Stanich Group LLC

Portfolio Overview

Stanich Group LLC disclosed 52 positions worth $158.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 3 — including a new stake in $AMD and a full exit from $GLD. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from Stanich Group LLC’s Form 13F-HR filing with the SEC under CIK 2023324.

• VANGUARD WORLD FD - ESG US STK ETF

  —

  Quality

  $72.9M551,409 sh

• ISHARES TR - ESG AW MSCI EAFE

  —

  Quality

  $24.0M232,994 sh
• 

  MITSUBISHI UFJ FINANCIAL GROUP INC

  $MUFG

  —

  Quality

  $8.1M147,616 sh

• ISHARES TR - ESG AWARE MSCI

  —

  Quality

  $7.6M135,264 sh

• SCHWAB STRATEGIC TR - US REIT ETF

  —

  Quality

  $5.8M245,088 sh

• ISHARES TR - MSCI USA QLT FCT

  —

  Quality

  $5.8M26,284 sh

• ISHARES TR - ESG MSCI KLD ETF

  —

  Quality

  $3.3M23,005 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $2.6M8,841 sh

• ISHARES TR - MRGSTR MD CP GRW

  —

  Quality

  $2.1M21,771 sh

• VANGUARD INDEX FDS - SML CP GRW ETF

  —

  Quality

  $2.0M5,499 sh

Company	Quality	Value	Shares
VANGUARD WORLD FD - ESG US STK ETF	—	$72.9M	551,409
ISHARES TR - ESG AW MSCI EAFE	—	$24.0M	232,994
MITSUBISHI UFJ FINANCIAL GROUP INC$MUFG	—	$8.1M	147,616
ISHARES TR - ESG AWARE MSCI	—	$7.6M	135,264
SCHWAB STRATEGIC TR - US REIT ETF	—	$5.8M	245,088
ISHARES TR - MSCI USA QLT FCT	—	$5.8M	26,284
ISHARES TR - ESG MSCI KLD ETF	—	$3.3M	23,005
Apple Inc.$AAPL	76.1	$2.6M	8,841
ISHARES TR - MRGSTR MD CP GRW	—	$2.1M	21,771
VANGUARD INDEX FDS - SML CP GRW ETF	—	$2.0M	5,499

Showing top 10 of 52 holdings.

Full Holdings — Stanich Group LLC (Q2 2026)

All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD WORLD FD - ESG US STK ETF	$72.9M	45.9%	+5%	—
2	—	ISHARES TR - ESG AW MSCI EAFE	$24.0M	15.1%	+6%	—
3	$MUFG	MITSUBISHI UFJ FINANCIAL GROUP INC	$8.1M	5.1%	+4%	—
4	—	ISHARES TR - ESG AWARE MSCI	$7.6M	4.8%	+4%	—
5	—	SCHWAB STRATEGIC TR - US REIT ETF	$5.8M	3.6%	+8%	—
6	—	ISHARES TR - MSCI USA QLT FCT	$5.8M	3.6%	+12%	—
7	—	ISHARES TR - ESG MSCI KLD ETF	$3.3M	2.1%	-1%	—
8	$AAPL	Apple Inc.	$2.6M	1.6%	-2%	76.1
9	—	ISHARES TR - MRGSTR MD CP GRW	$2.1M	1.4%	+23%	—
10	—	VANGUARD INDEX FDS - SML CP GRW ETF	$2.0M	1.3%	+26%	—
11	—	SPDR INDEX SHS FDS - ST STR MSCI EAFE	$1.8M	1.1%	+20%	—
12	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$1.8M	1.1%	-7%	—
13	—	SPDR SERIES TRUST - ST STR SP500DIV	$1.5M	1.0%	+26%	—
14	$MU	MICRON TECHNOLOGY INC	$1.5M	1.0%	-11%	88.4
15	—	ISHARES TR - U.S. TECH ETF	$1.1M	0.7%	-35%	—
16	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$1.1M	0.7%	-2%	—
17	—	ISHARES TR - CUR HD EURZN ETF	$1.1M	0.7%	+22%	—
18	$NVDA	NVIDIA CORP	$935,826	0.6%	+4%	90.2
19	$MSFT	MICROSOFT CORP	$861,725	0.5%	+1%	83.7
20	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	$860,477	0.5%	+15%	—
21	—	ISHARES TR - CORE S&P500 ETF	$832,765	0.5%	+80%	—
22	—	ISHARES TR - RUS 1000 VAL ETF	$813,105	0.5%	-5%	—
23	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	$672,357	0.4%	+9%	—
24	—	ISHARES TR - RUSSELL 2000 ETF	$543,652	0.3%	-39%	—
25	$AMD	ADVANCED MICRO DEVICES INC	$537,923	0.3%	NEW	78.8
26	—	ISHARES TR - CORE DIV GRWTH	$536,558	0.3%	-1%	—
27	$AMZN	AMAZON COM INC	$519,820	0.3%	+3%	74.6
28	—	ISHARES TR - RUS 1000 GRW ETF	$503,699	0.3%	+43%	—
29	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$492,428	0.3%	+0%	—
30	$GOOG	Alphabet Inc.	$415,415	0.3%	+7%	80.2
31	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$388,953	0.2%	-52%	—
32	$SPY	SPDR S&P 500 ETF TRUST	$360,106	0.2%	-63%	—
33	$GOOGL	Alphabet Inc.	$342,266	0.2%	-21%	80.2
34	—	ISHARES INC - MSCI GBL MIN VOL	$339,406	0.2%	-12%	—
35	$JNJ	JOHNSON & JOHNSON	$338,288	0.2%	+7%	72.8
36	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$311,343	0.2%	+0%	—
37	—	VANGUARD WORLD FD - INF TECH ETF	$304,475	0.2%	+701%	—
38	$LLY	ELI LILLY & Co	$302,256	0.2%	+7%	89.3
39	$WT	WisdomTree, Inc.	$301,089	0.2%	-2%	62.9
40	—	ISHARES TR - S&P MC 400GR ETF	$286,323	0.2%	+0%	—
41	—	VANGUARD SCOTTSDALE FDS - VNG RUS1000IDX	$284,864	0.2%	NEW	—
42	$AVGO	Broadcom Inc.	$282,962	0.2%	+11%	86.4
43	—	SELECT SECTOR SPDR TR - ST STR DISCR ETF	$279,831	0.2%	-4%	—
44	—	ISHARES TR - ESG OPTIMIZED	$276,642	0.2%	+6%	—
45	—	SPDR SERIES TRUST - ST STR SP600 SML	$263,554	0.2%	-2%	—
46	—	ISHARES TR - S&P 500 GRWT ETF	$262,544	0.2%	NEW	—
47	—	BLACKROCK ETF TRUST - ISHARES US EQUIT	$251,432	0.2%	NEW	—
48	—	ISHARES TR - S&P 500 VAL ETF	$225,924	0.1%	NEW	—
49	—	TIDAL TRUST I - SP FDS S&P 500	$221,631	0.1%	NEW	—
50	—	LISTED FDS TR - WAHED FTSE ETF	$221,303	0.1%	NEW	—
51	$BRK.B	BERKSHIRE HATHAWAY INC	$217,169	0.1%	NEW	64.5
52	$PBA	PEMBINA PIPELINE CORP	$216,450	0.1%	+0%	—