Stanich Group LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Stanich Group LLC reported 47 stock positions worth $132.6 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 46.3% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 15.2%) and iShares Inc. iShares ESG Awar (ESGE, 4.6%). Compared with Q3 2025, it opened 3 new positions, sold out of 12, added to 18 and reduced 18. The biggest buy was Vanguard ESG US Stock ETF (ESGV, shares +3%) and the biggest sale an exit from iShares Core U.S. Aggregate (AGG).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $132.6M (Q4 2025)
- SEC Filing
- 0002023324-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 47 stocks · $132.6M
| ESGV Vanguard ESG US Stock ETF | 46.35% | 508,123 | $61.5M | Add +3.0% |
| ESGD iShares Trust iShares ESG Aw | 15.17% | 211,591 | $20.1M | Add +5.4% |
| ESGE iShares Inc. iShares ESG Awar | 4.55% | 136,668 | $6.0M | Add +4.5% |
| ESML iShares ESG Aware MSCI USA S | 4.38% | 126,344 | $5.8M | Add +3.3% |
| QUAL iShares MSCI USA Quality Fac | 3.59% | 23,976 | $4.8M | Reduce -1.7% |
| SCHH Schwab US REIT ETF | 3.31% | 210,418 | $4.4M | Add +7.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.25% | 23,214 | $3.0M | Reduce -0.2% |
| AAPL Apple Inc. | 1.78% | 8,679 | $2.4M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 1.32% | 7,941 | $1.7M | Reduce -1.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.10% | 16,114 | $1.5M | Reduce -3.1% |
| IMCG iShares Morningstar Mid-Cap | 1.07% | 17,772 | $1.4M | Reduce -5.0% |
| IWF iShares Russell 1000 Growth | 1.03% | 2,891 | $1.4M | Reduce -3.4% |
| IYW iShares Ustechnology ETF | 1.03% | 6,844 | $1.4M | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.01% | 4,449 | $1.3M | Reduce -5.3% |
| MSFT Microsoft Corp. | 0.84% | 2,298 | $1.1M | Add +0.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.82% | 25,063 | $1.1M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.77% | 1,634 | $1.0M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 1,298 | $885K | No change |
| NVDA Nvidia Corp. | 0.63% | 4,512 | $841K | Add +0.2% |
| HEZU iShares Currency Hedged MSCI | 0.60% | 18,182 | $796K | Reduce -4.3% |
| IWD iShares Russell 1000 Value E | 0.56% | 3,542 | $745K | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.55% | 2,969 | $731K | No change |
| MDY State Street SPDR S&P Midcap | 0.53% | 1,161 | $701K | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.45% | 12,785 | $598K | Add +1.4% |
| XLK SS Technology Select Sector | 0.43% | 3,984 | $574K | Reduce -0.3% |
| MU Micron Technology Inc. | 0.42% | 1,931 | $551K | No change |
| DGRO iShares Core Dividend Growth | 0.38% | 7,174 | $498K | Reduce -7.2% |
| AMZN Amazon.com Inc. | 0.37% | 2,144 | $495K | Add +0.1% |
| GLD SPDR Gold Shares | 0.35% | 1,167 | $462K | No change |
| VEA Vanguard Ftse Developed ETF | 0.33% | 7,065 | $441K | Add +0.0% |
| ACWV iShares MSCI Global Min Vol | 0.29% | 3,195 | $379K | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,086 | $340K | Add +5.7% |
| IVV iShares Core S&P 500 ETF | 0.25% | 490 | $336K | No change |
| XLY SS Consumer Disc Select Sect | 0.22% | 2,490 | $297K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 5,250 | $282K | Reduce -0.2% |
| EZM Wisdomtree US Midcap Fund | 0.21% | 4,086 | $273K | Reduce -0.8% |
| JNJ Johnson & Johnson | 0.19% | 1,226 | $254K | No change |
| LLY Eli Lilly & Co. | 0.19% | 235 | $253K | New |
| VGT Vanguard Info Tech ETF | 0.18% | 318 | $240K | Add +3.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 2,435 | $236K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.18% | 1,689 | $235K | Add +0.2% |
| AVGO Broadcom Inc. | 0.18% | 674 | $233K | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 0.17% | 1,072 | $227K | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.17% | 3,622 | $220K | Reduce -9.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 4,680 | $219K | Reduce -0.2% |
| PEP Pepsico Inc. | 0.16% | 1,438 | $206K | Reduce -18.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 402 | $202K | New |
Portfolio Sells Q3 2025 → Q4 2025
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −7.41 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −5.61 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −3.40 |
| NUBD Nuveen ESG US Aggregate Bond | Sold out | 0.00% | −2.53 |
| SUSB iShares ESG Aware 1-5 Year U | Sold out | 0.00% | −1.44 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.57 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.41 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.36 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.30 |
| NEAR iShares SH Dba ETF Usd Inc. | Sold out | 0.00% | −0.26 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.20 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.18 |
| PEP Pepsico Inc. | Reduce -18.8% | 0.16% | +0.00 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -9.2% | 0.17% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.2% | 0.17% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 0.21% | +0.04 |
| EZM Wisdomtree US Midcap Fund | Reduce -0.8% | 0.21% | +0.04 |
| ACWV iShares MSCI Global Min Vol | Reduce -3.6% | 0.29% | +0.04 |
| DGRO iShares Core Dividend Growth | Reduce -7.2% | 0.38% | +0.05 |
| XLK SS Technology Select Sector | Reduce -0.3% | 0.43% | +0.09 |
| HEZU iShares Currency Hedged MSCI | Reduce -4.3% | 0.60% | +0.11 |
| IMCG iShares Morningstar Mid-Cap | Reduce -5.0% | 1.07% | +0.12 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -1.6% | 0.82% | +0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -5.3% | 1.01% | +0.16 |
| IWF iShares Russell 1000 Growth | Reduce -3.4% | 1.03% | +0.17 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -3.1% | 1.10% | +0.21 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 1.32% | +0.26 |
| AAPL Apple Inc. | Reduce -3.3% | 1.78% | +0.38 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.2% | 2.25% | +0.46 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.7% | 3.59% | +0.69 |
Portfolio Buys Q3 2025 → Q4 2025
| ESGV Vanguard ESG US Stock ETF | Add +3.0% | 46.35% | +10.56 |
| ESGD iShares Trust iShares ESG Aw | Add +5.4% | 15.17% | +3.74 |
| ESGE iShares Inc. iShares ESG Awar | Add +4.5% | 4.55% | +1.08 |
| ESML iShares ESG Aware MSCI USA S | Add +3.3% | 4.38% | +1.00 |
| SCHH Schwab US REIT ETF | Add +7.3% | 3.31% | +0.72 |
| IYW iShares Ustechnology ETF | Add +0.1% | 1.03% | +0.21 |
| LLY Eli Lilly & Co. | New | 0.19% | +0.19 |
| IVE iShares S&P 500 Value ETF | New | 0.17% | +0.17 |
| VOO Vanguard S&P 500 ETF | Add +0.1% | 0.77% | +0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.15% | +0.15 |
| IWD iShares Russell 1000 Value E | Add +0.0% | 0.56% | +0.12 |
| NVDA Nvidia Corp. | Add +0.2% | 0.63% | +0.12 |
| MSFT Microsoft Corp. | Add +0.1% | 0.84% | +0.11 |
| MDY State Street SPDR S&P Midcap | Add +0.1% | 0.53% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.26% | +0.10 |
| SPEM State Street SP PTF Em ETF | Add +1.4% | 0.45% | +0.09 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.37% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 0.33% | +0.07 |
| VGT Vanguard Info Tech ETF | Add +3.9% | 0.18% | +0.04 |
| AVGO Broadcom Inc. | Add +0.1% | 0.18% | +0.04 |
| SUSA iShares ESG Optimized MSCI U | Add +0.2% | 0.18% | +0.04 |
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 |