Stanich Group LLC
RIA/Wealth
Stanich Group LLC is a RIA/Wealth led by Martin James Briesach, reporting $172.6M in AUM as of Q3 2025 with 95% ETF concentration, 79% concentrated in top 10 holdings, and 36% allocation to ESGV.
Managing PartnerMartin James Briesach
- Portfolio Value
- $163.3M
- Positions
- 56
- Top Holding
- ESGV at 35.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Stanich Group LLC's portfolio (78.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $58.4M | 35.78% | +$488.8K Bought | — 493.4K shares | |
ETF ETF | $18.7M | 11.43% | +$836.2K Bought | — 200.7K shares | |
ETF ETF | $12.1M | 7.41% | +$12.1M Bought | — 120.7K shares | |
ETF ETF | $9.2M | 5.61% | +$9.2M Bought | — 155.7K shares | |
ETF ETF | $5.7M | 3.48% | +$98.0K Bought | — 130.7K shares | |
ETF ETF | $5.6M | 3.40% | +$5.6M Bought | — 235.9K shares | |
ETF ETF | $5.5M | 3.38% | +$141.7K Bought | — 122.4K shares | |
ETF ETF | $4.7M | 2.91% | +$134.8K Bought | — 24.4K shares | |
ETF ETF | $4.2M | 2.59% | +$4.2M New | — 196.1K shares | |
ETF ETF | $4.1M | 2.53% | +$4.1M Bought | — 183.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Stanich Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-15.3% | |
-14.44% | |
-8.28% | |
-7.59% |
Analytics
Portfolio insights and performance metrics for Stanich Group LLC
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