Stanich Group LLC
- SEC CIK
- 0002023324
- Latest filing
- Jul 16, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 47
- −9 vs. Q3 2025
- Portfolio value
- $132.6M
- −$30.7M (−18.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 402 | $202.1K | 0.2% | +402 | New | History |
| PEPPepsiCo Inc | Stock | 1,438 | $206.4K | 0.2% | −333−18.8% | Reduced | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,680 | $219.3K | 0.2% | −11−0.2% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 3,622 | $220.3K | 0.2% | −366−9.2% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,072 | $227.3K | 0.2% | +1,072 | New | – |
| AVGOBroadcom Inc. | Stock | 674 | $233.3K | 0.2% | +1+0.1% | Added | History |
| iShares Tr464288802 | ESG OPTIMIZED | 1,689 | $235.4K | 0.2% | +4+0.2% | Added | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,435 | $235.9K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Information Technology ETF92204A702 | ETF | 318 | $240.1K | 0.2% | +12+3.9% | Added | – |
| LLYEli Lilly & Co | Stock | 235 | $252.6K | 0.2% | +235 | New | History |
| JNJJohnson & Johnson | Stock | 1,226 | $253.7K | 0.2% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,086 | $272.9K | 0.2% | −31−0.8% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,250 | $282.2K | 0.2% | −12−0.2% | Reduced | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,490 | $297.3K | 0.2% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| iShares Core S&P 500 ETF464287200 | ETF | 490 | $335.6K | 0.3% | 00.0% | Unchanged | – |
| GOOGLAlphabet Inc. | Stock | 1,086 | $340.1K | 0.3% | +59+5.7% | Added | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,195 | $379.3K | 0.3% | −121−3.6% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,065 | $441.4K | 0.3% | +30.0% | Added | – |
| GLDSPDR Gold Trust | ETF | 1,167 | $462.5K | 0.3% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 2,144 | $494.9K | 0.4% | +3+0.1% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,174 | $498.0K | 0.4% | −554−7.2% | Reduced | – |
| MUMicron Technology Inc | Stock | 1,931 | $551.1K | 0.4% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,984 | $574.3K | 0.4% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 12,785 | $598.4K | 0.5% | +179+1.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,161 | $700.6K | 0.5% | +1+0.1% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,969 | $730.9K | 0.6% | 00.0% | Unchanged | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,542 | $744.8K | 0.6% | +10.0% | Added | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 18,182 | $795.7K | 0.6% | −812−4.3% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,512 | $841.5K | 0.6% | +7+0.2% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,298 | $885.5K | 0.7% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,634 | $1.02M | 0.8% | +2+0.1% | Added | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,063 | $1.08M | 0.8% | −405−1.6% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,298 | $1.11M | 0.8% | +2+0.1% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,449 | $1.35M | 1.0% | −251−5.3% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,844 | $1.37M | 1.0% | +5+0.1% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,891 | $1.37M | 1.0% | −101−3.4% | Reduced | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 17,772 | $1.42M | 1.1% | −928−5.0% | Reduced | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 16,114 | $1.46M | 1.1% | −517−3.1% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,941 | $1.75M | 1.3% | −88−1.1% | Reduced | – |
| AAPLApple Inc. | Stock | 8,679 | $2.36M | 1.8% | −296−3.3% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,214 | $2.99M | 2.3% | −53−0.2% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 210,418 | $4.40M | 3.3% | +14,281+7.3% | Added | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 23,976 | $4.76M | 3.6% | −417−1.7% | Reduced | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 126,344 | $5.81M | 4.4% | +3,977+3.3% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 136,668 | $6.04M | 4.6% | +5,933+4.5% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 211,591 | $20.1M | 15.2% | +10,858+5.4% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 508,123 | $61.5M | 46.3% | +14,688+3.0% | Added | – |
Sold out since Q3 2025 (12)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 120,657 | $12.1M | 7.4% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 155,724 | $9.17M | 5.6% | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 235,868 | $5.56M | 3.4% | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 183,799 | $4.13M | 2.5% | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 92,752 | $2.35M | 1.4% | – |
| iShares Tr46435G672 | CORE INTL AGGR | 18,243 | $934.6K | 0.6% | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 6,846 | $671.1K | 0.4% | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 12,532 | $585.4K | 0.4% | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,571 | $486.8K | 0.3% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 8,322 | $426.7K | 0.3% | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,216 | $332.7K | 0.2% | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 5,364 | $286.2K | 0.2% | – |