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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
+8.17%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$92.3M
AUM Growth
+$6.93M
(+8.1%)
Cap. Flow
$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
98.2%
Holding
29
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.45% |
| 2 | Financials | 0.71% |
| 3 | Healthcare | 0.41% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Communication Services | 0.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Goldman Sachs
GS
$303B
| $47.8K | 0.05% |
60
| – | – |
|
27
CVS Health
CVS
$122B
| $36.8K | 0.04% |
488
| – | – |
|
28
Abbott
ABT
$187B
| $36.4K | 0.04% |
272
| – | – |
|
29
Comcast
CMCSA
$90B
| $26.5K | 0.03% |
844
| – | – |
|
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Standard Family Office's Q3 2025 Portfolio in Review
As of Q3 2025, Standard Family Office held 29 positions worth $92.3M, up 8.1% from $85.4M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
Trading was light in Q3 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 1.4% of assets, up from 1.3% a quarter earlier, followed by Financials and Healthcare.
- Standard Family Office's ten largest holdings make up 98% of its $92.3M portfolio in Q3 2025.
- Standard Family Office opened 0 new positions and closed 0 in Q3 2025.
- Standard Family Office's portfolio value rose 8.1% quarter-over-quarter to $92.3M.
Based on Standard Family Office's 13F filing for Q3 2025, filed 14 Nov 2025.