DOSSIER · 13F-HR · Q1 2026

Stanich Group LLC

Stanich's family office based in Omaha, NE $131M in tracked AUM across 47 positions as of Q1 2026.

S
Stanich·Omaha, NE·Family Office
CIK 0002023324 · last filed Mar 31, 2026
Total AUM
$131M
18.7%
vs prior
Holdings
47
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
Top sector
Tech
46% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ESGV
VANGUARD WORLD FD
$59M528K45.2%
02
ESGD
ISHARES TR
$21M219K16.0%
03
ESGE
ISHARES INC
$6M142K4.9%
04
ESML
ISHARES TR
$6M130K4.7%
05
SCHH
SCHWAB STRATEGIC TR
$5M227K3.7%
06
QUAL
ISHARES TR
$4M23K3.4%
07
DSI
ISHARES TR
$3M23K2.1%
08
AAPL
APPLE INC
$2M9K1.7%
09
VIG
VANGUARD SPECIALIZED FUNDS
$2M8K1.3%
10
QEFA
SPDR INDEX SHS FDS
$1M16K1.1%

Filing history

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