SEC Filing Analysis: Stanich Group LLC

Executive Summary

• Trading Significance: Medium
• Key Takeaway: Stanich Group LLC filed its quarterly Form 13F-HR, disclosing $163.3 million in assets under management as of September 30, 2025. The portfolio exhibits a heavy concentration in ESG-focused Exchange Traded Funds (ETFs), with the top holding, Vanguard's ESG US Stock ETF, comprising approximately 35.8% of the total portfolio value.
• Market Impact: This filing provides a transparent view into the investment strategy of a mid-sized institutional manager. The strong ESG tilt may be of interest to investors tracking capital flows into sustainable investing themes. It does not represent individual insider transactions and is unlikely to have a direct, immediate impact on the price of the underlying securities.

Filer Information

Field	Value
Filer Name	Stanich Group LLC
CIK	0002023324
Report Period	2025-09-30
Total Portfolio Value	$163,328,251

Portfolio Overview

Field	Value
Form Type	13F-HR
Filing Date	2025-10-15
Total Holdings	56
Top Holding	VANGUARD WORLD FD (ESG US STK ETF)
Top Holding Value	$58,445,513
Top Holding % of Portfolio	~35.8%

Top 5 Holdings

Issuer	Security	Value (USD)	Shares
VANGUARD WORLD FD	ESG US STK ETF	$58,445,513	493,435
ISHARES TR	ESG AW MSCI EAFE	$18,664,116	200,733
ISHARES TR	CORE US AGGBD ET	$12,098,284	120,657
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$9,166,091	155,724
ISHARES INC	ESG AWR MSCI EM	$5,676,477	130,735

Strategic Analysis

Portfolio Composition

• Strategy: The portfolio is heavily weighted towards broad-market and international ETFs, with a clear and dominant theme of ESG investing.
• Diversification: While diversified across 56 positions, there is significant concentration risk in the top holding. The top 5 holdings represent approximately 63.5% of the total portfolio value.
• Asset Allocation: The holdings suggest a globally diversified strategy across equities and fixed income, including developed markets (EAFE), emerging markets (EM), and US bonds (AGGBD, Short Term Treasuries).

Notable Positions

• ESG Focus: The portfolio's largest positions are almost exclusively in funds labeled 'ESG', 'Aware', or 'Optimized', signaling a core mandate for sustainable investing.
• Individual Stocks: The firm holds relatively small positions in mega-cap tech stocks like Apple ($2.3M), Microsoft ($1.2M), and Nvidia ($0.8M), likely for specific allocation purposes rather than high-conviction single-stock bets.

Investment Insights

Key Observations

1. High-Conviction ESG Bet: The massive allocation to Vanguard's ESG US Stock ETF indicates a very strong conviction in this specific fund and the broader US ESG equity space.
2. Passive Vehicle Preference: The overwhelming use of ETFs suggests a strategy focused on capturing broad market returns through low-cost, passive vehicles rather than active stock picking.
3. Global Diversification: The inclusion of EAFE, Emerging Markets, and international bond ETFs demonstrates a commitment to global asset allocation.

Contextual Analysis

Filing Context

This Form 13F-HR is a mandatory quarterly report required for institutional investment managers with over $100 million in qualifying assets under management. It provides a snapshot of the firm's long positions as of the end of the quarter.

Firm Context

Stanich Group LLC is a registered investment advisor. This filing offers public transparency into its core investment strategies and holdings for the period ending September 30, 2025.

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IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.

Analysis generated on 2025-10-15 | Data source: SEC EDGAR