Stanich Group LLC — 13F Holdings & Portfolio
CIK 2023324 · latest 13F-HR filed 2026-04-15
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.
$131.2M
Long-equity book
47
Distinct positions
2026-03-31
Filed 2026-04-15
+3 / −3 / ↑7 / ↓16
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SCHWAB STRATEGIC TR$484.1K +11.0%
- ISHARES INC$413.1K +6.8%
- ISHARES TR$316.7K +5.5%
- SPDR SERIES TRUST$86.9K +8.0%
- ISHARES TR$67.4K +20.1%
Top Trims
- ISHARES TR-$276.2K -5.8%
- MICROSOFT CORP-$261.1K -23.5%
- ISHARES TR-$184.9K -6.2%
- ISHARES TR-$155.6K -11.4%
- ISHARES TR-$123.5K -9.0%
Exited Positions
- ISHARES TR$227.3K
- BLACKROCK ETF TRUST$220.3K
- BERKSHIRE HATHAWAY INC DEL$202.1K
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 WORLD FD | ESGV | 921910733 | $59.2M | 45.15% | 527,621 | SH |
| 2 | ISHARES TR | ESGD | 46435G516 | $20.9M | 15.96% | 219,010 | SH |
| 3 | ISHARES INC | ESGE | 46434G863 | $6.4M | 4.92% | 141,849 | SH |
| 4 | ISHARES TR | ESML | 46435U663 | $6.1M | 4.67% | 130,308 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $4.9M | 3.72% | 227,071 | SH |
| 6 | ISHARES TR | QUAL | 46432F339 | $4.5M | 3.42% | 23,391 | SH |
| 7 | ISHARES TR | DSI | 464288570 | $2.8M | 2.14% | 23,151 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $2.3M | 1.75% | 9,040 | SH |
| 9 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.7M | 1.30% | 7,945 | SH |
| 10 | SPDR INDEX SHS FDS | QEFA | 78463X434 | $1.5M | 1.12% | 15,788 | SH |
| 11 | ISHARES TR | IMCG | 464288307 | $1.4M | 1.06% | 17,647 | SH |
| 12 | VANGUARD INDEX FDS | VBK | 922908595 | $1.3M | 1.01% | 4,379 | SH |
| 13 | ISHARES TR | IYW | 464287721 | $1.2M | 0.95% | 6,852 | SH |
| 14 | ISHARES TR | IWF | 464287614 | $1.2M | 0.92% | 2,845 | SH |
| 15 | SPDR SERIES TRUST | SPYD | 78468R788 | $1.2M | 0.89% | 25,723 | SH |
| 16 | VANGUARD INDEX FDS | VOO | 922908363 | $968.0K | 0.74% | 1,620 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $850.3K | 0.65% | 2,297 | SH |
| 18 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $844.7K | 0.64% | 1,299 | SH |
| 19 | NVIDIA CORPORATION | NVDA | 67066G104 | $787.9K | 0.60% | 4,518 | SH |
| 20 | ISHARES TR | HEZU | 46434V639 | $775.6K | 0.59% | 17,749 | SH |
| 21 | ISHARES TR | IWD | 464287598 | $758.0K | 0.58% | 3,548 | SH |
| 22 | ISHARES TR | IWM | 464287655 | $737.4K | 0.56% | 2,973 | SH |
| 23 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $712.8K | 0.54% | 1,156 | SH |
| 24 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $560.6K | 0.43% | 11,950 | SH |
| 25 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $519.4K | 0.40% | 3,907 | SH |
| 26 | ISHARES TR | DGRO | 46434V621 | $503.5K | 0.38% | 7,175 | SH |
| 27 | MICRON TECHNOLOGY INC | MU | 595112103 | $502.4K | 0.38% | 1,487 | SH |
| 28 | SPDR GOLD TR | GLD | 78463V107 | $502.1K | 0.38% | 1,167 | SH |
| 29 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $442.8K | 0.34% | 6,910 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $439.7K | 0.34% | 2,111 | SH |
| 31 | ISHARES TR | IVV | 464287200 | $403.0K | 0.31% | 617 | SH |
| 32 | ISHARES INC | ACWV | 464286525 | $382.0K | 0.29% | 3,196 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $350.9K | 0.27% | 1,223 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $312.4K | 0.24% | 1,086 | SH |
| 35 | JOHNSON & JOHNSON | JNJ | 478160104 | $305.3K | 0.23% | 1,249 | SH |
| 36 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $281.9K | 0.21% | 5,216 | SH |
| 37 | WISDOMTREE TR | EZM | 97717W570 | $271.8K | 0.21% | 4,043 | SH |
| 38 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $271.4K | 0.21% | 2,490 | SH |
| 39 | ISHARES TR | IJK | 464287606 | $245.0K | 0.19% | 2,435 | SH |
| 40 | SPDR SERIES TRUST | SPSM | 78468R853 | $225.5K | 0.17% | 4,666 | SH |
| 41 | ISHARES TR | SUSA | 464288802 | $223.7K | 0.17% | 1,694 | SH |
| 42 | VANGUARD WORLD FD | VGT | 92204A702 | $222.2K | 0.17% | 318 | SH |
| 43 | ELI LILLY & CO | LLY | 532457108 | $216.1K | 0.16% | 235 | SH |
| 44 | PEMBINA PIPELINE CORP | PBA | 706327103 | $209.5K | 0.16% | 4,680 | SH |
| 45 | PEPSICO INC | PEP | 713448108 | $209.3K | 0.16% | 1,348 | SH |
| 46 | BROADCOM INC | AVGO | 11135F101 | $208.3K | 0.16% | 673 | SH |
| 47 | SPDR SERIES TRUST | SDY | 78464A763 | $205.3K | 0.16% | 1,407 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-15 | $131.2M | 47 | 0002023324-26-000002 |
| 2025-12-31 | 2026-01-23 | $132.6M | 47 | 0002023324-26-000001 |