Sign In
test

Sara Beth Stanich

Stanich Group Llc

Assets Managed
$158.823M
Holdings
52
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
21.07%(2Q avg: 10%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Stanich Group Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Stanich Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 158.823M in assets, with a quarterly growth rate of 21.07% and a 2-quarter average growth rate of 10%. The portfolio is managed by Sara Beth Stanich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Increased 4.51%
45.92%
$72.92M
551,409 shares@ $132.25 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 6.39%
15.09%
$23.954M
232,994 shares@ $102.81 avg price
ESGE
Ishares Inc Ishares Esg Awar
Recent Activity
Increased 4.07%
5.09%
$8.073M
147,616 shares@ $54.69 avg price
ESML
Ishares Esg Aware Msci Usa S
Recent Activity
Increased 3.81%
4.77%
$7.567M
135,264 shares@ $55.95 avg price
SCHH
Schwab Us Reit Etf
Recent Activity
Increased 7.94%
3.66%
$5.804M
245,088 shares@ $23.69 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 12.37%
3.64%
$5.768M
26,284 shares@ $219.44 avg price
DSI
Ishares Msci Kld 400 Social
Recent Activity
Decreased -0.63%
2.07%
$3.276M
23,005 shares@ $142.4 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.2%
1.62%
$2.558M
8,841 shares@ $289.38 avg price
IMCG
Ishares Morningstar Mid-cap
Recent Activity
Increased 23.37%
1.35%
$2.14M
21,771 shares@ $98.32 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 25.58%
1.27%
$2.012M
5,499 shares@ $365.96 avg price

1-10 of 52