Stanich Group Llc Portfolio Stock Holdings
Stanich Group Llc disclosed 47 stock positions valued at approximately $131.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD WORLD FD, ISHARES TR, and ISHARES INC. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 47
- Portfolio Value
- $131.2M
Holdings by Sector
Stanich Group Llc Portfolio Holdings in Q1 2026
47 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESGV | Other | 45.15% | 527,621 | +19,498 | +3.84% | $59,236,028 |
| ISHARES TR | ESGD | Other | 15.96% | 219,010 | +7,419 | +3.51% | $20,941,694 |
| ISHARES INC | ESGE | Other | 4.92% | 141,849 | +5,181 | +3.79% | $6,449,893 |
| ISHARES TR | ESML | Other | 4.67% | 130,308 | +3,964 | +3.14% | $6,127,062 |
| SCHWAB STRATEGIC TR | SCHH | Other | 3.72% | 227,071 | +16,653 | +7.91% | $4,879,759 |
| ISHARES TR | QUAL | Other | 3.42% | 23,391 | -585 | -2.44% | $4,486,711 |
| ISHARES TR | DSI | Other | 2.14% | 23,151 | -63 | -0.27% | $2,805,696 |
| APPLE INC | AAPL | Technology | 1.75% | 9,040 | +361 | +4.16% | $2,294,263 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.30% | 7,945 | +4 | +0.05% | $1,708,647 |
| SPDR INDEX SHS FDS | QEFA | Other | 1.12% | 15,788 | -326 | -2.02% | $1,472,534 |
| ISHARES TR | IMCG | Other | 1.06% | 17,647 | -125 | -0.70% | $1,390,069 |
| VANGUARD INDEX FDS | VBK | Other | 1.01% | 4,379 | -70 | -1.57% | $1,323,703 |
| ISHARES TR | IYW | Other | 0.95% | 6,852 | +8 | +0.12% | $1,243,091 |
| ISHARES TR | IWF | Other | 0.92% | 2,845 | -46 | -1.59% | $1,212,906 |
| SPDR SERIES TRUST | SPYD | Other | 0.89% | 25,723 | +660 | +2.63% | $1,170,900 |
| VANGUARD INDEX FDS | VOO | Other | 0.74% | 1,620 | -14 | -0.86% | $968,023 |
| MICROSOFT CORP | MSFT | Technology | 0.65% | 2,297 | -1 | -0.04% | $850,311 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.64% | 1,299 | +1 | +0.08% | $844,710 |
| NVIDIA CORPORATION | NVDA | Technology | 0.60% | 4,518 | +6 | +0.13% | $787,939 |
| ISHARES TR | HEZU | Other | 0.59% | 17,749 | -433 | -2.38% | $775,624 |
| ISHARES TR | IWD | Other | 0.58% | 3,548 | +6 | +0.17% | $758,000 |
| ISHARES TR | IWM | Other | 0.56% | 2,973 | +4 | +0.13% | $737,417 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.54% | 1,156 | -5 | -0.43% | $712,827 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.43% | 11,950 | -835 | -6.53% | $560,587 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.40% | 3,907 | -77 | -1.93% | $519,357 |
| ISHARES TR | DGRO | Other | 0.38% | 7,175 | +1 | +0.01% | $503,508 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.38% | 1,487 | -444 | -22.99% | $502,368 |
| SPDR GOLD TR | GLD | Other | 0.38% | 1,167 | - | - | $502,148 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.34% | 6,910 | -155 | -2.19% | $442,811 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.34% | 2,111 | -33 | -1.54% | $439,658 |
| ISHARES TR | IVV | Other | 0.31% | 617 | +127 | +25.92% | $403,030 |
| ISHARES INC | ACWV | Other | 0.29% | 3,196 | +1 | +0.03% | $381,994 |
| ALPHABET INC | GOOG | Communication Services | 0.27% | 1,223 | +1,223 | +100.00% | $350,898 |
| ALPHABET INC | GOOGL | Communication Services | 0.24% | 1,086 | - | - | $312,412 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 1,249 | +23 | +1.88% | $305,306 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.21% | 5,216 | -34 | -0.65% | $281,925 |
| WISDOMTREE TR | EZM | Other | 0.21% | 4,043 | -43 | -1.05% | $271,771 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.21% | 2,490 | - | - | $271,360 |
| ISHARES TR | IJK | Other | 0.19% | 2,435 | - | - | $244,989 |
| SPDR SERIES TRUST | SPSM | Other | 0.17% | 4,666 | -14 | -0.30% | $225,461 |
| ISHARES TR | SUSA | Other | 0.17% | 1,694 | +5 | +0.30% | $223,717 |
| VANGUARD WORLD FD | VGT | Other | 0.17% | 318 | - | - | $222,214 |
| ELI LILLY & CO | LLY | Healthcare | 0.16% | 235 | - | - | $216,146 |
| PEMBINA PIPELINE CORP | PBA | Energy | 0.16% | 4,680 | +4,680 | +100.00% | $209,477 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 1,348 | -90 | -6.26% | $209,331 |
| BROADCOM INC | AVGO | Technology | 0.16% | 673 | -1 | -0.15% | $208,317 |
| SPDR SERIES TRUST | SDY | Other | 0.16% | 1,407 | +1,407 | +100.00% | $205,318 |