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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
(+2.8%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
98.26%
Holding
31
New
2
Increased
2
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.96M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$1.01M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.01M |
| 4 |
VSNT
Versant Media Group
VSNT
|
+$1.11K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$301B
| $50.8K | 0.05% |
60
| – | – |
|
27
Capital One
COF
$135B
| $48.9K | 0.05% |
268
| – | – |
|
28
CVS Health
CVS
$124B
| $35K | 0.04% |
488
| – | – |
|
29
Abbott
ABT
$185B
| $27.9K | 0.03% |
272
| – | – |
|
30
Comcast
CMCSA
$89.2B
| $24.2K | 0.03% |
844
| – | – |
|
|
VSNT
31
Versant Media Group
VSNT
$5.44B
| $1.22K | ﹤0.01% |
+33
| New | +$1.11K |
|
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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.