13F Insight
DOSSIER · 13F-HR · Q3 2026

Stanich Group LLC

$207M in tracked AUM across 64 positions as of Q3 2026.

SG
CIK 0002023324 · last filed Sep 30, 2026
Total AUM
$207M
as of Q3 2026
Holdings
64
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive Analysis of Stanich Group LLC SEC 13F Filing
Portfolio Overview

Stanich Group LLC has reported a significant expansion in its investment portfolio for the quarter ending December 31, 2025. The total portfolio value surged by 95.0%, rising from $68.02M to $132.62M. This near-doubling of assets under management coincides with a substantial restructuring of the portfolio's composition. The manager now oversees 47 holdings, a shift from a more concentrated strateg...

The portfolio is heavily tilted toward Exchange Traded Funds (ETFs), which comprise approximately 92.9% of the total value ($123.24M). This indicates that Stanich Group LLC is utilizing a "core-satellite" or purely fund-based approach, relying on broad market exposure and factor-based strategies rather than intensive individual stock selection. The remaining allocation is distributed across direct equities, primarily in the technology sector.

Key Holdings

The portfolio structure is top-heavy, with the largest three positions accounting for approximately 66% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$76M559K36.5%02
ESGD
ISHARES TR
$24M236K11.7%03
AGG
ISHARES TR
$15M161K7.4%04
VGSH
VANGUARD SCOTTSDALE FDS
$12M201K5.6%05
ESGE
ISHARES INC
$8M149K3.9%06
ESML
ISHARES TR
$7M136K3.4%07
SUSC
ISHARES TR
$7M316K3.4%08
QUAL
ISHARES TR
$6M26K2.8%09
SCHH
SCHWAB STRATEGIC TR
$6M253K2.7%10
NUBD
NUSHARES ETF TR
$4M193K2.0%

Filing history

2026Q3Sep 30
$207M▲ 30.4%
64 positionsView →2026Q2Jun 30
$159M▲ 21.1%
52 positionsView →2026Q1Mar 31
$131M▼ 1.1%
47 positionsView →2025Q4Dec 31
$133M▲ 95.0%
47 positionsView →2025Q3Sep 30
$68M▼ 39.1%
29 positionsLocked2025Q2Jun 30
$112M▼ 17.5%
39 positionsLocked2025Q1Mar 31
$135M▲ 1.0%
50 positionsLocked2024Q4Dec 31
$134M—
50 positionsLocked