Stanich Group LLC
CIK: 0002023324SEC EDGAR →
Portfolio Value
$132.6M
Holdings
47
As of
Q4 2025
New Positions
18
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 508,123 | $61.5M | 46.35% |
| 2 | ISHARES TR | 211,591 | $20.1M | 15.17% |
| 3 | ISHARES INC | 136,668 | $6.0M | 4.55% |
| 4 | ISHARES TR | 126,344 | $5.8M | 4.38% |
| 5 | ISHARES TR | 23,976 | $4.8M | 3.59% |
| 6 | SCHWAB STRATEGIC TR | 210,418 | $4.4M | 3.31% |
| 7 | ISHARES TR | 23,214 | $3.0M | 2.25% |
| 8 | APPLE INC | 8,679 | $2.4M | 1.78% |
| 9 | VANGUARD SPECIALIZED FUNDS | 7,941 | $1.7M | 1.32% |
| 10 | SPDR INDEX SHS FDS | 16,114 | $1.5M | 1.10% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $125.3M | 94.5% |
| Technology | 5 | $5.1M | 3.8% |
| Unknown | 2 | $664K | 0.5% |
| Healthcare | 2 | $505K | 0.4% |
| Consumer Cyclical | 1 | $494K | 0.4% |
| Communication Services | 1 | $340K | 0.3% |
| Consumer Defensive | 1 | $206K | 0.2% |