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SFO

Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
-4.03%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$96.8M
AUM Growth
+$2.64M
Cap. Flow
+$6.98M
Cap. Flow %
7.21%
Top 10 Hldgs %
98.26%
Holding
31
New
2
Increased
2
Reduced
–
Closed
–

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.96M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.01M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.01M
4
VSNT
Versant Media Group
VSNT
+$1.11K

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.19%
2 Financials 0.63%
3 Healthcare 0.37%
4 Communication Services 0.29%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$974B
$77.1M 79.65%
128,996
+1,610
+1% +$1.01M
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$10.8M 11.16%
199,747
+18,025
+10% +$1.01M
RSP icon
3
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$4.81M 4.97%
+25,040
New +$4.96M
AAPL icon
4
Apple
AAPL
$4.89T
$507K 0.52%
1,996
– –
XLK icon
5
State Street Technology Select Sector SPDR ETF
XLK
$114B
$464K 0.48%
3,488
– –
IWP icon
6
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$423K 0.44%
3,300
– –
NVDA icon
7
NVIDIA
NVDA
$5.02T
$349K 0.36%
2,000
– –
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.32T
$254K 0.26%
884
– –
MSFT icon
9
Microsoft
MSFT
$2.98T
$228K 0.24%
616
– –
V icon
10
Visa
V
$694B
$185K 0.19%
612
– –
AMZN icon
11
Amazon
AMZN
$2.69T
$179K 0.19%
860
– –
JPM icon
12
JPMorgan Chase
JPM
$912B
$169K 0.18%
576
– –
IWF icon
13
iShares Russell 1000 Growth ETF
IWF
$123B
$162K 0.17%
1,520
– –
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$137K 0.14%
210
– –
UNP icon
15
Union Pacific
UNP
$178B
$105K 0.11%
432
– –
HD icon
16
Home Depot
HD
$347B
$97.4K 0.1%
296
– –
UNH icon
17
UnitedHealth
UNH
$384B
$87.7K 0.09%
324
– –
AFL icon
18
Aflac
AFL
$62.6B
$80.7K 0.08%
736
– –
ECL icon
19
Ecolab
ECL
$77.6B
$73.4K 0.08%
276
– –
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.06T
$70.9K 0.07%
148
– –
TMO icon
21
Thermo Fisher Scientific
TMO
$202B
$70.8K 0.07%
144
– –
ABBV icon
22
AbbVie
ABBV
$449B
$70.5K 0.07%
324
– –
ORCL icon
23
Oracle
ORCL
$358B
$70K 0.07%
476
– –
JNJ icon
24
Johnson & Johnson
JNJ
$602B
$63.6K 0.07%
260
– –
VNQ icon
25
Vanguard Real Estate ETF
VNQ
$39.6B
$62.4K 0.06%
704
– –
1
2

Similar funds

TFS
truNorth Financial Services Chambersburg, Pennsylvania $96.7M AUM
FA
Fullerton Advisors Danville, California $96.6M AUM
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $97M AUM 15.73% 1-Year Est. Return
WAM
Watershed Asset Management San Francisco, California $96.5M AUM
SIM
Samara Investment Management Beaverton, Oregon $96.5M AUM
ACM
Arrington Capital Management Miami, Florida $97.1M AUM
SPH
Steel Partners Holdings New York $96.4M AUM

Standard Family Office's Q1 2026 Portfolio in Review

As of Q1 2026, Standard Family Office held 31 positions worth $96.8M, up 2.8% from $94.1M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Standard Family Office deployed $6.98M of net new capital in Q1 2026, opening 2 new positions and adding to 2 existing holdings. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 25,040 shares worth $4.81M.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, down from 1.4% a quarter earlier, followed by Financials and Healthcare.

  • Standard Family Office's largest Q1 2026 buy was Invesco S&P 500 Equal Weight ETF: 25,040 shares worth $4.81M.
  • Standard Family Office added most to Vanguard FTSE Emerging Markets ETF in Q1 2026, an estimated $1.01M increase.
  • Standard Family Office's ten largest holdings make up 98% of its $96.8M portfolio in Q1 2026.
  • Standard Family Office opened 2 new positions and closed 0 in Q1 2026.
  • Standard Family Office's portfolio value rose 2.8% quarter-over-quarter to $96.8M.

Based on Standard Family Office's 13F filing for Q1 2026, filed 14 May 2026.