SF
Standard Family Office LLC 13F Portfolio & Top Holdings (Q2 2026)
Standard Family Office LLCCIK: 0001809494
Concentrated strategyMomentum followerSector-focused
Total reported value
$113.8M
Reporting period: 2026-06-30 · Number of holdings: 31
Standard Family Office LLC disclosed 31 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $113.8M and a quarterly turnover rate of 16.2%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 16.15
- Momentum
- 100
- Sector conviction
- 72.9
- Diversification
- 62
- Sizing Uniformity
- 56.5
Standard Family Office LLC's disclosed holdings carry a Herfindahl concentration index of 0.623 — mathematically equivalent to about 2 equally-sized positions, well below its 31 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 4.35), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.6 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 3% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd RSP
+59.0% $3.7M
Trim VOO
0.0% $11.5M
Trim VWO
0.0% $1.1M
Add XLK
0.0% $201.0K
Trim MSFT
0.0% $1.8K
Add UNH
0.0% $47.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 77.87% | -1.78% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 10.48% | -0.68% | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.45% | +2.48% | +59.03% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.10% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 0.51% | -0.01% | — | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.42% | -0.02% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | -0.01% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | +0.01% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.04% | — | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 0.18% | -0.01% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.01% | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | +300.00% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.01% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.14% | — | — | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | +0.03% | — | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 0.10% | -0.01% | — | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.01% | — | |
| 18 | AFL | Aflac Inc | Stock-Financials | 0.08% | — | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | — | — | |
| 20 | ECL | Ecolab Inc | Stock-Materials | 0.07% | -0.01% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | — | |
| 22 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.06% | -0.01% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.06% | -0.01% | — | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.06% | — | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.06% | -0.01% | — | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.05% | — | — | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 0.05% | — | — | |
| 28 | CVS | Cvs Health CORP | Stock-Healthcare | 0.04% | — | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.02% | -0.01% | — | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | — | |
| 31 | VSNT | Versant Media Group Inc | Stock-Comm Services | — | — | — |
Portfolio Performance
Performance for Q3 2026
+2.2%
Performance Last 4 Quarters
+20.9%
- Stdev
- +12.5%
- Beta
- +0.96
- Alpha
- +0.6%
- Max Drawdown
- -6.8%
- Annualized Perf
- +20.8%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.45
- Stutzer
- +0.47
- Treynor
- +0.21
- Sterling
- +1.36
- Calmar
- +3.05
- Information Ratio
- -0.19
- Tracking Error
- +1.1%
- Stdev Down
- +5.7%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +36.6%
- Worst 12 Months
- +8.7%
- Efficiency Ratio
- +0.67
- Sharpe
- +1.59
- Stdev Sectors
- +12%
- Skewness
- +0.12
- Kurtosis
- -0.06
- Upside Potential
- +5.03
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 31 | $113.8M | 16 | ||
| 2026 Q1 | 31 | $96.8M | 9 | ||
| 2025 Q4 | 29 | $94.1M | 2 | ||
| 2025 Q3 | 29 | $92.3M | 18 | ||
| 2025 Q2 | 29 | $85.4M | 0 | ||
| 2025 Q1 | 29 | $76.2M | 100 | ||
| 2024 Q4 | 48 | $82.6M | 0 | ||
| 2024 Q3 | 49 | $82.3M | 0 | ||
| 2024 Q2 | 49 | $77.7M | 0 | ||
| 2024 Q1 | 48 | $74.7M | 0 | ||
| 2023 Q4 | 2 | $62.1M | 0 | ||
| 2023 Q3 | 2 | $56.3M | 0 | ||
| 2023 Q2 | 3 | $58.5M | 0 | ||
| 2023 Q1 | 8 | $54.7M | 0 | ||
| 2022 Q4 | 7 | $51.3M | 0 | ||
| 2022 Q3 | 493 | $227.3M | 0 | ||
| 2022 Q2 | 218 | $10.1M | 0 | ||
| 2022 Q1 | 71 | $372.4M | 0 | ||
| 2021 Q4 | 210 | $11.3M | 0 | ||
| 2021 Q3 | 66 | $344.7M | 0 | ||
| 2021 Q2 | 566 | $483.1M | 93 | ||
| 2021 Q1 | 621 | $424.0M | 10 | ||
| 2020 Q4 | 566 | $418.2M | 0 |
Holding changes this quarter
Standard Family Office LLC's most significant position changes for 2026-06-30: Add: Invesco S&p 500 Equal Weight (RSP) — shares +59.03%; Add: Ishares Russell 1000 Growth (IWF) — shares +300.00%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +2.5% | +59.03% | Add |
| 2 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 3 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 4 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 5 | IWF | Ishares Russell 1000 Growth | — | +300.00% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | Unchanged |
| 7 | CVS | Cvs Health CORP | — | — | Unchanged |
| 8 | ABBV | Abbvie Inc | — | — | Unchanged |
| 9 | GS | Goldman Sachs Group Inc | — | — | Unchanged |
| 10 | AFL | Aflac Inc | — | — | Unchanged |
| 11 | VNQ | Vanguard Real Estate ETF | — | — | Unchanged |
| 12 | COF | Capital One Financial CORP | — | — | Unchanged |
| 13 | CMCSA | Comcast Corp-class A | — | — | Unchanged |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 15 | VSNT | Versant Media Group Inc | — | — | Unchanged |
| 16 | AAPL | Apple Inc | 0% | — | Unchanged |
| 17 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 19 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 21 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 22 | HD | Home Depot Inc | 0% | — | Unchanged |
| 23 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 24 | ABT | Abbott Laboratories | 0% | — | Unchanged |
| 25 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 26 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 27 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 28 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 30 | VWO | Vanguard Ftse Emerging Marke | -0.7% | — | Unchanged |
| 31 | VOO | Vanguard S&p 500 ETF | -1.8% | — | Unchanged |
Filing History
FAQ
What is Standard Family Office LLC and what type of investor is it?
Standard Family Office LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $113.8M, spread across 31 disclosed positions.
What are Standard Family Office LLC's largest equity positions?
Based on the latest 13F filing, Standard Family Office LLC's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $88.6M (77.9%)
2. Vanguard Ftse Emerging Marke (VWO) — $11.9M (10.5%)
3. Invesco S&p 500 Equal Weight (RSP) — $8.5M (7.5%)
4. Ss Technology Select Sector (XLK) — $664.5K (0.6%)
5. Apple Inc (AAPL) — $577.6K (0.5%)
What changes did Standard Family Office LLC make in its most recent portfolio filing?
In the latest quarter, Standard Family Office LLC was primarily adding exposure — initiating 0 new positions and adding to 2 existing holdings. The largest of these moves: Add: Invesco S&p 500 Equal Weight (RSP) — shares +59.03%; Add: Ishares Russell 1000 Growth (IWF) — shares +300.00%
What sectors does Standard Family Office LLC focus on?
Standard Family Office LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.6%
• Financials: 19.1%
• Health Care: 13.7%
• Communication Services: 10.6%
• Consumer Discretionary: 9.8%
• Industrials: 3.7%
Investment Profile
Standard Family Office LLC returned an annualized 20.8% over the trailing 36 months — outperforming the S&P 500 by 0.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.96 (roughly in line with the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 40.6% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its VWO position over the past two quarters (+$2.2M, now $11.9M), while trimming ORCL over the same stretch (-$23.0K, still holding $69.8K).
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Developer Access
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