Stanich Group LLC Top Holdings and 13F Report (2025) About Stanich Group LLCInvestment ActivityStanich 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 Holdings Vanguard ESG U.S. Stock ETF $54,131,933iShares ESG Aware MSCI EAFE ETF $16,970,869iShares ESG Aware MSCI USA Small-Cap ETF $5,062,314iShares ESG Aware MSCI EM ETF $5,058,157iShares MSCI USA Quality Factor ETF $4,358,438 Largest New Holdings this Quarter 595112103 - Micron Technology $229,036 Holding92204A702 - 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 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$54,131,933$5,910,938 ▼-9.8%489,30848.5%ETFESGDiShares ESG Aware MSCI EAFE ETF$16,970,869$4,612,511 ▲37.3%191,74015.2%ManufacturingESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,062,314$363,926 ▲7.7%119,2254.5%ETFESGEiShares ESG Aware MSCI EM ETF$5,058,157$169,290 ▲3.5%128,4784.5%ManufacturingQUALiShares MSCI USA Quality Factor ETF$4,358,438$817,989 ▼-15.8%23,7003.9%ETFDSIiShares ESG MSCI KLD 400 ETF$2,744,572$6,702 ▼-0.2%23,3412.5%ETFAAPLApple$1,881,924$502,347 ▲36.4%9,0211.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,792,255$88,705 ▼-4.7%8,6881.6%ETFIMCGiShares Morningstar Mid-Cap Growth ETF$1,461,291$293,372 ▼-16.7%18,1011.3%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$1,377,349$179,890 ▼-11.6%16,2551.2%ETFIYWiShares U.S. Technology ETF$1,306,609$12,617 ▼-1.0%7,4561.2%ManufacturingIWFiShares Russell 1000 Growth ETF$1,283,398$10,724 ▼-0.8%2,9921.1%ETFVBKVanguard Small-Cap Growth ETF$1,276,406$218,829 ▼-14.6%4,5381.1%ETFMSFTMicrosoft$1,152,921$503 ▼0.0%2,2921.0%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$1,016,356$237,026 ▼-18.9%23,3650.9%ETFVOOVanguard S&P 500 ETF$939,630$361,838 ▲62.6%1,6360.8%ETFSPYSPDR S&P 500 ETF Trust$794,604$1,249 ▲0.2%1,2720.7%FinanceHEZUiShares Currency Hedged MSCI Eurozone ETF$749,849$149,694 ▼-16.6%18,4740.7%ETFIWDiShares Russell 1000 Value ETF$739,861$166,533 ▼-18.4%3,7630.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$682,176$80,256 ▼-10.5%1,1730.6%ETFIWMiShares Russell 2000 ETF$672,163$65,408 ▼-8.9%3,0110.6%FinanceNVDANVIDIA$618,872$984 ▼-0.2%3,7720.6%Computer and TechnologyAMZNAmazon.com$508,029$6,094 ▼-1.2%2,2510.5%Retail/WholesaleSPEMSPDR Portfolio Emerging Markets ETF$502,384$63,259 ▼-11.2%11,7220.5%ETFXLKTechnology Select Sector SPDR Fund$498,776$70,304 ▼-12.4%1,9510.4%ETFDGROiShares Core Dividend Growth ETF$480,516$38,719 ▲8.8%7,4090.4%ETFVEAVanguard FTSE Developed Markets ETF$402,064$14,520 ▲3.7%7,0610.4%ETFACWViShares MSCI Global Min Vol Factor ETF$396,582$4,000 ▼-1.0%3,3710.4%ETFIVViShares Core S&P 500 ETF$312,615$18,204 ▼-5.5%4980.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$287,8150.0%1,2950.3%FinancePEPPepsiCo$280,631$57,211 ▼-16.9%2,0700.3%Consumer StaplesVWOVanguard FTSE Emerging Markets ETF$272,678$11,072 ▼-3.9%5,4920.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$266,723$63,179 ▼-19.2%2,8750.2%ETFEZMWisdomTree U.S. MidCap Fund$261,5750.0%4,1180.2%FinanceCOSTCostco Wholesale$229,5340.0%2340.2%Retail/WholesaleMUMicron Technology$229,036$229,036 ▲New Holding1,9310.2%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$214,058$41,385 ▼-16.2%1,6810.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$206,827$22,177 ▼-9.7%4,6910.2%ETFVGTVanguard Information Technology ETF$205,130$205,130 ▲New Holding3060.2%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$0$12,638,522 ▼-100.0%00.0%ETFVGSHVanguard Short-Term Treasury ETF$0$6,095,206 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$3,745,553 ▼-100.0%00.0%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$0$3,485,433 ▼-100.0%00.0%ManufacturingSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$0$3,193,662 ▼-100.0%00.0%ManufacturingIAGGiShares Core International Aggregate Bond ETF$0$935,441 ▼-100.0%00.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$0$780,890 ▼-100.0%00.0%FinanceMUBiShares National Muni Bond ETF$0$628,528 ▼-100.0%00.0%ETFNEARiShares Short Duration Bond Active ETF$0$548,410 ▼-100.0%00.0%ETFIUSBiShares Core Total USD Bond Market ETF$0$375,839 ▼-100.0%00.0%ManufacturingNYFiShares New York Muni Bond ETF$0$338,802 ▼-100.0%00.0%ETFBSVVanguard Short-Term Bond ETF$0$338,473 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$205,576 ▼-100.0%00.0%FinanceShowing 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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