Stanich Group LLC
- SEC CIK
- 0002023324
- Latest filing
- Jul 16, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 47
- 0 vs. Q4 2025
- Portfolio value
- $131.2M
- −$1.43M (−1.1%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,407 | $205.3K | 0.2% | +1,407 | New | – |
| AVGOBroadcom Inc. | Stock | 673 | $208.3K | 0.2% | −1−0.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 1,348 | $209.3K | 0.2% | −90−6.3% | Reduced | History |
| PBAPembina Pipeline Corp | COM | 4,680 | $209.5K | 0.2% | +4,680 | New | History |
| LLYEli Lilly & Co | Stock | 235 | $216.1K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Information Technology ETF92204A702 | ETF | 318 | $222.2K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288802 | ESG OPTIMIZED | 1,694 | $223.7K | 0.2% | +5+0.3% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 4,666 | $225.5K | 0.2% | −14−0.3% | Reduced | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,435 | $245.0K | 0.2% | 00.0% | Unchanged | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,490 | $271.4K | 0.2% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 4,043 | $271.8K | 0.2% | −43−1.1% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,216 | $281.9K | 0.2% | −34−0.6% | Reduced | – |
| JNJJohnson & Johnson | Stock | 1,249 | $305.3K | 0.2% | +23+1.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,086 | $312.4K | 0.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 1,223 | $350.9K | 0.3% | +1,223 | New | History |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,196 | $382.0K | 0.3% | +10.0% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 617 | $403.0K | 0.3% | +127+25.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 2,111 | $439.7K | 0.3% | −33−1.5% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,910 | $442.8K | 0.3% | −155−2.2% | Reduced | – |
| GLDSPDR Gold Trust | ETF | 1,167 | $502.1K | 0.4% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 1,487 | $502.4K | 0.4% | −444−23.0% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,175 | $503.5K | 0.4% | +10.0% | Added | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,907 | $519.4K | 0.4% | −77−1.9% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 11,950 | $560.6K | 0.4% | −835−6.5% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,156 | $712.8K | 0.5% | −5−0.4% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,973 | $737.4K | 0.6% | +4+0.1% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,548 | $758.0K | 0.6% | +6+0.2% | Added | – |
| iShares Tr46434V639 | CUR HD EURZN ETF | 17,749 | $775.6K | 0.6% | −433−2.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 4,518 | $787.9K | 0.6% | +6+0.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,299 | $844.7K | 0.6% | +1+0.1% | Added | History |
| MSFTMicrosoft Corp | Stock | 2,297 | $850.3K | 0.6% | −10.0% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,620 | $968.0K | 0.7% | −14−0.9% | Reduced | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 25,723 | $1.17M | 0.9% | +660+2.6% | Added | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,845 | $1.21M | 0.9% | −46−1.6% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 6,852 | $1.24M | 0.9% | +8+0.1% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,379 | $1.32M | 1.0% | −70−1.6% | Reduced | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 17,647 | $1.39M | 1.1% | −125−0.7% | Reduced | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 15,788 | $1.47M | 1.1% | −326−2.0% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,945 | $1.71M | 1.3% | +4+0.1% | Added | – |
| AAPLApple Inc. | Stock | 9,040 | $2.29M | 1.7% | +361+4.2% | Added | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 23,151 | $2.81M | 2.1% | −63−0.3% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 23,391 | $4.49M | 3.4% | −585−2.4% | Reduced | – |
| Schwab U.S. REIT ETF808524847 | ETF | 227,071 | $4.88M | 3.7% | +16,653+7.9% | Added | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 130,308 | $6.13M | 4.7% | +3,964+3.1% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 141,849 | $6.45M | 4.9% | +5,181+3.8% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 219,010 | $20.9M | 16.0% | +7,419+3.5% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 527,621 | $59.2M | 45.2% | +19,498+3.8% | Added | – |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.