Filed: 7/16/2026ACC: 0002023324-26-000004
📋 What this filing means
STANICH GROUP LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $158.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$158.82M
Total AUM (reported)
1.59M
Total Shares
Allocation by class
ESG US STK ETF$72.92M45.9%
ESG AW MSCI EAFE$23.95M15.1%
COM$8.08M5.1%
ESG AWR MSCI EM$8.07M5.1%
ESG AWARE MSCI$7.57M4.8%
US REIT ETF$5.80M3.7%
MSCI USA QLT FCT$5.77M3.6%
Portfolio Concentration
Top 3$104.95M66.1%
4–10$29.13M18.3%
11–25$16.00M10.1%
Rest$8.75M5.5%
Top 3 weight
66.1%
Top 10 weight
84.4%
Voting Authority Distribution
Total shares with voting rights: 1.59M
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
1.59M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
VANGUARD WORLD FD
SOLEShares551.41K
TypeSH
Market value$72.92M
45.91%
Sole
0.00
Shared
0.00
None
551.41K
ISHARES TR
SOLEShares232.99K
TypeSH
Market value$23.95M
15.08%
Sole
0.00
Shared
0.00
None
232.99K
ISHARES INC
SOLEShares147.62K
TypeSH
Market value$8.07M
5.08%
Sole
0.00
Shared
0.00
None
147.62K
ISHARES TR
SOLEShares135.26K
TypeSH
Market value$7.57M
4.76%
Sole
0.00
Shared
0.00
None
135.26K
SCHWAB STRATEGIC TR
SOLEShares245.09K
TypeSH
Market value$5.80M
3.65%
Sole
0.00
Shared
0.00
None
245.09K
ISHARES TR
SOLEShares26.28K
TypeSH
Market value$5.77M
3.63%
Sole
0.00
Shared
0.00
None
26.28K
ISHARES TR
SOLEShares23K
TypeSH
Market value$3.28M
2.06%
Sole
0.00
Shared
0.00
None
23K
APPLE INC
SOLEShares8.84K
TypeSH
Market value$2.56M
1.61%
Sole
0.00
Shared
0.00
None
8.84K
ISHARES TR
SOLEShares21.77K
TypeSH
Market value$2.14M
1.35%
Sole
0.00
Shared
0.00
None
21.77K
VANGUARD INDEX FDS
SOLEShares5.50K
TypeSH
Market value$2.01M
1.27%
Sole
0.00
Shared
0.00
None
5.50K
SPDR INDEX SHS FDS
SOLEShares18.95K
TypeSH
Market value$1.82M
1.15%
Sole
0.00
Shared
0.00
None
18.95K
VANGUARD SPECIALIZED FUNDS
SOLEShares7.40K
TypeSH
Market value$1.75M
1.10%
Sole
0.00
Shared
0.00
None
7.40K
SPDR SERIES TRUST
SOLEShares32.41K
TypeSH
Market value$1.55M
0.97%
Sole
0.00
Shared
0.00
None
32.41K
MICRON TECHNOLOGY INC
SOLEShares1.32K
TypeSH
Market value$1.53M
0.96%
Sole
0.00
Shared
0.00
None
1.32K
ISHARES TR
SOLEShares4.46K
TypeSH
Market value$1.12M
0.71%
Sole
0.00
Shared
0.00
None
4.46K
VANGUARD INDEX FDS
SOLEShares1.59K
TypeSH
Market value$1.09M
0.69%
Sole
0.00
Shared
0.00
None
1.59K
ISHARES TR
SOLEShares21.66K
TypeSH
Market value$1.09M
0.68%
Sole
0.00
Shared
0.00
None
21.66K
NVIDIA CORPORATION
SOLEShares4.68K
TypeSH
Market value$935.8K
0.59%
Sole
0.00
Shared
0.00
None
4.68K
MICROSOFT CORP
SOLEShares2.31K
TypeSH
Market value$861.7K
0.54%
Sole
0.00
Shared
0.00
None
2.31K
SELECT SECTOR SPDR TR
SOLEShares4.51K
TypeSH
Market value$860.5K
0.54%
Sole
0.00
Shared
0.00
None
4.51K
ISHARES TR
SOLEShares1.11K
TypeSH
Market value$832.8K
0.52%
Sole
0.00
Shared
0.00
None
1.11K
ISHARES TR
SOLEShares3.35K
TypeSH
Market value$813.1K
0.51%
Sole
0.00
Shared
0.00
None
3.35K
SPDR INDEX SHS FDS
SOLEShares12.99K
TypeSH
Market value$672.4K
0.42%
Sole
0.00
Shared
0.00
None
12.99K
ISHARES TR
SOLEShares1.81K
TypeSH
Market value$543.7K
0.34%
Sole
0.00
Shared
0.00
None
1.81K
ADVANCED MICRO DEVICES INC
SOLEShares926.00
TypeSH
Market value$537.9K
0.34%
Sole
0.00
Shared
0.00
None
926.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD WORLD FDSOLE | ESG US STK ETF | 551.41K | SH | $72.92M 45.91% | 0.00 | 0.00 | 551.41K |
ISHARES TRSOLE | ESG AW MSCI EAFE | 232.99K | SH | $23.95M 15.08% | 0.00 | 0.00 | 232.99K |
ISHARES INCSOLE | ESG AWR MSCI EM | 147.62K | SH | $8.07M 5.08% | 0.00 | 0.00 | 147.62K |
ISHARES TRSOLE | ESG AWARE MSCI | 135.26K | SH | $7.57M 4.76% | 0.00 | 0.00 | 135.26K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 245.09K | SH | $5.80M 3.65% | 0.00 | 0.00 | 245.09K |
ISHARES TRSOLE | MSCI USA QLT FCT | 26.28K | SH | $5.77M 3.63% | 0.00 | 0.00 | 26.28K |
ISHARES TRSOLE | ESG MSCI KLD ETF | 23K | SH | $3.28M 2.06% | 0.00 | 0.00 | 23K |
APPLE INCSOLE | COM | 8.84K | SH | $2.56M 1.61% | 0.00 | 0.00 | 8.84K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 21.77K | SH | $2.14M 1.35% | 0.00 | 0.00 | 21.77K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 5.50K | SH | $2.01M 1.27% | 0.00 | 0.00 | 5.50K |
SPDR INDEX SHS FDSSOLE | ST STR MSCI EAFE | 18.95K | SH | $1.82M 1.15% | 0.00 | 0.00 | 18.95K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.40K | SH | $1.75M 1.10% | 0.00 | 0.00 | 7.40K |
SPDR SERIES TRUSTSOLE | ST STR SP500DIV | 32.41K | SH | $1.55M 0.97% | 0.00 | 0.00 | 32.41K |
MICRON TECHNOLOGY INCSOLE | COM | 1.32K | SH | $1.53M 0.96% | 0.00 | 0.00 | 1.32K |
ISHARES TRSOLE | U.S. TECH ETF | 4.46K | SH | $1.12M 0.71% | 0.00 | 0.00 | 4.46K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.59K | SH | $1.09M 0.69% | 0.00 | 0.00 | 1.59K |
ISHARES TRSOLE | CUR HD EURZN ETF | 21.66K | SH | $1.09M 0.68% | 0.00 | 0.00 | 21.66K |
NVIDIA CORPORATIONSOLE | COM | 4.68K | SH | $935.8K 0.59% | 0.00 | 0.00 | 4.68K |
MICROSOFT CORPSOLE | COM | 2.31K | SH | $861.7K 0.54% | 0.00 | 0.00 | 2.31K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 4.51K | SH | $860.5K 0.54% | 0.00 | 0.00 | 4.51K |
ISHARES TRSOLE | CORE S&P500 ETF | 1.11K | SH | $832.8K 0.52% | 0.00 | 0.00 | 1.11K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 3.35K | SH | $813.1K 0.51% | 0.00 | 0.00 | 3.35K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 12.99K | SH | $672.4K 0.42% | 0.00 | 0.00 | 12.99K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 1.81K | SH | $543.7K 0.34% | 0.00 | 0.00 | 1.81K |
ADVANCED MICRO DEVICES INCSOLE | COM | 926.00 | SH | $537.9K 0.34% | 0.00 | 0.00 | 926.00 |
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