201.0K +43.4%
- APPLE INC$71.0K +14.0%
Standard Family Office LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $88.6M | 77.87% | 128,996 | SH |
| 2 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $11.9M | 10.48% | 199,747 | SH |
| 3 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $8.5M | 7.45% | 39,820 | SH |
| 4 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $664.5K | 0.58% | 3,488 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $577.6K | 0.51% | 1,996 | SH |
| 6 | ISHARES TR | IWP | 464287481 | $483.2K | 0.42% | 3,300 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $400.2K | 0.35% | 2,000 | SH |
| 8 | ALPHABET INC | GOOG | 02079K107 | $312.3K | 0.27% | 884 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $229.8K | 0.20% | 616 | SH |
| 10 | VISA INC | V | 92826C839 | $210.0K | 0.18% | 612 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $205.0K | 0.18% | 860 | SH |
| 12 | ISHARES TR | IWF | 464287614 | $188.7K | 0.17% | 1,520 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $188.5K | 0.17% | 576 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $156.8K | 0.14% | 210 | SH |
| 15 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $134.7K | 0.12% | 324 | SH |
| 16 | UNION PAC CORP | UNP | 907818108 | $117.5K | 0.10% | 432 | SH |
| 17 | HOME DEPOT INC | HD | 437076102 | $104.4K | 0.09% | 296 | SH |
| 18 | AFLAC INC | AFL | 001055102 | $86.3K | 0.08% | 736 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $81.5K | 0.07% | 324 | SH |
| 20 | ECOLAB INC | ECL | 278865100 | $76.9K | 0.07% | 276 | SH |
| 21 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $74.1K | 0.07% | 148 | SH |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $72.2K | 0.06% | 144 | SH |
| 23 | ORACLE CORP | ORCL | 68389X105 | $69.8K | 0.06% | 476 | SH |
| 24 | VANGUARD INDEX FDS | VNQ | 922908553 | $67.9K | 0.06% | 704 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $66.0K | 0.06% | 260 | SH |
| 26 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $60.7K | 0.05% | 60 | SH |
| 27 | CAPITAL ONE FINL CORP | COF | 14040H105 | $53.8K | 0.05% | 268 | SH |
| 28 | CVS HEALTH CORP | CVS | 126650100 | $50.5K | 0.04% | 488 | SH |
| 29 | ABBOTT LABORATORIES | ABT | 002824100 | $24.7K | 0.02% | 272 | SH |
| 30 | COMCAST CORP NEW | CMCSA | 20030N101 | $20.7K | 0.02% | 844 | SH |
| 31 | VERSANT MEDIA GROUP INC | VSNT | 925283103 | $1.2K | 0.00% | 33 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $113.8M | 31 | 0001809494-26-000012 |
| 2026-03-31 | 2026-05-14 | $96.8M | 31 | 0001809494-26-000011 |
| 2025-12-31 | 2026-02-18 | $94.1M | 29 | 0001809494-26-000010 |
| 2025-09-30 | 2025-11-14 | $92.3M | 29 | 0001809494-25-000006 |
Filer Information
Address
7036 SOUTH SANTA ROSA COURTSUITE 103
SIOUX FALLS, SD 57108
Phone
(605) 496-7760
Filing Manager
Standard Family Office LLC
SIOUX FALLS, SD
Signatory
Kelsey Olson
Chief Compliance Officer