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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
-3.82%
1 Year Est. Return
+17.11%
3 Year Est. Return
+57.43%
5 Year Est. Return
+58.2%
10 Year Est. Return
–
AUM
$76.2M
AUM Growth
-$6.39M
(-7.7%)
Cap. Flow
-$3.26M
Cap. Flow
% of AUM
-4.28%
Top 10 Holdings %
Top 10 Hldgs %
98.07%
Holding
48
New
–
Increased
–
Reduced
26
Closed
19
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$347K |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
+$319K |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$296K |
| 4 |
NVIDIA
NVDA
|
+$190K |
| 5 |
Microsoft
MSFT
|
+$190K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.26% |
| 2 | Financials | 0.78% |
| 3 | Healthcare | 0.55% |
| 4 | Consumer Discretionary | 0.36% |
| 5 | Communication Services | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$971B
| $64.3M | 84.41% |
125,136
| – | – |
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $8.22M | 10.8% |
181,722
| – | – |
|
|
3
Apple
AAPL
$4.99T
| $443K | 0.58% |
1,996
-1,497
| -43% | -$347K |
|
|
4
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
| $388K | 0.51% |
3,300
-2,478
| -43% | -$319K |
|
|
5
State Street Technology Select Sector SPDR ETF
XLK
$112B
| $360K | 0.47% |
3,488
-2,610
| -43% | -$296K |
|
|
6
Microsoft
MSFT
$2.92T
| $231K | 0.3% |
616
-465
| -43% | -$190K |
|
|
7
NVIDIA
NVDA
$4.77T
| $217K | 0.28% |
2,000
-1,500
| -43% | -$190K |
|
8
Visa
V
$697B
| $214K | 0.28% |
612
-459
| -43% | -$155K |
|
9
UnitedHealth
UNH
$389B
| $170K | 0.22% |
324
-243
| -43% | -$124K |
|
10
Amazon
AMZN
$2.48T
| $164K | 0.21% |
860
-645
| -43% | -$140K |
|
11
JPMorgan Chase
JPM
$950B
| $141K | 0.19% |
576
-435
| -43% | -$111K |
|
12
Alphabet (Google) Class C
GOOG
$4.07T
| $138K | 0.18% |
884
-666
| -43% | -$122K |
|
13
iShares Russell 1000 Growth ETF
IWF
$119B
| $137K | 0.18% |
1,520
-1,152
| -43% | -$114K |
|
14
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $117K | 0.15% |
210
| – | – |
|
15
Home Depot
HD
$343B
| $108K | 0.14% |
296
-222
| -43% | -$86.5K |
|
16
Union Pacific
UNP
$175B
| $102K | 0.13% |
432
-324
| -43% | -$78K |
|
17
Aflac
AFL
$65.9B
| $81.8K | 0.11% |
736
-552
| -43% | -$58.5K |
|
18
Berkshire Hathaway Class B
BRK.B
$1.11T
| $78.8K | 0.1% |
148
-108
| -42% | -$52.5K |
|
19
Thermo Fisher Scientific
TMO
$214B
| $71.7K | 0.09% |
144
-111
| -44% | -$60.1K |
|
20
Ecolab
ECL
$79.6B
| $70K | 0.09% |
276
-207
| -43% | -$52.2K |
|
21
AbbVie
ABBV
$465B
| $67.9K | 0.09% |
324
-243
| -43% | -$47.2K |
|
22
Oracle
ORCL
$346B
| $66.5K | 0.09% |
476
-357
| -43% | -$58.1K |
|
23
Vanguard Real Estate ETF
VNQ
$40B
| $63.7K | 0.08% |
704
-528
| -43% | -$47.9K |
|
24
Capital One
COF
$130B
| $48.1K | 0.06% |
268
-201
| -43% | -$38K |
|
25
Johnson & Johnson
JNJ
$643B
| $43.1K | 0.06% |
260
-195
| -43% | -$30.5K |
|
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Standard Family Office's Q1 2025 Portfolio in Review
As of Q1 2025, Standard Family Office held 48 positions worth $76.2M, down 7.7% from $82.6M the previous quarter. Its ten largest holdings account for 98% of the portfolio.
Standard Family Office withdrew a net $3.26M in Q1 2025, closing 19 positions and reducing 26 holdings. Its most notable exit was TJX Companies, an estimated $61.6K position sold in full.
By sector, the portfolio is most concentrated in Technology at 1.3% of assets, down from 2.4% a quarter earlier, followed by Financials and Healthcare.
- Standard Family Office's biggest Q1 2025 reduction was Apple, cutting an estimated $347K.
- Standard Family Office fully exited TJX Companies in Q1 2025, selling an estimated $61.6K.
- Standard Family Office's ten largest holdings make up 98% of its $76.2M portfolio in Q1 2025.
- Standard Family Office opened 0 new positions and closed 19 in Q1 2025.
- Standard Family Office's portfolio value fell 7.7% quarter-over-quarter to $76.2M.
Based on Standard Family Office's 13F filing for Q1 2025, filed 13 May 2025.