Stanich Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 16, 2026, Stanich Group Llc disclosed 64 stock positions valued at approximately $207.15M as of quarter-end September 30, 2026. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 64
- Portfolio Value
- $207.15M
Holdings by Sector
Stanich Group Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 36.54% | 558,545 | +7,136 | +1.29% | $75,702,231 |
| ISHARES TR | ESGD | Other | 11.72% | 235,615 | +2,621 | +1.12% | $24,279,858 |
| ISHARES TR | AGG | Other | 7.35% | 161,137 | +161,137 | +100.00% | $15,234,853 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 5.58% | 200,884 | +200,884 | +100.00% | $11,562,647 |
| ISHARES INC | ESGE | Other | 3.89% | 148,907 | +1,291 | +0.87% | $8,064,647 |
| ISHARES TR | ESML | Other | 3.41% | 135,968 | +704 | +0.52% | $7,071,368 |
| ISHARES TR | SUSC | Other | 3.35% | 316,458 | +316,458 | +100.00% | $6,944,295 |
| ISHARES TR | QUAL | Other | 2.81% | 26,209 | -75 | -0.29% | $5,825,606 |
| SCHWAB STRATEGIC TR | SCHH | Other | 2.70% | 253,367 | +8,279 | +3.38% | $5,584,328 |
| NUSHARES ETF TR | NUBD | Other | 1.97% | 192,574 | +192,574 | +100.00% | $4,076,825 |
| ISHARES TR | DSI | Other | 1.62% | 22,980 | -25 | -0.11% | $3,359,276 |
| APPLE INC | AAPL | Technology | 1.39% | 8,665 | -176 | -1.99% | $2,885,675 |
| ISHARES TR | SUSB | Other | 1.36% | 115,397 | +115,397 | +100.00% | $2,819,248 |
| ISHARES TR | IMCG | Other | 1.00% | 22,061 | +290 | +1.33% | $2,071,653 |
| VANGUARD INDEX FDS | VBK | Other | 0.90% | 5,540 | +41 | +0.75% | $1,872,152 |
| SPDR INDEX SHS FDS | QEFA | Other | 0.90% | 19,141 | +188 | +0.99% | $1,866,950 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.82% | 7,275 | -122 | -1.65% | $1,697,409 |
| SPDR SERIES TRUST | SPYD | Other | 0.73% | 33,219 | +812 | +2.51% | $1,507,231 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.68% | 1,329 | +4 | +0.30% | $1,415,531 |
| MICROSOFT CORP | MSFT | Technology | 0.57% | 2,318 | +8 | +0.35% | $1,188,989 |
| ISHARES TR | IYW | Other | 0.57% | 4,438 | -17 | -0.38% | $1,175,637 |
| ISHARES TR | IAGG | Other | 0.56% | 23,657 | +23,657 | +100.00% | $1,163,888 |
| VANGUARD INDEX FDS | VOO | Other | 0.53% | 1,564 | -24 | -1.51% | $1,096,136 |
| NVIDIA CORPORATION | NVDA | Technology | 0.52% | 4,742 | +65 | +1.39% | $1,082,985 |
| ISHARES TR | HEZU | Other | 0.52% | 22,315 | +650 | +3.00% | $1,080,909 |
| ISHARES TR | IUSB | Other | 0.45% | 21,107 | +21,107 | +100.00% | $930,609 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.43% | 4,587 | +75 | +1.66% | $898,035 |
| SPDR SERIES TRUST | JNK | Other | 0.42% | 9,378 | +9,378 | +100.00% | $869,739 |
| ISHARES TR | IWD | Other | 0.39% | 3,254 | -101 | -3.01% | $806,550 |
| ISHARES TR | IVV | Other | 0.38% | 1,038 | -74 | -6.65% | $794,951 |
Showing 30 of 64 holdings in the latest reporting period.