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

About Stanich Group LLC

Investment Activity

  • Stanich Group LLC has $158.82 million in total holdings as of June 30, 2026.
  • Stanich Group LLC owns shares of 52 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
  • Approximately 7.06% of the portfolio was purchased this quarter.
  • About 2.23% of the portfolio was sold this quarter.
  • This quarter, Stanich Group LLC has purchased 47 new stocks and bought additional shares in 26 stocks.
  • Stanich Group LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices
$537,923 Holding
92206C730 - Vanguard Russell 1000 ETF
$284,864 Holding
464287309 - iShares S&P 500 Growth ETF
$262,544 Holding
464287408 - iShares S&P 500 Value ETF
$225,924 Holding

Largest Purchases this Quarter

Vanguard ESG U.S. Stock ETF
23,788 shares (about $3.15M)
iShares ESG Aware MSCI EAFE ETF
13,984 shares (about $1.44M)
iShares MSCI USA Quality Factor ETF
2,893 shares (about $634.84K)
Advanced Micro Devices
926 shares (about $537.92K)
Schwab U.S. REIT ETF
18,017 shares (about $426.65K)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust
817 shares (about $610.39K)
iShares U.S. Technology ETF
2,397 shares (about $604.60K)
SPDR S&P MidCap 400 ETF Trust
603 shares (about $424.12K)
iShares Russell 2000 ETF
1,164 shares (about $349.81K)
Micron Technology
162 shares (about $186.99K)

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
$72,919,518$3,145,777 â–²4.5%551,40945.9%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$23,953,957$1,437,686 â–²6.4%232,99415.1%Manufacturing
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$8,072,929$315,390 â–²4.1%147,6165.1%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$7,566,715$277,240 â–²3.8%135,2644.8%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$5,803,777$426,649 â–²7.9%245,0883.7%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,767,752$634,839 â–²12.4%26,2843.6%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$3,275,753$20,789 â–¼-0.6%23,0052.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,558,403$57,586 â–¼-2.2%8,8411.6%Computer and Technology
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$2,140,310$405,431 â–²23.4%21,7711.3%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$2,012,393$409,871 â–²25.6%5,4991.3%ETF
SPDR MSCI EAFE StrategicFactors ETF stock logo
QEFA
SPDR MSCI EAFE StrategicFactors ETF
$1,819,898$303,908 â–²20.0%18,9531.1%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,750,346$129,673 â–¼-6.9%7,3971.1%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,546,186$318,904 â–²26.0%32,4071.0%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,529,434$186,995 â–¼-10.9%1,3251.0%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,123,689$604,598 â–¼-35.0%4,4550.7%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,090,646$21,978 â–¼-2.0%1,5880.7%ETF
iShares Currency Hedged MSCI Eurozone ETF stock logo
HEZU
iShares Currency Hedged MSCI Eurozone ETF
$1,086,558$196,398 â–²22.1%21,6650.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$935,826$31,814 â–²3.5%4,6770.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$861,725$4,850 â–²0.6%2,3100.5%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$860,477$115,379 â–²15.5%4,5120.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$832,765$370,700 â–²80.2%1,1120.5%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$813,105$46,775 â–¼-5.4%3,3550.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$672,357$53,687 â–²8.7%12,9870.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$543,652$349,813 â–¼-39.2%1,8090.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$537,923$537,923 â–²New Holding9260.3%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$536,558$7,200 â–¼-1.3%7,0800.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$519,820$16,684 â–²3.3%2,1810.3%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$503,699$150,477 â–²42.6%4,0570.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$492,428$71 â–²0.0%6,9110.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$415,415$27,170 â–²7.0%1,1620.3%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$388,953$424,121 â–¼-52.2%5530.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$360,106$610,387 â–¼-62.9%4820.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$342,266$89,717 â–¼-20.8%9690.2%Computer and Technology
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$339,406$44,709 â–¼-11.6%2,8240.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$338,288$21,080 â–²6.6%1,3320.2%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$311,3430.0%5,2160.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$304,475$266,460 â–²700.9%2,5470.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$302,256$20,390 â–²7.2%2520.2%Medical
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$301,089$5,305 â–¼-1.7%3,9730.2%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$286,323$235 â–²0.1%2,4370.2%ETF
Vanguard Russell 1000 ETF stock logo
VONE
Vanguard Russell 1000 ETF
$284,864$284,864 â–²New Holding8410.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$282,962$28,712 â–²11.3%7490.2%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$279,831$12,197 â–¼-4.2%2,3860.2%Finance
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$276,642$15,275 â–²5.8%1,7930.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$263,554$5,536 â–¼-2.1%4,5700.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$262,544$262,544 â–²New Holding1,9090.2%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$251,432$251,432 â–²New Holding3,6970.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$225,924$225,924 â–²New Holding9950.1%ETF
SP Funds S&P 500 Sharia Industry Exclusions ETF stock logo
SPUS
SP Funds S&P 500 Sharia Industry Exclusions ETF
$221,631$221,631 â–²New Holding3,8550.1%Manufacturing
Wahed FTSE USA Shariah ETF stock logo
HLAL
Wahed FTSE USA Shariah ETF
$221,303$221,303 â–²New Holding3,1000.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$217,169$217,169 â–²New Holding4340.1%Finance
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$216,4500.0%4,6800.1%Energy
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$502,148 â–¼-100.0%00.0%Finance
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$209,331 â–¼-100.0%00.0%Consumer Staples
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$205,318 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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