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Livermore
Livermore
ZHEN

Stanich Group LLC

SEC CIK
0002023324
Latest filing
Jul 16, 2026

The latest 13F from Stanich Group LLC covers Q2 2026 (filed Jul 16, 2026): 52 long positions worth $158.8M. The top 10 holdings make up 84.4% of the portfolio, and the largest is Vanguard World FD at 45.9%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
8
Est. +$2.22M
Added
24
Est. +$8.58M
Reduced
17
Est. −$3.53M
Sold out
3
Est. −$916.8K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard World FD921910733
    45.9%$72.9M
  2. iShares Tr46435G516
    15.1%$24.0M
  3. iShares Inc46434G863
    5.1%$8.07M
  4. iShares Tr46435U663
    4.8%$7.57M
  5. Schwab U.S. REIT ETF808524847
    3.7%$5.80M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard World FD921910733
    +$3.15MAdded
  2. iShares Tr46435G516
    +$1.44MAdded
  3. iShares MSCI USA Quality Factor ETF46432F339
    +$634.8KAdded
  4. AMDAdvanced Micro Devices Inc
    +$537.9KNewHistory
  5. Schwab U.S. REIT ETF808524847
    +$426.6KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard World FD921910733
    +0.76 pp45.2% → 45.9%
  2. AMDAdvanced Micro Devices Inc
    +0.34 pp0.0% → 0.3%History
  3. iShares Tr464288307
    +0.29 pp1.1% → 1.3%
  4. Vanguard Morningstar Small-Cap Growth ETF922908595
    +0.26 pp1.0% → 1.3%
  5. iShares Core S&P 500 ETF464287200
    +0.22 pp0.3% → 0.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Russell 1000 Growth ETF464287614
    −$909.2KReducedConverted for a 4-for-1 split
  2. SPYSPDR S&P 500 ETF Trust
    −$610.4KReducedHistory
  3. iShares Tr464287721
    −$604.6KReduced
  4. GLDSPDR Gold Trust
    −$502.1KSold outHistory
  5. MDYSPDR S&P Midcap 400 ETF Trust
    −$424.1KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Russell 1000 Growth ETF464287614
    −0.61 pp0.9% → 0.3%
  2. SPYSPDR S&P 500 ETF Trust
    −0.42 pp0.6% → 0.2%History
  3. GLDSPDR Gold Trust
    −0.38 pp0.4% → 0.0%History
  4. MDYSPDR S&P Midcap 400 ETF Trust
    −0.30 pp0.5% → 0.2%History
  5. iShares Tr464287721
    −0.24 pp0.9% → 0.7%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$158.8M
+$27.6M (+21.1%) vs. prior quarter
Positions
52
+5 vs. prior quarter
Top 10 concentration
84.4%
Top 10 as share of value
Turnover
3.1%
Q2 2026, one quarter
Average holding period
6.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $163.3M (Q3 2025)

Q4 2024: $133.8MQ1 2025: $135.2MQ2 2025: $111.6MQ3 2025: $163.3MQ4 2025: $132.6MQ1 2026: $131.2MQ2 2026: $158.8M
Q4 2024Q2 2026
13F filings of Stanich Group LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 202652$158.8MVanguard World FDiShares TriShares Incvs. Q1 2026SEC
Q1 2026Apr 15, 202647$131.2MVanguard World FDiShares TriShares Incvs. Q4 2025SEC
Q4 2025Jan 23, 202647$132.6MVanguard World FDiShares TriShares Incvs. Q3 2025SEC
Q3 2025Oct 15, 202556$163.3MVanguard World FDiShares TriShares Core U.S. Aggregate Bond ETFvs. Q2 2025SEC
Q2 2025Jul 22, 202539$111.6MVanguard World FDiShares TriShares Trvs. Q1 2025SEC
Q1 2025Apr 17, 202550$135.2MVanguard World FDNushares ETF TriShares Trvs. Q4 2024SEC
Q4 2024Jan 30, 202550$133.8MVanguard World FDNushares ETF TriShares Tr–SEC