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Standard Family Office reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 13 August 2026, signed by Kelsey Olson, Chief Compliance Officer. Retrieved 14 October 2026. Page updated 21 October 2026.

Standard Family Office’s reported 13F holdings total $114M across 31 positions as of 30 June 2026. The ten largest make up 98.3% of it, and its value rose 17.6% from the prior quarter.

$114M
Reported 13F value
31
Positions
98.3%
In the 10 largest
+17.6%
Value vs. prior quarter

Largest positions

Vanguard Index FdsS&P 500 ETF SHS$88.6M
Class
S&P 500 ETF SHS
Share
77.9%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$11.9M
Class
FTSE EMR MKT ETF
Share
10.5%
Invesco Exchange Traded FD TS&P500 EQL WGT$8.47M
Class
S&P500 EQL WGT
Share
7.4%
Select Sector SPDR TRSTATE STREET TEC$665K
Class
STATE STREET TEC
Share
0.6%
Apple Inc.COM$578K
Class
COM
Share
0.5%
iShares TRRUS MD CP GR ETF$483K
Class
RUS MD CP GR ETF
Share
0.4%
Nvidia CorporationCOM$400K
Class
COM
Share
0.4%
Alphabet Inc.CAP STK CL C$312K
Class
CAP STK CL C
Share
0.3%
Microsoft Corp.COM$230K
Class
COM
Share
0.2%
Visa Inc.COM CL A$210K
Class
COM CL A
Share
0.2%
Amazon Com Inc.COM$205K
Class
COM
Share
0.2%
iShares TRRUS 1000 GRW ETF$189K
Class
RUS 1000 GRW ETF
Share
0.2%
JPMORGAN Chase & COCOM$189K
Class
COM
Share
0.2%
State Str SPDR S&P 500 ETF TTR UNIT$157K
Class
TR UNIT
Share
0.1%
Unitedhealth Group Inc.COM$135K
Class
COM
Share
0.1%
Union Pac Corp.COM$118K
Class
COM
Share
0.1%
Home Depot Inc.COM$104K
Class
COM
Share
0.1%
Aflac Inc.COM$86.3K
Class
COM
Share
0.1%
Abbvie Inc.COM$81.5K
Class
COM
Share
0.1%
Ecolab Inc.COM$76.9K
Class
COM
Share
0.1%
Berkshire Hathaway Inc. DelCL B NEW$74.1K
Class
CL B NEW
Share
0.1%
Thermo Fisher Scientific Inc.COM$72.2K
Class
COM
Share
0.1%
Oracle Corp.COM$69.8K
Class
COM
Share
0.1%
Vanguard Index FdsREAL ESTATE ETF$67.9K
Class
REAL ESTATE ETF
Share
0.1%
Johnson & JohnsonCOM$66K
Class
COM
Share
0.1%
Goldman Sachs Group Inc.COM$60.7K
Class
COM
Share
0.1%
Capital One Finl Corp.COM$53.8K
Class
COM
Share
0.0%
CVS Health Corp.COM$50.5K
Class
COM
Share
0.0%
Abbott LaboratoriesCOM$24.7K
Class
COM
Share
0.0%
Comcast Corp. NewCL A$20.7K
Class
CL A
Share
0.0%
Versant Media Group Inc.COM CL A$1.19K
Class
COM CL A
Share
0.0%

The share class is shown on a wider screen.

The 31 largest of 31 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1809494
File number
028-20929
Options
0 call, 0 put
In the 25 largest
99.8%
Prior quarter
$96.8M at 31 March 2026
Positions opened
0
Positions closed
0

Common questions

What are Standard Family Office’s 13F holdings worth?

$114 million across 31 positions for the quarter ended 30 June 2026.

What is Standard Family Office’s largest 13F holding?

VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $88.6 million, or 77.9% of reported 13F value, as of 30 June 2026.

How concentrated is Standard Family Office’s 13F portfolio?

The ten largest positions accounted for 98.3% of reported value and the twenty-five largest for 99.8%, across 31 positions as of 30 June 2026.

Does Form 13F show everything Standard Family Office manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Standard Family Office file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Standard Family Office profile

Sources

  1. Form 13F-HR, accession 0001809494-26-000012, filed 13 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0001809494-26-000011, filed 14 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

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This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Standard Family Office, LLC, and Niva is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.