STANICH GROUP LLC

Filed: 10/15/2025ACC: 0002023324-25-000002

📋 What this filing means

STANICH GROUP LLC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $163.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$163.33M

Total AUM (reported)

2.24M

Total Shares

Allocation by class

ESG US STK ETF$58.45M35.8%

ESG AW MSCI EAFE$18.66M11.4%

CORE US AGGBD ET$12.10M7.4%

SHORT TERM TREAS$9.17M5.6%

COM$5.81M3.6%

ESG AWR MSCI EM$5.68M3.5%

ESG AWRE USD ETF$5.56M3.4%

Portfolio Concentration

Top 3$89.21M54.6%

4–10$39.02M23.9%

11–25$22.39M13.7%

Rest$12.70M7.8%

Top 3 weight

54.6%

Top 10 weight

78.5%

Voting Authority Distribution

Total shares with voting rights: 2.24M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.24M

% of voting shares100.0%

Investment Discretion (by position count)

Sole56

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings56

Rows:

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares493.44K

TypeSH

Market value$58.45M

35.78%

Sole

0.00

Shared

0.00

None

493.44K

ISHARES TR

SOLE

ESG AW MSCI EAFE

Shares200.73K

TypeSH

Market value$18.66M

11.43%

Sole

0.00

Shared

0.00

None

200.73K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares120.66K

TypeSH

Market value$12.10M

7.41%

Sole

0.00

Shared

0.00

None

120.66K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares155.72K

TypeSH

Market value$9.17M

5.61%

Sole

0.00

Shared

0.00

None

155.72K

ISHARES INC

SOLE

ESG AWR MSCI EM

Shares130.74K

TypeSH

Market value$5.68M

3.48%

Sole

0.00

Shared

0.00

None

130.74K

ISHARES TR

SOLE

ESG AWRE USD ETF

Shares235.87K

TypeSH

Market value$5.56M

3.40%

Sole

0.00

Shared

0.00

None

235.87K

ISHARES TR

SOLE

ESG AWARE MSCI

Shares122.37K

TypeSH

Market value$5.52M

3.38%

Sole

0.00

Shared

0.00

None

122.37K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares24.39K

TypeSH

Market value$4.75M

2.91%

Sole

0.00

Shared

0.00

None

24.39K

SCHWAB STRATEGIC TR

SOLE

US REIT ETF

Shares196.14K

TypeSH

Market value$4.23M

2.59%

Sole

0.00

Shared

0.00

None

196.14K

NUSHARES ETF TR

SOLE

NUVEEN ESG US

Shares183.80K

TypeSH

Market value$4.13M

2.53%

Sole

0.00

Shared

0.00

None

183.80K

ISHARES TR

SOLE

ESG MSCI KLD 400

Shares23.27K

TypeSH

Market value$2.93M

1.79%

Sole

0.00

Shared

0.00

None

23.27K

ISHARES TR

SOLE

ESG AWRE 1 5 YR

Shares92.75K

TypeSH

Market value$2.35M

1.44%

Sole

0.00

Shared

0.00

None

92.75K

APPLE INC

SOLE

COM

Shares8.97K

TypeSH

Market value$2.29M

1.40%

Sole

0.00

Shared

0.00

None

8.97K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares8.03K

TypeSH

Market value$1.73M

1.06%

Sole

0.00

Shared

0.00

None

8.03K

ISHARES TR

SOLE

MRGSTR MD CP GRW

Shares18.70K

TypeSH

Market value$1.55M

0.95%

Sole

0.00

Shared

0.00

None

18.70K

SPDR INDEX SHS FDS

SOLE

MSCI EAFE STRTGC

Shares16.63K

TypeSH

Market value$1.46M

0.90%

Sole

0.00

Shared

0.00

None

16.63K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares2.99K

TypeSH

Market value$1.40M

0.86%

Sole

0.00

Shared

0.00

None

2.99K

VANGUARD INDEX FDS

SOLE

SML CP GRW ETF

Shares4.70K

TypeSH

Market value$1.40M

0.86%

Sole

0.00

Shared

0.00

None

4.70K

ISHARES TR

SOLE

U.S. TECH ETF

Shares6.84K

TypeSH

Market value$1.34M

0.82%

Sole

0.00

Shared

0.00

None

6.84K

MICROSOFT CORP

SOLE

COM

Shares2.30K

TypeSH

Market value$1.19M

0.73%

Sole

0.00

Shared

0.00

None

2.30K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 HI

Shares25.47K

TypeSH

Market value$1.12M

0.69%

Sole

0.00

Shared

0.00

None

25.47K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares1.63K

TypeSH

Market value$999.4K

0.61%

Sole

0.00

Shared

0.00

None

1.63K

ISHARES TR

SOLE

CORE INTL AGGR

Shares18.24K

TypeSH

Market value$934.6K

0.57%

Sole

0.00

Shared

0.00

None

18.24K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares1.30K

TypeSH

Market value$864.8K

0.53%

Sole

0.00

Shared

0.00

None

1.30K

NVIDIA CORPORATION

SOLE

COM

Shares4.50K

TypeSH

Market value$840.5K

0.51%

Sole

0.00

Shared

0.00

None

4.50K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD WORLD FDSOLE	ESG US STK ETF	493.44K	SH	$58.45M 35.78%	493.44K
ISHARES TRSOLE	ESG AW MSCI EAFE	200.73K	SH	$18.66M 11.43%	200.73K
ISHARES TRSOLE	CORE US AGGBD ET	120.66K	SH	$12.10M 7.41%	120.66K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	155.72K	SH	$9.17M 5.61%	155.72K
ISHARES INCSOLE	ESG AWR MSCI EM	130.74K	SH	$5.68M 3.48%	130.74K
ISHARES TRSOLE	ESG AWRE USD ETF	235.87K	SH	$5.56M 3.40%	235.87K
ISHARES TRSOLE	ESG AWARE MSCI	122.37K	SH	$5.52M 3.38%	122.37K
ISHARES TRSOLE	MSCI USA QLT FCT	24.39K	SH	$4.75M 2.91%	24.39K
SCHWAB STRATEGIC TRSOLE	US REIT ETF	196.14K	SH	$4.23M 2.59%	196.14K
NUSHARES ETF TRSOLE	NUVEEN ESG US	183.80K	SH	$4.13M 2.53%	183.80K
ISHARES TRSOLE	ESG MSCI KLD 400	23.27K	SH	$2.93M 1.79%	23.27K
ISHARES TRSOLE	ESG AWRE 1 5 YR	92.75K	SH	$2.35M 1.44%	92.75K
APPLE INCSOLE	COM	8.97K	SH	$2.29M 1.40%	8.97K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	8.03K	SH	$1.73M 1.06%	8.03K
ISHARES TRSOLE	MRGSTR MD CP GRW	18.70K	SH	$1.55M 0.95%	18.70K
SPDR INDEX SHS FDSSOLE	MSCI EAFE STRTGC	16.63K	SH	$1.46M 0.90%	16.63K
ISHARES TRSOLE	RUS 1000 GRW ETF	2.99K	SH	$1.40M 0.86%	2.99K
VANGUARD INDEX FDSSOLE	SML CP GRW ETF	4.70K	SH	$1.40M 0.86%	4.70K
ISHARES TRSOLE	U.S. TECH ETF	6.84K	SH	$1.34M 0.82%	6.84K
MICROSOFT CORPSOLE	COM	2.30K	SH	$1.19M 0.73%	2.30K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 HI	25.47K	SH	$1.12M 0.69%	25.47K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	1.63K	SH	$999.4K 0.61%	1.63K
ISHARES TRSOLE	CORE INTL AGGR	18.24K	SH	$934.6K 0.57%	18.24K
SPDR S&P 500 ETF TRSOLE	TR UNIT	1.30K	SH	$864.8K 0.53%	1.30K
NVIDIA CORPORATIONSOLE	COM	4.50K	SH	$840.5K 0.51%	4.50K

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