Fund Universe

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☆Standard Family Office LLC

CIK 0001809494 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.832
AUM ($M)
114
Positions
31
Turnover
0.03
Top-10 wt
98%
Herfindahl
0.623
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 31 positions · portfolio value $114M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS HOLD — 77.9% -1.8% 88.6 128,996 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 10.5% -0.7% 11.9 199,747 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 7.4% +2.5% 8.5 39,820 +14,780 2 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.6% +0.1% 0.7 3,488 +0 5 —
☆AAPL funds › APPLE INC HOLD — 0.5% -0.0% 0.6 1,996 +0 5 —
☆IWP funds › ISHARES TR HOLD — 0.4% -0.0% 0.5 3,300 +0 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.4% -0.0% 0.4 2,000 +0 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.3% +0.0% 0.3 884 +0 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.2% -0.0% 0.2 616 +0 5 —
☆V funds › VISA INC HOLD — 0.2% -0.0% 0.2 612 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.2% -0.0% 0.2 860 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 0.2 1,520 +1,140 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.2% -0.0% 0.2 576 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% -0.0% 0.2 210 +0 5 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.1% +0.0% 0.1 324 +0 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.1% -0.0% 0.1 432 +0 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.1% -0.0% 0.1 296 +0 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.1% -0.0% 0.1 736 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.1% -0.0% 0.1 324 +0 5 —
☆ECL funds › ECOLAB INC HOLD — 0.1% -0.0% 0.1 276 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.1 148 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.1% -0.0% 0.1 144 +0 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% -0.0% 0.1 476 +0 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.1 704 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.1% -0.0% 0.1 260 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.1 60 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.1 268 +0 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.1 488 +0 5 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% -0.0% 0.0 272 +0 5 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% -0.0% 0.0 844 +0 5 —
☆VSNT funds › VERSANT MEDIA GROUP INC HOLD — 0.0% -0.0% 0.0 33 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 114 31 0.03 98% 0.623 0.832 — in
2026Q1 97 31 0.06 98% 0.649 0.774 — in
2025Q4 94 29 0.00 98% 0.731 0.816 — in
2025Q3 92 29 0.00 98% 0.726 0.817 — in
2025Q2 85 29 0.01 98% 0.730 0.830 — entered
2025Q1 76 29 0.00 98% 0.724 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status