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Stanich Group LLC Portfolio
$207.2M across 64 positions as of 2026-09-30, with 79% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+14.6%
+0.1% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 7
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.9% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +16.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.9% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +9.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.8% | -4.6% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| ESGVVanguard ESG U.S. Stock ETF | $75.7M | 36.5% | 558,545 |
| ESGDiShares ESG Aware MSCI EAFE ETF | $24.3M | 11.7% | 235,615 |
| AGGiShares Core U.S. Aggregate Bond ETF | $15.2M | 7.4% | 161,137 |
| VGSHVanguard Short-Term Treasury ETF | $11.6M | 5.6% | 200,884 |
| ESGEiShares ESG Aware MSCI EM ETF | $8.1M | 3.9% | 148,907 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $7.1M | 3.4% | 135,968 |
| SUSCiShares ESG Aware USD Corporate Bond ETF | $6.9M | 3.4% | 316,458 |
| QUALiShares MSCI USA Quality Factor ETF | $5.8M | 2.8% | 26,209 |
| SCHHSchwab U.S. REIT ETF | $5.6M | 2.7% | 253,367 |
| NUSHARES ETF TR | $4.1M | 2.0% | 192,574 |
| DSIiShares ESG MSCI KLD 400 ETF | $3.4M | 1.6% | 22,980 |
| AAPLApple Inc | $2.9M | 1.4% | 8,665 |
| SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $2.8M | 1.4% | 115,397 |
| IMCGiShares Morningstar Mid-Cap Growth ETF | $2.1M | 1.0% | 22,061 |
| VBKVanguard Small-Cap Growth ETF | $1.9M | 0.9% | 5,540 |
| SPDR INDEX SHS FDS | $1.9M | 0.9% | 19,141 |
| VIGVanguard Div Appreciation ETF | $1.7M | 0.8% | 7,275 |
| SPYDState Street SPDR Portfolio S&P 500 High Dividend ETF | $1.5M | 0.7% | 33,219 |
| MUMicron Technology Inc | $1.4M | 0.7% | 1,329 |
| MSFTMicrosoft Corp | $1.2M | 0.6% | 2,318 |
| IYWiShares U.S. Technology ETF | $1.2M | 0.6% | 4,438 |
| IAGGiShares International Aggregate Bond Fund | $1.2M | 0.6% | 23,657 |
| VOOVanguard S&P 500 ETF | $1.1M | 0.5% | 1,564 |
| NVDANVIDIA Corp | $1.1M | 0.5% | 4,742 |
| ISHARES TR | $1.1M | 0.5% | 22,315 |
| IUSBiShares Core Total USD Bond Market ETF | $930.6K | 0.4% | 21,107 |
| XLKState Street Technology Select Sector SPDR ETF | $898K | 0.4% | 4,587 |
| JNKSPDR Bloomberg Barclays High Yield Bond ETF | $869.7K | 0.4% | 9,378 |
| IWDiShares Russell 1000 Value ETF | $806.6K | 0.4% | 3,254 |
| IVViShares Core S&P 500 ETF | $795K | 0.4% | 1,038 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $687.3K | 0.3% | 13,280 |
| NEARiShares Short Duration Bond Active ETF | $643.2K | 0.3% | 12,899 |
| AMDAdvanced Micro Devices Inc | $569.6K | 0.3% | 931 |
| AMZNAmazon.com Inc | $546.9K | 0.3% | 2,195 |
| DGROiShares Core Dividend Growth ETF | $533.7K | 0.3% | 7,080 |
| IWFiShares Russell 1000 Growth ETF | $508.1K | 0.2% | 4,057 |
| IWMiShares Russell 2000 Index Fund | $502.8K | 0.2% | 1,809 |
| VEAVanguard FTSE Developed Markets ETF | $486.5K | 0.2% | 6,890 |
| MUBiShares National Muni Bond ETF | $486.3K | 0.2% | 4,811 |
| GLDSPDR Gold Shares | $444.4K | 0.2% | 1,167 |
| GOOGLAlphabet Inc | $400K | 0.2% | 1,162 |
| SPYState Street SPDR S&P 500 ETF Trust | $368.5K | 0.2% | 483 |
| MDYSPDR MidCap Trust Series I | $363.2K | 0.2% | 553 |
| JNJJohnson & Johnson | $352.6K | 0.2% | 1,332 |
| ACWViShares MSCI Global Min Vol Factor ETF | $344.9K | 0.2% | 2,811 |
| VGTVanguard Information Tech ETF | $320.1K | 0.2% | 2,547 |
| VWOVanguard FTSE Emerging Markets ETF | $309.2K | 0.1% | 5,213 |
| SUSAiShares MSCI USA ESG Select ETF | $307.7K | 0.1% | 1,976 |
| LLYEli Lilly and Co | $291.6K | 0.1% | 252 |
| VONEVANGUARD SCOTTSDALE FDS | $289.3K | 0.1% | 841 |
| ISHARES TR | $280K | 0.1% | 5,542 |
| WISDOMTREE TR | $279.7K | 0.1% | 3,904 |
| AVGOBroadcom Inc | $269.7K | 0.1% | 768 |
| IVWiShares S&P 500 Growth ETF | $265.7K | 0.1% | 1,868 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $265.6K | 0.1% | 2,423 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $259.7K | 0.1% | 2,386 |
| GOOGAlphabet Inc | $249.7K | 0.1% | 733 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $247.6K | 0.1% | 3,575 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $241.5K | 0.1% | 4,569 |
| LISTED FDS TR | $231.7K | 0.1% | 3,097 |
| TIDAL TRUST I | $228.7K | 0.1% | 3,842 |
| IVEiShares S&P 500 Value ETF | $223.5K | 0.1% | 979 |
| BRK.BBerkshire Hathaway Inc | $216.1K | 0.1% | 434 |
| PBAPembina Pipeline Corp | $208.6K | 0.1% | 4,680 |
Quarter ending 2026-09-30.
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