AI Portfolio Summary
In 2026 Q1, Stanich Group LLC maintained a portfolio of 50 distinct positions. The most significant new addition to the portfolio was ALPHABET INC, which now represents 0.27% of the total fund value. They heavily accumulated shares in VANGUARD WORLD FD, increasing their position by 3.8%. Conversely, Stanich Group LLC completely exited their position in BERKSHIRE HATHAWAY I.
Total Positions
50
Quarter
2026 Q1
Top Holding
ESGV (45.2%)
Top 10 Concentration
84.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 50
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ESGV
VANGUARD WORLD ...
|
ETF | 45.15% | 46.35% |
#1
Prev: #1
|
6.5 | 19,498 | 3.8% |
P
S
|
527,621 | $59,236,028 |
$104.08
+8.9%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
ESGD
ISHARES TR
|
ETF | 15.96% | 15.17% |
#2
Prev: #2
|
6.0 | 7,419 | 3.5% |
P
S
|
219,010 | $20,941,694 |
$79.43
+21.6%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
ESGE
ISHARES INC
|
ETF | 4.92% | 4.55% |
#3
Prev: #3
|
3.5 | 5,181 | 3.8% |
P
S
|
141,849 | $6,449,893 |
$33.93
+33.6%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | ||
|
ESML
ISHARES TR
|
ETF | 4.67% | 4.38% |
#4
Prev: #4
|
2.9 | 3,964 | 3.1% |
P
S
|
130,308 | $6,127,062 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 3.72% | 3.31% |
#5
1
Prev: #6
|
4.0 | 16,653 | 7.9% |
P
S
|
227,071 | $4,879,759 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
QUAL
ISHARES TR
|
ETF | 3.42% | 3.59% |
#6
1
Prev: #5
|
1.9 | -585 | -2.4% |
P
S
|
23,391 | $4,486,711 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DSI
ISHARES TR
|
ETF | 2.14% | 2.25% |
#7
Prev: #7
|
1.4 | -63 | -0.3% |
P
S
|
23,151 | $2,805,696 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AAPL
APPLE INC
|
Technology | 1.75% | 1.78% |
#8
Prev: #8
|
1.2 | 361 | 4.2% |
P
S
|
9,040 | $2,294,263 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.30% | 1.32% |
#9
Prev: #9
|
1.0 | 4 | 0.1% |
P
S
|
7,945 | $1,708,647 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
QEFA
SPDR INDEX SHS ...
|
ETF | 1.12% | 1.10% |
#10
Prev: #10
|
0.9 | -326 | -2.0% |
P
S
|
15,788 | $1,472,534 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IMCG
ISHARES TR
|
ETF | 1.06% | 1.07% |
#11
Prev: #11
|
0.9 | -125 | -0.7% |
P
S
|
17,647 | $1,390,069 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.01% | 1.01% |
#12
2
Prev: #14
|
0.9 | -70 | -1.6% |
P
S
|
4,379 | $1,323,703 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IYW
ISHARES TR
|
ETF | 0.95% | 1.03% |
#13
Prev: #13
|
0.9 | 8 | 0.1% |
P
S
|
6,852 | $1,243,091 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWF
ISHARES TR
|
ETF | 0.92% | 1.03% |
#14
2
Prev: #12
|
0.9 | -46 | -1.6% |
P
S
|
2,845 | $1,212,906 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPYD
SPDR SERIES TRU...
|
ETF | 0.89% | 0.82% |
#15
1
Prev: #16
|
0.9 | 660 | 2.6% |
P
S
|
25,723 | $1,170,900 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.74% | 0.77% |
#16
1
Prev: #17
|
0.8 | -14 | -0.9% |
P
S
|
1,620 | $968,023 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.65% | 0.84% |
#17
2
Prev: #15
|
0.8 | -1 | -0.0% |
P
S
|
2,297 | $850,311 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.64% | 0.67% |
#18
Prev: #18
|
0.8 | 1 | 0.1% |
P
S
|
1,299 | $844,710 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.60% | 0.63% |
#19
Prev: #19
|
0.7 | 6 | 0.1% |
P
S
|
4,518 | $787,939 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HEZU
ISHARES TR
|
ETF | 0.59% | 0.60% |
#20
Prev: #20
|
0.7 | -433 | -2.4% |
P
S
|
17,749 | $775,624 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWD
ISHARES TR
|
ETF | 0.58% | 0.56% |
#21
Prev: #21
|
0.7 | 6 | 0.2% |
P
S
|
3,548 | $758,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IWM
ISHARES TR
|
ETF | 0.56% | 0.55% |
#22
Prev: #22
|
0.7 | 4 | 0.1% |
P
S
|
2,973 | $737,417 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.54% | 0.53% |
#23
Prev: #23
|
0.7 | -5 | -0.4% |
P
S
|
1,156 | $712,827 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPEM
SPDR INDEX SHS ...
|
ETF | 0.43% | 0.45% |
#24
Prev: #24
|
0.7 | -835 | -6.5% |
P
S
|
11,950 | $560,587 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.40% | 0.43% |
#25
Prev: #25
|
0.7 | -77 | -1.9% |
P
S
|
3,907 | $519,357 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.38% | 0.38% |
#26
1
Prev: #27
|
0.7 | 1 | 0.0% |
P
S
|
7,175 | $503,508 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.38% | 0.42% |
#27
1
Prev: #26
|
0.2 | -444 | -23.0% |
P
S
|
1,487 | $502,368 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.38% | 0.35% |
#28
1
Prev: #29
|
1.2 | no change | no change |
P
S
|
1,167 | $502,148 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.34% | 0.33% |
#29
1
Prev: #30
|
0.6 | -155 | -2.2% |
P
S
|
6,910 | $442,811 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.34% | 0.37% |
#30
2
Prev: #28
|
0.6 | -33 | -1.5% |
P
S
|
2,111 | $439,658 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVV
ISHARES TR
|
ETF | 0.31% | 0.25% |
#31
2
Prev: #33
|
2.6 | 127 | 25.9% |
P
S
|
617 | $403,030 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ACWV
ISHARES INC
|
ETF | 0.29% | 0.29% |
#32
1
Prev: #31
|
0.6 | 1 | 0.0% |
P
S
|
3,196 | $381,994 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.27% | — |
#33
Prev: #—
|
3.6 | 1,223 | no change |
NEW
|
1,223 | $350,898 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.24% | 0.26% |
#34
2
Prev: #32
|
1.1 | no change | no change |
P
S
|
1,086 | $312,412 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.23% | 0.19% |
#35
2
Prev: #37
|
0.6 | 23 | 1.9% |
P
S
|
1,249 | $305,306 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.21% | 0.21% |
#36
1
Prev: #35
|
0.6 | -34 | -0.6% |
P
S
|
5,216 | $281,925 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EZM
WISDOMTREE TR
|
ETF | 0.21% | 0.21% |
#37
1
Prev: #36
|
0.6 | -43 | -1.1% |
P
S
|
4,043 | $271,771 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.21% | 0.22% |
#38
4
Prev: #34
|
1.1 | no change | no change |
P
S
|
2,490 | $271,360 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IJK
ISHARES TR
|
ETF | 0.19% | 0.18% |
#39
1
Prev: #40
|
1.1 | no change | no change |
P
S
|
2,435 | $244,989 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.17% | 0.17% |
#40
5
Prev: #45
|
0.6 | -14 | -0.3% |
P
S
|
4,666 | $225,461 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SUSA
ISHARES TR
|
ETF | 0.17% | 0.18% |
#41
Prev: #41
|
0.6 | 5 | 0.3% |
P
S
|
1,694 | $223,717 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.17% | 0.18% |
#42
3
Prev: #39
|
1.1 | no change | no change |
P
S
|
318 | $222,214 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.16% | 0.19% |
#43
5
Prev: #38
|
1.1 | no change | no change |
P
S
|
235 | $216,146 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PBA
PEMBINA PIPELIN...
|
Energy | 0.16% | — |
#44
Prev: #—
|
3.6 | 4,680 | no change |
NEW
|
4,680 | $209,477 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.16% | 0.16% |
#45
1
Prev: #46
|
0.6 | -90 | -6.3% |
P
S
|
1,348 | $209,331 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.16% | 0.18% |
#46
4
Prev: #42
|
0.6 | -1 | -0.1% |
P
S
|
673 | $208,317 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.16% | — |
#47
Prev: #—
|
3.6 | 1,407 | no change |
NEW
|
1,407 | $205,318 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.00% | 0.15% |
Sold All 😨
(Was: #47) |
0.0 | -402 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #44) |
0.0 | -3,622 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVE
ISHARES TR
|
ETF | 0.00% | 0.17% |
Sold All 😨
(Was: #43) |
0.0 | -1,072 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-50 of 50 holdings