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SFO

Standard Family Office Portfolio holdings

AUM $114M
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
+14.3%
1 Year Est. Return
+21.1%
3 Year Est. Return
+67.62%
5 Year Est. Return
+68.01%
10 Year Est. Return
–
AUM
$114M
AUM Growth
+$17M
Cap. Flow
+$3.02M
Cap. Flow %
2.66%
Top 10 Hldgs %
98.33%
Holding
31
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.02M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.17%
2 Technology 1.12%
3 Financials 0.59%
4 Healthcare 0.38%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$88.6M 77.87%
128,996
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$11.9M 10.48%
199,747
– –
RSP icon
3
Invesco S&P 500 Equal Weight ETF
RSP
$100B
$8.47M 7.45%
39,820
+14,780
+59% +$3.02M
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$121B
$665K 0.58%
3,488
– –
AAPL icon
5
Apple
AAPL
$4.79T
$578K 0.51%
1,996
– –
IWP icon
6
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$483K 0.42%
3,300
– –
NVDA icon
7
NVIDIA
NVDA
$5.52T
$400K 0.35%
2,000
– –
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.15T
$312K 0.27%
884
– –
MSFT icon
9
Microsoft
MSFT
$3.79T
$230K 0.2%
616
– –
V icon
10
Visa
V
$707B
$210K 0.18%
612
– –
AMZN icon
11
Amazon
AMZN
$2.79T
$205K 0.18%
860
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$126B
$189K 0.17%
1,520
– –
JPM icon
13
JPMorgan Chase
JPM
$962B
$189K 0.17%
576
– –
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$818B
$157K 0.14%
210
– –
UNH icon
15
UnitedHealth
UNH
$360B
$135K 0.12%
324
– –
UNP icon
16
Union Pacific
UNP
$172B
$118K 0.1%
432
– –
HD icon
17
Home Depot
HD
$317B
$104K 0.09%
296
– –
AFL icon
18
Aflac
AFL
$59.3B
$86.3K 0.08%
736
– –
ABBV icon
19
AbbVie
ABBV
$460B
$81.5K 0.07%
324
– –
ECL icon
20
Ecolab
ECL
$78.2B
$76.9K 0.07%
276
– –
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.09T
$74.1K 0.07%
148
– –
TMO icon
22
Thermo Fisher Scientific
TMO
$229B
$72.2K 0.06%
144
– –
ORCL icon
23
Oracle
ORCL
$444B
$69.8K 0.06%
476
– –
VNQ icon
24
Vanguard Real Estate ETF
VNQ
$38.4B
$67.9K 0.06%
704
– –
JNJ icon
25
Johnson & Johnson
JNJ
$671B
$66K 0.06%
260
– –
1
2

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Standard Family Office's Q2 2026 Portfolio in Review

As of Q2 2026, Standard Family Office held 31 positions worth $114M, up 18% from $96.8M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 0%. Standard Family Office opened no new positions and made no exits, leaving the 31-position portfolio largely intact.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Technology and Financials.

  • Standard Family Office added most to Invesco S&P 500 Equal Weight ETF in Q2 2026, an estimated $3.02M increase.
  • Standard Family Office's ten largest holdings make up 98% of its $114M portfolio in Q2 2026.
  • Standard Family Office opened 0 new positions and closed 0 in Q2 2026.
  • Standard Family Office's portfolio value rose 18% quarter-over-quarter to $114M.

Based on Standard Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.