Stanich Group

MONTAUK, NYfiles as Stanich Group LLC

$159m in 52 US stocks at the end of 30 June 2026. The top 10 are 84.4% of the money. It changed about 4.4% of the portfolio this quarter.

Value

$159m

Stocks

Top 10 share

84.4%

Turnover

4.4%

What changed this quarter

New

Bought for the first time this quarter.

Advanced Micro DevicesAMD
0.3% of the fund
Vanguard Scottsdale FDSVONE
0.2% of the fund
Ishares TRIVW
0.2% of the fund
Blackrock ETF TrustDYNF
0.2% of the fund
Ishares TRIVE
0.1% of the fund
Tidal Trust ISPUS
0.1% of the fund
Listed FDS TRHLAL
0.1% of the fund
Berkshire HathawayBRK-B
0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard World FDESGV
45.9% of the fund
+5%
Ishares TRESGD
15.1% of the fund
+6%
IsharesESGE
5.1% of the fund
+4%
Ishares TRESML
4.8% of the fund
+4%
Schwab Strategic TRSCHH
3.7% of the fund
+8%
Ishares TRQUAL
3.6% of the fund
+12%
Ishares TRIMCG
1.3% of the fund
+23%
Vanguard Index FDSVBK
1.3% of the fund
+26%
Spdr Index SHS FDSQEFA
1.1% of the fund
+20%
Spdr Series TrustSPYD
1.0% of the fund
+26%
Ishares TRHEZU
0.7% of the fund
+22%
NvidiaNVDA
0.6% of the fund
+4%
Select Sector Spdr TRXLK
0.5% of the fund
+15%
Ishares TRIVV
0.5% of the fund
+80%
Spdr Index SHS FDSSPEM
0.4% of the fund
+9%
Amazon.comAMZN
0.3% of the fund
+3%
AlphabetGOOGL
0.3% of the fund
+7%
Johnson & JohnsonJNJ
0.2% of the fund
+7%
Eli LillyLLY
0.2% of the fund
+7%
BroadcomAVGO
0.2% of the fund
+11%
Ishares TRSUSA
0.2% of the fund
+6%

Cut

Sold some of their stake.

AppleAAPL
1.6% of the fund
-2%
Vanguard Specialized FundsVIG
1.1% of the fund
-7%
Micron TechnologyMU
1.0% of the fund
-11%
Ishares TRIYW
0.7% of the fund
-35%
Ishares TRIWD
0.5% of the fund
-5%
Ishares TRIWM
0.3% of the fund
-39%
Ishares TRIWF
0.3% of the fund
-64%
State STR Spdr S&P Midcap 40MDY
0.2% of the fund
-52%
State STR Spdr S&P 500 ETF TSPY
0.2% of the fund
-63%
AlphabetGOOG
0.2% of the fund
-21%
IsharesACWV
0.2% of the fund
-12%
Select Sector Spdr TRXLY
0.2% of the fund
-4%
Spdr Series TrustSPSM
0.2% of the fund
-2%

Sold out

Sold their entire stake.

Spdr Gold TRGLD
-100%
PepsiCoPEP
-100%
Spdr Series TrustSDY
-100%

Holdings

Vanguard World FDESGV
Share
45.9%
Value
$73m
Shares
551,409
+5%
Ishares TRESGD
Share
15.1%
Value
$24m
Shares
232,994
+6%
IsharesESGE
Share
5.1%
Value
$8m
Shares
147,616
+4%
Ishares TRESML
Share
4.8%
Value
$8m
Shares
135,264
+4%
Schwab Strategic TRSCHH
Share
3.7%
Value
$6m
Shares
245,088
+8%
Ishares TRQUAL
Share
3.6%
Value
$6m
Shares
26,284
+12%
Ishares TRDSI
Share
2.1%
Value
$3m
Shares
23,005
Held
AppleAAPL
Share
1.6%
Value
$3m
Shares
8,841
-2%
Ishares TRIMCG
Share
1.3%
Value
$2m
Shares
21,771
+23%
Vanguard Index FDSVBK
Share
1.3%
Value
$2m
Shares
5,499
+26%
Spdr Index SHS FDSQEFA
Share
1.1%
Value
$2m
Shares
18,953
+20%
Vanguard Specialized FundsVIG
Share
1.1%
Value
$2m
Shares
7,397
-7%
Spdr Series TrustSPYD
Share
1.0%
Value
$2m
Shares
32,407
+26%
Micron TechnologyMU
Share
1.0%
Value
$2m
Shares
1,325
-11%
Ishares TRIYW
Share
0.7%
Value
$1m
Shares
4,455
-35%
Vanguard Index FDSVOO
Share
0.7%
Value
$1m
Shares
1,588
Held
Ishares TRHEZU
Share
0.7%
Value
$1m
Shares
21,665
+22%
NvidiaNVDA
Share
0.6%
Value
$935,826
Shares
4,677
+4%
MicrosoftMSFT
Share
0.5%
Value
$861,725
Shares
2,310
Held
Select Sector Spdr TRXLK
Share
0.5%
Value
$860,477
Shares
4,512
+15%
Ishares TRIVV
Share
0.5%
Value
$832,765
Shares
1,112
+80%
Ishares TRIWD
Share
0.5%
Value
$813,105
Shares
3,355
-5%
Spdr Index SHS FDSSPEM
Share
0.4%
Value
$672,357
Shares
12,987
+9%
Ishares TRIWM
Share
0.3%
Value
$543,652
Shares
1,809
-39%
Advanced Micro DevicesAMD
Share
0.3%
Value
$537,923
Shares
926
New
Ishares TRDGRO
Share
0.3%
Value
$536,558
Shares
7,080
Held
Amazon.comAMZN
Share
0.3%
Value
$519,820
Shares
2,181
+3%
Ishares TRIWF
Share
0.3%
Value
$503,699
Shares
4,057
-64%
Vanguard Tax-Managed FDSVEA
Share
0.3%
Value
$492,428
Shares
6,911
Held
AlphabetGOOGL
Share
0.3%
Value
$415,415
Shares
1,162
+7%
State STR Spdr S&P Midcap 40MDY
Share
0.2%
Value
$388,953
Shares
553
-52%
State STR Spdr S&P 500 ETF TSPY
Share
0.2%
Value
$360,106
Shares
482
-63%
AlphabetGOOG
Share
0.2%
Value
$342,266
Shares
969
-21%
IsharesACWV
Share
0.2%
Value
$339,406
Shares
2,824
-12%
Johnson & JohnsonJNJ
Share
0.2%
Value
$338,288
Shares
1,332
+7%
Vanguard Intl Equity Index FVWO
Share
0.2%
Value
$311,343
Shares
5,216
Held
Vanguard World FDVGT
Share
0.2%
Value
$304,475
Shares
2,547
Held
Eli LillyLLY
Share
0.2%
Value
$302,256
Shares
252
+7%
Wisdomtree TREZM
Share
0.2%
Value
$301,089
Shares
3,973
Held
Ishares TRIJK
Share
0.2%
Value
$286,323
Shares
2,437
Held
Vanguard Scottsdale FDSVONE
Share
0.2%
Value
$284,864
Shares
841
New
BroadcomAVGO
Share
0.2%
Value
$282,962
Shares
749
+11%
Select Sector Spdr TRXLY
Share
0.2%
Value
$279,831
Shares
2,386
-4%
Ishares TRSUSA
Share
0.2%
Value
$276,642
Shares
1,793
+6%
Spdr Series TrustSPSM
Share
0.2%
Value
$263,554
Shares
4,570
-2%
Ishares TRIVW
Share
0.2%
Value
$262,544
Shares
1,909
New
Blackrock ETF TrustDYNF
Share
0.2%
Value
$251,432
Shares
3,697
New
Ishares TRIVE
Share
0.1%
Value
$225,924
Shares
995
New
Tidal Trust ISPUS
Share
0.1%
Value
$221,631
Shares
3,855
New
Listed FDS TRHLAL
Share
0.1%
Value
$221,303
Shares
3,100
New
Berkshire HathawayBRK-B
Share
0.1%
Value
$217,169
Shares
434
New
Pembina PipelinePBA
Share
0.1%
Value
$216,450
Shares
4,680
Held

Company	Share of fund	Value	Shares	Change
Vanguard World FDESGV	45.9%	$73m	551,409	+5%
Ishares TRESGD	15.1%	$24m	232,994	+6%
IsharesESGE	5.1%	$8m	147,616	+4%
Ishares TRESML	4.8%	$8m	135,264	+4%
Schwab Strategic TRSCHH	3.7%	$6m	245,088	+8%
Ishares TRQUAL	3.6%	$6m	26,284	+12%
Ishares TRDSI	2.1%	$3m	23,005	Held
AppleAAPL	1.6%	$3m	8,841	-2%
Ishares TRIMCG	1.3%	$2m	21,771	+23%
Vanguard Index FDSVBK	1.3%	$2m	5,499	+26%
Spdr Index SHS FDSQEFA	1.1%	$2m	18,953	+20%
Vanguard Specialized FundsVIG	1.1%	$2m	7,397	-7%
Spdr Series TrustSPYD	1.0%	$2m	32,407	+26%
Micron TechnologyMU	1.0%	$2m	1,325	-11%
Ishares TRIYW	0.7%	$1m	4,455	-35%
Vanguard Index FDSVOO	0.7%	$1m	1,588	Held
Ishares TRHEZU	0.7%	$1m	21,665	+22%
NvidiaNVDA	0.6%	$935,826	4,677	+4%
MicrosoftMSFT	0.5%	$861,725	2,310	Held
Select Sector Spdr TRXLK	0.5%	$860,477	4,512	+15%
Ishares TRIVV	0.5%	$832,765	1,112	+80%
Ishares TRIWD	0.5%	$813,105	3,355	-5%
Spdr Index SHS FDSSPEM	0.4%	$672,357	12,987	+9%
Ishares TRIWM	0.3%	$543,652	1,809	-39%
Advanced Micro DevicesAMD	0.3%	$537,923	926	New
Ishares TRDGRO	0.3%	$536,558	7,080	Held
Amazon.comAMZN	0.3%	$519,820	2,181	+3%
Ishares TRIWF	0.3%	$503,699	4,057	-64%
Vanguard Tax-Managed FDSVEA	0.3%	$492,428	6,911	Held
AlphabetGOOGL	0.3%	$415,415	1,162	+7%
State STR Spdr S&P Midcap 40MDY	0.2%	$388,953	553	-52%
State STR Spdr S&P 500 ETF TSPY	0.2%	$360,106	482	-63%
AlphabetGOOG	0.2%	$342,266	969	-21%
IsharesACWV	0.2%	$339,406	2,824	-12%
Johnson & JohnsonJNJ	0.2%	$338,288	1,332	+7%
Vanguard Intl Equity Index FVWO	0.2%	$311,343	5,216	Held
Vanguard World FDVGT	0.2%	$304,475	2,547	Held
Eli LillyLLY	0.2%	$302,256	252	+7%
Wisdomtree TREZM	0.2%	$301,089	3,973	Held
Ishares TRIJK	0.2%	$286,323	2,437	Held
Vanguard Scottsdale FDSVONE	0.2%	$284,864	841	New
BroadcomAVGO	0.2%	$282,962	749	+11%
Select Sector Spdr TRXLY	0.2%	$279,831	2,386	-4%
Ishares TRSUSA	0.2%	$276,642	1,793	+6%
Spdr Series TrustSPSM	0.2%	$263,554	4,570	-2%
Ishares TRIVW	0.2%	$262,544	1,909	New
Blackrock ETF TrustDYNF	0.2%	$251,432	3,697	New
Ishares TRIVE	0.1%	$225,924	995	New
Tidal Trust ISPUS	0.1%	$221,631	3,855	New
Listed FDS TRHLAL	0.1%	$221,303	3,100	New
Berkshire HathawayBRK-B	0.1%	$217,169	434	New
Pembina PipelinePBA	0.1%	$216,450	4,680	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 42.3% since 30 June 2025.

Where the money is

Technology4.2%

Media & telecom0.5%

Health care0.4%

Retail & consumer0.3%

Financial services0.1%

Energy0.1%

Other94.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.