Institutional Fund
Stanich Group LLC
Montauk, NYCIK 20233245 filings on record
Portfolio Value
$131.19M
Q1 2026
Holdings
47
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.1%
from $132.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard World Fd45.2%
- Ishares Tr16.0%
- Ishares Inc4.9%
- Ishares Tr4.7%
- Schwab Strategic Tr3.7%
- Ishares Tr3.4%
- Other22.2%
Portfolio Holdings
47 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard World Fd | 527.6K | $59.24M | 45.2% | +19.5K | Added |
| 2 | Ishares Tr | 219.0K | $20.94M | 16.0% | +7.4K | Added |
| 3 | Ishares Inc | 141.8K | $6.45M | 4.9% | +5.2K | Added |
| 4 | Ishares Tr | 130.3K | $6.13M | 4.7% | +4.0K | Added |
| 5 | Schwab Strategic Tr | 227.1K | $4.88M | 3.7% | +16.7K | Added |
| 6 | Ishares Tr | 23.4K | $4.49M | 3.4% | −585 | Reduced |
| 7 | Ishares Tr | 23.2K | $2.81M | 2.1% | −63 | Reduced |
| 8 | Apple Inc | 9.0K | $2.29M | 1.7% | +361 | Added |
| 9 | Vanguard Specialized Funds | 7.9K | $1.71M | 1.3% | +4 | Added |
| 10 | Spdr Index Shs Fds | 15.8K | $1.47M | 1.1% | −326 | Reduced |
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