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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
-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

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 Technology 1.19%
2 Financials 0.63%
3 Healthcare 0.37%
4 Communication Services 0.29%
5 Consumer Discretionary 0.29%

No holdings matched the selected filter criteria.

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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.