Stanich Group LLC Top Holdings and 13F Report (2025) About Stanich Group LLCInvestment ActivityStanich Group LLC has $163.33 million in total holdings as of September 30, 2025.Stanich Group LLC owns shares of 56 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 27.42% of the portfolio was purchased this quarter.About 0.44% of the portfolio was sold this quarter.This quarter, Stanich Group LLC has purchased 39 new stocks and bought additional shares in 18 stocks.Stanich Group LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard ESG U.S. Stock ETF $58,445,513iShares ESG Aware MSCI EAFE ETF $18,664,116iShares Core U.S. Aggregate Bond ETF $12,098,284Vanguard Short-Term Treasury ETF $9,166,091iShares ESG Aware MSCI EM ETF $5,676,477 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $12,098,284 Holding92206C102 - Vanguard Short-Term Treasury ETF $9,166,091 Holding46435G193 - iShares ESG Aware USD Corporate Bond ETF $5,557,533 Holding808524847 - Schwab U.S. REIT ETF $4,231,000 Holding67092P870 - Nuveen ESG U.S. Aggregate Bond ETF $4,127,256 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 120,657 shares (about $12.10M)Vanguard Short-Term Treasury ETF 155,724 shares (about $9.17M)iShares ESG Aware USD Corporate Bond ETF 235,868 shares (about $5.56M)Schwab U.S. REIT ETF 196,137 shares (about $4.23M)Nuveen ESG U.S. Aggregate Bond ETF 183,799 shares (about $4.13M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 659 shares (about $142.21K)iShares U.S. Technology ETF 617 shares (about $120.84K)iShares Russell 1000 Value ETF 222 shares (about $45.19K)iShares S&P Mid-Cap 400 Growth ETF 440 shares (about $42.19K)PepsiCo 299 shares (about $41.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanich Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorESGVVanguard ESG U.S. Stock ETF$58,445,513$488,828 ▲0.8%493,43535.8%ETFESGDiShares ESG Aware MSCI EAFE ETF$18,664,116$836,167 ▲4.7%200,73311.4%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$12,098,284$12,098,284 ▲New Holding120,6577.4%FinanceVGSHVanguard Short-Term Treasury ETF$9,166,091$9,166,091 ▲New Holding155,7245.6%ETFESGEiShares ESG Aware MSCI EM ETF$5,676,477$97,998 ▲1.8%130,7353.5%ManufacturingSUSCiShares ESG Aware USD Corporate Bond ETF$5,557,533$5,557,533 ▲New Holding235,8683.4%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,517,588$141,674 ▲2.6%122,3673.4%ETFQUALiShares MSCI USA Quality Factor ETF$4,745,487$134,818 ▲2.9%24,3932.9%ETFSCHHSchwab U.S. REIT ETF$4,231,000$4,231,000 ▲New Holding196,1372.6%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$4,127,256$4,127,256 ▲New Holding183,7992.5%ETFDSIiShares ESG MSCI KLD 400 ETF$2,930,458$9,320 ▼-0.3%23,2671.8%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$2,347,707$2,347,707 ▲New Holding92,7521.4%ManufacturingAAPLApple$2,285,262$11,713 ▼-0.5%8,9751.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,732,683$142,214 ▼-7.6%8,0291.1%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,547,292$49,563 ▲3.3%18,7000.9%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$1,462,097$33,056 ▲2.3%16,6310.9%ETFIWFiShares Russell 1000 Growth ETF$1,401,6370.0%2,9920.9%ETFVBKVanguard Small-Cap Growth ETF$1,398,812$48,214 ▲3.6%4,7000.9%ETFIYWiShares U.S. Technology ETF$1,339,442$120,842 ▼-8.3%6,8390.8%ManufacturingMSFTMicrosoft$1,189,215$2,072 ▲0.2%2,2960.7%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,120,633$92,535 ▲9.0%25,4680.7%ETFVOOVanguard S&P 500 ETF$999,397$2,450 ▼-0.2%1,6320.6%ETFIAGGiShares Core International Aggregate Bond ETF$934,560$934,560 ▲New Holding18,2430.6%ETFSPYSPDR S&P 500 ETF Trust$864,784$17,322 ▲2.0%1,2980.5%FinanceNVDANVIDIA$840,543$136,763 ▲19.4%4,5050.5%Computer and TechnologyHEZUiShares Currency Hedged MSCI Eurozone ETF$800,854$21,925 ▲2.8%18,9940.5%ETFIWDiShares Russell 1000 Value ETF$720,770$45,188 ▼-5.9%3,5410.4%ETFIWMiShares Russell 2000 ETF$718,357$10,162 ▼-1.4%2,9690.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$692,044$7,756 ▼-1.1%1,1600.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$671,114$671,114 ▲New Holding6,8460.4%FinanceSPEMSPDR Portfolio Emerging Markets ETF$590,065$41,379 ▲7.5%12,6060.4%ETFIUSBiShares Core Total USD Bond Market ETF$585,384$585,384 ▲New Holding12,5320.4%ManufacturingXLKTechnology Select Sector SPDR Fund$564,171$13,547 ▲2.5%1,9990.3%ETFDGROiShares Core Dividend Growth ETF$526,089$21,716 ▲4.3%7,7280.3%ETFMUBiShares National Muni Bond ETF$486,781$486,781 ▲New Holding4,5710.3%ETFAMZNAmazon.com$470,100$24,153 ▼-4.9%2,1410.3%Retail/WholesaleNEARiShares Short Duration Bond Active ETF$426,651$426,651 ▲New Holding8,3220.3%ETFVEAVanguard FTSE Developed Markets ETF$423,157$60 ▲0.0%7,0620.3%ETFGLDSPDR Gold Shares$414,833$414,833 ▲New Holding1,1670.3%FinanceACWViShares MSCI Global Min Vol Factor ETF$397,673$6,596 ▼-1.6%3,3160.2%ETFBSVVanguard Short-Term Bond ETF$332,663$332,663 ▲New Holding4,2160.2%ETFIVViShares Core S&P 500 ETF$327,958$5,354 ▼-1.6%4900.2%ETFMUMicron Technology$323,0950.0%1,9310.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$298,351$11,982 ▼-3.9%1,2450.2%FinanceNYFiShares New York Muni Bond ETF$286,174$286,174 ▲New Holding5,3640.2%ETFVWOVanguard FTSE Emerging Markets ETF$285,094$12,461 ▼-4.2%5,2620.2%ETFEZMWisdomTree U.S. MidCap Fund$271,353$66 ▼0.0%4,1170.2%FinanceGOOGLAlphabet$249,664$249,664 ▲New Holding1,0270.2%Computer and TechnologyPEPPepsiCo$248,718$41,991 ▼-14.4%1,7710.2%Consumer StaplesDYNFiShares U.S. Equity Factor Rotation Active ETF$236,089$236,089 ▲New Holding3,9880.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$233,471$42,188 ▼-15.3%2,4350.1%ETFSUSAiShares MSCI USA ESG Select ETF$228,595$543 ▲0.2%1,6850.1%ETFVGTVanguard Information Technology ETF$228,4690.0%3060.1%ETFJNJJohnson & Johnson$227,325$227,325 ▲New Holding1,2260.1%MedicalAVGOBroadcom$222,035$222,035 ▲New Holding6730.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$217,2870.0%4,6910.1%ETFCOSTCostco Wholesale$0$229,534 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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