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CIK: 0002023324
Total reported value
$158.8M
$158.8M
56 檔
65.5%
According to the latest 13F quarterly dataset, Stanich Group LLC managed an equity portfolio of $158.8M at the end of Q3 2025, spanning 56 distinct U.S. exchange-listed positions.
Stanich Group LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 2 holdings and trimming 26 positions.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, ESGD, AGG) accounted for 65.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCHH
市值: $4.2M
Top Position Liquidated / Trimmed
COST
前期市值: $221.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 35.78% | +0.76% | +0.84% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 11.43% | -0.88% | +4.69% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.41% | — | — | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 5.61% | — | — | |
| 5 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.48% | +0.16% | +1.76% | |
| 6 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 3.40% | — | — | |
| 7 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 3.38% | +0.09% | +2.64% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.91% | +0.21% | +2.92% | |
| 9 | SCHH | Schwab US Reit ETF | ETF-Other | 2.59% | -0.07% | — | |
| 10 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 2.53% | — | — | |
| 11 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.79% | -0.08% | -0.32% | |
| 12 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.44% | — | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.40% | -0.14% | -0.51% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.20% | -7.59% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.95% | +0.29% | +3.31% | |
| 16 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 0.90% | +0.03% | +2.31% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.86% | -0.60% | — | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | +0.26% | +3.57% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.82% | -0.24% | -8.28% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.11% | +0.17% | |
| 21 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.69% | +0.08% | +9.00% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | -0.24% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.57% | — | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | -0.41% | +2.04% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.01% | +19.43% | |
| 26 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.49% | +0.09% | +2.81% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | -0.07% | -5.90% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.44% | -0.22% | -1.39% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | -0.30% | -1.11% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.41% | — | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.36% | -0.01% | +7.54% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.36% | — | — | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.14% | +2.46% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.32% | -0.04% | +4.31% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.30% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.29% | -0.01% | -4.89% | |
| 37 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.26% | — | — | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | -0.03% | +0.01% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.25% | -0.38% | EXIT | |
| 40 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.24% | -0.08% | -1.63% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.20% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.21% | -1.61% | |
| 43 | MU | Micron Technology Inc | Stock-Tech | 0.20% | +0.58% | — | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.18% | -0.03% | -3.86% | |
| 45 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.18% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | -4.19% | |
| 47 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.17% | -0.02% | -0.02% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | — | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.15% | -0.16% | EXIT | |
| 50 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.14% | +0.16% | NEW |
According to official SEC Form 13F filings, Stanich Group LLC reported a total U.S. public equity portfolio value of $158.8M across 56 disclosed positions in Q3 2025.
During Q3 2025, Stanich Group LLC's top holdings by market value included ESGV (35.8%)、ESGD (11.4%)、AGG (7.4%). The largest single position, ESGV, represented 35.8% of total portfolio value.
In Q3 2025, Stanich Group LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 26 holdings, and fully liquidating 2 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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