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Stanich Group LLC

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13F filer, CIK 2023324, MONTAUK, NY

Stanich Group LLC reported $111,626,920 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-22. Its ten largest share positions make up 84.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-004017

Period
2025-06-30
Reported value
$112M
Holdings
39
Top 10 weight
84.96%
New
2
Sold out
13

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ESGDadded+52,113$4.61M
AAPLadded+2,408$502K
ESMLadded+8,571$364K
VOOadded+630$362K
MUnew+1,931$229K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NUBDexited-569,691-$12.6M
VGSHexited-103,854-$6.1M
ESGVreduced-53,430-$5.91M
AGGexited-37,864-$3.75M
SUSCexited-151,143-$3.49M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-004017, largest first. % of portfolio is the value over $111,626,920, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 513,828 shares; 2025Q1: 542,738 shares; 2025Q2: 489,308 shares 489,308$54.1M48.49%-53,430Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,124 shares; 2025Q1: 139,627 shares; 2025Q2: 191,740 shares 191,740$17M15.2%+52,113Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,284 shares; 2025Q1: 110,654 shares; 2025Q2: 119,225 shares 119,225$5.06M4.54%+8,571Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,459 shares; 2025Q1: 124,178 shares; 2025Q2: 128,478 shares 128,478$5.06M4.53%+4,300Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,397 shares; 2025Q1: 28,148 shares; 2025Q2: 23,700 shares 23,700$4.36M3.9%-4,448Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,662 shares; 2025Q1: 23,398 shares; 2025Q2: 23,341 shares 23,341$2.74M2.46%-57Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 6,613 shares; 2025Q2: 9,021 shares 9,021$1.88M1.69%+2,408Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,252 shares; 2025Q1: 9,118 shares; 2025Q2: 8,688 shares 8,688$1.79M1.61%-430Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,257 shares; 2025Q1: 21,735 shares; 2025Q2: 18,101 shares 18,101$1.46M1.31%-3,634Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,077 shares; 2025Q1: 18,378 shares; 2025Q2: 16,255 shares 16,255$1.38M1.23%-2,123Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,376 shares; 2025Q1: 7,528 shares; 2025Q2: 7,456 shares 7,456$1.31M1.17%-72Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 2,992 shares 2,992$1.28M1.15%-25Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,192 shares; 2025Q1: 5,316 shares; 2025Q2: 4,538 shares 4,538$1.28M1.14%-778Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,282 shares; 2025Q1: 2,293 shares; 2025Q2: 2,292 shares 2,292$1.15M1.03%-1Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,247 shares; 2025Q1: 28,814 shares; 2025Q2: 23,365 shares 23,365$1.02M0.91%-5,449Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 1,006 shares; 2025Q2: 1,636 shares 1,636$940K0.84%+630Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,272 shares 1,272$795K0.71%+2Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,667 shares; 2025Q1: 22,162 shares; 2025Q2: 18,474 shares 18,474$750K0.67%-3,688Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,611 shares; 2025Q1: 4,610 shares; 2025Q2: 3,763 shares 3,763$740K0.66%-847Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,173 shares 1,173$682K0.61%-138Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 3,304 shares; 2025Q2: 3,011 shares 3,011$672K0.6%-293Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,688 shares; 2025Q1: 3,778 shares; 2025Q2: 3,772 shares 3,772$619K0.55%-6Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,270 shares; 2025Q1: 2,278 shares; 2025Q2: 2,251 shares 2,251$508K0.46%-27Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,874 shares; 2025Q1: 13,198 shares; 2025Q2: 11,722 shares 11,722$502K0.45%-1,476Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 2,226 shares; 2025Q2: 1,951 shares 1,951$499K0.45%-275Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 7,409 shares 7,409$481K0.43%+597Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,857 shares; 2025Q1: 6,806 shares; 2025Q2: 7,061 shares 7,061$402K0.36%+255Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,803 shares; 2025Q1: 3,405 shares; 2025Q2: 3,371 shares 3,371$397K0.36%-34Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 498 shares 498$313K0.28%-29Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares 1,295$288K0.26%0Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,492 shares; 2025Q2: 2,070 shares 2,070$281K0.25%-422Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,713 shares; 2025Q1: 5,715 shares; 2025Q2: 5,492 shares 5,492$273K0.24%-223Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,556 shares; 2025Q2: 2,875 shares 2,875$267K0.24%-681Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares 4,118$262K0.23%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 234 shares; 2025Q1: 234 shares; 2025Q2: 234 shares 234$230K0.21%0Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares 1,931$229K0.21%newTimeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,908 shares; 2025Q1: 2,006 shares; 2025Q2: 1,681 shares 1,681$214K0.19%-325Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,918 shares; 2025Q1: 5,194 shares; 2025Q2: 4,691 shares 4,691$207K0.19%-503Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares 306$205K0.18%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NUBDNUSHARES ETF TR569,691$12.6Mshares
VGSHVANGUARD SCOTTSDALE FDS103,854$6.1Mshares
AGGISHARES TR37,864$3.75Mshares
SUSCISHARES TR151,143$3.49Mshares
SUSBISHARES TR127,799$3.19Mshares
IAGGISHARES TR18,713$935Kshares
JNKSPDR SERIES TRUST8,194$781Kshares
MUBISHARES TR5,961$629Kshares
NEARISHARES U S ETF TR10,781$548Kshares
IUSBISHARES TR8,156$376Kshares
NYFISHARES TR6,435$339Kshares
BSVVANGUARD BD INDEX FDS4,324$338Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL386$206Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-004017 base2025-07-22acceptance time not in the bulk data set