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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
+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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$968B
$72.4M 84.77%
127,386
+2,250
+2% +$1.18M
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$8.99M 10.53%
181,722
– –
IWP icon
3
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$458K 0.54%
3,300
– –
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$115B
$442K 0.52%
3,488
– –
AAPL icon
5
Apple
AAPL
$4.89T
$410K 0.48%
1,996
– –
NVDA icon
6
NVIDIA
NVDA
$5.01T
$316K 0.37%
2,000
– –
MSFT icon
7
Microsoft
MSFT
$2.84T
$306K 0.36%
616
– –
V icon
8
Visa
V
$677B
$217K 0.25%
612
– –
AMZN icon
9
Amazon
AMZN
$2.5T
$189K 0.22%
860
– –
JPM icon
10
JPMorgan Chase
JPM
$939B
$167K 0.2%
576
– –
IWF icon
11
iShares Russell 1000 Growth ETF
IWF
$122B
$161K 0.19%
1,520
– –
GOOG icon
12
Alphabet (Google) Class C
GOOG
$3.9T
$157K 0.18%
884
– –
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$130K 0.15%
210
– –
HD icon
14
Home Depot
HD
$332B
$109K 0.13%
296
– –
ORCL icon
15
Oracle
ORCL
$331B
$104K 0.12%
476
– –
UNH icon
16
UnitedHealth
UNH
$382B
$101K 0.12%
324
– –
UNP icon
17
Union Pacific
UNP
$183B
$99.4K 0.12%
432
– –
AFL icon
18
Aflac
AFL
$63.9B
$77.6K 0.09%
736
– –
ECL icon
19
Ecolab
ECL
$75.6B
$74.4K 0.09%
276
– –
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.07T
$71.9K 0.08%
148
– –
VNQ icon
21
Vanguard Real Estate ETF
VNQ
$39.9B
$62.7K 0.07%
704
– –
ABBV icon
22
AbbVie
ABBV
$458B
$60.1K 0.07%
324
– –
TMO icon
23
Thermo Fisher Scientific
TMO
$211B
$58.4K 0.07%
144
– –
COF icon
24
Capital One
COF
$124B
$57K 0.07%
268
– –
GS icon
25
Goldman Sachs
GS
$313B
$42.5K 0.05%
60
– –
1
2

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FA
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YF
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WAM
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SIM
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ACM
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SPH
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AWP
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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.