Stanich Group Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$131.2M
Q ending 2026-03-31
Prior quarter
$132.6M
Q ending 2025-12-31
Change
-1.1% QoQ · -3.0% YoY
Positions
47
reported holdings

Largest positions

All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Vanguard World FdESGVShares$59.2M528K
Ishares TrESGDShares$20.9M219K
Ishares IncESGEShares$6.4M142K
Ishares TrESMLShares$6.1M130K
Schwab Strategic TrSCHHShares$4.9M227K
Ishares TrQUALShares$4.5M23K
Ishares TrDSIShares$2.8M23K
Apple IncAAPLShares$2.3M9K
Vanguard Specialized FundsVIGShares$1.7M8K
Spdr Index Shs FdsQEFAShares$1.5M16K
Ishares TrIMCGShares$1.4M18K
Vanguard Index FdsVBKShares$1.3M4K
Ishares TrIYWShares$1.2M7K
Ishares TrIWFShares$1.2M3K
Spdr Series TrustSPYDShares$1.2M26K
Vanguard Index FdsVOOShares$968K2K
Microsoft CorpMSFTShares$850K2K
State Str Spdr S&P 500 Etf TSPYShares$845K1K
Nvidia CorporationNVDAShares$788K5K
Ishares TrHEZUShares$776K18K
Ishares TrIWDShares$758K4K
Ishares TrIWMShares$737K3K
State Str Spdr S&P Midcap 40MDYShares$713K1K
Spdr Index Shs FdsSPEMShares$561K12K
Select Sector Spdr TrXLKShares$519K4K
Ishares TrDGROShares$504K7K
Micron Technology IncMUShares$502K1K
Spdr Gold TrGLDShares$502K1K
Vanguard Tax-Managed FdsVEAShares$443K7K
Amazon Com IncAMZNShares$440K2K
Ishares TrIVVShares$403K617
Ishares IncACWVShares$382K3K
Alphabet IncGOOGShares$351K1K
Alphabet IncGOOGLShares$312K1K
Johnson & JohnsonJNJShares$305K1K
Vanguard Intl Equity Index FVWOShares$282K5K
Wisdomtree TrEZMShares$272K4K
Select Sector Spdr TrXLYShares$271K2K
Ishares TrIJKShares$245K2K
Spdr Series TrustSPSMShares$225K5K
Ishares TrSUSAShares$224K2K
Vanguard World FdVGTShares$222K318
Eli Lilly & CoLLYShares$216K235
Pembina Pipeline CorpPBAShares$209K5K
Pepsico IncPEPShares$209K1K
Broadcom IncAVGOShares$208K673
Spdr Series TrustSDYShares$205K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.