Filed: 4/15/2026ACC: 0002023324-26-000002
📋 What this filing means
STANICH GROUP LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $131.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$131.19M
Total AUM (reported)
1.49M
Total Shares
Allocation by class
ESG US STK ETF$59.24M45.2%
ESG AW MSCI EAFE$20.94M16.0%
ESG AWR MSCI EM$6.45M4.9%
ESG AWARE MSCI$6.13M4.7%
COM$6.02M4.6%
US REIT ETF$4.88M3.7%
MSCI USA QLT FCT$4.49M3.4%
Portfolio Concentration
Top 3$86.63M66.0%
4–10$23.77M18.1%
11–25$13.86M10.6%
Rest$6.93M5.3%
Top 3 weight
66.0%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 1.49M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.49M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings47
Rows:
VANGUARD WORLD FD
SOLEShares527.62K
TypeSH
Market value$59.24M
45.15%
Sole
0.00
Shared
0.00
None
527.62K
ISHARES TR
SOLEShares219.01K
TypeSH
Market value$20.94M
15.96%
Sole
0.00
Shared
0.00
None
219.01K
ISHARES INC
SOLEShares141.85K
TypeSH
Market value$6.45M
4.92%
Sole
0.00
Shared
0.00
None
141.85K
ISHARES TR
SOLEShares130.31K
TypeSH
Market value$6.13M
4.67%
Sole
0.00
Shared
0.00
None
130.31K
SCHWAB STRATEGIC TR
SOLEShares227.07K
TypeSH
Market value$4.88M
3.72%
Sole
0.00
Shared
0.00
None
227.07K
ISHARES TR
SOLEShares23.39K
TypeSH
Market value$4.49M
3.42%
Sole
0.00
Shared
0.00
None
23.39K
ISHARES TR
SOLEShares23.15K
TypeSH
Market value$2.81M
2.14%
Sole
0.00
Shared
0.00
None
23.15K
APPLE INC
SOLEShares9.04K
TypeSH
Market value$2.29M
1.75%
Sole
0.00
Shared
0.00
None
9.04K
VANGUARD SPECIALIZED FUNDS
SOLEShares7.95K
TypeSH
Market value$1.71M
1.30%
Sole
0.00
Shared
0.00
None
7.95K
SPDR INDEX SHS FDS
SOLEShares15.79K
TypeSH
Market value$1.47M
1.12%
Sole
0.00
Shared
0.00
None
15.79K
ISHARES TR
SOLEShares17.65K
TypeSH
Market value$1.39M
1.06%
Sole
0.00
Shared
0.00
None
17.65K
VANGUARD INDEX FDS
SOLEShares4.38K
TypeSH
Market value$1.32M
1.01%
Sole
0.00
Shared
0.00
None
4.38K
ISHARES TR
SOLEShares6.85K
TypeSH
Market value$1.24M
0.95%
Sole
0.00
Shared
0.00
None
6.85K
ISHARES TR
SOLEShares2.85K
TypeSH
Market value$1.21M
0.92%
Sole
0.00
Shared
0.00
None
2.85K
SPDR SERIES TRUST
SOLEShares25.72K
TypeSH
Market value$1.17M
0.89%
Sole
0.00
Shared
0.00
None
25.72K
VANGUARD INDEX FDS
SOLEShares1.62K
TypeSH
Market value$968.0K
0.74%
Sole
0.00
Shared
0.00
None
1.62K
MICROSOFT CORP
SOLEShares2.30K
TypeSH
Market value$850.3K
0.65%
Sole
0.00
Shared
0.00
None
2.30K
STATE STR SPDR S&P 500 ETF T
SOLEShares1.30K
TypeSH
Market value$844.7K
0.64%
Sole
0.00
Shared
0.00
None
1.30K
NVIDIA CORPORATION
SOLEShares4.52K
TypeSH
Market value$787.9K
0.60%
Sole
0.00
Shared
0.00
None
4.52K
ISHARES TR
SOLEShares17.75K
TypeSH
Market value$775.6K
0.59%
Sole
0.00
Shared
0.00
None
17.75K
ISHARES TR
SOLEShares3.55K
TypeSH
Market value$758.0K
0.58%
Sole
0.00
Shared
0.00
None
3.55K
ISHARES TR
SOLEShares2.97K
TypeSH
Market value$737.4K
0.56%
Sole
0.00
Shared
0.00
None
2.97K
STATE STR SPDR S&P MIDCAP 40
SOLEShares1.16K
TypeSH
Market value$712.8K
0.54%
Sole
0.00
Shared
0.00
None
1.16K
SPDR INDEX SHS FDS
SOLEShares11.95K
TypeSH
Market value$560.6K
0.43%
Sole
0.00
Shared
0.00
None
11.95K
SELECT SECTOR SPDR TR
SOLEShares3.91K
TypeSH
Market value$519.4K
0.40%
Sole
0.00
Shared
0.00
None
3.91K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 527.62K | SH | $59.24M 45.15% | 0.00 | 0.00 | 527.62K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 219.01K | SH | $20.94M 15.96% | 0.00 | 0.00 | 219.01K |
ISHARES INCSOLE | ESG AWR MSCI EM | 141.85K | SH | $6.45M 4.92% | 0.00 | 0.00 | 141.85K |
ISHARES TRSOLE | ESG AWARE MSCI | 130.31K | SH | $6.13M 4.67% | 0.00 | 0.00 | 130.31K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 227.07K | SH | $4.88M 3.72% | 0.00 | 0.00 | 227.07K |
ISHARES TRSOLE | MSCI USA QLT FCT | 23.39K | SH | $4.49M 3.42% | 0.00 | 0.00 | 23.39K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 23.15K | SH | $2.81M 2.14% | 0.00 | 0.00 | 23.15K |
APPLE INCSOLE | COM | 9.04K | SH | $2.29M 1.75% | 0.00 | 0.00 | 9.04K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.95K | SH | $1.71M 1.30% | 0.00 | 0.00 | 7.95K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 15.79K | SH | $1.47M 1.12% | 0.00 | 0.00 | 15.79K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 17.65K | SH | $1.39M 1.06% | 0.00 | 0.00 | 17.65K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 4.38K | SH | $1.32M 1.01% | 0.00 | 0.00 | 4.38K |
ISHARES TRSOLE | U.S. TECH ETF | 6.85K | SH | $1.24M 0.95% | 0.00 | 0.00 | 6.85K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.85K | SH | $1.21M 0.92% | 0.00 | 0.00 | 2.85K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 25.72K | SH | $1.17M 0.89% | 0.00 | 0.00 | 25.72K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.62K | SH | $968.0K 0.74% | 0.00 | 0.00 | 1.62K |
MICROSOFT CORPSOLE | COM | 2.30K | SH | $850.3K 0.65% | 0.00 | 0.00 | 2.30K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.30K | SH | $844.7K 0.64% | 0.00 | 0.00 | 1.30K |
NVIDIA CORPORATIONSOLE | COM | 4.52K | SH | $787.9K 0.60% | 0.00 | 0.00 | 4.52K |
ISHARES TRSOLE | CUR HD EURZN ETF | 17.75K | SH | $775.6K 0.59% | 0.00 | 0.00 | 17.75K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 3.55K | SH | $758.0K 0.58% | 0.00 | 0.00 | 3.55K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 2.97K | SH | $737.4K 0.56% | 0.00 | 0.00 | 2.97K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 1.16K | SH | $712.8K 0.54% | 0.00 | 0.00 | 1.16K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 11.95K | SH | $560.6K 0.43% | 0.00 | 0.00 | 11.95K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 3.91K | SH | $519.4K 0.40% | 0.00 | 0.00 | 3.91K |
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