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Stanich Group LLC Top Holdings and 13F Report (2026)

About Stanich Group LLC

Investment Activity

  • Stanich Group LLC has $207.15 million in total holdings as of September 30, 2026.
  • Stanich Group LLC owns shares of 64 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 22.79% of the portfolio was purchased this quarter.
  • About 0.15% of the portfolio was sold this quarter.
  • This quarter, Stanich Group LLC has purchased 52 new stocks and bought additional shares in 20 stocks.
  • Stanich Group LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

464287226 - iShares Core U.S. Aggregate Bond ETF
$15,234,853 Holding
92206C102 - Vanguard Short-Term Treasury ETF
$11,562,647 Holding
46435G193 - iShares ESG Aware USD Corporate Bond ETF
$6,944,295 Holding
67092P870 - Nuveen ESG U.S. Aggregate Bond ETF
$4,076,825 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF
161,137 shares (about $15.23M)
Vanguard Short-Term Treasury ETF
200,884 shares (about $11.56M)
iShares ESG Aware USD Corporate Bond ETF
316,458 shares (about $6.94M)
Nuveen ESG U.S. Aggregate Bond ETF
192,574 shares (about $4.08M)

Largest Sales this Quarter

Alphabet
236 shares (about $80.39K)
Apple
176 shares (about $58.61K)
iShares Core S&P 500 ETF
74 shares (about $56.67K)
Vanguard Dividend Appreciation ETF
122 shares (about $28.47K)
iShares Russell 1000 Value ETF
101 shares (about $25.03K)

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
$75,702,231$967,176 ▲1.3%558,54536.5%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$24,279,858$270,091 ▲1.1%235,61511.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$15,234,853$15,234,853 ▲New Holding161,1377.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$11,562,647$11,562,647 ▲New Holding200,8845.6%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$8,064,647$69,919 ▲0.9%148,9073.9%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$7,071,368$36,613 ▲0.5%135,9683.4%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$6,944,295$6,944,295 ▲New Holding316,4583.4%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,825,606$16,671 ▼-0.3%26,2092.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$5,584,328$182,473 ▲3.4%253,3672.7%ETF
NUBD
Nuveen ESG U.S. Aggregate Bond ETF
$4,076,825$4,076,825 ▲New Holding192,5742.0%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$3,359,276$3,655 ▼-0.1%22,9801.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,885,675$58,613 ▼-2.0%8,6651.4%Technology
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$2,819,248$2,819,248 ▲New Holding115,3971.4%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,071,653$27,233 ▲1.3%22,0611.0%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,872,152$13,855 ▲0.7%5,5400.9%ETF
SPDR MSCI EAFE StrategicFactors ETF stock logo
QEFA
SPDR MSCI EAFE StrategicFactors ETF
$1,866,950$18,337 ▲1.0%19,1410.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,697,409$28,465 ▼-1.6%7,2750.8%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,507,231$36,843 ▲2.5%33,2190.7%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,415,531$4,260 ▲0.3%1,3290.7%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,188,989$4,103 ▲0.3%2,3180.6%Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,175,637$4,503 ▼-0.4%4,4380.6%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$1,163,888$1,163,888 ▲New Holding23,6570.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,096,136$16,821 ▼-1.5%1,5640.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,082,985$14,845 ▲1.4%4,7420.5%Technology
iShares Currency Hedged MSCI Eurozone ETF stock logo
HEZU
iShares Currency Hedged MSCI Eurozone ETF
$1,080,909$31,485 ▲3.0%22,3150.5%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$930,609$930,609 ▲New Holding21,1070.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$898,035$14,683 ▲1.7%4,5870.4%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$869,739$869,739 ▲New Holding9,3780.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$806,550$25,034 ▼-3.0%3,2540.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$794,951$56,673 ▼-6.7%1,0380.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$687,259$15,163 ▲2.3%13,2800.3%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$643,158$643,158 ▲New Holding12,8990.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$569,648$3,059 ▲0.5%9310.3%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$546,884$3,488 ▲0.6%2,1950.3%Consumer Discretionary
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$533,7250.0%7,0800.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$508,1200.0%4,0570.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$502,8280.0%1,8090.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$486,476$1,483 ▼-0.3%6,8900.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$486,276$486,276 ▲New Holding4,8110.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$444,440$444,440 ▲New Holding1,1670.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$399,9680.0%1,1620.2%Communication Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$368,517$763 ▲0.2%4830.2%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$363,2250.0%5530.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$352,6350.0%1,3320.2%Healthcare
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$344,870$1,595 ▼-0.5%2,8110.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$320,1430.0%2,5470.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$309,183$178 ▼-0.1%5,2130.1%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$307,652$28,492 ▲10.2%1,9760.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$291,5840.0%2520.1%Healthcare
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$289,3040.0%8410.1%ETF
iShares New York Muni Bond ETF stock logo
NYF
iShares New York Muni Bond ETF
$279,963$279,963 ▲New Holding5,5420.1%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$279,683$4,943 ▼-1.7%3,9040.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$269,745$6,673 ▲2.5%7680.1%Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$265,741$5,833 ▼-2.1%1,8680.1%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$265,563$1,534 ▼-0.6%2,4230.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$259,6930.0%2,3860.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$249,695$80,393 ▼-24.4%7330.1%Communication Services
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$247,605$8,450 ▼-3.3%3,5750.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$241,516$53 ▼0.0%4,5690.1%ETF
Wahed FTSE USA Shariah ETF stock logo
HLAL
Wahed FTSE USA Shariah ETF
$231,686$224 ▼-0.1%3,0970.1%ETF
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$228,729$774 ▼-0.3%3,8420.1%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$223,487$3,652 ▼-1.6%9790.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$216,1110.0%4340.1%Finance
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$208,6340.0%4,6800.1%Energy

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