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CIK: 0002023324
Total reported value
$158.8M
$158.8M
47 檔
61.8%
As reported in its official Q4 2025 Form 13F filing, Stanich Group LLC's tracked investment portfolio stood at $158.8M with 47 total positions.
In Q4 2025, Stanich Group LLC adopted a defensive or profit-taking posture, trimming 12 positions and completely liquidating 12 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, ESGD, ESGE) accounted for 61.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 46.35% | +0.76% | +2.98% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 15.17% | -0.88% | +5.41% | |
| 3 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 4.55% | +0.16% | +4.54% | |
| 4 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 4.38% | +0.09% | +3.25% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.59% | +0.21% | -1.71% | |
| 6 | SCHH | Schwab US Reit ETF | ETF-Other | 3.31% | -0.07% | +7.28% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.25% | -0.08% | -0.23% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.14% | -3.30% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.32% | -0.20% | -1.10% | |
| 10 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.10% | +0.03% | -3.11% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.07% | +0.29% | -4.96% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.03% | -0.60% | -3.38% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.03% | -0.24% | +0.07% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.01% | +0.26% | -5.34% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.11% | +0.09% | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.82% | +0.08% | -1.59% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.05% | +0.12% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | -0.41% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.01% | +0.16% | |
| 20 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.60% | +0.09% | -4.28% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.56% | -0.07% | +0.03% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | -0.22% | — | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | -0.30% | +0.09% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | -0.01% | +1.42% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.14% | +99.30% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.42% | +0.58% | — | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.04% | -7.17% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | -0.01% | +0.14% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | -0.38% | EXIT | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.03% | +0.04% | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.29% | -0.08% | -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% | +0.21% | — | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.22% | -0.03% | +100.00% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.01% | -0.23% | |
| 36 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.21% | -0.02% | -0.75% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.19% | -0.02% | — | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | +0.03% | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.18% | +0.02% | +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% | — | +0.24% | |
| 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% | +0.14% | NEW | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.17% | +0.16% | NEW | |
| 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% | -0.16% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | +0.14% | NEW |
According to official SEC Form 13F filings, Stanich Group LLC reported a total U.S. public equity portfolio value of $158.8M across 47 disclosed positions in Q4 2025.
During Q4 2025, Stanich Group LLC's top holdings by market value included ESGV (46.4%)、ESGD (15.2%)、ESGE (4.5%). The largest single position, ESGV, represented 46.4% of total portfolio value.
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Top New Position Initiated
LLY
市值: $252.6K
Top Position Liquidated / Trimmed
AGG
前期市值: $12.1M
In Q4 2025, Stanich Group LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 12 holdings, and fully liquidating 12 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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