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CIK: 0002023324
Total reported value
$158.8M
$158.8M
39 檔
53.9%
In Q2 2025, Stanich Group LLC's U.S. equity holdings reached a combined market value of $158.8M, distributed across 39 disclosed stock positions.
During Q2 2025, Stanich Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, ESGD, ESML) accounted for 53.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 48.49% | +0.76% | -9.84% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 15.20% | -0.88% | +37.32% | |
| 3 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 4.54% | +0.09% | +7.75% | |
| 4 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 4.53% | +0.16% | +3.46% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.90% | +0.21% | -15.80% | |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.46% | -0.08% | -0.24% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.14% | +36.41% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.61% | -0.20% | -4.72% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.31% | +0.29% | -16.72% | |
| 10 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.23% | +0.03% | -11.55% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.17% | -0.24% | -0.96% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.15% | -0.60% | -0.83% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.14% | +0.26% | -14.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.11% | -0.04% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.91% | +0.08% | -18.91% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | -0.05% | +62.62% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.41% | +0.16% | |
| 18 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.67% | +0.09% | -16.64% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.66% | -0.07% | -18.37% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.61% | -0.30% | -10.53% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | -0.22% | -8.87% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | -0.01% | -0.16% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | -0.01% | -1.19% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | -0.01% | -11.18% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.14% | -12.35% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.43% | -0.04% | +8.76% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.36% | -0.03% | +3.75% | |
| 28 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.36% | -0.08% | -1.00% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.21% | -5.50% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.26% | -0.03% | — | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.16% | EXIT | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.01% | -3.90% | |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.24% | -0.01% | -19.15% | |
| 34 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.23% | -0.02% | — | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | — | — | |
| 36 | MU | Micron Technology Inc | Stock-Tech | 0.21% | +0.58% | — | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.19% | — | -16.20% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.19% | — | -9.68% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.02% | — |
According to official SEC Form 13F filings, Stanich Group LLC reported a total U.S. public equity portfolio value of $158.8M across 39 disclosed positions in Q2 2025.
During Q2 2025, Stanich Group LLC's top holdings by market value included ESGV (48.5%)、ESGD (15.2%)、ESML (4.5%). The largest single position, ESGV, represented 48.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 2025, Stanich Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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