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Standard Family Office LLC Top Holdings and 13F Report (2025)

About Standard Family Office LLC

Investment Activity

  • Standard Family Office LLC has $76.19 million in total holdings as of March 31, 2025.
  • Standard Family Office LLC owns shares of 29 different stocks, but just 1 company or ETF makes up 80% of its holdings.
  • About 4.08% of the portfolio was sold this quarter.
  • This quarter, Standard Family Office LLC has purchased 48 new stocks and bought additional shares in 0 stocks.
  • Standard Family Office LLC sold shares of 26 stocks and completely divested from 19 stocks this quarter.

Largest Sales this Quarter

Apple
1,497 shares (about $332.53K)
iShares Russell Mid-Cap Growth ETF
2,478 shares (about $291.14K)
Technology Select Sector SPDR Fund
1,305 shares (about $269.46K)
Microsoft
465 shares (about $174.56K)
NVIDIA
1,500 shares (about $162.57K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStandard Family Office LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$64,308,6420.0%125,13684.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$8,224,7380.0%181,72210.8%ETF
Apple Inc. stock logo
AAPL
Apple
$443,371$332,528 -42.9%1,9960.6%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$387,717$291,140 -42.9%3,3000.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$360,101$269,456 -42.8%1,7440.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$231,240$174,556 -43.0%6160.3%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$216,760$162,570 -42.9%2,0000.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$214,482$160,862 -42.9%6120.3%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$169,695$127,271 -42.9%3240.2%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$163,624$122,718 -42.9%8600.2%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$141,293$106,706 -43.0%5760.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$138,107$104,049 -43.0%8840.2%Computer and Technology
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$137,214$103,994 -43.1%3800.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$117,4720.0%2100.2%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$108,481$81,361 -42.9%2960.1%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$102,056$76,542 -42.9%4320.1%Transportation
Aflac Incorporated stock logo
AFL
Aflac
$81,836$61,377 -42.9%7360.1%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$78,822$57,519 -42.2%1480.1%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$71,654$55,233 -43.5%1440.1%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$69,972$52,479 -42.9%2760.1%Basic Materials
AbbVie Inc. stock logo
ABBV
AbbVie
$67,884$50,913 -42.9%3240.1%Medical
Oracle Co. stock logo
ORCL
Oracle
$66,550$49,913 -42.9%4760.1%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$63,740$47,805 -42.9%7040.1%ETF
Capital One Financial Co. stock logo
COF
Capital One Financial
$48,052$36,039 -42.9%2680.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$43,118$32,339 -42.9%2600.1%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$36,081$26,663 -42.5%2720.0%Medical
CVS Health Co. stock logo
CVS
CVS Health
$33,062$24,797 -42.9%4880.0%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$32,777$26,222 -44.4%600.0%Finance
Comcast Co. stock logo
CMCSA
Comcast
$31,144$23,358 -42.9%8440.0%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$61,613 -100.0%00.0%Retail/Wholesale
Chevron Co. stock logo
CVX
Chevron
$0$54,750 -100.0%00.0%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$0$48,771 -100.0%00.0%Consumer Discretionary
Eaton Co. plc stock logo
ETN
Eaton
$0$39,824 -100.0%00.0%Industrials
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$0$33,195 -100.0%00.0%Consumer Staples
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$28,494 -100.0%00.0%ETF
3M stock logo
MMM
3M
$0$27,496 -100.0%00.0%Multi-Sector Conglomerates
Target Co. stock logo
TGT
Target
$0$25,549 -100.0%00.0%Retail/Wholesale
Diageo plc stock logo
DEO
Diageo
$0$22,121 -100.0%00.0%Consumer Staples
ConocoPhillips stock logo
COP
ConocoPhillips
$0$14,876 -100.0%00.0%Energy
Cummins Inc. stock logo
CMI
Cummins
$0$14,641 -100.0%00.0%Auto/Tires/Trucks
Novartis AG stock logo
NVS
Novartis
$0$14,013 -100.0%00.0%Medical
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$0$13,260 -100.0%00.0%Consumer Staples
General Mills, Inc. stock logo
GIS
General Mills
$0$12,626 -100.0%00.0%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$0$12,470 -100.0%00.0%Medical
Centene Co. stock logo
CNC
Centene
$0$12,358 -100.0%00.0%Medical
Intel Co. stock logo
INTC
Intel
$0$5,955 -100.0%00.0%Computer and Technology
SOLVENTUM CORP
$0$3,501 -100.0%00.0%COM SHS
Alcon Inc. stock logo
ALC
Alcon
$0$2,292 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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