Stanich Group LLC — Q4 2025 13F Holdings

Name: Stanich Group LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002023324

Total reported value

$131.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ESGV	Vanguard Esg US Stock ETF	ETF-Other	46.35%	-1.20%	+2.98%
2	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	15.17%	+0.79%	+5.41%
3	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	4.55%	+0.37%	+4.54%
4	ESML	Ishares Esg Aware Msci USA S	ETF-Other	4.38%	+0.29%	+3.25%
5	QUAL	Ishares Msci USA Quality Fac	ETF-Other	3.59%	-0.17%	-1.71%
6	SCHH	Schwab US Reit ETF	ETF-Other	3.31%	+0.41%	+7.28%
7	DSI	Ishares Esg Msci Kld 400 ETF	ETF-Other	2.25%	-0.12%	-0.23%
8	AAPL	Apple INC	Stock-Tech	1.78%	-0.03%	-3.30%
9	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.32%	-0.02%	-1.10%
10	QEFA	Stsr Spd Msc Eaf Stgfs-us In	ETF-Other	1.10%	+0.02%	-3.11%
11	IMCG	Ishares Morningstar Mid-cap	ETF-Other	1.07%	-0.01%	-4.96%
12	IWF	Ishares Russell 1000 Growth	ETF-Other	1.03%	-0.11%	-3.38%
13	IYW	Ishares Ustechnology ETF	ETF-Tech	1.03%	-0.08%	+0.07%
14	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	1.01%	—	-5.34%
15	MSFT	Microsoft CORP	Stock-Tech	0.84%	-0.19%	+0.09%
16	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.82%	+0.07%	-1.59%
17	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	0.77%	-0.03%	+0.12%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.67%	-0.03%	—
19	NVDA	Nvidia CORP	Stock-Tech	0.63%	-0.03%	+0.16%
20	HEZU	Ishares Currency Hedged Msci	ETF-Other	0.60%	-0.01%	-4.28%
21	IWD	Ishares Russell 1000 Value E	ETF-Other	0.56%	+0.02%	+0.03%
22	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.55%	+0.01%	—
23	MDY	State Street Spdr S&p Midcap	ETF-Other	0.53%	+0.01%	+0.09%
24	SPEM	State Street Sp Ptf Em ETF	ETF-Other	0.45%	-0.02%	+1.42%
25	XLK	Ss Technology Select Sector	ETF-Tech	0.43%	-0.03%	+99.30%
26	MU	Micron Technology INC	Stock-Tech	0.42%	-0.04%	—
27	DGRO	Ishares Core Dividend Growth	ETF-Other	0.38%	—	-7.17%
28	AMZN	Amazon.com INC	Stock-Consumer Disc	0.37%	-0.03%	+0.14%
29	GLD	Spdr Gold Shares	ETF-Commodities	0.35%	+0.03%	—
30	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.33%	+0.01%	+0.04%
31	ACWV	Ishares Msci Global Min Vol	ETF-Other	0.29%	—	-3.65%
32	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.26%	-0.02%	+5.74%
33	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.25%	+0.06%	—
34	XLY	Ss Consumer Disc Select Sect	ETF-Other	0.22%	-0.01%	+100.00%
35	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.21%	—	-0.23%
36	EZM	Wisdomtree US Midcap Fund	ETF-Other	0.21%	—	-0.75%
37	JNJ	Johnson & Johnson	Stock-Healthcare	0.19%	+0.04%	—
38	LLY	Eli Lilly & Co	Stock-Healthcare	0.19%	-0.03%	—
39	VGT	Vanguard Info Tech ETF	ETF-Tech	0.18%	-0.01%	+3.92%
40	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	0.18%	+0.01%	—
41	SUSA	Ishares Esg Optimized Msci U	ETF-Other	0.18%	-0.01%	+0.24%
42	AVGO	Broadcom INC	Stock-Tech	0.18%	-0.02%	+0.15%
43	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.17%	-0.17%	EXIT
44	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.17%	-0.17%	EXIT
45	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.17%	—	-0.23%
46	PEP	Pepsico INC	Stock-Consumer Staples	0.16%	—	-18.80%
47	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.15%	-0.15%	EXIT

Holding changes this quarter

Position changes disclosed by Stanich Group LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ESGV	Vanguard Esg US Stock ETF	+10.6%	+2.98%	Add
2	ESGD	Ishares Trust Ishares Esg Aw	+3.7%	+5.41%	Add
3	ESGE	Ishares INC Ishares Esg Awar	+1.1%	+4.54%	Add
4	ESML	Ishares Esg Aware Msci USA S	+1%	+3.25%	Add
5	SCHH	Schwab US Reit ETF	+0.7%	+7.28%	Add
6	QUAL	Ishares Msci USA Quality Fac	+0.7%	-1.71%	Trim
7	DSI	Ishares Esg Msci Kld 400 ETF	+0.5%	-0.23%	Trim
8	AAPL	Apple INC	+0.4%	-3.30%	Trim
9	VIG	Vanguard Dividend Apprec ETF	+0.3%	-1.10%	Trim
10	MU	Micron Technology INC	+0.2%	—	Unchanged
11	IYW	Ishares Ustechnology ETF	+0.2%	+0.07%	Add
12	IWF	Ishares Russell 1000 Growth	+0.2%	-3.38%	Trim
13	VOO	Vanguard S&p 500 ETF	+0.2%	+0.12%	Add
14	VBK	Vanguard Small-cap Grwth ETF	+0.2%	-5.34%	Trim
15	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.1%	—	Unchanged
16	SPYD	Ss Spdr P S&p 500 Hi Div ETF	+0.1%	-1.59%	Trim
17	IMCG	Ishares Morningstar Mid-cap	+0.1%	-4.96%	Trim
18	IWD	Ishares Russell 1000 Value E	+0.1%	+0.03%	Add
19	GOOGL	Alphabet Inc-cl A	+0.1%	+5.74%	Add
20	MSFT	Microsoft CORP	+0.1%	+0.09%	Add
21	IWM	Ishares Russell 2000 ETF	+0.1%	—	Unchanged
22	MDY	State Street Spdr S&p Midcap	+0.1%	+0.09%	Add
23	GLD	Spdr Gold Shares	+0.1%	—	Unchanged
24	SPEM	State Street Sp Ptf Em ETF	+0.1%	+1.42%	Add
25	AMZN	Amazon.com INC	+0.1%	+0.14%	Add
26	XLK	Ss Technology Select Sector	+0.1%	+99.30%	Add
27	VEA	Vanguard Ftse Developed ETF	+0.1%	+0.04%	Add
28	DGRO	Ishares Core Dividend Growth	+0.1%	-7.17%	Trim
29	JNJ	Johnson & Johnson	+0.1%	—	Unchanged
30	ACWV	Ishares Msci Global Min Vol	+0.1%	-3.65%	Trim
31	IVV	Ishares Core S&p 500 ETF	+0.1%	—	Unchanged
32	VGT	Vanguard Info Tech ETF	0%	+3.92%	Add
33	AVGO	Broadcom INC	0%	+0.15%	Add
34	DYNF	Ishrs US E F R A Etf-usd INC	0%	-9.18%	Trim
35	PEP	Pepsico INC	0%	-18.80%	Trim
36	AGG	Ishares Core U.s. Aggregate	—	EXIT	Sold out
37	VGSH	Vanguard Short-term Treasury	—	EXIT	Sold out
38	SUSC	Ishares Esg Aware Usd Corpor	—	EXIT	Sold out
39	NUBD	Nuveen Esg US Aggregate Bond	—	EXIT	Sold out
40	SUSB	Ishares Esg Aware 1-5 Year U	—	EXIT	Sold out
41	IAGG	Ishares Intl Aggregate Bond	—	EXIT	Sold out
42	JNK	Ss Spdr Bb High Yield Bond	—	EXIT	Sold out
43	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	—	EXIT	Sold out
44	MUB	Ishares National Muni Bond E	—	EXIT	Sold out
45	NEAR	Ishares Sh Dba ETF Usd INC	—	EXIT	Sold out
46	BSV	Vanguard Short-term Bond ETF	—	EXIT	Sold out
47	NYF	Ishares New York Muni Bond E	—	EXIT	Sold out
48	LLY	Eli Lilly & Co	—	NEW	New buy
49	IVE	Ishares S&p 500 Value ETF	—	NEW	New buy
50	BRK-B	Berkshire Hathaway Inc-cl B	—	NEW	New buy