Standard Family Office LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 29Value: $76.2MLatest: 2025Q1

Standard Family Office LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 29 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABT",
  "ABBV",
  "COF",
  "HD",
  "UNP",
  "MSFT",
  "ORCL",
  "IWF",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "TMO",
  "VNQ",
  "VWO",
  "AFL",
  "IWP",
  "AMZN",
  "VOO",
  "V",
  "BRK-B",
  "CMCSA",
  "CVS",
  "GOOG",
  "JNJ",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 29
Total Value: 76189685
Accession Number: 0001809494-25-000003
Form Type: 13F-HR
CIK: standard-family-office
Manager Name: Standard-Family-Office

Data Enrichment

100% identified

29 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

29 positions • $76.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908363

VOO|922908363

Shares:125.1K

Value:$64.3M

% of Portfolio:84.4% ($64.3M/$76.2M)

922042858

VWO|922042858

Shares:181.7K

Value:$8.2M

% of Portfolio:10.8% ($8.2M/$76.2M)

Apple Inc.

AAPL|037833100

Shares:2.0K

Value:$443.4K

% of Portfolio:0.6% ($443.4K/$76.2M)

464287481

IWP|464287481

Shares:3.3K

Value:$387.7K

% of Portfolio:0.5% ($387.7K/$76.2M)

81369Y803

XLK|81369Y803

Shares:1.7K

Value:$360.1K

% of Portfolio:0.5% ($360.1K/$76.2M)

MICROSOFT CORP

MSFT|594918104

Shares:616

Value:$231.2K

% of Portfolio:0.3% ($231.2K/$76.2M)

NVIDIA CORP

NVDA|67066G104

Shares:2.0K

Value:$216.8K

% of Portfolio:0.3% ($216.8K/$76.2M)

VISA INC.

V|92826C839

Shares:612

Value:$214.5K

% of Portfolio:0.3% ($214.5K/$76.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:324

Value:$169.7K

% of Portfolio:0.2% ($169.7K/$76.2M)

AMAZON COM INC

AMZN|023135106

Shares:860

Value:$163.6K

% of Portfolio:0.2% ($163.6K/$76.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:576

Value:$141.3K

% of Portfolio:0.2% ($141.3K/$76.2M)

Alphabet Inc.

GOOG|02079K107

Shares:884

Value:$138.1K

% of Portfolio:0.2% ($138.1K/$76.2M)

464287614

IWF|464287614

Shares:380

Value:$137.2K

% of Portfolio:0.2% ($137.2K/$76.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:210

Value:$117.5K

% of Portfolio:0.2% ($117.5K/$76.2M)

HOME DEPOT, INC.

HD|437076102

Shares:296

Value:$108.5K

% of Portfolio:0.1% ($108.5K/$76.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:432

Value:$102.1K

% of Portfolio:0.1% ($102.1K/$76.2M)

AFLAC INC

AFL|001055102

Shares:736

Value:$81.8K

% of Portfolio:0.1% ($81.8K/$76.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:148

Value:$78.8K

% of Portfolio:0.1% ($78.8K/$76.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:144

Value:$71.7K

% of Portfolio:0.1% ($71.7K/$76.2M)

ECOLAB INC.

ECL|278865100

Shares:276

Value:$70.0K

% of Portfolio:0.1% ($70.0K/$76.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	125.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$64.3M	84.4% ($64.3M/$76.2M)	QoQ -4.62% (-$3.1M) YoY +6.90% (+$4.2M)
(VWOcusip922042858)	181.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$8.2M	10.8% ($8.2M/$76.2M)	QoQ +2.77% (+$221.7K) YoY +8.35% (+$634.2K)
Apple Inc.(AAPLcusip037833100)	2.0K	QoQ -42.85% (-1.5K) YoY -42.85% (-1.5K)	All Managers (Combined)	$443.4K	0.6% ($443.4K/$76.2M)	QoQ -49.31% (-$431.3K) YoY -25.97% (-$155.6K)
(IWPcusip464287481)	3.3K	QoQ -42.88% (-2.5K) YoY -42.88% (-2.5K)	All Managers (Combined)	$387.7K	0.5% ($387.7K/$76.2M)	QoQ -47.05% (-$344.6K) YoY -41.21% (-$271.8K)
(XLKcusip81369Y803)	1.7K	QoQ -42.80% (-1.3K) YoY -42.80% (-1.3K)	All Managers (Combined)	$360.1K	0.5% ($360.1K/$76.2M)	QoQ -49.20% (-$348.9K) YoY -43.29% (-$274.9K)
MICROSOFT CORP(MSFTcusip594918104)	616	QoQ -43.01% (-465) YoY -43.01% (-465)	All Managers (Combined)	$231.2K	0.3% ($231.2K/$76.2M)	QoQ -49.24% (-$224.4K) YoY -49.15% (-$223.6K)
NVIDIA CORP(NVDAcusip67066G104)	2.0K	QoQ -42.85% (-1.5K) YoY +471.42% (-1.6K)	All Managers (Combined)	$216.8K	0.3% ($216.8K/$76.2M)	QoQ -53.88% (-$253.3K) YoY -31.45% (-$99.5K)
VISA INC.(Vcusip92826C839)	612	QoQ -42.85% (-459) YoY -42.85% (-459)	All Managers (Combined)	$214.5K	0.3% ($214.5K/$76.2M)	QoQ -36.63% (-$124.0K) YoY -28.24% (-$84.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	324	QoQ -42.85% (-243) YoY -42.85% (-243)	All Managers (Combined)	$169.7K	0.2% ($169.7K/$76.2M)	QoQ -40.83% (-$117.1K) YoY -39.50% (-$110.8K)
AMAZON COM INC(AMZNcusip023135106)	860	QoQ -42.85% (-645) YoY -42.85% (-645)	All Managers (Combined)	$163.6K	0.2% ($163.6K/$76.2M)	QoQ -50.44% (-$166.6K) YoY -39.72% (-$107.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	576	QoQ -43.02% (-435) YoY -43.02% (-435)	All Managers (Combined)	$141.3K	0.2% ($141.3K/$76.2M)	QoQ -41.69% (-$101.1K) YoY -30.22% (-$61.2K)
Alphabet Inc.(GOOGcusip02079K107)	884	QoQ -42.96% (-666) YoY -42.96% (-666)	All Managers (Combined)	$138.1K	0.2% ($138.1K/$76.2M)	QoQ -53.21% (-$157.1K) YoY -41.48% (-$97.9K)
(IWFcusip464287614)	380	QoQ -43.11% (-288) YoY -43.11% (-288)	All Managers (Combined)	$137.2K	0.2% ($137.2K/$76.2M)	QoQ -48.84% (-$131.0K) YoY -39.05% (-$87.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	210	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$117.5K	0.2% ($117.5K/$76.2M)	QoQ -4.55% (-$5.6K) YoY +6.94% (+$7.6K)
HOME DEPOT, INC.(HDcusip437076102)	296	QoQ -42.85% (-222) YoY -42.85% (-222)	All Managers (Combined)	$108.5K	0.1% ($108.5K/$76.2M)	QoQ -46.16% (-$93.0K) YoY -45.40% (-$90.2K)
UNION PACIFIC CORP(UNPcusip907818108)	432	QoQ -42.85% (-324) YoY -42.85% (-324)	All Managers (Combined)	$102.1K	0.1% ($102.1K/$76.2M)	QoQ -40.80% (-$70.3K) YoY -45.10% (-$83.9K)
AFLAC INC(AFLcusip001055102)	736	QoQ -42.85% (-552) YoY -42.85% (-552)	All Managers (Combined)	$81.8K	0.1% ($81.8K/$76.2M)	QoQ -38.57% (-$51.4K) YoY -25.99% (-$28.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	148	QoQ -42.18% (-108) YoY -42.18% (-108)	All Managers (Combined)	$78.8K	0.1% ($78.8K/$76.2M)	QoQ -32.07% (-$37.2K) YoY -26.78% (-$28.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	144	QoQ -43.52% (-111) YoY -43.52% (-111)	All Managers (Combined)	$71.7K	0.1% ($71.7K/$76.2M)	QoQ -45.98% (-$61.0K) YoY -51.65% (-$76.6K)
ECOLAB INC.(ECLcusip278865100)	276	QoQ -42.85% (-207) YoY -42.85% (-207)	All Managers (Combined)	$70.0K	0.1% ($70.0K/$76.2M)	QoQ -38.17% (-$43.2K) YoY -37.25% (-$41.6K)