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Stanich Group LLC Top Holdings and 13F Report (2025)

About Stanich Group LLC

Investment Activity

  • Stanich Group LLC has $111.63 million in total holdings as of June 30, 2025.
  • Stanich Group LLC owns shares of 39 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 5.82% of the portfolio was purchased this quarter.
  • About 37.54% of the portfolio was sold this quarter.
  • This quarter, Stanich Group LLC has purchased 50 new stocks and bought additional shares in 8 stocks.
  • Stanich Group LLC sold shares of 26 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

595112103 - Micron Technology
$229,036 Holding
92204A702 - Vanguard Information Technology ETF
$205,130 Holding

Largest Purchases this Quarter

iShares ESG Aware MSCI EAFE ETF
52,113 shares (about $4.61M)
Apple
2,408 shares (about $502.35K)
iShares ESG Aware MSCI USA Small-Cap ETF
8,571 shares (about $363.93K)
Vanguard S&P 500 ETF
630 shares (about $361.84K)
Micron Technology
1,931 shares (about $229.04K)

Largest Sales this Quarter

Vanguard ESG U.S. Stock ETF
53,430 shares (about $5.91M)
iShares MSCI USA Quality Factor ETF
4,448 shares (about $817.99K)
iShares Morningstar Mid-Cap Growth ETF
3,634 shares (about $293.37K)
SPDR Portfolio S&P 500 High Dividend ETF
5,449 shares (about $237.03K)
Vanguard Small-Cap Growth ETF
778 shares (about $218.83K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofStanich Group LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$54,131,933$5,910,938 -9.8%489,30848.5%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$16,970,869$4,612,511 37.3%191,74015.2%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$5,062,314$363,926 7.7%119,2254.5%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$5,058,157$169,290 3.5%128,4784.5%Manufacturing
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$4,358,438$817,989 -15.8%23,7003.9%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,744,572$6,702 -0.2%23,3412.5%ETF
Apple Inc. stock logo
AAPL
Apple
$1,881,924$502,347 36.4%9,0211.7%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,792,255$88,705 -4.7%8,6881.6%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,461,291$293,372 -16.7%18,1011.3%ETF
SPDR MSCI EAFE StrategicFactors ETF stock logo
QEFA
SPDR MSCI EAFE StrategicFactors ETF
$1,377,349$179,890 -11.6%16,2551.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,306,609$12,617 -1.0%7,4561.2%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,283,398$10,724 -0.8%2,9921.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,276,406$218,829 -14.6%4,5381.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$1,152,921$503 0.0%2,2921.0%Computer and Technology
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,016,356$237,026 -18.9%23,3650.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$939,630$361,838 62.6%1,6360.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$794,604$1,249 0.2%1,2720.7%Finance
iShares Currency Hedged MSCI Eurozone ETF stock logo
HEZU
iShares Currency Hedged MSCI Eurozone ETF
$749,849$149,694 -16.6%18,4740.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$739,861$166,533 -18.4%3,7630.7%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$682,176$80,256 -10.5%1,1730.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$672,163$65,408 -8.9%3,0110.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$618,872$984 -0.2%3,7720.6%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$508,029$6,094 -1.2%2,2510.5%Retail/Wholesale
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$502,384$63,259 -11.2%11,7220.5%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$498,776$70,304 -12.4%1,9510.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$480,516$38,719 8.8%7,4090.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$402,064$14,520 3.7%7,0610.4%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$396,582$4,000 -1.0%3,3710.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$312,615$18,204 -5.5%4980.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$287,8150.0%1,2950.3%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$280,631$57,211 -16.9%2,0700.3%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$272,678$11,072 -3.9%5,4920.2%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$266,723$63,179 -19.2%2,8750.2%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$261,5750.0%4,1180.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$229,5340.0%2340.2%Retail/Wholesale
Micron Technology, Inc. stock logo
MU
Micron Technology
$229,036$229,036 New Holding1,9310.2%Computer and Technology
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$214,058$41,385 -16.2%1,6810.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$206,827$22,177 -9.7%4,6910.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$205,130$205,130 New Holding3060.2%ETF
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$0$12,638,522 -100.0%00.0%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$0$6,095,206 -100.0%00.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$0$3,745,553 -100.0%00.0%Finance
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$0$3,485,433 -100.0%00.0%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$0$3,193,662 -100.0%00.0%Manufacturing
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$0$935,441 -100.0%00.0%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$0$780,890 -100.0%00.0%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$0$628,528 -100.0%00.0%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$0$548,410 -100.0%00.0%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$0$375,839 -100.0%00.0%Manufacturing
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$0$338,802 -100.0%00.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$0$338,473 -100.0%00.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$205,576 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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