Q3 2026 13F · SEC CIK 2023324

Stanich Group LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $207.2M
Reported positions: 64
Holdings vs S&P 500, 3 yrs: —
Assets under management: $209.8M

Stanich Group LLC is a wealth manager that reported 64 positions worth $207.2M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Vanguard World Fd (ESGV, 36.5%), iShares ESG Aware MSCI EAFE ETF (ESGD, 11.7%), Ishares Tr (AGG, 7.4%).

Stanich Group LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Stanich Group LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
ESGVVanguard World Fd	36.5%	45.9%	558,545	+1.3%	$75.7M
ESGDiShares ESG Aware MSCI EAFE ETF	11.7%	15.1%	235,615	+1.1%	$24.3M
AGGIshares Tr	7.4%	—	161,137	—	$15.2M
VGSHVanguard Scottsdale Fds	5.6%	—	200,884	—	$11.6M
ESGEiShares ESG Aware MSCI EM ETF	3.9%	5.1%	148,907	+0.9%	$8.1M
ESMLIshares Tr	3.4%	4.8%	135,968	+0.5%	$7.1M
SUSCIshares Tr	3.4%	—	316,458	—	$6.9M
QUALIshares Tr	2.8%	3.6%	26,209	-0.3%	$5.8M
SCHHSchwab Strategic Tr	2.7%	3.7%	253,367	+3.4%	$5.6M
NUBDNushares ETF Tr	2.0%	—	192,574	—	$4.1M
DSIIshares Tr	1.6%	2.1%	22,980	-0.1%	$3.4M
AAPLApple Inc	1.4%	1.6%	8,665	-2.0%	$2.9M
SUSBIshares Tr	1.4%	—	115,397	—	$2.8M
IMCGIshares Tr	1.0%	1.3%	22,061	+1.3%	$2.1M
VBKVanguard Index Fds	0.9%	1.3%	5,540	+0.7%	$1.9M
QEFASpdr Index Shs Fds	0.9%	1.1%	19,141	+1.0%	$1.9M
VIGVanguard Specialized Funds	0.8%	1.1%	7,275	-1.6%	$1.7M
SPYDSpdr Ser Tr	0.7%	1.0%	33,219	+2.5%	$1.5M
MUMicron Technology Inc	0.7%	1.0%	1,329	+0.3%	$1.4M
MSFTMicrosoft Corp	0.6%	0.5%	2,318	+0.3%	$1.2M
IYWIshares Tr	0.6%	0.7%	4,438	-0.4%	$1.2M
IAGGIshares Tr	0.6%	—	23,657	—	$1.2M
VOOVanguard Index Fds	0.5%	0.7%	1,564	-1.5%	$1.1M
NVDANvidia Corporation	0.5%	0.6%	4,742	+1.4%	$1.1M
HEZUIshares Tr	0.5%	0.7%	22,315	+3.0%	$1.1M
IUSBIshares Tr	0.4%	—	21,107	—	$931K
XLKSelect Sector Spdr Tr	0.4%	0.5%	4,587	+1.7%	$898K
JNKSpdr Series Trust	0.4%	—	9,378	—	$870K
IWDIshares Tr	0.4%	0.5%	3,254	-3.0%	$807K
IVVIshares Tr	0.4%	0.5%	1,038	-6.7%	$795K
SPEMSpdr Index Shs Fds	0.3%	0.4%	13,280	+2.3%	$687K
NEARIshares U S ETF Tr	0.3%	—	12,899	—	$643K
AMDAdvanced Micro Devices Inc	0.3%	0.3%	931	+0.5%	$570K
AMZNAmazon Com Inc	0.3%	0.3%	2,195	+0.6%	$547K
DGROIshares Tr	0.3%	0.3%	7,080	+0.0%	$534K
IWFIshares Tr	0.2%	0.3%	4,057	+0.0%	$508K
IWMIshares Tr	0.2%	0.3%	1,809	+0.0%	$503K
VEAVanguard Ftse Developed Markets Index Fu	0.2%	0.3%	6,890	-0.3%	$486K
MUBIshares Tr	0.2%	—	4,811	—	$486K
GLDSpdr Gold Tr	0.2%	—	1,167	—	$444K
GOOGLAlphabet Inc	0.2%	0.3%	1,162	+0.0%	$400K
SPYState Str Spdr S&p 500 ETF T	0.2%	0.2%	483	+0.2%	$369K
MDYState Str Spdr S&p Midcap 40	0.2%	0.2%	553	+0.0%	$363K
JNJJohnson & Johnson	0.2%	0.2%	1,332	+0.0%	$353K
ACWVIshares Inc	0.2%	0.2%	2,811	-0.5%	$345K
VGTVanguard World Fd	0.2%	0.2%	2,547	+0.0%	$320K
VWOVanguard Intl Equity Index F	0.1%	0.2%	5,213	-0.1%	$309K
SUSAIshares Tr	0.1%	0.2%	1,976	+10.2%	$308K
LLYEli Lilly & Co	0.1%	0.2%	252	+0.0%	$292K
VONEVanguard Scottsdale Fds	0.1%	0.2%	841	+0.0%	$289K

What Stanich Group LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.6% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$207.2M	64
Q2 2026	$158.8M	52
Q1 2026	$131.2M	47
Q4 2025	$132.6M	47
Q3 2025	$163.3M	56
Q2 2025	$111.6M	39
Q1 2025	$135.2M	50
Q4 2024	$133.8M	50

Questions about Stanich Group LLC's portfolio

What stocks does Stanich Group LLC own?

Stanich Group LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 64 positions worth $207.2M. The largest are Vanguard World Fd (ESGV) at 36.5%, iShares ESG Aware MSCI EAFE ETF (ESGD) at 11.7%, Ishares Tr (AGG) at 7.4%, Vanguard Scottsdale Fds (VGSH) at 5.6% and iShares ESG Aware MSCI EM ETF (ESGE) at 3.9%.

What did Stanich Group LLC buy last quarter?

In Q3 2026, Stanich Group LLC added Ishares Tr (SUSA) (+10.2% shares), compared with its Q2 2026 filing.

What did Stanich Group LLC sell last quarter?

In Q3 2026, Stanich Group LLC cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 Wisdomtree Tr (EZM), cut from its top 50 Ishares S&p Mid Cap 400 Growth (IJK), cut from its top 50 Broadcom Inc (AVGO), cut from its top 50 Select Sector Spdr Tr (XLY) and Ishares Tr (IVV) (-6.7% shares), compared with its Q2 2026 filing.

When is Stanich Group LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Stanich Group LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Stanich Group LLC manage?

Stanich Group LLC reported $209.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $207.2M.