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Stanich Group LLC

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13F filer, CIK 2023324, MONTAUK, NY

Stanich Group LLC reported $131,191,910 across 47 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-15. Its ten largest share positions make up 84.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002023324-26-000002

Period
2026-03-31
Reported value
$131M
Holdings
47
Top 10 weight
84.15%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ESGVadded+19,498$2.19M
ESGDadded+7,419$709K
SCHHadded+16,653$358K
GOOGnew+1,223$351K
ESGEadded+5,181$236K

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
IVEexited-1,072-$227K
DYNFexited-3,622-$220K
BRK-Bexited-402-$202K
MUreduced-444-$150K
QUALreduced-585-$112K

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, Q1 2026

Share positions as resolved from 13F-HR 0002023324-26-000002, largest first. % of portfolio is the value over $131,191,910, 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; 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; 2026Q1: 527,621 shares 527,621$59.2M45.15%+19,498Timeline
ESGDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 219,010 shares 219,010$20.9M15.96%+7,419Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 141,849 shares 141,849$6.45M4.92%+5,181Timeline
ESMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 130,308 shares 130,308$6.13M4.67%+3,964Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,137 shares; 2025Q4: 210,418 shares; 2026Q1: 227,071 shares 227,071$4.88M3.72%+16,653Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,391 shares 23,391$4.49M3.42%-585Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 23,151 shares 23,151$2.81M2.14%-63Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 9,040 shares 9,040$2.29M1.75%+361Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,945 shares 7,945$1.71M1.3%+4Timeline
QEFASPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 15,788 shares 15,788$1.47M1.12%-326Timeline
IMCGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,647 shares 17,647$1.39M1.06%-125Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,379 shares 4,379$1.32M1.01%-70Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,852 shares 6,852$1.24M0.95%+8Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,845 shares 2,845$1.21M0.92%-46Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 25,723 shares 25,723$1.17M0.89%+660Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,620 shares 1,620$968K0.74%-14Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,297 shares 2,297$850K0.65%-1Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,299 shares 1,299$845K0.64%+1Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,518 shares 4,518$788K0.6%+6Timeline
HEZUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 17,749 shares 17,749$776K0.59%-433Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,548 shares 3,548$758K0.58%+6Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,973 shares 2,973$737K0.56%+4Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,156 shares 1,156$713K0.54%-5Timeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 11,950 shares 11,950$561K0.43%-835Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,907 shares 3,907$519K0.4%-77Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 7,175 shares 7,175$504K0.38%+1Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 1,487 shares 1,487$502K0.38%-444Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,167 shares; 2025Q4: 1,167 shares; 2026Q1: 1,167 shares 1,167$502K0.38%0Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 6,910 shares 6,910$443K0.34%-155Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,111 shares 2,111$440K0.34%-33Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 498 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 617 shares 617$403K0.31%+127Timeline
ACWVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 3,196 shares 3,196$382K0.29%+1Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,223 shares 1,223$351K0.27%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,187 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,027 shares; 2025Q4: 1,086 shares; 2026Q1: 1,086 shares 1,086$312K0.24%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: 1,226 shares; 2026Q1: 1,249 shares 1,249$305K0.23%+23Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,216 shares 5,216$282K0.21%-34Timeline
EZMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,043 shares 4,043$272K0.21%-43Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,490 shares 2,490$271K0.21%0Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,435 shares 2,435$245K0.19%0Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,666 shares 4,666$225K0.17%-14Timeline
SUSAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,694 shares 1,694$224K0.17%+5Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 318 shares; 2026Q1: 318 shares 318$222K0.17%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares 235$216K0.16%0Timeline
PBAPEMBINA PIPELINE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,680 shares 4,680$209K0.16%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,348 shares 1,348$209K0.16%-90Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 673 shares; 2025Q4: 674 shares; 2026Q1: 673 shares 673$208K0.16%-1Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407$205K0.16%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IVEISHARES TR1,072$227Kshares
DYNFBLACKROCK ETF TRUST3,622$220Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL402$202Kshares

How Q1 2026 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 0002023324-26-000002 base2026-04-15acceptance time not in the bulk data set