Standard Family Office LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $1,011,403,048 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $977,234,090 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $921,859,137 | Pooled investment vehicles (100%) |
| May 2023 to Mar 2024 | $868,470,134 | Pooled investment vehicles (100%) |
| Apr 2023 | $868,470,134 | Pooled investment vehicles (100%) |
| Mar 2022 to Mar 2023 | $1,453,630,949 | Pooled investment vehicles (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 94.6%; sector active share 84.3% against the combined 13F book's sector weights.
Over time 23 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 97.2% | $110,552,272 |
| Technology | 1.1% | $1,277,279 |
| Financial Services | 0.6% | $673,314 |
| Healthcare | 0.4% | $429,586 |
| Communication Services | 0.3% | $334,251 |
| Consumer Cyclical | 0.3% | $309,365 |
| Industrials | 0.1% | $117,504 |
| Basic Materials | 0.1% | $76,896 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 128,996 | $88,595,742 | 77.87% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 199,747 | $11,922,898 | 10.48% | |
| RSP |
Victory Portfolios II
|
Added | 39,820 | $8,472,501 | 7.45% | |
| XLK |
State Street(R) Technology Select Sector SPDR(R) ETF
|
Held | 3,488 | $664,533 | 0.58% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,996 | $577,562 | 0.51% | |
|
|
Held | 3,300 | $483,153 | 0.42% | ||
| NVDA |
Nvidia Corp
Technology
|
Held | 2,000 | $400,180 | 0.35% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 884 | $312,343 | 0.27% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 616 | $229,780 | 0.20% | |
| V |
Visa Inc.
Financial Services
|
Held | 612 | $209,971 | 0.18% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 860 | $204,972 | 0.18% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 1,520 | $188,738 | 0.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 576 | $188,542 | 0.17% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 210 | $156,821 | 0.14% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 324 | $134,664 | 0.12% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 432 | $117,504 | 0.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 296 | $104,393 | 0.09% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 736 | $86,296 | 0.08% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 324 | $81,531 | 0.07% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Held | 276 | $76,896 | 0.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 148 | $74,057 | 0.07% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 144 | $72,195 | 0.06% | |
| ORCL |
Oracle Corp
Technology
|
Held | 476 | $69,757 | 0.06% | |
| VNQ |
VANGUARD REAL ESTATE INDEX FUND
|
Held | 704 | $67,886 | 0.06% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 260 | $66,032 | 0.06% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 60 | $60,682 | 0.05% | |
| COF |
Capital One Financial Corp
Financial Services
|
Held | 268 | $53,766 | 0.05% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Held | 488 | $50,483 | 0.04% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 272 | $24,681 | 0.02% | |
| CMCSA |
Comcast Corp
Communication Services
|
Held | 844 | $20,720 | 0.02% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
Held | 33 | $1,188 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.