Filed: 5/13/2025ACC: 0001809494-25-000003
๐ What this filing means
STANDARD FAMILY OFFICE LLC filed this quarterly 13FโHR report disclosing 29 equity positions with a total reported market value of $76.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$76.19M
Total AUM (reported)
326.09K
Total Shares
Allocation by class
S&P 500 ETF SHS$64.31M84.4%
FTSE EMR MKT ETF$8.22M10.8%
COM$2.13M2.8%
RUS MD CP GR ETF$387.7K0.5%
TECHNOLOGY$360.1K0.5%
COM CL A$214.5K0.3%
CAP STK CL C$138.1K0.2%
Portfolio Concentration
Top 3$72.98M95.8%
4โ10$1.74M2.3%
11โ25$1.34M1.8%
Rest$133.1K0.2%
Top 3 weight
95.8%
Top 10 weight
98.1%
Voting Authority Distribution
Total shares with voting rights: 326.09K
Sole
Full voting authority
326.09K
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)
Sole29
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings29
Rows:
VANGUARD INDEX FDS
SOLEShares125.14K
TypeSH
Market value$64.31M
84.41%
Sole
125.14K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY
SOLEShares181.72K
TypeSH
Market value$8.22M
10.80%
Sole
181.72K
Shared
0.00
None
0.00
APPLE INC
SOLEShares2K
TypeSH
Market value$443.4K
0.58%
Sole
2K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.30K
TypeSH
Market value$387.7K
0.51%
Sole
3.30K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares1.74K
TypeSH
Market value$360.1K
0.47%
Sole
1.74K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares616.00
TypeSH
Market value$231.2K
0.30%
Sole
616.00
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares2K
TypeSH
Market value$216.8K
0.28%
Sole
2K
Shared
0.00
None
0.00
VISA INC
SOLEShares612.00
TypeSH
Market value$214.5K
0.28%
Sole
612.00
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares324.00
TypeSH
Market value$169.7K
0.22%
Sole
324.00
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares860.00
TypeSH
Market value$163.6K
0.21%
Sole
860.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares576.00
TypeSH
Market value$141.3K
0.19%
Sole
576.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares884.00
TypeSH
Market value$138.1K
0.18%
Sole
884.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares380.00
TypeSH
Market value$137.2K
0.18%
Sole
380.00
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares210.00
TypeSH
Market value$117.5K
0.15%
Sole
210.00
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares296.00
TypeSH
Market value$108.5K
0.14%
Sole
296.00
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares432.00
TypeSH
Market value$102.1K
0.13%
Sole
432.00
Shared
0.00
None
0.00
AFLAC INC
SOLEShares736.00
TypeSH
Market value$81.8K
0.11%
Sole
736.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares148.00
TypeSH
Market value$78.8K
0.10%
Sole
148.00
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares144.00
TypeSH
Market value$71.7K
0.09%
Sole
144.00
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares276.00
TypeSH
Market value$70.0K
0.09%
Sole
276.00
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares324.00
TypeSH
Market value$67.9K
0.09%
Sole
324.00
Shared
0.00
None
0.00
ORACLE CORP COM
SOLEShares476.00
TypeSH
Market value$66.5K
0.09%
Sole
476.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares704.00
TypeSH
Market value$63.7K
0.08%
Sole
704.00
Shared
0.00
None
0.00
CAPITALONE FINL CORP
SOLEShares268.00
TypeSH
Market value$48.1K
0.06%
Sole
268.00
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares260.00
TypeSH
Market value$43.1K
0.06%
Sole
260.00
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 | $64.31M 84.41% | 125.14K | 0.00 | 0.00 |
VANGUARD INTL EQUITYSOLE | FTSE EMR MKT ETF | 181.72K | SH | $8.22M 10.80% | 181.72K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 2K | SH | $443.4K 0.58% | 2K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 3.30K | SH | $387.7K 0.51% | 3.30K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 1.74K | SH | $360.1K 0.47% | 1.74K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 616.00 | SH | $231.2K 0.30% | 616.00 | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 2K | SH | $216.8K 0.28% | 2K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 612.00 | SH | $214.5K 0.28% | 612.00 | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 324.00 | SH | $169.7K 0.22% | 324.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 860.00 | SH | $163.6K 0.21% | 860.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | COM | 576.00 | SH | $141.3K 0.19% | 576.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 884.00 | SH | $138.1K 0.18% | 884.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 380.00 | SH | $137.2K 0.18% | 380.00 | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 210.00 | SH | $117.5K 0.15% | 210.00 | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | COM | 296.00 | SH | $108.5K 0.14% | 296.00 | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 432.00 | SH | $102.1K 0.13% | 432.00 | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 736.00 | SH | $81.8K 0.11% | 736.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 148.00 | SH | $78.8K 0.10% | 148.00 | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 144.00 | SH | $71.7K 0.09% | 144.00 | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 276.00 | SH | $70.0K 0.09% | 276.00 | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 324.00 | SH | $67.9K 0.09% | 324.00 | 0.00 | 0.00 |
ORACLE CORP COMSOLE | COM | 476.00 | SH | $66.5K 0.09% | 476.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 704.00 | SH | $63.7K 0.08% | 704.00 | 0.00 | 0.00 |
CAPITALONE FINL CORPSOLE | COM | 268.00 | SH | $48.1K 0.06% | 268.00 | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 260.00 | SH | $43.1K 0.06% | 260.00 | 0.00 | 0.00 |
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