We are live on ! Find out more
SFO

Standard Family Office Portfolio holdings

AUM $114M
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
-4.03%
1 Year Est. Return
+21.1%
3 Year Est. Return
+67.62%
5 Year Est. Return
+68.01%
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 97.06%
2 Technology 1.19%
3 Financials 0.63%
4 Healthcare 0.37%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
26
Goldman Sachs
GS
$303B
$50.8K 0.05%
60
– –
COF icon
27
Capital One
COF
$133B
$48.9K 0.05%
268
– –
CVS icon
28
CVS Health
CVS
$119B
$35K 0.04%
488
– –
ABT icon
29
Abbott
ABT
$193B
$27.9K 0.03%
272
– –
CMCSA icon
30
Comcast
CMCSA
$93.7B
$24.2K 0.03%
844
– –
VSNT
31
Versant Media Group
VSNT
$5.49B
$1.22K ﹤0.01%
+33
New +$1.11K
1
2

Similar funds

RPC
Royal Palms Capital Whitefish, Montana $114M AUM
SPW
Surience Private Wealth Yakima, Washington $114M AUM 35.7% 1-Year Est. Return
RSEWM
River's Edge Wealth Management Beaver, Pennsylvania $114M AUM
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
SSA
Shepherd Street Advisors Larkspur, California $114M AUM
IIM
IFC & Insurance Marketing Auburn, California $114M AUM
RFW
Redwood Family Wealth Addison, Texas $114M AUM
FCM
Fremen Capital Management Stamford, Connecticut $114M 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 Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Technology and Financials.

  • 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.