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SFO

Standard Family Office Portfolio holdings

AUM $114M
1-Year Est. Return 21.1%
This Fund
S&P 500
This Quarter Est. Return
+2.06%
1 Year Est. Return
+21.1%
3 Year Est. Return
+67.62%
5 Year Est. Return
+68.01%
10 Year Est. Return
–
AUM
$94.1M
AUM Growth
+$1.85M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
98.27%
Holding
29
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.66%
2 Technology 1.39%
3 Financials 0.72%
4 Healthcare 0.42%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.04T
$79.9M 84.86%
127,386
– –
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$9.77M 10.38%
181,722
– –
AAPL icon
3
Apple
AAPL
$4.86T
$543K 0.58%
1,996
– –
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$120B
$502K 0.53%
3,488
– –
IWP icon
5
iShares Russell Mid-Cap Growth ETF
IWP
$19.2B
$452K 0.48%
3,300
– –
NVDA icon
6
NVIDIA
NVDA
$5.09T
$373K 0.4%
2,000
– –
MSFT icon
7
Microsoft
MSFT
$3.75T
$298K 0.32%
616
– –
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.23T
$277K 0.29%
884
– –
V icon
9
Visa
V
$701B
$215K 0.23%
612
– –
AMZN icon
10
Amazon
AMZN
$2.73T
$199K 0.21%
860
– –
JPM icon
11
JPMorgan Chase
JPM
$931B
$186K 0.2%
576
– –
IWF icon
12
iShares Russell 1000 Growth ETF
IWF
$124B
$180K 0.19%
1,520
– –
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$143K 0.15%
210
– –
UNH icon
14
UnitedHealth
UNH
$344B
$107K 0.11%
324
– –
HD icon
15
Home Depot
HD
$310B
$102K 0.11%
296
– –
UNP icon
16
Union Pacific
UNP
$169B
$99.9K 0.11%
432
– –
ORCL icon
17
Oracle
ORCL
$417B
$92.8K 0.1%
476
– –
TMO icon
18
Thermo Fisher Scientific
TMO
$227B
$83.4K 0.09%
144
– –
AFL icon
19
Aflac
AFL
$58.7B
$81.2K 0.09%
736
– –
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$74.4K 0.08%
148
– –
ABBV icon
21
AbbVie
ABBV
$463B
$74K 0.08%
324
– –
ECL icon
22
Ecolab
ECL
$77.2B
$72.5K 0.08%
276
– –
COF icon
23
Capital One
COF
$127B
$65K 0.07%
268
– –
VNQ icon
24
Vanguard Real Estate ETF
VNQ
$37.3B
$62.3K 0.07%
704
– –
JNJ icon
25
Johnson & Johnson
JNJ
$642B
$53.8K 0.06%
260
– –
1
2

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Standard Family Office's Q4 2025 Portfolio in Review

As of Q4 2025, Standard Family Office held 29 positions worth $94.1M, up 2% from $92.3M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Trading was light in Q4 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 Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Technology and Financials.

  • Standard Family Office's ten largest holdings make up 98% of its $94.1M portfolio in Q4 2025.
  • Standard Family Office opened 0 new positions and closed 0 in Q4 2025.
  • Standard Family Office's portfolio value rose 2% quarter-over-quarter to $94.1M.

Based on Standard Family Office's 13F filing for Q4 2025, filed 18 Feb 2026.