Kelsey Olson
Standard Family Office Llc
Assets Managed
$96.779M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
2.81%(2Q avg: 2.41%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Standard Family Office Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Standard Family Office Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 96.779M in assets, with a quarterly growth rate of 2.81% and a 2-quarter average growth rate of 2.41%. The portfolio is managed by Kelsey Olson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VOO Vanguard S&p 500 Etf
| 79.65% | $77.082M 128,996 shares@ $597.56 avg price | Increased 1.27% |
VWO Vanguard Ftse Emerging Marke
| 11.16% | $10.796M 199,747 shares@ $54.05 avg price | Increased 9.92% |
RSP Invesco S&p 500 Equal Weight
| 4.97% | $4.806M 25,040 shares@ $191.93 avg price | New Position |
AAPL Apple Inc
| 0.53% | $506,565 1,996 shares@ $253.8 avg price | |
XLK Technology Select Sect Spdr
| 0.48% | $463,555 3,488 shares@ $132.9 avg price | |
IWP Ishares Russell Mid-cap Grow
| 0.44% | $422,796 3,300 shares@ $128.12 avg price | |
NVDA Nvidia Corp
| 0.37% | $348,800 2,000 shares@ $174.4 avg price | |
GOOG Alphabet Inc-cl C
| 0.27% | $253,584 884 shares@ $286.86 avg price | |
MSFT Microsoft Corp
| 0.24% | $228,025 616 shares@ $370.18 avg price | |
V Visa Inc-class A Shares
| 0.2% | $184,971 612 shares@ $302.25 avg price |
1-10 of 31