Stanich Group LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Stanich Group LLC reported 50 stock positions worth $133.8 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 40.3% of the portfolio, followed by Nuveen ESG US Aggregate Bond (NUBD, 8.7%) and iShares Trust iShares ESG Aw (ESGD, 7.6%).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $133.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000649 ↗ filed Jan 30, 2025
Holdings Value
Holdings 50 stocks · $133.8M
| ESGV Vanguard ESG US Stock ETF | 40.27% | 513,828 | $53.9M | — |
| NUBD Nuveen ESG US Aggregate Bond | 8.73% | 536,741 | $11.7M | — |
| ESGD iShares Trust iShares ESG Aw | 7.63% | 134,124 | $10.2M | — |
| VGSH Vanguard Short-Term Treasury | 4.29% | 98,810 | $5.7M | — |
| QUAL iShares MSCI USA Quality Fac | 3.65% | 27,397 | $4.9M | — |
| ESML iShares ESG Aware MSCI USA S | 3.21% | 102,284 | $4.3M | — |
| AGG iShares Core U.S. Aggregate | 2.97% | 41,062 | $4.0M | — |
| ESGE iShares Inc. iShares ESG Awar | 2.83% | 113,459 | $3.8M | — |
| SUSC iShares ESG Aware Usd Corpor | 2.49% | 146,782 | $3.3M | — |
| SUSB iShares ESG Aware 1-5 Year U | 2.09% | 113,437 | $2.8M | — |
| DSI iShares ESG MSCI KLD 400 ETF | 1.95% | 23,662 | $2.6M | — |
| VIG Vanguard Dividend Apprec ETF | 1.35% | 9,252 | $1.8M | — |
| AAPL Apple Inc. | 1.25% | 6,696 | $1.7M | — |
| IMCG iShares Morningstar Mid-Cap | 1.20% | 21,257 | $1.6M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.09% | 5,192 | $1.5M | — |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.98% | 18,077 | $1.3M | — |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.91% | 28,247 | $1.2M | — |
| IWF iShares Russell 1000 Growth | 0.91% | 3,017 | $1.2M | — |
| IYW iShares Ustechnology ETF | 0.88% | 7,376 | $1.2M | — |
| MSFT Microsoft Corp. | 0.72% | 2,282 | $962K | — |
| IAGG iShares Intl Aggregate Bond | 0.66% | 17,793 | $888K | — |
| IWD iShares Russell 1000 Value E | 0.64% | 4,611 | $854K | — |
| HEZU iShares Currency Hedged MSCI | 0.58% | 21,667 | $777K | — |
| MDY State Street SPDR S&P Midcap | 0.56% | 1,311 | $747K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 1,270 | $744K | — |
| IWM iShares Russell 2000 ETF | 0.55% | 3,353 | $741K | — |
| JNK SS SPDR BB High Yield Bond | 0.54% | 7,500 | $716K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.42% | 11,012 | $556K | — |
| VOO Vanguard S&P 500 ETF | 0.40% | 1,002 | $540K | — |
| MUB iShares National Muni Bond E | 0.38% | 4,776 | $509K | — |
| AMZN Amazon.com Inc. | 0.37% | 2,270 | $498K | — |
| NVDA Nvidia Corp. | 0.37% | 3,688 | $495K | — |
| SPEM State Street SP PTF Em ETF | 0.37% | 12,874 | $494K | — |
| XLK SS Technology Select Sector | 0.37% | 2,119 | $493K | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 10,036 | $454K | — |
| DGRO iShares Core Dividend Growth | 0.31% | 6,812 | $418K | — |
| ACWV iShares MSCI Global Min Vol | 0.31% | 3,803 | $415K | — |
| PEP Pepsico Inc. | 0.28% | 2,492 | $379K | — |
| SUSA iShares ESG Optimized MSCI U | 0.26% | 2,908 | $354K | — |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 4,368 | $338K | — |
| VEA Vanguard Ftse Developed ETF | 0.24% | 6,857 | $328K | — |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 3,550 | $323K | — |
| TSLA Tesla Inc. | 0.23% | 773 | $312K | — |
| NYF iShares New York Muni Bond E | 0.23% | 5,659 | $301K | — |
| XLY SS Consumer Disc Select Sect | 0.22% | 1,295 | $291K | — |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 5,918 | $266K | — |
| EZM Wisdomtree US Midcap Fund | 0.19% | 4,118 | $257K | — |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,713 | $252K | — |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,187 | $225K | — |
| COST Costco Wholesale Corp. | 0.16% | 234 | $214K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |