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CIK: 0002023324
Total reported value
$158.8M
$158.8M
47 檔
61.5%
According to the latest 13F quarterly dataset, Stanich Group LLC managed an equity portfolio of $158.8M at the end of Q1 2026, spanning 47 distinct U.S. exchange-listed positions.
Stanich Group LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 3 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 45.15% | +0.76% | +3.84% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 15.96% | -0.88% | +3.51% | |
| 3 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 4.92% | +0.16% | +3.79% | |
| 4 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 4.67% | +0.09% | +3.14% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-Other | 3.72% | -0.07% | +7.91% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.42% | +0.21% | -2.44% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.14% | -0.08% | -0.27% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.75% | -0.14% | +4.16% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.30% | -0.20% | +0.05% | |
| 10 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.12% | +0.03% | -2.02% | |
| 11 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.06% | +0.29% | -0.70% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.01% | +0.26% | -1.57% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.95% | -0.24% | +0.12% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | -0.60% | -1.59% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.89% | +0.08% | +2.63% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.05% | -0.86% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.11% | -0.04% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | -0.41% | +0.08% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | -0.01% | +0.13% | |
| 20 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.59% | +0.09% | -2.38% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.58% | -0.07% | +0.17% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.56% | -0.22% | +0.13% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | -0.30% | -0.43% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.43% | -0.01% | -6.53% | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.14% | -1.93% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.38% | -0.04% | +0.01% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.38% | +0.58% | -22.99% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.38% | EXIT | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.34% | -0.03% | -2.19% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | -0.01% | -1.54% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.21% | +25.92% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.29% | -0.08% | +0.03% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.27% | -0.05% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | +0.02% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | +1.88% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.21% | -0.01% | -0.65% | |
| 37 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.21% | -0.02% | -1.05% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.21% | -0.03% | — | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.19% | -0.01% | — | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.17% | — | -0.30% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | — | +0.30% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | +0.02% | — | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.16% | +0.03% | — | |
| 44 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.16% | -0.02% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.16% | -0.16% | EXIT | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | +0.02% | -0.15% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.16% | -0.16% | EXIT |
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 Q1 2026.
During Q1 2026, Stanich Group LLC's top holdings by market value included ESGV (45.1%)、ESGD (16.0%)、ESGE (4.9%). The largest single position, ESGV, represented 45.1% 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 terms of portfolio concentration, the top 5 core holdings (including ESGV, ESGD, ESGE) accounted for 61.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
GOOG
市值: $350.9K
Top Position Liquidated / Trimmed
IVE
前期市值: $227.3K
In Q1 2026, Stanich Group LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 20 holdings, and fully liquidating 3 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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