Stanich Group LLC
Annual return
—
SPY
—
Alpha
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Invested
$131.2M
Holdings
47
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$ESGV
VANGUARD WORLD FD
Q4 2025: Exited (was 493.4k shares)
45.2%
02
$ESGD
ISHARES TR
Q4 2025: Exited (was 200.7k shares)
16.0%
03
$ESGE
ISHARES INC
Q4 2025: Exited (was 130.7k shares)
4.9%
04
$ESML
ISHARES TR
Q4 2025: Exited (was 122.4k shares)
4.7%
05
$SCHH
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 196.1k shares)
3.7%
06
$QUAL
ISHARES TR
Q4 2025: Exited (was 24.4k shares)
3.4%
07
$DSI
ISHARES TR
Q4 2025: Exited (was 23.3k shares)
2.1%
08
$AAPL
APPLE INC
Q4 2025: Sold 22.0% (9.0k → 7.0k shares)
1.7%
09
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Sold 1.8% (10.3k → 10.1k shares)
1.3%
10
$QEFA
SPDR INDEX SHS FDS
Q4 2025: Exited (was 16.6k shares)
1.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:03 UTC.