Filed: 2/13/2025ACC: 0001809494-25-000001
๐ What this filing means
STANDARD FAMILY OFFICE LLC filed this quarterly 13FโHR report disclosing 48 equity positions with a total reported market value of $82.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$82.58M
Total AUM (reported)
344.16K
Total Shares
Allocation by class
S&P 500 ETF SHS$67.42M81.6%
FTSE EMR MKT ETF$8.00M9.7%
COM$4.28M5.2%
RUS MD CP GR ETF$732.4K0.9%
TECHNOLOGY$709.0K0.9%
COM CL A$338.5K0.4%
CAP STK CL C$295.2K0.4%
Portfolio Concentration
Top 3$76.30M92.4%
4โ10$3.33M4.0%
11โ25$2.29M2.8%
Rest$656.9K0.8%
Top 3 weight
92.4%
Top 10 weight
96.4%
Voting Authority Distribution
Total shares with voting rights: 344.16K
Sole
Full voting authority
344.16K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings48
Rows:
VANGUARD INDEX FDS
SOLEShares125.14K
TypeSH
Market value$67.42M
81.65%
Sole
125.14K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares181.72K
TypeSH
Market value$8.00M
9.69%
Sole
181.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares3.49K
TypeSH
Market value$874.7K
1.06%
Sole
3.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.78K
TypeSH
Market value$732.4K
0.89%
Sole
5.78K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares3.05K
TypeSH
Market value$709.0K
0.86%
Sole
3.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares3.50K
TypeSH
Market value$470.0K
0.57%
Sole
3.50K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.08K
TypeSH
Market value$455.6K
0.55%
Sole
1.08K
Shared
0.00
None
0.00
VISA INC
SOLEShares1.07K
TypeSH
Market value$338.5K
0.41%
Sole
1.07K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.50K
TypeSH
Market value$330.2K
0.40%
Sole
1.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.55K
TypeSH
Market value$295.2K
0.36%
Sole
1.55K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares567.00
TypeSH
Market value$286.8K
0.35%
Sole
567.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares668.00
TypeSH
Market value$268.3K
0.32%
Sole
668.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares1.01K
TypeSH
Market value$242.3K
0.29%
Sole
1.01K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares518.00
TypeSH
Market value$201.5K
0.24%
Sole
518.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares756.00
TypeSH
Market value$172.4K
0.21%
Sole
756.00
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares833.00
TypeSH
Market value$138.8K
0.17%
Sole
833.00
Shared
0.00
None
0.00
AFLAC INC
SOLEShares1.29K
TypeSH
Market value$133.2K
0.16%
Sole
1.29K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares255.00
TypeSH
Market value$132.7K
0.16%
Sole
255.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares210.00
TypeSH
Market value$123.1K
0.15%
Sole
210.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares256.00
TypeSH
Market value$116.0K
0.14%
Sole
256.00
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares483.00
TypeSH
Market value$113.2K
0.14%
Sole
483.00
Shared
0.00
None
0.00
VANGUARD INDEX
SOLEShares1.23K
TypeSH
Market value$109.7K
0.13%
Sole
1.23K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares567.00
TypeSH
Market value$100.8K
0.12%
Sole
567.00
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares469.00
TypeSH
Market value$83.6K
0.10%
Sole
469.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares455.00
TypeSH
Market value$65.8K
0.08%
Sole
455.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 125.14K | SH | $67.42M 81.65% | 125.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 181.72K | SH | $8.00M 9.69% | 181.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 3.49K | SH | $874.7K 1.06% | 3.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 5.78K | SH | $732.4K 0.89% | 5.78K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 3.05K | SH | $709.0K 0.86% | 3.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 3.50K | SH | $470.0K 0.57% | 3.50K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.08K | SH | $455.6K 0.55% | 1.08K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 1.07K | SH | $338.5K 0.41% | 1.07K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.50K | SH | $330.2K 0.40% | 1.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 1.55K | SH | $295.2K 0.36% | 1.55K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 567.00 | SH | $286.8K 0.35% | 567.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 668.00 | SH | $268.3K 0.32% | 668.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.01K | SH | $242.3K 0.29% | 1.01K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 518.00 | SH | $201.5K 0.24% | 518.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 756.00 | SH | $172.4K 0.21% | 756.00 | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 833.00 | SH | $138.8K 0.17% | 833.00 | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 1.29K | SH | $133.2K 0.16% | 1.29K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 255.00 | SH | $132.7K 0.16% | 255.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 210.00 | SH | $123.1K 0.15% | 210.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 256.00 | SH | $116.0K 0.14% | 256.00 | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 483.00 | SH | $113.2K 0.14% | 483.00 | 0.00 | 0.00 |
VANGUARD INDEXSOLE | FDS REAL ESTATE ETF | 1.23K | SH | $109.7K 0.13% | 1.23K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 567.00 | SH | $100.8K 0.12% | 567.00 | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 469.00 | SH | $83.6K 0.10% | 469.00 | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 455.00 | SH | $65.8K 0.08% | 455.00 | 0.00 | 0.00 |
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