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Standard Family Office Portfolio holdings

AUM $96.8M
1-Year Est. Return 17.11%
This Fund
S&P 500
This Quarter Est. Return
+10.53%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$85.4M
AUM Growth
+$9.17M
Cap. Flow
+$1.18M
Cap. Flow %
1.39%
Top 10 Hldgs %
98.24%
Holding
29
New
–
Increased
1
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.18M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 1.33%
2 Financials 0.74%
3 Healthcare 0.39%
4 Consumer Discretionary 0.35%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$619B
$39.7K 0.05%
260
– –
ABT icon
27
Abbott
ABT
$187B
$37K 0.04%
272
– –
CVS icon
28
CVS Health
CVS
$123B
$33.7K 0.04%
488
– –
CMCSA icon
29
Comcast
CMCSA
$89.3B
$30.1K 0.04%
844
– –
1
2

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WAM
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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
CSW
Cogent Strategic Wealth Chicago, Illinois $97.3M AUM
JKSF
John & Kathleen Schreiber Foundation Lake Forest, Illinois $97.5M AUM 13.8% 1-Year Est. Return
BFA
Ballast Financial Advisors West Chester, Pennsylvania $97.5M AUM

Standard Family Office's Q2 2025 Portfolio in Review

As of Q2 2025, Standard Family Office held 29 positions worth $85.4M, up 12% from $76.2M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Standard Family Office opened no new positions and made no exits, leaving the 29-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 1.3% of assets, up from 1.3% a quarter earlier, followed by Financials and Healthcare.

  • Standard Family Office added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $1.18M increase.
  • Standard Family Office's ten largest holdings make up 98% of its $85.4M portfolio in Q2 2025.
  • Standard Family Office opened 0 new positions and closed 0 in Q2 2025.
  • Standard Family Office's portfolio value rose 12% quarter-over-quarter to $85.4M.

Based on Standard Family Office's 13F filing for Q2 2025, filed 13 Aug 2025.