Stanich Group LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), Stanich Group LLC reported 50 stock positions worth $135.2 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 39.3% of the portfolio, followed by Nuveen ESG US Aggregate Bond (NUBD, 9.3%) and iShares Trust iShares ESG Aw (ESGD, 8.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 27 and reduced 13. The biggest buy was iShares Trust iShares ESG Aw (ESGD, shares +4%) and the biggest sale an exit from Tesla (TSLA).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $135.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002165 ↗ filed Apr 17, 2025
Holdings Value
Holdings 50 stocks · $135.2M
| ESGV Vanguard ESG US Stock ETF | 39.31% | 542,738 | $53.2M | Add +5.6% |
| NUBD Nuveen ESG US Aggregate Bond | 9.35% | 569,691 | $12.6M | Add +6.1% |
| ESGD iShares Trust iShares ESG Aw | 8.43% | 139,627 | $11.4M | Add +4.1% |
| VGSH Vanguard Short-Term Treasury | 4.51% | 103,854 | $6.1M | Add +5.1% |
| QUAL iShares MSCI USA Quality Fac | 3.56% | 28,148 | $4.8M | Add +2.7% |
| ESGE iShares Inc. iShares ESG Awar | 3.21% | 124,178 | $4.3M | Add +9.4% |
| ESML iShares ESG Aware MSCI USA S | 3.14% | 110,654 | $4.3M | Add +8.2% |
| AGG iShares Core U.S. Aggregate | 2.77% | 37,864 | $3.7M | Reduce -7.8% |
| SUSC iShares ESG Aware Usd Corpor | 2.58% | 151,143 | $3.5M | Add +3.0% |
| SUSB iShares ESG Aware 1-5 Year U | 2.36% | 127,799 | $3.2M | Add +12.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 1.77% | 23,398 | $2.4M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 1.31% | 9,118 | $1.8M | Reduce -1.4% |
| IMCG iShares Morningstar Mid-Cap | 1.15% | 21,735 | $1.6M | Add +2.3% |
| AAPL Apple Inc. | 1.09% | 6,613 | $1.5M | Reduce -1.2% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.07% | 18,378 | $1.5M | Add +1.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.99% | 5,316 | $1.3M | Add +2.4% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.94% | 28,814 | $1.3M | Add +2.0% |
| IWF iShares Russell 1000 Growth | 0.81% | 3,017 | $1.1M | No change |
| IYW iShares Ustechnology ETF | 0.78% | 7,528 | $1.1M | Add +2.1% |
| IAGG iShares Intl Aggregate Bond | 0.69% | 18,713 | $935K | Add +5.2% |
| IWD iShares Russell 1000 Value E | 0.64% | 4,610 | $867K | Reduce -0.0% |
| HEZU iShares Currency Hedged MSCI | 0.64% | 22,162 | $864K | Add +2.3% |
| MSFT Microsoft Corp. | 0.64% | 2,293 | $861K | Add +0.5% |
| JNK SS SPDR BB High Yield Bond | 0.58% | 8,194 | $781K | Add +9.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 1,270 | $711K | No change |
| MDY State Street SPDR S&P Midcap | 0.52% | 1,311 | $700K | No change |
| IWM iShares Russell 2000 ETF | 0.49% | 3,304 | $659K | Reduce -1.5% |
| MUB iShares National Muni Bond E | 0.46% | 5,961 | $629K | Add +24.8% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.41% | 10,781 | $548K | Reduce -2.1% |
| SPEM State Street SP PTF Em ETF | 0.38% | 13,198 | $520K | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.38% | 1,006 | $517K | Add +0.4% |
| XLK SS Technology Select Sector | 0.34% | 2,226 | $460K | Add +5.0% |
| AMZN Amazon.com Inc. | 0.32% | 2,278 | $433K | Add +0.3% |
| DGRO iShares Core Dividend Growth | 0.31% | 6,812 | $421K | No change |
| NVDA Nvidia Corp. | 0.30% | 3,778 | $409K | Add +2.4% |
| ACWV iShares MSCI Global Min Vol | 0.29% | 3,405 | $396K | Reduce -10.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.28% | 8,156 | $376K | Reduce -18.7% |
| PEP Pepsico Inc. | 0.28% | 2,492 | $374K | No change |
| VEA Vanguard Ftse Developed ETF | 0.26% | 6,806 | $346K | Reduce -0.7% |
| NYF iShares New York Muni Bond E | 0.25% | 6,435 | $339K | Add +13.7% |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 4,324 | $338K | Reduce -1.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.22% | 3,556 | $296K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.22% | 527 | $296K | New |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 5,715 | $259K | Add +0.0% |
| XLY SS Consumer Disc Select Sect | 0.19% | 1,295 | $256K | No change |
| EZM Wisdomtree US Midcap Fund | 0.18% | 4,118 | $245K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 2,006 | $230K | Reduce -31.0% |
| COST Costco Wholesale Corp. | 0.16% | 234 | $221K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.16% | 5,194 | $212K | Reduce -12.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 386 | $206K | New |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Sold out | 0.00% | −0.23 |
| AGG iShares Core U.S. Aggregate | Reduce -7.8% | 2.77% | −0.20 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -1.1% | 1.77% | −0.18 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.17 |
| AAPL Apple Inc. | Reduce -1.2% | 1.09% | −0.17 |
| SUSA iShares ESG Optimized MSCI U | Reduce -31.0% | 0.17% | −0.09 |
| IWM iShares Russell 2000 ETF | Reduce -1.5% | 0.49% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -18.7% | 0.28% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 1.31% | −0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -12.2% | 0.16% | −0.04 |
| ACWV iShares MSCI Global Min Vol | Reduce -10.5% | 0.29% | −0.02 |
| NEAR iShares SH Dba ETF Usd Inc. | Reduce -2.1% | 0.41% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.0% | 0.25% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 0.64% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.7% | 0.26% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| ESGD iShares Trust iShares ESG Aw | Add +4.1% | 8.43% | +0.81 |
| NUBD Nuveen ESG US Aggregate Bond | Add +6.1% | 9.35% | +0.61 |
| ESGE iShares Inc. iShares ESG Awar | Add +9.4% | 3.21% | +0.38 |
| SUSB iShares ESG Aware 1-5 Year U | Add +12.7% | 2.36% | +0.27 |
| IVV iShares Core S&P 500 ETF | New | 0.22% | +0.22 |
| VGSH Vanguard Short-Term Treasury | Add +5.1% | 4.51% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.15% | +0.15 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +1.7% | 1.07% | +0.09 |
| SUSC iShares ESG Aware Usd Corpor | Add +3.0% | 2.58% | +0.09 |
| MUB iShares National Muni Bond E | Add +24.8% | 0.46% | +0.08 |
| HEZU iShares Currency Hedged MSCI | Add +2.3% | 0.64% | +0.06 |
| JNK SS SPDR BB High Yield Bond | Add +9.3% | 0.58% | +0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +2.0% | 0.94% | +0.03 |
| IAGG iShares Intl Aggregate Bond | Add +5.2% | 0.69% | +0.03 |
| NYF iShares New York Muni Bond E | Add +13.7% | 0.25% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +2.5% | 0.38% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +0.0% | 0.19% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.38% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.22% | −0.02 |
| XLK SS Technology Select Sector | Add +5.0% | 0.34% | −0.03 |
| IMCG iShares Morningstar Mid-Cap | Add +2.3% | 1.15% | −0.05 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.32% | −0.05 |
| NVDA Nvidia Corp. | Add +2.4% | 0.30% | −0.07 |
| ESML iShares ESG Aware MSCI USA S | Add +8.2% | 3.14% | −0.07 |
| MSFT Microsoft Corp. | Add +0.5% | 0.64% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +2.7% | 3.56% | −0.09 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.4% | 0.99% | −0.10 |
| IYW iShares Ustechnology ETF | Add +2.1% | 0.78% | −0.10 |
| ESGV Vanguard ESG US Stock ETF | Add +5.6% | 39.31% | −0.95 |
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 |