Stanich Group Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Stanich Group Llc disclosed 52 stock positions valued at approximately $158.82M as of quarter-end June 30, 2026. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and ISHARES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 52
- Portfolio Value
- $158.82M
Holdings by Sector
Stanich Group Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 45.91% | 551,409 | +23,788 | +4.51% | $72,919,518 |
| ISHARES TR | ESGD | Other | 15.08% | 232,994 | +13,984 | +6.39% | $23,953,957 |
| ISHARES INC | ESGE | Other | 5.08% | 147,616 | +5,767 | +4.07% | $8,072,929 |
| ISHARES TR | ESML | Other | 4.76% | 135,264 | +4,956 | +3.80% | $7,566,715 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.65% | 245,088 | +18,017 | +7.93% | $5,803,777 |
| ISHARES TR | QUAL | Other | 3.63% | 26,284 | +2,893 | +12.37% | $5,767,752 |
| ISHARES TR | DSI | Other | 2.06% | 23,005 | -146 | -0.63% | $3,275,753 |
| APPLE INC | AAPL | Technology | 1.61% | 8,841 | -199 | -2.20% | $2,558,403 |
| ISHARES TR | IMCG | Other | 1.35% | 21,771 | +4,124 | +23.37% | $2,140,310 |
| VANGUARD INDEX FDS | VBK | Other | 1.27% | 5,499 | +1,120 | +25.58% | $2,012,393 |
| SPDR INDEX SHS FDS | QEFA | Other | 1.15% | 18,953 | +3,165 | +20.05% | $1,819,898 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.10% | 7,397 | -548 | -6.90% | $1,750,346 |
| SPDR SERIES TRUST | SPYD | Other | 0.97% | 32,407 | +6,684 | +25.98% | $1,546,186 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.96% | 1,325 | -162 | -10.89% | $1,529,434 |
| ISHARES TR | IYW | Other | 0.71% | 4,455 | -2,397 | -34.98% | $1,123,689 |
| VANGUARD INDEX FDS | VOO | Other | 0.69% | 1,588 | -32 | -1.98% | $1,090,646 |
| ISHARES TR | HEZU | Other | 0.68% | 21,665 | +3,916 | +22.06% | $1,086,558 |
| NVIDIA CORPORATION | NVDA | Technology | 0.59% | 4,677 | +159 | +3.52% | $935,826 |
| MICROSOFT CORP | MSFT | Technology | 0.54% | 2,310 | +13 | +0.57% | $861,725 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.54% | 4,512 | +605 | +15.49% | $860,477 |
| ISHARES TR | IVV | Other | 0.52% | 1,112 | +495 | +80.23% | $832,765 |
| ISHARES TR | IWD | Other | 0.51% | 3,355 | -193 | -5.44% | $813,105 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.42% | 12,987 | +1,037 | +8.68% | $672,357 |
| ISHARES TR | IWM | Other | 0.34% | 1,809 | -1,164 | -39.15% | $543,652 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.34% | 926 | +926 | +100.00% | $537,923 |
| ISHARES TR | DGRO | Other | 0.34% | 7,080 | -95 | -1.32% | $536,558 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.33% | 2,181 | +70 | +3.32% | $519,820 |
| ISHARES TR | IWF | Other | 0.32% | 4,057 | +1,212 | +42.60% | $503,699 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.31% | 6,911 | +1 | +0.01% | $492,428 |
| ALPHABET INC | GOOGL | Communication Services | 0.26% | 1,162 | +76 | +7.00% | $415,415 |
Showing 30 of 52 holdings in the latest reporting period.