Stanich Group LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002023324

Type: FundHoldings: 50Value: $135.2MLatest: 2025Q1

Stanich Group LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 50 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:[
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  "MSFT",
  null,
  "IWD",
  "IWF",
  "PEP",
  "VGSH",
  "IJK",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
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  "ACWV",
  "VWO",
  "VIG",
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  "AMZN",
  "ESGD",
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  "ESGV",
  "VEA",
  "VBK",
  "BSV",
  "VOO",
  null,
  null,
  "DGRO",
  null,
  "BRK-B",
  "COST",
  "IWM",
  "MDY",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 50
Total Value: 135228689
Accession Number: 0001085146-25-002165
Form Type: 13F-HR
CIK: stanich-group
Manager Name: Stanich-Group

Data Enrichment

56% identified

28 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

50 positions • $135.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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921910733

ESGV|921910733

Shares:542.7K

Value:$53.2M

% of Portfolio:39.3% ($53.2M/$135.2M)

67092P870

Shares:569.7K

Value:$12.6M

% of Portfolio:9.3% ($12.6M/$135.2M)

46435G516

ESGD|46435G516

Shares:139.6K

Value:$11.4M

% of Portfolio:8.4% ($11.4M/$135.2M)

92206C102

VGSH|92206C102

Shares:103.9K

Value:$6.1M

% of Portfolio:4.5% ($6.1M/$135.2M)

46432F339

QUAL|46432F339

Shares:28.1K

Value:$4.8M

% of Portfolio:3.6% ($4.8M/$135.2M)

46434G863

Shares:124.2K

Value:$4.3M

% of Portfolio:3.2% ($4.3M/$135.2M)

46435U663

Shares:110.7K

Value:$4.3M

% of Portfolio:3.1% ($4.3M/$135.2M)

464287226

Shares:37.9K

Value:$3.7M

% of Portfolio:2.8% ($3.7M/$135.2M)

46435G193

Shares:151.1K

Value:$3.5M

% of Portfolio:2.6% ($3.5M/$135.2M)

46435G243

Shares:127.8K

Value:$3.2M

% of Portfolio:2.4% ($3.2M/$135.2M)

464288570

Shares:23.4K

Value:$2.4M

% of Portfolio:1.8% ($2.4M/$135.2M)

921908844

VIG|921908844

Shares:9.1K

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$135.2M)

464288307

Shares:21.7K

Value:$1.6M

% of Portfolio:1.1% ($1.6M/$135.2M)

Apple Inc.

AAPL|037833100

Shares:6.6K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$135.2M)

78463X434

Shares:18.4K

Value:$1.5M

% of Portfolio:1.1% ($1.5M/$135.2M)

922908595

VBK|922908595

Shares:5.3K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$135.2M)

78468R788

Shares:28.8K

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$135.2M)

464287614

IWF|464287614

Shares:3.0K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.2M)

464287721

Shares:7.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.2M)

46435G672

Shares:18.7K

Value:$935.4K

% of Portfolio:0.7% ($935.4K/$135.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(ESGVcusip921910733)	542.7K	QoQ +5.62% (-28.9K) YoY-	All Managers (Combined)	$53.2M	39.3% ($53.2M/$135.2M)	QoQ -1.36% (-$734.3K) YoY-
(cusip67092P870)✕	569.7K	QoQ +6.13% (+33.0K) YoY-	All Managers (Combined)	$12.6M	9.3% ($12.6M/$135.2M)	QoQ +8.11% (+$948.3K) YoY-
(ESGDcusip46435G516)	139.6K	QoQ +4.10% (+5.5K) YoY-	All Managers (Combined)	$11.4M	8.4% ($11.4M/$135.2M)	QoQ +11.69% (+$1.2M) YoY-
(VGSHcusip92206C102)	103.9K	QoQ +5.10% (+5.0K) YoY-	All Managers (Combined)	$6.1M	4.5% ($6.1M/$135.2M)	QoQ +6.02% (+$346.4K) YoY-
(QUALcusip46432F339)	28.1K	QoQ +2.74% (-751) YoY-	All Managers (Combined)	$4.8M	3.6% ($4.8M/$135.2M)	QoQ -1.40% (-$68.8K) YoY-
(cusip46434G863)✕	124.2K	QoQ +9.44% (+10.7K) YoY-	All Managers (Combined)	$4.3M	3.2% ($4.3M/$135.2M)	QoQ +14.56% (+$551.7K) YoY-
(cusip46435U663)✕	110.7K	QoQ +8.18% (-8.4K) YoY-	All Managers (Combined)	$4.3M	3.1% ($4.3M/$135.2M)	QoQ -1.18% (-$50.9K) YoY-
(cusip464287226)✕	37.9K	QoQ -7.78% (-3.2K) YoY-	All Managers (Combined)	$3.7M	2.8% ($3.7M/$135.2M)	QoQ -5.86% (-$233.4K) YoY-
(cusip46435G193)✕	151.1K	QoQ +2.97% (+4.4K) YoY-	All Managers (Combined)	$3.5M	2.6% ($3.5M/$135.2M)	QoQ +4.51% (+$150.6K) YoY-
(cusip46435G243)✕	127.8K	QoQ +12.66% (+14.4K) YoY-	All Managers (Combined)	$3.2M	2.4% ($3.2M/$135.2M)	QoQ +13.98% (+$391.8K) YoY-
(cusip464288570)✕	23.4K	QoQ -1.11% (-264) YoY-	All Managers (Combined)	$2.4M	1.8% ($2.4M/$135.2M)	QoQ -8.14% (-$212.5K) YoY-
(VIGcusip921908844)	9.1K	QoQ -1.44% (-134) YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$135.2M)	QoQ -2.37% (-$43.0K) YoY-
(cusip464288307)✕	21.7K	QoQ +2.24% (-478) YoY-	All Managers (Combined)	$1.6M	1.1% ($1.6M/$135.2M)	QoQ -3.30% (-$53.0K) YoY-
Apple Inc.(AAPLcusip037833100)	6.6K	QoQ -1.23% (-83) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$135.2M)	QoQ -12.39% (-$207.9K) YoY-
(cusip78463X434)✕	18.4K	QoQ +1.66% (+301) YoY-	All Managers (Combined)	$1.5M	1.1% ($1.5M/$135.2M)	QoQ +10.70% (+$140.3K) YoY-
(VBKcusip922908595)	5.3K	QoQ +2.38% (-124) YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$135.2M)	QoQ -7.95% (-$115.7K) YoY-
(cusip78468R788)✕	28.8K	QoQ +2.00% (+567) YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$135.2M)	QoQ +4.41% (+$53.9K) YoY-
(IWFcusip464287614)	3.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.2M)	QoQ -10.07% (-$122.1K) YoY-
(cusip464287721)✕	7.5K	QoQ +2.06% (-152) YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.2M)	QoQ -10.14% (-$119.4K) YoY-
(cusip46435G672)✕	18.7K	QoQ +5.17% (+920) YoY-	All Managers (Combined)	$935.4K	0.7% ($935.4K/$135.2M)	QoQ +5.31% (+$47.2K) YoY-