2026 Q1 Portfolio Activity
In 2026 Q1, Standard Family Office LLC maintained a portfolio of 31 distinct positions. The most significant new addition was INVESCO EXCHANGE TRADED FD T, now representing 4.97% of the total fund value. They heavily accumulated shares in VANGUARD INTL EQUITY INDEX F, increasing the position by 9.9%.
Position History
hover any row below to update
Loading…
Total Positions
31
Quarter
2026 Q1
Top Holding
VOO (79.6%)
Top 10 Concentration
98.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
Standard Family Office LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 79.65% | 84.86% |
#1
Prev: #1
|
6.5 |
—
|
1,610 | 1.3% |
P
S
|
128,996 | $77,081,560 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 11.16% | 10.38% |
#2
Prev: #2
|
7.5 |
—
|
18,025 | 9.9% |
P
S
|
199,747 | $10,796,325 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 4.97% | — |
#3
Prev: #—
|
6.5 |
—
|
25,040 | — |
NEW
|
25,040 | $4,805,677 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AAPL
APPLE INC
|
Technology | 0.52% | 0.58% |
#4
1
Prev: #3
|
1.7 |
—
|
no change | no change |
P
S
|
1,996 | $506,565 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.48% | 0.53% |
#5
1
Prev: #4
|
1.7 |
—
|
no change | no change |
P
S
|
3,488 | $463,555 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWP
ISHARES TR
|
ETF | 0.44% | 0.48% |
#6
1
Prev: #5
|
1.2 |
—
|
no change | no change |
P
S
|
3,300 | $422,796 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.36% | 0.40% |
#7
1
Prev: #6
|
1.1 |
—
|
no change | no change |
P
S
|
2,000 | $348,800 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.26% | 0.29% |
#8
Prev: #8
|
1.1 |
—
|
no change | no change |
P
S
|
884 | $253,584 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.24% | 0.32% |
#9
2
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
616 | $228,025 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
V
VISA INC
|
Financial Services | 0.19% | 0.23% |
#10
1
Prev: #9
|
1.1 |
—
|
no change | no change |
P
S
|
612 | $184,971 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.19% | 0.21% |
#11
1
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
860 | $179,112 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.18% | 0.20% |
#12
1
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
576 | $169,436 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IWF
ISHARES TR
|
ETF | 0.17% | 0.19% |
#13
1
Prev: #12
|
1.1 |
—
|
no change | no change |
P
S
|
380 | $162,032 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.14% | 0.15% |
#14
1
Prev: #13
|
1.1 |
—
|
no change | no change |
P
S
|
210 | $136,571 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.11% | 0.11% |
#15
1
Prev: #16
|
1.0 |
—
|
no change | no change |
P
S
|
432 | $104,812 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.10% | 0.11% |
#16
1
Prev: #15
|
1.0 |
—
|
no change | no change |
P
S
|
296 | $97,351 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.09% | 0.11% |
#17
3
Prev: #14
|
1.0 |
—
|
no change | no change |
P
S
|
324 | $87,671 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AFL
AFLAC INC
|
Financial Services | 0.08% | 0.09% |
#18
1
Prev: #19
|
1.0 |
—
|
no change | no change |
P
S
|
736 | $80,747 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 0.08% | 0.08% |
#19
3
Prev: #22
|
1.0 |
—
|
no change | no change |
P
S
|
276 | $73,422 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.07% | 0.08% |
#20
Prev: #20
|
1.0 |
—
|
no change | no change |
P
S
|
148 | $70,922 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.07% | 0.09% |
#21
3
Prev: #18
|
1.0 |
—
|
no change | no change |
P
S
|
144 | $70,780 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.07% | 0.08% |
#22
1
Prev: #21
|
1.0 |
—
|
no change | no change |
P
S
|
324 | $70,467 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.07% | 0.10% |
#23
6
Prev: #17
|
1.0 |
—
|
no change | no change |
P
S
|
476 | $70,024 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.07% | 0.06% |
#24
1
Prev: #25
|
1.0 |
—
|
no change | no change |
P
S
|
260 | $63,554 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.06% | 0.07% |
#25
1
Prev: #24
|
1.0 |
—
|
no change | no change |
P
S
|
704 | $62,445 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.05% | 0.06% |
#26
Prev: #26
|
1.0 |
—
|
no change | no change |
P
S
|
60 | $50,759 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 0.05% | 0.07% |
#27
4
Prev: #23
|
1.0 |
—
|
no change | no change |
P
S
|
268 | $48,891 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.04% | 0.04% |
#28
1
Prev: #27
|
1.0 |
—
|
no change | no change |
P
S
|
488 | $35,048 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 0.03% | 0.04% |
#29
1
Prev: #28
|
1.0 |
—
|
no change | no change |
P
S
|
272 | $27,926 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.03% | 0.03% |
#30
1
Prev: #29
|
1.0 |
—
|
no change | no change |
P
S
|
844 | $24,231 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VSNT
VERSANT MEDIA G...
|
Communication Services | 0.00% | — |
#31
Prev: #—
|
3.5 |
—
|
33 | — |
NEW
|
33 | $1,222 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-31 of 31 holdings