Stanich Group LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Stanich Group LLC reported 56 stock positions worth $163.3 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 35.8% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 11.4%) and iShares Core U.S. Aggregate (AGG, 7.4%). Compared with Q2 2025, it opened 18 new positions, sold out of 1, added to 18 and reduced 16. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale iShares ESG MSCI KLD 400 ETF (DSI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $163.3M (Q3 2025)
- SEC Filing
- 0002023324-25-000002 ↗ filed Oct 15, 2025
Holdings Value
Holdings 56 stocks · $163.3M
| ESGV Vanguard ESG US Stock ETF | 35.78% | 493,435 | $58.4M | Add +0.8% |
| ESGD iShares Trust iShares ESG Aw | 11.43% | 200,733 | $18.7M | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 7.41% | 120,657 | $12.1M | New |
| VGSH Vanguard Short-Term Treasury | 5.61% | 155,724 | $9.2M | New |
| ESGE iShares Inc. iShares ESG Awar | 3.48% | 130,735 | $5.7M | Add +1.8% |
| SUSC iShares ESG Aware Usd Corpor | 3.40% | 235,868 | $5.6M | New |
| ESML iShares ESG Aware MSCI USA S | 3.38% | 122,367 | $5.5M | Add +2.6% |
| QUAL iShares MSCI USA Quality Fac | 2.91% | 24,393 | $4.7M | Add +2.9% |
| SCHH Schwab US REIT ETF | 2.59% | 196,137 | $4.2M | New |
| NUBD Nuveen ESG US Aggregate Bond | 2.53% | 183,799 | $4.1M | New |
| DSI iShares ESG MSCI KLD 400 ETF | 1.79% | 23,267 | $2.9M | Reduce -0.3% |
| SUSB iShares ESG Aware 1-5 Year U | 1.44% | 92,752 | $2.3M | New |
| AAPL Apple Inc. | 1.40% | 8,975 | $2.3M | Reduce -0.5% |
| VIG Vanguard Dividend Apprec ETF | 1.06% | 8,029 | $1.7M | Reduce -7.6% |
| IMCG iShares Morningstar Mid-Cap | 0.95% | 18,700 | $1.5M | Add +3.3% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 0.90% | 16,631 | $1.5M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.86% | 2,992 | $1.4M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.86% | 4,700 | $1.4M | Add +3.6% |
| IYW iShares Ustechnology ETF | 0.82% | 6,839 | $1.3M | Reduce -8.3% |
| MSFT Microsoft Corp. | 0.73% | 2,296 | $1.2M | Add +0.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.69% | 25,468 | $1.1M | Add +9.0% |
| VOO Vanguard S&P 500 ETF | 0.61% | 1,632 | $999K | Reduce -0.2% |
| IAGG iShares Intl Aggregate Bond | 0.57% | 18,243 | $935K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 1,298 | $865K | Add +2.0% |
| NVDA Nvidia Corp. | 0.51% | 4,505 | $841K | Add +19.4% |
| HEZU iShares Currency Hedged MSCI | 0.49% | 18,994 | $801K | Add +2.8% |
| IWD iShares Russell 1000 Value E | 0.44% | 3,541 | $721K | Reduce -5.9% |
| IWM iShares Russell 2000 ETF | 0.44% | 2,969 | $718K | Reduce -1.4% |
| MDY State Street SPDR S&P Midcap | 0.42% | 1,160 | $692K | Reduce -1.1% |
| JNK SS SPDR BB High Yield Bond | 0.41% | 6,846 | $671K | New |
| SPEM State Street SP PTF Em ETF | 0.36% | 12,606 | $590K | Add +7.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.36% | 12,532 | $585K | New |
| XLK SS Technology Select Sector | 0.35% | 1,999 | $564K | Add +2.5% |
| DGRO iShares Core Dividend Growth | 0.32% | 7,728 | $526K | Add +4.3% |
| MUB iShares National Muni Bond E | 0.30% | 4,571 | $487K | New |
| AMZN Amazon.com Inc. | 0.29% | 2,141 | $470K | Reduce -4.9% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.26% | 8,322 | $427K | New |
| VEA Vanguard Ftse Developed ETF | 0.26% | 7,062 | $423K | Add +0.0% |
| GLD SPDR Gold Shares | 0.25% | 1,167 | $415K | New |
| ACWV iShares MSCI Global Min Vol | 0.24% | 3,316 | $398K | Reduce -1.6% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 4,216 | $333K | New |
| IVV iShares Core S&P 500 ETF | 0.20% | 490 | $328K | Reduce -1.6% |
| MU Micron Technology Inc. | 0.20% | 1,931 | $323K | No change |
| XLY SS Consumer Disc Select Sect | 0.18% | 1,245 | $298K | Reduce -3.9% |
| NYF iShares New York Muni Bond E | 0.18% | 5,364 | $286K | New |
| VWO Vanguard Ftse Emerging Marke | 0.17% | 5,262 | $285K | Reduce -4.2% |
| EZM Wisdomtree US Midcap Fund | 0.17% | 4,117 | $271K | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 0.15% | 1,027 | $250K | New |
| PEP Pepsico Inc. | 0.15% | 1,771 | $249K | Reduce -14.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.14% | 3,988 | $236K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.14% | 2,435 | $233K | Reduce -15.3% |
| SUSA iShares ESG Optimized MSCI U | 0.14% | 1,685 | $229K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.14% | 306 | $228K | No change |
| JNJ Johnson & Johnson | 0.14% | 1,226 | $227K | New |
| AVGO Broadcom Inc. | 0.14% | 673 | $222K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.13% | 4,691 | $217K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.3% | 1.79% | −0.66 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.6% | 1.06% | −0.54 |
| IYW iShares Ustechnology ETF | Reduce -8.3% | 0.82% | −0.35 |
| AAPL Apple Inc. | Reduce -0.5% | 1.40% | −0.29 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 0.61% | −0.23 |
| IWD iShares Russell 1000 Value E | Reduce -5.9% | 0.44% | −0.22 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.21 |
| MDY State Street SPDR S&P Midcap | Reduce -1.1% | 0.42% | −0.19 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 0.29% | −0.17 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.44% | −0.16 |
| ACWV iShares MSCI Global Min Vol | Reduce -1.6% | 0.24% | −0.11 |
| PEP Pepsico Inc. | Reduce -14.4% | 0.15% | −0.10 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -15.3% | 0.14% | −0.10 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.20% | −0.08 |
| XLY SS Consumer Disc Select Sect | Reduce -3.9% | 0.18% | −0.08 |
| VWO Vanguard Ftse Emerging Marke | Reduce -4.2% | 0.17% | −0.07 |
| EZM Wisdomtree US Midcap Fund | Reduce -0.0% | 0.17% | −0.07 |
Portfolio Buys Q2 2025 → Q3 2025
| AGG iShares Core U.S. Aggregate | New | 7.41% | +7.41 |
| VGSH Vanguard Short-Term Treasury | New | 5.61% | +5.61 |
| SUSC iShares ESG Aware Usd Corpor | New | 3.40% | +3.40 |
| SCHH Schwab US REIT ETF | New | 2.59% | +2.59 |
| NUBD Nuveen ESG US Aggregate Bond | New | 2.53% | +2.53 |
| SUSB iShares ESG Aware 1-5 Year U | New | 1.44% | +1.44 |
| IAGG iShares Intl Aggregate Bond | New | 0.57% | +0.57 |
| JNK SS SPDR BB High Yield Bond | New | 0.41% | +0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.36% | +0.36 |
| MUB iShares National Muni Bond E | New | 0.30% | +0.30 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.26% | +0.26 |
| GLD SPDR Gold Shares | New | 0.25% | +0.25 |
| BSV Vanguard Short-Term Bond ETF | New | 0.20% | +0.20 |
| NYF iShares New York Muni Bond E | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | New | 0.15% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 0.14% | +0.14 |
| JNJ Johnson & Johnson | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| NVDA Nvidia Corp. | Add +19.4% | 0.51% | −0.04 |
| SUSA iShares ESG Optimized MSCI U | Add +0.2% | 0.14% | −0.05 |
| SPEM State Street SP PTF Em ETF | Add +7.5% | 0.36% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.26% | −0.10 |
| XLK SS Technology Select Sector | Add +2.5% | 0.35% | −0.10 |
| DGRO iShares Core Dividend Growth | Add +4.3% | 0.32% | −0.11 |
| HEZU iShares Currency Hedged MSCI | Add +2.8% | 0.49% | −0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.0% | 0.53% | −0.18 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +9.0% | 0.69% | −0.22 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +3.6% | 0.86% | −0.29 |
| MSFT Microsoft Corp. | Add +0.2% | 0.73% | −0.30 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +2.3% | 0.90% | −0.34 |
| IMCG iShares Morningstar Mid-Cap | Add +3.3% | 0.95% | −0.36 |
| QUAL iShares MSCI USA Quality Fac | Add +2.9% | 2.91% | −1.00 |
| ESGE iShares Inc. iShares ESG Awar | Add +1.8% | 3.48% | −1.06 |
| ESML iShares ESG Aware MSCI USA S | Add +2.6% | 3.38% | −1.16 |
| ESGD iShares Trust iShares ESG Aw | Add +4.7% | 11.43% | −3.78 |
| ESGV Vanguard ESG US Stock ETF | Add +0.8% | 35.78% | −12.71 |
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 |