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CIK: 0002023324
Total reported value
$207.2M
$207.2M
52 檔
57.1%
The Q2 2026 SEC filing reveals that Stanich Group LLC held a total portfolio value of $207.2M, covering 52 public equity positions.
In Q2 2026, Stanich Group LLC displayed an active expansion posture, initiating 8 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ESGV, ESGD, ESGE) accounted for 57.1% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 45.91% | -9.37% | +4.51% | |
| 2 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 15.08% | -3.36% | +6.39% | |
| 3 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 5.08% | -1.19% | +4.07% | |
| 4 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 4.76% | -1.35% | +3.80% | |
| 5 | SCHH | Schwab US Reit ETF | ETF-Other | 3.65% | -0.95% | +7.93% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.63% | -0.82% | +12.37% | |
| 7 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.06% | -0.44% | -0.63% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 1.61% | -0.22% | -2.20% | |
| 9 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.35% | -0.35% | +23.37% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.27% | -0.37% | +25.58% | |
| 11 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 1.15% | -0.25% | +20.05% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.10% | -0.28% | -6.90% | |
| 13 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.97% | -0.24% | +25.98% | |
| 14 | MU | Micron Technology Inc | Stock-Tech | 0.96% | -0.28% | -10.89% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.71% | -0.14% | -34.98% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.16% | -1.98% | |
| 17 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 0.68% | -0.16% | +22.06% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | -0.07% | +3.52% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | +0.03% | +0.57% | |
| 20 | XLK | Ss Technology Select Sector | ETF-Tech | 0.54% | -0.11% | +15.48% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | -0.14% | +80.23% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.51% | -0.12% | -5.44% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.42% | -0.09% | +8.68% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.34% | -0.10% | -39.15% | |
| 25 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | -0.06% | — | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.34% | -0.08% | -1.32% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | -0.07% | +3.32% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.07% | +42.60% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | -0.08% | +0.01% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.07% | +7.00% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.24% | -0.06% | -52.16% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.05% | -62.89% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | -0.10% | -20.77% | |
| 34 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.21% | -0.04% | -11.64% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.04% | +6.65% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.20% | -0.05% | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.19% | -0.04% | +700.94% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.19% | -0.05% | +7.23% | |
| 39 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.19% | -0.05% | -1.73% | |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.18% | -0.05% | +0.08% | |
| 41 | VONE | Vanguard Russell 1000 | ETF-Other | 0.18% | -0.04% | — | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.05% | +11.29% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.18% | -0.05% | -4.18% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.17% | -0.02% | +5.84% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.17% | -0.05% | -2.06% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.17% | -0.04% | — | |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.16% | -0.04% | — | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.14% | -0.03% | — | |
| 49 | SPUS | Sp Funds S&p Sharia Indu Exc | ETF-Other | 0.14% | -0.03% | — | |
| 50 | HLAL | Wahed Ftse USA Shariah ETF | ETF-Other | 0.14% | -0.03% | — |
According to official SEC Form 13F filings, Stanich Group LLC reported a total U.S. public equity portfolio value of $207.2M across 52 disclosed positions in Q2 2026.
During Q2 2026, Stanich Group LLC's top holdings by market value included ESGV (45.9%)、ESGD (15.1%)、ESGE (5.1%). The largest single position, ESGV, represented 45.9% of total portfolio value.
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Top New Position Initiated
AMD
市值: $537.9K
Top Position Liquidated / Trimmed
GLD
前期市值: $502.1K
In Q2 2026, Stanich Group LLC made 53 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 16 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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