Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $72.9M | 45.9% |
| iShares TRESG AW MSCI EAFE | ESG AW MSCI EAFE | $24M | 15.1% |
| iShares Inc.ESG AWR MSCI EM | ESG AWR MSCI EM | $8.07M | 5.1% |
| iShares TRESG AWARE MSCI | ESG AWARE MSCI | $7.57M | 4.8% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $5.8M | 3.7% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $5.77M | 3.6% |
| iShares TRESG MSCI KLD ETF | ESG MSCI KLD ETF | $3.28M | 2.1% |
| Apple Inc.COM | COM | $2.56M | 1.6% |
| iShares TRMRGSTR MD CP GRW | MRGSTR MD CP GRW | $2.14M | 1.3% |
| Vanguard Index FdsSML CP GRW ETF | SML CP GRW ETF | $2.01M | 1.3% |
| SPDR Index Shs FdsST STR MSCI EAFE | ST STR MSCI EAFE | $1.82M | 1.1% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.75M | 1.1% |
| SPDR Series TrustST STR SP500DIV | ST STR SP500DIV | $1.55M | 1.0% |
| Micron Technology Inc.COM | COM | $1.53M | 1.0% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $1.12M | 0.7% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.09M | 0.7% |
| iShares TRCUR HD EURZN ETF | CUR HD EURZN ETF | $1.09M | 0.7% |
| Nvidia CorporationCOM | COM | $936K | 0.6% |
| Microsoft Corp.COM | COM | $862K | 0.5% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $860K | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $833K | 0.5% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $813K | 0.5% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $672K | 0.4% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $544K | 0.3% |
| Advanced Micro Devices Inc.COM | COM | $538K | 0.3% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $537K | 0.3% |
| Amazon Com Inc.COM | COM | $520K | 0.3% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $504K | 0.3% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $492K | 0.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $415K | 0.3% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $389K | 0.2% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $360K | 0.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $342K | 0.2% |
| iShares Inc.MSCI GBL MIN VOL | MSCI GBL MIN VOL | $339K | 0.2% |
| Johnson & JohnsonCOM | COM | $338K | 0.2% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $311K | 0.2% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $304K | 0.2% |
| Eli Lilly & COCOM | COM | $302K | 0.2% |
| Wisdomtree TRUS MIDCAP FUND | US MIDCAP FUND | $301K | 0.2% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $286K | 0.2% |
| Vanguard Scottsdale FdsVNG RUS1000IDX | VNG RUS1000IDX | $285K | 0.2% |
| Broadcom Inc.COM | COM | $283K | 0.2% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $280K | 0.2% |
| iShares TRESG OPTIMIZED | ESG OPTIMIZED | $277K | 0.2% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $264K | 0.2% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $263K | 0.2% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $251K | 0.2% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $226K | 0.1% |
| Tidal Trust ISP FDS S&P 500 | SP FDS S&P 500 | $222K | 0.1% |
| Listed Fds TRWAHED FTSE ETF | WAHED FTSE ETF | $221K | 0.1% |
Vanguard World FDESG US STK ETF$72.9M
- Class
- ESG US STK ETF
- Share
- 45.9%
iShares TRESG AW MSCI EAFE$24M
- Class
- ESG AW MSCI EAFE
- Share
- 15.1%
iShares Inc.ESG AWR MSCI EM$8.07M
- Class
- ESG AWR MSCI EM
- Share
- 5.1%
iShares TRESG AWARE MSCI$7.57M
- Class
- ESG AWARE MSCI
- Share
- 4.8%
Schwab Strategic TRUS REIT ETF$5.8M
- Class
- US REIT ETF
- Share
- 3.7%
iShares TRMSCI USA QLT FCT$5.77M
- Class
- MSCI USA QLT FCT
- Share
- 3.6%
iShares TRESG MSCI KLD ETF$3.28M
- Class
- ESG MSCI KLD ETF
- Share
- 2.1%
Apple Inc.COM$2.56M
- Class
- COM
- Share
- 1.6%
iShares TRMRGSTR MD CP GRW$2.14M
- Class
- MRGSTR MD CP GRW
- Share
- 1.3%
Vanguard Index FdsSML CP GRW ETF$2.01M
- Class
- SML CP GRW ETF
- Share
- 1.3%
SPDR Index Shs FdsST STR MSCI EAFE$1.82M
- Class
- ST STR MSCI EAFE
- Share
- 1.1%
Vanguard Specialized FundsDIV APP ETF$1.75M
- Class
- DIV APP ETF
- Share
- 1.1%
SPDR Series TrustST STR SP500DIV$1.55M
- Class
- ST STR SP500DIV
- Share
- 1.0%
Micron Technology Inc.COM$1.53M
- Class
- COM
- Share
- 1.0%
iShares TRU.S. TECH ETF$1.12M
- Class
- U.S. TECH ETF
- Share
- 0.7%
Vanguard Index FdsS&P 500 ETF SHS$1.09M
- Class
- S&P 500 ETF SHS
- Share
- 0.7%
iShares TRCUR HD EURZN ETF$1.09M
- Class
- CUR HD EURZN ETF
- Share
- 0.7%
Nvidia CorporationCOM$936K
- Class
- COM
- Share
- 0.6%
Microsoft Corp.COM$862K
- Class
- COM
- Share
- 0.5%
Select Sector SPDR TRST STR TECHN ETF$860K
- Class
- ST STR TECHN ETF
- Share
- 0.5%
iShares TRCORE S&P500 ETF$833K
- Class
- CORE S&P500 ETF
- Share
- 0.5%
iShares TRRUS 1000 VAL ETF$813K
- Class
- RUS 1000 VAL ETF
- Share
- 0.5%
SPDR Index Shs FdsST PORT MARK ETF$672K
- Class
- ST PORT MARK ETF
- Share
- 0.4%
iShares TRRUSSELL 2000 ETF$544K
- Class
- RUSSELL 2000 ETF
- Share
- 0.3%
Advanced Micro Devices Inc.COM$538K
- Class
- COM
- Share
- 0.3%
iShares TRCORE DIV GRWTH$537K
- Class
- CORE DIV GRWTH
- Share
- 0.3%
Amazon Com Inc.COM$520K
- Class
- COM
- Share
- 0.3%
iShares TRRUS 1000 GRW ETF$504K
- Class
- RUS 1000 GRW ETF
- Share
- 0.3%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$492K
- Class
- VAN FTSE DEV MKT
- Share
- 0.3%
Alphabet Inc.CAP STK CL A$415K
- Class
- CAP STK CL A
- Share
- 0.3%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$389K
- Class
- UTSER1 S&PDCRP
- Share
- 0.2%
State Str SPDR S&P 500 ETF TTR UNIT$360K
- Class
- TR UNIT
- Share
- 0.2%
Alphabet Inc.CAP STK CL C$342K
- Class
- CAP STK CL C
- Share
- 0.2%
iShares Inc.MSCI GBL MIN VOL$339K
- Class
- MSCI GBL MIN VOL
- Share
- 0.2%
Johnson & JohnsonCOM$338K
- Class
- COM
- Share
- 0.2%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$311K
- Class
- FTSE EMR MKT ETF
- Share
- 0.2%
Vanguard World FDINF TECH ETF$304K
- Class
- INF TECH ETF
- Share
- 0.2%
Eli Lilly & COCOM$302K
- Class
- COM
- Share
- 0.2%
Wisdomtree TRUS MIDCAP FUND$301K
- Class
- US MIDCAP FUND
- Share
- 0.2%
iShares TRS&P MC 400GR ETF$286K
- Class
- S&P MC 400GR ETF
- Share
- 0.2%
Vanguard Scottsdale FdsVNG RUS1000IDX$285K
- Class
- VNG RUS1000IDX
- Share
- 0.2%
Broadcom Inc.COM$283K
- Class
- COM
- Share
- 0.2%
Select Sector SPDR TRST STR DISCR ETF$280K
- Class
- ST STR DISCR ETF
- Share
- 0.2%
iShares TRESG OPTIMIZED$277K
- Class
- ESG OPTIMIZED
- Share
- 0.2%
SPDR Series TrustST STR SP600 SML$264K
- Class
- ST STR SP600 SML
- Share
- 0.2%
iShares TRS&P 500 GRWT ETF$263K
- Class
- S&P 500 GRWT ETF
- Share
- 0.2%
Blackrock ETF TrustISHARES US EQUIT$251K
- Class
- ISHARES US EQUIT
- Share
- 0.2%
iShares TRS&P 500 VAL ETF$226K
- Class
- S&P 500 VAL ETF
- Share
- 0.1%
Tidal Trust ISP FDS S&P 500$222K
- Class
- SP FDS S&P 500
- Share
- 0.1%
Listed Fds TRWAHED FTSE ETF$221K
- Class
- WAHED FTSE ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 52 positions by value, with holdings of the same security combined. The 52 largest are in this firm's machine-readable record. 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
- 2023324
- File number
- 028-24694
- Options
- 0 call, 0 put
- In the 25 largest
- 94.5%
- Prior quarter
- $131M at 31 March 2026
- Positions opened
- 8
- Positions closed
- 3
Common questions
What are The Stanich Group’s 13F holdings worth?
$159 million across 52 positions for the quarter ended 30 June 2026.
What is The Stanich Group’s largest 13F holding?
VANGUARD WORLD FD (ESG US STK ETF) was the largest position at $72.9 million, or 45.9% of reported 13F value, as of 30 June 2026.
How concentrated is The Stanich Group’s 13F portfolio?
The ten largest positions accounted for 84.4% of reported value and the twenty-five largest for 94.5%, across 52 positions as of 30 June 2026.
Does Form 13F show everything The Stanich Group 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 The Stanich Group 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.