HolderBook

Standard Family Office LLC

Reported holdings as of Q2 2026, from 23 quarterly filings.

CIK
1809494
Reported value
$113.8M
Positions
31
Top 10 weight
98.3%
Filed
2026-08-13
Days after quarter end
44

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVOO$88.6M128,99677.87%-1.77pp16qHELD
VANGUARD INTL EQUITY INDEX FVWO$11.9M199,74710.48%-0.68pp16qHELD
INVESCO EXCHANGE TRADED FD TRSP$8.5M39,8207.45%+2.48pp2q+59.0%+$3.1M
SELECT SECTOR SPDR TRXLK$664.5K3,4880.58%+0.11pp10qHELD
APPLE INCAAPL$577.6K1,9960.51%-0.02pp10qHELD
ISHARES TRIWP$483.2K3,3000.42%-0.01pp10qHELD
NVIDIA CORPORATIONNVDA$400.2K2,0000.35%-0.01pp10qHELD
ALPHABET INCGOOG$312.3K8840.27%+0.01pp10qHELD
MICROSOFT CORPMSFT$229.8K6160.20%-0.03pp10qHELD
VISA INCV$210.0K6120.18%-0.01pp10qHELD
AMAZON COM INCAMZN$205.0K8600.18%flat10qHELD
ISHARES TRIWF$188.7K1,5200.17%flat10q+300.0%+$141.6K
JPMORGAN CHASE & COJPM$188.5K5760.17%-0.01pp10qHELD
STATE STR SPDR S&P 500 ETF TSPY$156.8K2100.14%flat10qHELD
UNITEDHEALTH GROUP INCUNH$134.7K3240.12%+0.03pp10qHELD
UNION PAC CORPUNP$117.5K4320.10%-0.01pp10qHELD
HOME DEPOT INCHD$104.4K2960.09%-0.01pp10qHELD
AFLAC INCAFL$86.3K7360.08%-0.01pp10qHELD
ABBVIE INCABBV$81.5K3240.07%flat10qHELD
ECOLAB INCECL$76.9K2760.07%-0.01pp10qHELD
BERKSHIRE HATHAWAY INC DELBRKB$74.1K1480.07%-0.01pp10qHELD
THERMO FISHER SCIENTIFIC INCTMO$72.2K1440.06%-0.01pp10qHELD
ORACLE CORPORCL$69.8K4760.06%-0.01pp10qHELD
VANGUARD INDEX FDSVNQ$67.9K7040.06%flat10qHELD
JOHNSON & JOHNSONJNJ$66.0K2600.06%-0.01pp10qHELD
GOLDMAN SACHS GROUP INCGS$60.7K600.05%flat10qHELD
CAPITAL ONE FINL CORPCOF$53.8K2680.05%flat10qHELD
CVS HEALTH CORPCVS$50.5K4880.04%+0.01pp10qHELD
ABBOTT LABORATORIESABT$24.7K2720.02%-0.01pp10qHELD
COMCAST CORP NEWCMCSA$20.7K8440.02%-0.01pp10qHELD
VERSANT MEDIA GROUP INCVSNT$1.2K330.00%flat2qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Software & IT Services 0.5%Other sectors 2.4%Not classified 97.0%
 
SectorValueShare
Software & IT Services$611.9K0.5%
Other sectors$2.8M2.4%
Not classified$110.4M97.0%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$113.8M31020098.3%44
Q1 2026$96.8M31220098.3%44
Q4 2025$94.1M29010098.3%49
Q3 2025$92.3M29000098.2%45
Q2 2025$85.4M29010098.2%44
Q1 2025$76.2M2900261998.1%43
Q4 2024$82.6M480019196.4%44
Q3 2024$82.3M49000095.6%45
Q2 2024$77.7M49110095.7%45
Q1 2024$74.7M484600095.4%44
Q4 2023$62.1M20000100.0%44
Q3 2023$56.3M20001100.0%44
Q2 2023$58.5M30005100.0%45
Q1 2023$54.7M81000100.0%42
Q4 2022$51.3M7006479100.0%44
Q3 2022$227.3M48627530390.0%45
Q2 2022$10.1M2141928124936.1%46
Q1 2022$372.4M71579419498.4%46
Q4 2021$11.3M2081871534539.2%45
Q3 2021$344.7M66025649698.8%46
Q2 2021$483.1M56239109329376.2%44
Q1 2021$424.0M616111961456178.4%42
Q4 2020$418.2M566000078.4%47

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.