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

About Stanich Group LLC

Investment Activity

  • Stanich Group LLC has $131.19 million in total holdings as of March 31, 2026.
  • Stanich Group LLC owns shares of 47 different stocks, but just 8 companies or ETFs make up 80% of its holdings.
  • Approximately 3.55% of the portfolio was purchased this quarter.
  • About 0.85% of the portfolio was sold this quarter.
  • This quarter, Stanich Group LLC has purchased 47 new stocks and bought additional shares in 18 stocks.
  • Stanich Group LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

02079K107 - Alphabet
$350,898 Holding
706327103 - Pembina Pipeline
$209,477 Holding
78464A763 - SPDR S&P Dividend ETF
$205,318 Holding

Largest Purchases this Quarter

Vanguard ESG U.S. Stock ETF
19,498 shares (about $2.19M)
iShares ESG Aware MSCI EAFE ETF
7,419 shares (about $709.40K)
Schwab U.S. REIT ETF
16,653 shares (about $357.87K)
Alphabet
1,223 shares (about $350.90K)
iShares ESG Aware MSCI EM ETF
5,181 shares (about $235.58K)

Largest Sales this Quarter

Micron Technology
444 shares (about $150.00K)
iShares MSCI USA Quality Factor ETF
585 shares (about $112.21K)
SPDR Portfolio Emerging Markets ETF
835 shares (about $39.17K)
SPDR MSCI EAFE StrategicFactors ETF
326 shares (about $30.41K)
Vanguard Small-Cap Growth ETF
70 shares (about $21.16K)

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
$59,236,028$2,189,041 3.8%527,62145.2%ETF
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$20,941,694$709,403 3.5%219,01016.0%Manufacturing
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$6,449,893$235,581 3.8%141,8494.9%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$6,127,062$186,387 3.1%130,3084.7%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$4,879,759$357,873 7.9%227,0713.7%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$4,486,711$112,211 -2.4%23,3913.4%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$2,805,696$7,635 -0.3%23,1512.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,294,263$91,618 4.2%9,0401.7%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,708,647$860 0.1%7,9451.3%ETF
SPDR MSCI EAFE StrategicFactors ETF stock logo
QEFA
SPDR MSCI EAFE StrategicFactors ETF
$1,472,534$30,406 -2.0%15,7881.1%ETF
iShares Morningstar Mid-Cap Growth ETF stock logo
IMCG
iShares Morningstar Mid-Cap Growth ETF
$1,390,069$9,846 -0.7%17,6471.1%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$1,323,703$21,160 -1.6%4,3791.0%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,243,091$1,451 0.1%6,8520.9%Manufacturing
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,212,906$19,611 -1.6%2,8450.9%ETF
SPDR Portfolio S&P 500 High Dividend ETF stock logo
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
$1,170,900$30,043 2.6%25,7230.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$968,023$8,366 -0.9%1,6200.7%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$850,311$370 0.0%2,2970.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$844,710$650 0.1%1,2990.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$787,939$1,046 0.1%4,5180.6%Computer and Technology
iShares Currency Hedged MSCI Eurozone ETF stock logo
HEZU
iShares Currency Hedged MSCI Eurozone ETF
$775,624$18,922 -2.4%17,7490.6%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$758,000$1,282 0.2%3,5480.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$737,417$992 0.1%2,9730.6%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$712,827$3,083 -0.4%1,1560.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$560,587$39,171 -6.5%11,9500.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$519,357$10,236 -1.9%3,9070.4%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$503,508$70 0.0%7,1750.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$502,368$150,001 -23.0%1,4870.4%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$502,1480.0%1,1670.4%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$442,811$9,933 -2.2%6,9100.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$439,658$6,873 -1.5%2,1110.3%Retail/Wholesale
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$403,030$82,958 25.9%6170.3%ETF
iShares MSCI Global Min Vol Factor ETF stock logo
ACWV
iShares MSCI Global Min Vol Factor ETF
$381,994$120 0.0%3,1960.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$350,898$350,898 New Holding1,2230.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$312,4120.0%1,0860.2%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$305,306$5,622 1.9%1,2490.2%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$281,925$1,838 -0.6%5,2160.2%ETF
WisdomTree U.S. MidCap Fund stock logo
EZM
WisdomTree U.S. MidCap Fund
$271,771$2,890 -1.1%4,0430.2%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$271,3600.0%2,4900.2%Finance
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$244,9890.0%2,4350.2%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$225,461$676 -0.3%4,6660.2%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$223,717$660 0.3%1,6940.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$222,2140.0%3180.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$216,1460.0%2350.2%Medical
Pembina Pipeline Corp. stock logo
PBA
Pembina Pipeline
$209,477$209,477 New Holding4,6800.2%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$209,331$13,976 -6.3%1,3480.2%Consumer Staples
Broadcom Inc. stock logo
AVGO
Broadcom
$208,317$310 -0.1%6730.2%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$205,318$205,318 New Holding1,4070.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$227,339 -100.0%00.0%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$0$220,254 -100.0%00.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$202,065 -100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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