Stanich Group LLC
- SEC CIK
- 0002023324
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 16, 2026.SEC
- Positions
- 52
- +5 vs. Q1 2026
- Total value
- $158.82M
- +$27.63M (+21.1%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD921910733 | ESG US STK ETF | 551,409 | $72.92M | 45.91% | +23,788+4.5% | Added | – |
| ISHARES TR46435G516 | ESG AW MSCI EAFE | 232,994 | $23.95M | 15.08% | +13,984+6.4% | Added | – |
| ISHARES INC46434G863 | ESG AWR MSCI EM | 147,616 | $8.07M | 5.08% | +5,767+4.1% | Added | – |
| ISHARES TR46435U663 | ESG AWARE MSCI | 135,264 | $7.57M | 4.76% | +4,956+3.8% | Added | – |
| SCHWAB U.S. REIT ETF808524847 | ETF | 245,088 | $5.8M | 3.65% | +18,017+7.9% | Added | – |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 26,284 | $5.77M | 3.63% | +2,893+12.4% | Added | – |
| ISHARES TR464288570 | ESG MSCI KLD ETF | 23,005 | $3.28M | 2.06% | −146−0.6% | Reduced | – |
| AAPLAPPLE INC COM | Stock | 8,841 | $2.56M | 1.61% | −199−2.2% | Reduced | View |
| ISHARES TR464288307 | MRGSTR MD CP GRW | 21,771 | $2.14M | 1.35% | +4,124+23.4% | Added | – |
| VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF922908595 | ETF | 5,499 | $2.01M | 1.27% | +1,120+25.6% | Added | – |
| SPDR INDEX SHS FDS78463X434 | ST STR MSCI EAFE | 18,953 | $1.82M | 1.15% | +3,165+20.0% | Added | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 7,397 | $1.75M | 1.10% | −548−6.9% | Reduced | – |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788 | ETF | 32,407 | $1.55M | 0.97% | +6,684+26.0% | Added | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 1,325 | $1.53M | 0.96% | −162−10.9% | Reduced | View |
| ISHARES TR464287721 | U.S. TECH ETF | 4,455 | $1.12M | 0.71% | −2,397−35.0% | Reduced | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,588 | $1.09M | 0.69% | −32−2.0% | Reduced | – |
| ISHARES TR46434V639 | CUR HD EURZN ETF | 21,665 | $1.09M | 0.68% | +3,916+22.1% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 4,677 | $935.83K | 0.59% | +159+3.5% | Added | View |
| MSFTMICROSOFT CORP COM | Stock | 2,310 | $861.73K | 0.54% | +13+0.6% | Added | View |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803 | ETF | 4,512 | $860.48K | 0.54% | +605+15.5% | Added | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,112 | $832.77K | 0.52% | +495+80.2% | Added | – |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 3,355 | $813.11K | 0.51% | −193−5.4% | Reduced | – |
| SPDR INDEX SHS FDS78463X509 | ST PORT MARK ETF | 12,987 | $672.36K | 0.42% | +1,037+8.7% | Added | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 1,809 | $543.65K | 0.34% | −1,164−39.2% | Reduced | – |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 926 | $537.92K | 0.34% | +926 | New | View |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 7,080 | $536.56K | 0.34% | −95−1.3% | Reduced | – |
| AMZNAMAZON COM INC COM | Stock | 2,181 | $519.82K | 0.33% | +70+3.3% | Added | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 4,057 | $503.7K | 0.32% | +1,212+42.6% | Added | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 6,911 | $492.43K | 0.31% | +10.0% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,162 | $415.42K | 0.26% | +76+7.0% | Added | View |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 553 | $388.95K | 0.24% | −603−52.2% | Reduced | View |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 482 | $360.11K | 0.23% | −817−62.9% | Reduced | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 969 | $342.27K | 0.22% | −254−20.8% | Reduced | View |
| ISHARES INC464286525 | MSCI GBL MIN VOL | 2,824 | $339.41K | 0.21% | −372−11.6% | Reduced | – |
| JNJJOHNSON & JOHNSON COM | Stock | 1,332 | $338.29K | 0.21% | +83+6.6% | Added | View |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 5,216 | $311.34K | 0.20% | 00.0% | Unchanged | – |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 2,547 | $304.48K | 0.19% | +2,229+700.9% | Added | – |
| LLYELI LILLY & CO COM | Stock | 252 | $302.26K | 0.19% | +17+7.2% | Added | View |
| WISDOMTREE TR97717W570 | US MIDCAP FUND | 3,973 | $301.09K | 0.19% | −70−1.7% | Reduced | – |
| ISHARES S&P MID-CAP 400 GROWTH ETF464287606 | ETF | 2,437 | $286.32K | 0.18% | +2+0.1% | Added | – |
| VANGUARD SCOTTSDALE FDS92206C730 | VNG RUS1000IDX | 841 | $284.86K | 0.18% | +841 | New | – |
| AVGOBROADCOM INC COM | Stock | 749 | $282.96K | 0.18% | +76+11.3% | Added | View |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y407 | ETF | 2,386 | $279.83K | 0.18% | −104−4.2% | Reduced | – |
| ISHARES TR464288802 | ESG OPTIMIZED | 1,793 | $276.64K | 0.17% | +99+5.8% | Added | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 4,570 | $263.55K | 0.17% | −96−2.1% | Reduced | – |
| ISHARES S&P 500 GROWTH ETF464287309 | ETF | 1,909 | $262.54K | 0.17% | +1,909 | New | – |
| BLACKROCK ETF TRUST09290C103 | ISHARES US EQUIT | 3,697 | $251.43K | 0.16% | +3,697 | New | – |
| ISHARES S&P 500 VALUE ETF464287408 | ETF | 995 | $225.92K | 0.14% | +995 | New | – |
| SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF886364801 | ETF | 3,855 | $221.63K | 0.14% | +3,855 | New | – |
| LISTED FDS TR53656F607 | WAHED FTSE ETF | 3,100 | $221.3K | 0.14% | +3,100 | New | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 434 | $217.17K | 0.14% | +434 | New | View |
| PBAPEMBINA PIPELINE CORP | COM | 4,680 | $216.45K | 0.14% | 00.0% | Unchanged | View |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are no longer in this filing.
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 16, 2026 | 52 | $158.82M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 15, 2026 | 47 | $131.19M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 23, 2026 | 47 | $132.62M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 15, 2025 | 56 | $163.33M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 22, 2025 | 39 | $111.63M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 17, 2025 | 50 | $135.23M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 30, 2025 | 50 | $133.85M | – | SEC |