Stanich Group LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Stanich Group LLC reported 39 stock positions worth $111.6 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 48.5% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 15.2%) and iShares ESG Aware MSCI USA S (ESML, 4.5%). Compared with Q1 2025, it opened 2 new positions, sold out of 13, added to 8 and reduced 26. The biggest buy was iShares Trust iShares ESG Aw (ESGD, shares +37%) and the biggest sale an exit from Nuveen ESG US Aggregate Bond (NUBD).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $111.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004017 ↗ filed Jul 22, 2025
Holdings Value
Holdings 39 stocks · $111.6M
| ESGV Vanguard ESG US Stock ETF | 48.49% | 489,308 | $54.1M | Reduce -9.8% |
| ESGD iShares Trust iShares ESG Aw | 15.20% | 191,740 | $17.0M | Add +37.3% |
| ESML iShares ESG Aware MSCI USA S | 4.54% | 119,225 | $5.1M | Add +7.8% |
| ESGE iShares Inc. iShares ESG Awar | 4.53% | 128,478 | $5.1M | Add +3.5% |
| QUAL iShares MSCI USA Quality Fac | 3.90% | 23,700 | $4.4M | Reduce -15.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.46% | 23,341 | $2.7M | Reduce -0.2% |
| AAPL Apple Inc. | 1.69% | 9,021 | $1.9M | Add +36.4% |
| VIG Vanguard Dividend Apprec ETF | 1.61% | 8,688 | $1.8M | Reduce -4.7% |
| IMCG iShares Morningstar Mid-Cap | 1.31% | 18,101 | $1.5M | Reduce -16.7% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.23% | 16,255 | $1.4M | Reduce -11.6% |
| IYW iShares Ustechnology ETF | 1.17% | 7,456 | $1.3M | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 1.15% | 2,992 | $1.3M | Reduce -0.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.14% | 4,538 | $1.3M | Reduce -14.6% |
| MSFT Microsoft Corp. | 1.03% | 2,292 | $1.2M | Reduce -0.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.91% | 23,365 | $1.0M | Reduce -18.9% |
| VOO Vanguard S&P 500 ETF | 0.84% | 1,636 | $940K | Add +62.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 1,272 | $795K | Add +0.2% |
| HEZU iShares Currency Hedged MSCI | 0.67% | 18,474 | $750K | Reduce -16.6% |
| IWD iShares Russell 1000 Value E | 0.66% | 3,763 | $740K | Reduce -18.4% |
| MDY State Street SPDR S&P Midcap | 0.61% | 1,173 | $682K | Reduce -10.5% |
| IWM iShares Russell 2000 ETF | 0.60% | 3,011 | $672K | Reduce -8.9% |
| NVDA Nvidia Corp. | 0.55% | 3,772 | $619K | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.46% | 2,251 | $508K | Reduce -1.2% |
| SPEM State Street SP PTF Em ETF | 0.45% | 11,722 | $502K | Reduce -11.2% |
| XLK SS Technology Select Sector | 0.45% | 1,951 | $499K | Reduce -12.3% |
| DGRO iShares Core Dividend Growth | 0.43% | 7,409 | $481K | Add +8.8% |
| VEA Vanguard Ftse Developed ETF | 0.36% | 7,061 | $402K | Add +3.8% |
| ACWV iShares MSCI Global Min Vol | 0.36% | 3,371 | $397K | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 0.28% | 498 | $313K | Reduce -5.5% |
| XLY SS Consumer Disc Select Sect | 0.26% | 1,295 | $288K | No change |
| PEP Pepsico Inc. | 0.25% | 2,070 | $281K | Reduce -16.9% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 5,492 | $273K | Reduce -3.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.24% | 2,875 | $267K | Reduce -19.1% |
| EZM Wisdomtree US Midcap Fund | 0.23% | 4,118 | $262K | No change |
| COST Costco Wholesale Corp. | 0.21% | 234 | $230K | No change |
| MU Micron Technology Inc. | 0.21% | 1,931 | $229K | New |
| SUSA iShares ESG Optimized MSCI U | 0.19% | 1,681 | $214K | Reduce -16.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.19% | 4,691 | $207K | Reduce -9.7% |
| VGT Vanguard Info Tech ETF | 0.18% | 306 | $205K | New |
Portfolio Sells Q1 2025 → Q2 2025
| NUBD Nuveen ESG US Aggregate Bond | Sold out | 0.00% | −9.35 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −4.51 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −2.77 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −2.58 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −2.36 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.69 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.58 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.46 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.28 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.25 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.15 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -18.9% | 0.91% | −0.03 |
| PEP Pepsico Inc. | Reduce -16.9% | 0.25% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -19.1% | 0.24% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Reduce -16.2% | 0.19% | +0.02 |
| IWD iShares Russell 1000 Value E | Reduce -18.4% | 0.66% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -9.7% | 0.19% | +0.03 |
| HEZU iShares Currency Hedged MSCI | Reduce -16.6% | 0.67% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.9% | 0.24% | +0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -5.5% | 0.28% | +0.06 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.0% | 0.36% | +0.06 |
| SPEM State Street SP PTF Em ETF | Reduce -11.2% | 0.45% | +0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -10.5% | 0.61% | +0.09 |
| XLK SS Technology Select Sector | Reduce -12.3% | 0.45% | +0.11 |
| IWM iShares Russell 2000 ETF | Reduce -8.9% | 0.60% | +0.11 |
| AMZN Amazon.com Inc. | Reduce -1.2% | 0.46% | +0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -14.6% | 1.14% | +0.15 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -11.6% | 1.23% | +0.16 |
| IMCG iShares Morningstar Mid-Cap | Reduce -16.7% | 1.31% | +0.16 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.55% | +0.25 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.7% | 1.61% | +0.30 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 1.15% | +0.34 |
| QUAL iShares MSCI USA Quality Fac | Reduce -15.8% | 3.90% | +0.35 |
| IYW iShares Ustechnology ETF | Reduce -1.0% | 1.17% | +0.39 |
| MSFT Microsoft Corp. | Reduce -0.0% | 1.03% | +0.40 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.2% | 2.46% | +0.69 |
| ESGV Vanguard ESG US Stock ETF | Reduce -9.8% | 48.49% | +9.18 |
Portfolio Buys Q1 2025 → Q2 2025
| ESGD iShares Trust iShares ESG Aw | Add +37.3% | 15.20% | +6.77 |
| ESML iShares ESG Aware MSCI USA S | Add +7.8% | 4.54% | +1.39 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.5% | 4.53% | +1.32 |
| AAPL Apple Inc. | Add +36.4% | 1.69% | +0.60 |
| VOO Vanguard S&P 500 ETF | Add +62.6% | 0.84% | +0.46 |
| MU Micron Technology Inc. | New | 0.21% | +0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.71% | +0.19 |
| VGT Vanguard Info Tech ETF | New | 0.18% | +0.18 |
| DGRO iShares Core Dividend Growth | Add +8.8% | 0.43% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +3.8% | 0.36% | +0.10 |
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 |