Stanich Group LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Stanich Group LLC reported 47 stock positions worth $131.2 million. Its top holding was Vanguard ESG US Stock ETF (ESGV) at 45.2% of the portfolio, followed by iShares Trust iShares ESG Aw (ESGD, 16.0%) and iShares Inc. iShares ESG Awar (ESGE, 4.9%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 18 and reduced 20. The biggest buy was iShares Trust iShares ESG Aw (ESGD, shares +4%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MONTAUK, NY
- CIK
- 0002023324
- Portfolio Value
- $131.2M (Q1 2026)
- SEC Filing
- 0002023324-26-000002 ↗ filed Apr 15, 2026
Holdings Value
Holdings 47 stocks · $131.2M
| ESGV Vanguard ESG US Stock ETF | 45.15% | 527,621 | $59.2M | Add +3.8% |
| ESGD iShares Trust iShares ESG Aw | 15.96% | 219,010 | $20.9M | Add +3.5% |
| ESGE iShares Inc. iShares ESG Awar | 4.92% | 141,849 | $6.4M | Add +3.8% |
| ESML iShares ESG Aware MSCI USA S | 4.67% | 130,308 | $6.1M | Add +3.1% |
| SCHH Schwab US REIT ETF | 3.72% | 227,071 | $4.9M | Add +7.9% |
| QUAL iShares MSCI USA Quality Fac | 3.42% | 23,391 | $4.5M | Reduce -2.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 2.14% | 23,151 | $2.8M | Reduce -0.3% |
| AAPL Apple Inc. | 1.75% | 9,040 | $2.3M | Add +4.2% |
| VIG Vanguard Dividend Apprec ETF | 1.30% | 7,945 | $1.7M | Add +0.1% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 1.12% | 15,788 | $1.5M | Reduce -2.0% |
| IMCG iShares Morningstar Mid-Cap | 1.06% | 17,647 | $1.4M | Reduce -0.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.01% | 4,379 | $1.3M | Reduce -1.6% |
| IYW iShares Ustechnology ETF | 0.95% | 6,852 | $1.2M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.92% | 2,845 | $1.2M | Reduce -1.6% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.89% | 25,723 | $1.2M | Add +2.6% |
| VOO Vanguard S&P 500 ETF | 0.74% | 1,620 | $968K | Reduce -0.9% |
| MSFT Microsoft Corp. | 0.65% | 2,297 | $850K | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.64% | 1,299 | $845K | Add +0.1% |
| NVDA Nvidia Corp. | 0.60% | 4,518 | $788K | Add +0.1% |
| HEZU iShares Currency Hedged MSCI | 0.59% | 17,749 | $776K | Reduce -2.4% |
| IWD iShares Russell 1000 Value E | 0.58% | 3,548 | $758K | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.56% | 2,973 | $737K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.54% | 1,156 | $713K | Reduce -0.4% |
| SPEM State Street SP PTF Em ETF | 0.43% | 11,950 | $561K | Reduce -6.5% |
| XLK SS Technology Select Sector | 0.40% | 3,907 | $519K | Reduce -1.9% |
| DGRO iShares Core Dividend Growth | 0.38% | 7,175 | $504K | Add +0.0% |
| MU Micron Technology Inc. | 0.38% | 1,487 | $502K | Reduce -23.0% |
| GLD SPDR Gold Shares | 0.38% | 1,167 | $502K | No change |
| VEA Vanguard Ftse Developed ETF | 0.34% | 6,910 | $443K | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.34% | 2,111 | $440K | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.31% | 617 | $403K | Add +25.9% |
| ACWV iShares MSCI Global Min Vol | 0.29% | 3,196 | $382K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.27% | 1,223 | $351K | New |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,086 | $312K | No change |
| JNJ Johnson & Johnson | 0.23% | 1,249 | $305K | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 5,216 | $282K | Reduce -0.7% |
| EZM Wisdomtree US Midcap Fund | 0.21% | 4,043 | $272K | Reduce -1.1% |
| XLY SS Consumer Disc Select Sect | 0.21% | 2,490 | $271K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.19% | 2,435 | $245K | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.17% | 4,666 | $225K | Reduce -0.3% |
| SUSA iShares ESG Optimized MSCI U | 0.17% | 1,694 | $224K | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.17% | 318 | $222K | No change |
| LLY Eli Lilly & Co. | 0.16% | 235 | $216K | No change |
| PBA Pembina Pipeline Corp. | 0.16% | 4,680 | $209K | New |
| PEP Pepsico Inc. | 0.16% | 1,348 | $209K | Reduce -6.3% |
| AVGO Broadcom Inc. | 0.16% | 673 | $208K | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 1,407 | $205K | New |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.0% | 0.65% | −0.19 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.4% | 3.42% | −0.17 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.17 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.15 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.3% | 2.14% | −0.12 |
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 0.92% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 0.34% | −0.04 |
| XLK SS Technology Select Sector | Reduce -1.9% | 0.40% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 0.74% | −0.03 |
| MU Micron Technology Inc. | Reduce -23.0% | 0.38% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -6.5% | 0.43% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.1% | 0.16% | −0.02 |
| IMCG iShares Morningstar Mid-Cap | Reduce -0.7% | 1.06% | −0.01 |
| HEZU iShares Currency Hedged MSCI | Reduce -2.4% | 0.59% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.6% | 1.01% | −0.01 |
| EZM Wisdomtree US Midcap Fund | Reduce -1.1% | 0.21% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 0.21% | +0.00 |
| PEP Pepsico Inc. | Reduce -6.3% | 0.16% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.2% | 0.34% | +0.00 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.3% | 0.17% | +0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 0.54% | +0.01 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -2.0% | 1.12% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| ESGD iShares Trust iShares ESG Aw | Add +3.5% | 15.96% | +0.79 |
| SCHH Schwab US REIT ETF | Add +7.9% | 3.72% | +0.41 |
| ESGE iShares Inc. iShares ESG Awar | Add +3.8% | 4.92% | +0.36 |
| ESML iShares ESG Aware MSCI USA S | Add +3.1% | 4.67% | +0.29 |
| GOOG Alphabet Inc. Class C | New | 0.27% | +0.27 |
| PBA Pembina Pipeline Corp. | New | 0.16% | +0.16 |
| SDY SS SPDR S&P Dividend ETF | New | 0.16% | +0.16 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +2.6% | 0.89% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +25.9% | 0.31% | +0.05 |
| JNJ Johnson & Johnson | Add +1.9% | 0.23% | +0.04 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.58% | +0.02 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.56% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +0.0% | 0.38% | +0.01 |
| ACWV iShares MSCI Global Min Vol | Add +0.0% | 0.29% | +0.01 |
| SUSA iShares ESG Optimized MSCI U | Add +0.3% | 0.17% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 1.30% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.64% | −0.02 |
| AAPL Apple Inc. | Add +4.2% | 1.75% | −0.03 |
| NVDA Nvidia Corp. | Add +0.1% | 0.60% | −0.03 |
| IYW iShares Ustechnology ETF | Add +0.1% | 0.95% | −0.08 |
| ESGV Vanguard ESG US Stock ETF | Add +3.8% | 45.15% | −1.19 |
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 |