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Stanich Group LLC

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13F filer, CIK 2023324, MONTAUK, NY

Stanich Group LLC reported $132,620,416 across 47 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-23. Its ten largest share positions make up 83.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002023324-26-000001

Period
2025-12-31
Reported value
$133M
Holdings
47
Top 10 weight
83.81%
New
3
Sold out
12

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ESGVadded+14,688$1.78M
ESGDadded+10,858$1.03M
SCHHadded+14,281$298K
XLKadded+1,985$286K
ESGEadded+5,933$262K

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
AGGexited-120,657-$12.1M
VGSHexited-155,724-$9.17M
SUSCexited-235,868-$5.56M
NUBDexited-183,799-$4.13M
SUSBexited-92,752-$2.35M

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, Q4 2025

Share positions as resolved from 13F-HR 0002023324-26-000001, largest first. % of portfolio is the value over $132,620,416, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 513,828 shares; 2025Q1: 542,738 shares; 2025Q2: 489,308 shares; 2025Q3: 493,435 shares; 2025Q4: 508,123 shares 508,123$61.5M46.35%+14,688Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,124 shares; 2025Q1: 139,627 shares; 2025Q2: 191,740 shares; 2025Q3: 200,733 shares; 2025Q4: 211,591 shares 211,591$20.1M15.17%+10,858Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,459 shares; 2025Q1: 124,178 shares; 2025Q2: 128,478 shares; 2025Q3: 130,735 shares; 2025Q4: 136,668 shares 136,668$6.04M4.55%+5,933Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,284 shares; 2025Q1: 110,654 shares; 2025Q2: 119,225 shares; 2025Q3: 122,367 shares; 2025Q4: 126,344 shares 126,344$5.81M4.38%+3,977Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,397 shares; 2025Q1: 28,148 shares; 2025Q2: 23,700 shares; 2025Q3: 24,393 shares; 2025Q4: 23,976 shares 23,976$4.76M3.59%-417Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,137 shares; 2025Q4: 210,418 shares 210,418$4.4M3.31%+14,281Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,662 shares; 2025Q1: 23,398 shares; 2025Q2: 23,341 shares; 2025Q3: 23,267 shares; 2025Q4: 23,214 shares 23,214$2.99M2.25%-53Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,696 shares; 2025Q1: 6,613 shares; 2025Q2: 9,021 shares; 2025Q3: 8,975 shares; 2025Q4: 8,679 shares 8,679$2.36M1.78%-296Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,252 shares; 2025Q1: 9,118 shares; 2025Q2: 8,688 shares; 2025Q3: 8,029 shares; 2025Q4: 7,941 shares 7,941$1.75M1.32%-88Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,077 shares; 2025Q1: 18,378 shares; 2025Q2: 16,255 shares; 2025Q3: 16,631 shares; 2025Q4: 16,114 shares 16,114$1.46M1.1%-517Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,257 shares; 2025Q1: 21,735 shares; 2025Q2: 18,101 shares; 2025Q3: 18,700 shares; 2025Q4: 17,772 shares 17,772$1.42M1.07%-928Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,017 shares; 2025Q1: 3,017 shares; 2025Q2: 2,992 shares; 2025Q3: 2,992 shares; 2025Q4: 2,891 shares 2,891$1.37M1.03%-101Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,376 shares; 2025Q1: 7,528 shares; 2025Q2: 7,456 shares; 2025Q3: 6,839 shares; 2025Q4: 6,844 shares 6,844$1.37M1.03%+5Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,192 shares; 2025Q1: 5,316 shares; 2025Q2: 4,538 shares; 2025Q3: 4,700 shares; 2025Q4: 4,449 shares 4,449$1.35M1.01%-251Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,282 shares; 2025Q1: 2,293 shares; 2025Q2: 2,292 shares; 2025Q3: 2,296 shares; 2025Q4: 2,298 shares 2,298$1.11M0.84%+2Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,247 shares; 2025Q1: 28,814 shares; 2025Q2: 23,365 shares; 2025Q3: 25,468 shares; 2025Q4: 25,063 shares 25,063$1.08M0.82%-405Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,002 shares; 2025Q1: 1,006 shares; 2025Q2: 1,636 shares; 2025Q3: 1,632 shares; 2025Q4: 1,634 shares 1,634$1.02M0.77%+2Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,272 shares; 2025Q3: 1,298 shares; 2025Q4: 1,298 shares 1,298$885K0.67%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,688 shares; 2025Q1: 3,778 shares; 2025Q2: 3,772 shares; 2025Q3: 4,505 shares; 2025Q4: 4,512 shares 4,512$841K0.63%+7Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,667 shares; 2025Q1: 22,162 shares; 2025Q2: 18,474 shares; 2025Q3: 18,994 shares; 2025Q4: 18,182 shares 18,182$796K0.6%-812Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,611 shares; 2025Q1: 4,610 shares; 2025Q2: 3,763 shares; 2025Q3: 3,541 shares; 2025Q4: 3,542 shares 3,542$745K0.56%+1Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,353 shares; 2025Q1: 3,304 shares; 2025Q2: 3,011 shares; 2025Q3: 2,969 shares; 2025Q4: 2,969 shares 2,969$731K0.55%0Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,173 shares; 2025Q3: 1,160 shares; 2025Q4: 1,161 shares 1,161$701K0.53%+1Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,874 shares; 2025Q1: 13,198 shares; 2025Q2: 11,722 shares; 2025Q3: 12,606 shares; 2025Q4: 12,785 shares 12,785$598K0.45%+179Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,119 shares; 2025Q1: 2,226 shares; 2025Q2: 1,951 shares; 2025Q3: 1,999 shares; 2025Q4: 3,984 shares 3,984$574K0.43%+1,985Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares 1,931$551K0.42%0Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 7,409 shares; 2025Q3: 7,728 shares; 2025Q4: 7,174 shares 7,174$498K0.38%-554Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,270 shares; 2025Q1: 2,278 shares; 2025Q2: 2,251 shares; 2025Q3: 2,141 shares; 2025Q4: 2,144 shares 2,144$495K0.37%+3Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares 1,167$462K0.35%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,857 shares; 2025Q1: 6,806 shares; 2025Q2: 7,061 shares; 2025Q3: 7,062 shares; 2025Q4: 7,065 shares 7,065$441K0.33%+3Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,803 shares; 2025Q1: 3,405 shares; 2025Q2: 3,371 shares; 2025Q3: 3,316 shares; 2025Q4: 3,195 shares 3,195$379K0.29%-121Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,086 shares 1,086$340K0.26%+59Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 498 shares; 2025Q3: 490 shares; 2025Q4: 490 shares 490$336K0.25%0Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,295 shares; 2025Q1: 1,295 shares; 2025Q2: 1,295 shares; 2025Q3: 1,245 shares; 2025Q4: 2,490 shares 2,490$297K0.22%+1,245Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,713 shares; 2025Q1: 5,715 shares; 2025Q2: 5,492 shares; 2025Q3: 5,262 shares; 2025Q4: 5,250 shares 5,250$282K0.21%-12Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,118 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,117 shares; 2025Q4: 4,086 shares 4,086$273K0.21%-31Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares 1,226$254K0.19%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares 235$253K0.19%newTimeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 318 shares 318$240K0.18%+12Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,550 shares; 2025Q1: 3,556 shares; 2025Q2: 2,875 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares 2,435$236K0.18%0Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,908 shares; 2025Q1: 2,006 shares; 2025Q2: 1,681 shares; 2025Q3: 1,685 shares; 2025Q4: 1,689 shares 1,689$235K0.18%+4Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 674 shares 674$233K0.18%+1Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares 1,072$227K0.17%newTimeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,988 shares; 2025Q4: 3,622 shares 3,622$220K0.17%-366Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,918 shares; 2025Q1: 5,194 shares; 2025Q2: 4,691 shares; 2025Q3: 4,691 shares; 2025Q4: 4,680 shares 4,680$219K0.17%-11Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,492 shares; 2025Q2: 2,070 shares; 2025Q3: 1,771 shares; 2025Q4: 1,438 shares 1,438$206K0.16%-333Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 386 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 402 shares 402$202K0.15%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
AGGISHARES TR120,657$12.1Mshares
VGSHVANGUARD SCOTTSDALE FDS155,724$9.17Mshares
SUSCISHARES TR235,868$5.56Mshares
NUBDNUSHARES ETF TR183,799$4.13Mshares
SUSBISHARES TR92,752$2.35Mshares
IAGGISHARES TR18,243$935Kshares
JNKSPDR SERIES TRUST6,846$671Kshares
IUSBISHARES TR12,532$585Kshares
MUBISHARES TR4,571$487Kshares
NEARISHARES U S ETF TR8,322$427Kshares
BSVVANGUARD BD INDEX FDS4,216$333Kshares
NYFISHARES TR5,364$286Kshares

How Q4 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 0002023324-26-000001 base2026-01-23acceptance time not in the bulk data set