Stanich Group LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard World Fd Esg U.S. Sto with a value of $54.1B, Ishares Trust Ishares Esg Awar with a value of $17B, Ishares Esg Aware Msci Usa Sma with a value of $5.06B, Ishares, Inc. Ishares Esg Awar with a value of $5.06B, and Ishares Msci Usa Quality Facto with a value of $4.36B.

Examining the 13F form we can see an decrease of $23.6B in the current position value, from $135B to 112B.

Stanich Group LLC is based out at Montauk, NY

Below you can find more details about Stanich Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $107 Billion
Technology: $3.88 Billion
Consumer Defensive: $510 Million
Consumer Cyclical: $508 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $112 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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