Stanich Group LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Stanich Group LLC reported 52 stock positions worth $158.8 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 45.9% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 15.1%) and iShares Inc. iShares ESG Awar (ESGE, 5.1%). Compared with Q1 2026, it opened 8 new positions, sold out of 3, added to 25 and reduced 17. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +5%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $158.8M (Q2 2026)
- SEC Filing
- 0002023324-26-000004 ↗ filed Jul 16, 2026
Holdings Value
Holdings 52 stocks · $158.8M
| ESGV Vanguard ESG US Stock ETF | 45.91% | 551,409 | $72.9M | Add +4.5% |
| ESGD iShares Trust iShares ESG Aw | 15.08% | 232,994 | $24.0M | Add +6.4% |
| ESGE iShares Inc. iShares ESG Awar | 5.08% | 147,616 | $8.1M | Add +4.1% |
| ESML iShares ESG Aware MSCI USA S | 4.76% | 135,264 | $7.6M | Add +3.8% |
| SCHH Schwab US REIT ETF | 3.65% | 245,088 | $5.8M | Add +7.9% |
| QUAL iShares MSCI USA Quality Fac | 3.63% | 26,284 | $5.8M | Add +12.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.06% | 23,005 | $3.3M | Reduce -0.6% |
| AAPL Apple Inc. | 1.61% | 8,841 | $2.6M | Reduce -2.2% |
| IMCG iShares Morningstar Mid-Cap | 1.35% | 21,771 | $2.1M | Add +23.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.27% | 5,499 | $2.0M | Add +25.6% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.15% | 18,953 | $1.8M | Add +20.1% |
| VIG Vanguard Dividend Apprec ETF | 1.10% | 7,397 | $1.8M | Reduce -6.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.97% | 32,407 | $1.5M | Add +26.0% |
| MU Micron Technology Inc. | 0.96% | 1,325 | $1.5M | Reduce -10.9% |
| IYW iShares Ustechnology ETF | 0.71% | 4,455 | $1.1M | Reduce -35.0% |
| VOO Vanguard S&P 500 ETF | 0.69% | 1,588 | $1.1M | Reduce -2.0% |
| HEZU iShares Currency Hedged MSCI | 0.68% | 21,665 | $1.1M | Add +22.1% |
| NVDA Nvidia Corp. | 0.59% | 4,677 | $936K | Add +3.5% |
| MSFT Microsoft Corp. | 0.54% | 2,310 | $862K | Add +0.6% |
| XLK SS Technology Select Sector | 0.54% | 4,512 | $860K | Add +15.5% |
| IVV iShares Core S&P 500 ETF | 0.52% | 1,112 | $833K | Add +80.2% |
| IWD iShares Russell 1000 Value E | 0.51% | 3,355 | $813K | Reduce -5.4% |
| SPEM State Street SP PTF Em ETF | 0.42% | 12,987 | $672K | Add +8.7% |
| IWM iShares Russell 2000 ETF | 0.34% | 1,809 | $544K | Reduce -39.1% |
| AMD Advanced Micro Devices | 0.34% | 926 | $538K | New |
| DGRO iShares Core Dividend Growth | 0.34% | 7,080 | $537K | Reduce -1.3% |
| AMZN Amazon.com Inc. | 0.33% | 2,181 | $520K | Add +3.3% |
| IWF iShares Russell 1000 Growth | 0.32% | 4,057 | $504K | Reduce -64.3% |
| VEA Vanguard Ftse Developed ETF | 0.31% | 6,911 | $492K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,162 | $415K | Add +7.0% |
| MDY State Street SPDR S&P Midcap | 0.24% | 553 | $389K | Reduce -52.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.23% | 482 | $360K | Reduce -62.9% |
| GOOG Alphabet Inc. Class C | 0.22% | 969 | $342K | Reduce -20.8% |
| ACWV iShares MSCI Global Min Vol | 0.21% | 2,824 | $339K | Reduce -11.6% |
| JNJ Johnson & Johnson | 0.21% | 1,332 | $338K | Add +6.7% |
| VWO Vanguard Ftse Emerging Marke | 0.20% | 5,216 | $311K | No change |
| VGT Vanguard Info Tech ETF | 0.19% | 2,547 | $304K | Add +0.1% |
| LLY Eli Lilly & Co. | 0.19% | 252 | $302K | Add +7.2% |
| EZM Wisdomtree US Midcap Fund | 0.19% | 3,973 | $301K | Reduce -1.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 2,437 | $286K | Add +0.1% |
| VONE Vanguard Russell 1000 | 0.18% | 841 | $285K | New |
| AVGO Broadcom Inc. | 0.18% | 749 | $283K | Add +11.3% |
| XLY SS Consumer Disc Select Sect | 0.18% | 2,386 | $280K | Reduce -4.2% |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 1,793 | $277K | Add +5.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 4,570 | $264K | Reduce -2.1% |
| IVW iShares S&P 500 Growth ETF | 0.17% | 1,909 | $263K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.16% | 3,697 | $251K | New |
| IVE iShares S&P 500 Value ETF | 0.14% | 995 | $226K | New |
| SPUS SP Funds S&P Sharia Indu Exc | 0.14% | 3,855 | $222K | New |
| HLAL Wahed Ftse USA Shariah ETF | 0.14% | 3,100 | $221K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 434 | $217K | New |
| PBA Pembina Pipeline Corp. | 0.14% | 4,680 | $216K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| IWF iShares Russell 1000 Growth | Reduce -64.3% | 0.32% | −0.61 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -62.9% | 0.23% | −0.42 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.38 |
| MDY State Street SPDR S&P Midcap | Reduce -52.2% | 0.24% | −0.30 |
| IYW iShares Ustechnology ETF | Reduce -35.0% | 0.71% | −0.24 |
| IWM iShares Russell 2000 ETF | Reduce -39.1% | 0.34% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.9% | 1.10% | −0.20 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.16 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.16 |
| AAPL Apple Inc. | Reduce -2.2% | 1.61% | −0.14 |
| ACWV iShares MSCI Global Min Vol | Reduce -11.6% | 0.21% | −0.08 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.6% | 2.06% | −0.08 |
| IWD iShares Russell 1000 Value E | Reduce -5.4% | 0.51% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -20.8% | 0.22% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 0.69% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -1.3% | 0.34% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -4.2% | 0.18% | −0.03 |
| EZM Wisdomtree US Midcap Fund | Reduce -1.7% | 0.19% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -2.1% | 0.17% | −0.01 |
| MU Micron Technology Inc. | Reduce -10.9% | 0.96% | +0.58 |
Portfolio Buys Q1 2026 → Q2 2026
| ESGV Vanguard ESG US Stock ETF | Add +4.5% | 45.91% | +0.76 |
| AMD Advanced Micro Devices | New | 0.34% | +0.34 |
| IMCG iShares Morningstar Mid-Cap | Add +23.4% | 1.35% | +0.29 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +25.6% | 1.27% | +0.26 |
| IVV iShares Core S&P 500 ETF | Add +80.2% | 0.52% | +0.22 |
| QUAL iShares MSCI USA Quality Fac | Add +12.4% | 3.63% | +0.21 |
| VONE Vanguard Russell 1000 | New | 0.18% | +0.18 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.1% | 5.08% | +0.17 |
| IVW iShares S&P 500 Growth ETF | New | 0.17% | +0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.16% | +0.16 |
| XLK SS Technology Select Sector | Add +15.5% | 0.54% | +0.15 |
| IVE iShares S&P 500 Value ETF | New | 0.14% | +0.14 |
| SPUS SP Funds S&P Sharia Indu Exc | New | 0.14% | +0.14 |
| HLAL Wahed Ftse USA Shariah ETF | New | 0.14% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.14% | +0.14 |
| ESML iShares ESG Aware MSCI USA S | Add +3.8% | 4.76% | +0.09 |
| HEZU iShares Currency Hedged MSCI | Add +22.1% | 0.68% | +0.09 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +26.0% | 0.97% | +0.08 |
| LLY Eli Lilly & Co. | Add +7.2% | 0.19% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 0.26% | +0.02 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +20.1% | 1.15% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.19% | +0.02 |
| AVGO Broadcom Inc. | Add +11.3% | 0.18% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +5.8% | 0.17% | +0.00 |
| SPEM State Street SP PTF Em ETF | Add +8.7% | 0.42% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 0.18% | −0.01 |
| AMZN Amazon.com Inc. | Add +3.3% | 0.33% | −0.01 |
| NVDA Nvidia Corp. | Add +3.5% | 0.59% | −0.01 |
| JNJ Johnson & Johnson | Add +6.7% | 0.21% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.31% | −0.03 |
| SCHH Schwab US REIT ETF | Add +7.9% | 3.65% | −0.07 |
| MSFT Microsoft Corp. | Add +0.6% | 0.54% | −0.11 |
| ESGD iShares Trust iShares ESG Aw | Add +6.4% | 15.08% | −0.88 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $158.8M | ESGV, ESGD, ESGE, ESML, SCHH |
| Q1 2026 | 47 | $131.2M | ESGV, ESGD, ESGE, ESML, SCHH |
| Q4 2025 | 47 | $132.6M | ESGV, ESGD, ESGE, ESML, QUAL |
| Q3 2025 | 56 | $163.3M | ESGV, ESGD, AGG, VGSH, ESGE |
| Q2 2025 | 39 | $111.6M | ESGV, ESGD, ESML, ESGE, QUAL |
| Q1 2025 | 50 | $135.2M | ESGV, NUBD, ESGD, VGSH, QUAL |
| Q4 2024 | 50 | $133.8M | ESGV, NUBD, ESGD, VGSH, QUAL |