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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
Cap. Flow
$0
Cap. Flow %
0%
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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$972B
$78M 84.52%
127,386
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$9.85M 10.67%
181,722
– –
AAPL icon
3
Apple
AAPL
$4.98T
$508K 0.55%
1,996
– –
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$112B
$492K 0.53%
3,488
– –
IWP icon
5
iShares Russell Mid-Cap Growth ETF
IWP
$19.6B
$470K 0.51%
3,300
– –
NVDA icon
6
NVIDIA
NVDA
$4.78T
$373K 0.4%
2,000
– –
MSFT icon
7
Microsoft
MSFT
$2.94T
$319K 0.35%
616
– –
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.09T
$215K 0.23%
884
– –
V icon
9
Visa
V
$705B
$209K 0.23%
612
– –
AMZN icon
10
Amazon
AMZN
$2.49T
$189K 0.2%
860
– –
JPM icon
11
JPMorgan Chase
JPM
$947B
$182K 0.2%
576
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$119B
$178K 0.19%
1,520
– –
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$140K 0.15%
210
– –
ORCL icon
14
Oracle
ORCL
$350B
$134K 0.15%
476
– –
HD icon
15
Home Depot
HD
$342B
$120K 0.13%
296
– –
UNH icon
16
UnitedHealth
UNH
$390B
$112K 0.12%
324
– –
UNP icon
17
Union Pacific
UNP
$176B
$102K 0.11%
432
– –
AFL icon
18
Aflac
AFL
$65.7B
$82.2K 0.09%
736
– –
ECL icon
19
Ecolab
ECL
$79.5B
$75.6K 0.08%
276
– –
ABBV icon
20
AbbVie
ABBV
$470B
$75K 0.08%
324
– –
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.1T
$74.4K 0.08%
148
– –
TMO icon
22
Thermo Fisher Scientific
TMO
$212B
$69.8K 0.08%
144
– –
VNQ icon
23
Vanguard Real Estate ETF
VNQ
$40.2B
$64.4K 0.07%
704
– –
COF icon
24
Capital One
COF
$129B
$57K 0.06%
268
– –
JNJ icon
25
Johnson & Johnson
JNJ
$646B
$48.2K 0.05%
260
– –
1
2

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WAM
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SIM
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ACM
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SPH
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CSW
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JKSF
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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.