Stanich Group
Stanich Group reported 64 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are ESGV (36.5%), ESGD (11.7%) and AGG (7.3%). Compared with Q2 2026, the fund opened new positions in AGG, VGSH and SUSC, added to ESGV, ESGD and ESGE and trimmed QUAL, DSI and AAPL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ESGV Vanguard Esg US Stock | $75.7M | 36.5% | 559K | +7,136 (+1%) | 8 of 8 | |
| 2 |  ESGD Ishares TR | $24.3M | 11.7% | 236K | +2,621 (+1%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $15.2M | 7.3% | 161K | New position | 4 of 8 | |
| 4 |  VGSH Vanguard Scottsdale Fds | $11.6M | 5.6% | 201K | New position | 4 of 8 | |
| 5 |  ESGE Ishares Inc | $8.1M | 3.9% | 149K | +1,291 (+1%) | 8 of 8 | |
| 6 |  ESML Ishares TR | $7.1M | 3.4% | 136K | +704 (+1%) | 8 of 8 | |
| 7 |  SUSC Ishares TR | $6.9M | 3.4% | 316K | New position | 4 of 8 | |
| 8 |  QUAL Ishares TR | $5.8M | 2.8% | 26K | −75 (−0%) | 8 of 8 | |
| 9 |  SCHH Charles Schwab US REIT | $5.6M | 2.7% | 253K | +8,279 (+3%) | 5 of 8 | |
| 10 |  NUBD Nuveen Esg U.s. Aggregate Bond ETF | $4.1M | 2.0% | 193K | New position | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Stanich Group 13F FAQ
What does Stanich Group own?
Stanich Group reported 64 stocks worth $207M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are ESGV (36.5%), ESGD (11.7%) and AGG (7.3%). The table above lists every position in the filing (the top 10 without an account).
What did Stanich Group buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 20 added to, 17 trimmed and 0 sold out. New positions include AGG, VGSH and SUSC.
When will Stanich Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Stanich Group's portfolio worth?
The Q3 2026 filing reports $207M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.