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STANDARD FAMILY OFFICE LLC 13F portfolio summary

STANDARD FAMILY OFFICE LLC of STANDARD FAMILY OFFICE LLC has 31 current stock holdings with a reported portfolio value of $113.8M. The portfolio 1 year return is +20.57%. Top holdings include VOO (77.87%), VWO (10.48%), RSP (7.45%), XLK (0.58%), IWP (0.42%).

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STANDARD FAMILY OFFICE LLC

STANDARD FAMILY OFFICE LLC
Latest filing: 2026-06-30

STANDARD FAMILY OFFICE LLC runs STANDARD FAMILY OFFICE LLC and currently holds 31 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $113.77M. Their top holdings are VOO, VWO, RSP, XLK, IWP. The top five represent 96.8% of reported portfolio weight. STANDARD FAMILY OFFICE LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. Their current best-performing preview position is UNH with returns of +53.60%.

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Top 5 Holdings
VOO77.9%
VWO10.5%
RSP7.4%
XLK0.6%
IWP0.4%
Top 5: 96.8%
Portfolio Returns
1 Year
+20.57%
#0/1000
3 Year
+65.32%
#0/1000
5 Year
+82.01%
#0/1000

Portfolio Value

$113.77M

Alpha Score

57.9

#0 of 1000

Holdings

31

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31 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
VOO
VANGUARD INDEX FDS
77.87%$335.84$703.77+109.56%
Held
VWO
VANGUARD INTL EQUITY INDEX F
10.48%$38.07$60.45+58.79%
Held
RSP
INVESCO EXCHANGE TRADED FD T
7.45%$199.66$221.67+11.02%
Added
+59.03%
XLK
SELECT SECTOR SPDR TR
0.58%$104.43$183.35+75.57%
Held
IWP
ISHARES TR
0.42%$113.43$143.69+26.67%
Held
GOOG
ALPHABET INC
0.27%$156.50$341.75+118.37%
Held
V
VISA INC
0.18%$278.28$371.13+33.37%
Held
IWF
ISHARES TR
0.17%$84.21$122.38+45.33%
Added
+300.00%
JPM
JPMORGAN CHASE & CO
0.17%$198.94$351.64+76.75%
Held
SPY
STATE STR SPDR S&P 500 ETF T
0.14%$522.16$765.62+46.63%
Held

Showing 1-10 of 31