Stanich Group LLC

Est. AUM

$131.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WORLD FD	ESG US STK ETF	$59.2M	527621	45.15%	SOLE
2	ISHARES TR	ESG AW MSCI EAFE	$20.9M	219010	15.96%	SOLE
3	ISHARES INC	ESG AWR MSCI EM	$6.5M	141849	4.92%	SOLE
4	ISHARES TR	ESG AWARE MSCI	$6.1M	130308	4.67%	SOLE
5	SCHWAB STRATEGIC TR	US REIT ETF	$4.9M	227071	3.72%	SOLE
6	ISHARES TR	MSCI USA QLT FCT	$4.5M	23391	3.42%	SOLE
7	ISHARES TR	ESG MSCI KLD 400	$2.8M	23151	2.14%	SOLE
8	APPLE INC	COM	$2.3M	9040	1.75%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.7M	7945	1.30%	SOLE
10	SPDR INDEX SHS FDS	STATE STREET SPD	$1.5M	15788	1.12%	SOLE
11	ISHARES TR	MRGSTR MD CP GRW	$1.4M	17647	1.06%	SOLE
12	VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	4379	1.01%	SOLE
13	ISHARES TR	U.S. TECH ETF	$1.2M	6852	0.95%	SOLE
14	ISHARES TR	RUS 1000 GRW ETF	$1.2M	2845	0.92%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	25723	0.89%	SOLE
16	VANGUARD INDEX FDS	S&P 500 ETF SHS	$968K	1620	0.74%	SOLE
17	MICROSOFT CORP	COM	$850K	2297	0.65%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$845K	1299	0.64%	SOLE
19	NVIDIA CORPORATION	COM	$788K	4518	0.60%	SOLE
20	ISHARES TR	CUR HD EURZN ETF	$776K	17749	0.59%	SOLE
21	ISHARES TR	RUS 1000 VAL ETF	$758K	3548	0.58%	SOLE
22	ISHARES TR	RUSSELL 2000 ETF	$737K	2973	0.56%	SOLE
23	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$713K	1156	0.54%	SOLE
24	SPDR INDEX SHS FDS	STATE STREET SPD	$561K	11950	0.43%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET TEC	$519K	3907	0.40%	SOLE
26	ISHARES TR	CORE DIV GRWTH	$504K	7175	0.38%	SOLE
27	MICRON TECHNOLOGY INC	COM	$502K	1487	0.38%	SOLE
28	SPDR GOLD TR	GOLD SHS	$502K	1167	0.38%	SOLE
29	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$443K	6910	0.34%	SOLE
30	AMAZON COM INC	COM	$440K	2111	0.34%	SOLE
31	ISHARES TR	CORE S&P500 ETF	$403K	617	0.31%	SOLE
32	ISHARES INC	MSCI GBL MIN VOL	$382K	3196	0.29%	SOLE
33	ALPHABET INC	CAP STK CL C	$351K	1223	0.27%	SOLE
34	ALPHABET INC	CAP STK CL A	$312K	1086	0.24%	SOLE
35	JOHNSON & JOHNSON	COM	$305K	1249	0.23%	SOLE
36	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$282K	5216	0.21%	SOLE
37	WISDOMTREE TR	US MIDCAP FUND	$272K	4043	0.21%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET CON	$271K	2490	0.21%	SOLE
39	ISHARES TR	S&P MC 400GR ETF	$245K	2435	0.19%	SOLE
40	SPDR SERIES TRUST	STATE STREET SPD	$225K	4666	0.17%	SOLE
41	ISHARES TR	ESG OPTIMIZED	$224K	1694	0.17%	SOLE
42	VANGUARD WORLD FD	INF TECH ETF	$222K	318	0.17%	SOLE
43	ELI LILLY & CO	COM	$216K	235	0.16%	SOLE
44	PEMBINA PIPELINE CORP	COM	$209K	4680	0.16%	SOLE
45	PEPSICO INC	COM	$209K	1348	0.16%	SOLE
46	BROADCOM INC	COM	$208K	673	0.16%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$205K	1407	0.16%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.