Institutional
Standard Family Office LLC
CIK 0001809494
$96.8M
Reported AUM
31
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · Standard Family Office LLC · Q1 2026
AI · grounded in 13F
Standard Family Office LLC established a new position in RSP valued at $4.8M. The fund also increased its holdings in VWO by 9.9% and added a new position in VSNT worth $1,222. Additionally, the fund accumulated more shares of VOO, increasing the position by 1.3%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $678.00 | -2.59% | 24.60% | 80.00% | $77.1M | 79.65% | +1,610 | +1.3% |
| 2 | VWO | VANGUARD INTL EQUITY INDEX F | $58.03 | -3.78% | 23.65% | 32.53% | $10.8M | 11.16% | +18,025 | +9.9% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $207.83 | -1.42% | 18.26% | 47.36% | $4.8M | 4.97% | +25,040 | NEW |
| 4 | AAPL | APPLE INC | $307.34 | -1.25% | 51.31% | 116.17% | $507K | 0.52% | — | HELD |
| 5 | XLK | SELECT SECTOR SPDR TR | $180.30 | -6.66% | 52.15% | 143.77% | $464K | 0.48% | — | HELD |
| 6 | IWP | ISHARES TR | $139.23 | -2.75% | 2.88% | 24.78% | $423K | 0.44% | — | HELD |
| 7 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $349K | 0.36% | — | HELD |
| 8 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $254K | 0.26% | — | HELD |
| 9 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $228K | 0.24% | — | HELD |
| 10 | V | VISA INC | $323.57 | 1.06% | -11.91% | 36.33% | $185K | 0.19% | — | HELD |
| 11 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $179K | 0.19% | — | HELD |
| 12 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $169K | 0.18% | — | HELD |
| 13 | IWF | ISHARES TR | $122.69 | -3.26% | 20.87% | 79.95% | $162K | 0.17% | — | HELD |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $137K | 0.14% | — | HELD |
| 15 | UNP | UNION PAC CORP | $272.32 | 3.19% | 24.65% | 39.36% | $105K | 0.11% | — | HELD |
| 16 | HD | HOME DEPOT INC | $310.78 | 0.27% | -12.61% | 7.24% | $97K | 0.10% | — | HELD |
| 17 | UNH | UNITEDHEALTH GROUP INC | $399.47 | 0.76% | 35.46% | 5.19% | $88K | 0.09% | — | HELD |
| 18 | AFL | AFLAC INC | $118.24 | 2.56% | 16.48% | 140.90% | $81K | 0.08% | — | HELD |
| 19 | ECL | ECOLAB INC | — | — | -2.40% | 23.16% | $73K | 0.08% | — | HELD |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $71K | 0.07% | — | HELD |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC | $472.80 | -1.91% | 18.07% | -11.30% | $71K | 0.07% | — | HELD |
| 22 | ABBV | ABBVIE INC | $227.23 | 1.02% | 23.60% | 135.68% | $70K | 0.07% | — | HELD |
| 23 | ORCL | ORACLE CORP | $213.68 | -9.59% | 24.02% | 162.37% | $70K | 0.07% | — | HELD |
| 24 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | 53.90% | 55.59% | $64K | 0.07% | — | HELD |
| 25 | VNQ | VANGUARD INDEX FDS | $96.79 | 0.72% | 11.98% | 9.39% | $62K | 0.06% | — | HELD |
| 26 | GS | GOLDMAN SACHS GROUP INC | $1038.68 | -4.94% | 72.57% | 212.75% | $51K | 0.05% | — | HELD |
| 27 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | -7.47% | 22.49% | $49K | 0.05% | — | HELD |
| 28 | CVS | CVS HEALTH CORP | $95.93 | 1.17% | 56.40% | 37.47% | $35K | 0.04% | — | HELD |
| 29 | ABT | ABBOTT LABORATORIES | $91.07 | 0.32% | -30.43% | -17.31% | $28K | 0.03% | — | HELD |
| 30 | CMCSA | COMCAST CORP NEW | $23.82 | 2.10% | -23.54% | -49.62% | $24K | 0.03% | — | HELD |
| 31 | VSNT | VERSANT MEDIA GROUP INC | $40.19 | -0.07% | — | — | $1K | 0.00% | +33 | NEW |
Source: SEC EDGAR · accession 0001809494-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.