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Stanich Group LLC
The Stanich Group LLC (doing business as Cultivating Wealth) is a fee-only Registered Investment Adviser headquartered in Montauk, New York. Founded in 2016 by Sara Stanich, MBA, CFP®, CDFA®, CPWA®, the firm provides financial planning, investment advice, and wealth management services primarily for busy professionals and families, as well as divorce financial analysis. The team includes senior advisors and paraplanners, and the firm serves clients in New York City, the Hamptons, and beyond. Employee count is under 10.
Investment Strategy
The Stanich Group LLC (Cultivating Wealth) employs a client-focused, fee-only fiduciary approach that emphasizes personalized financial planning and evidence-based investment strategies. Their process includes cash flow optimization, efficient tax planning, retirement planning, estate planning, and diversified portfolio management. The firm is known for supporting clients in transition, such as those going through divorce, as well as creative professionals, entrepreneurs, and busy families. Portfolios are tailored to client goals, risk tolerance, and life changes, with an emphasis on education and transparency.
Latest 13F Filing Activity
Stanich Group LLC filed their most recent 13F report on Sep 30, 2025 disclosing 56 equity positions with a total 13F market value of $163M. The fund increased holdings in Ishares TR, Vanguard Scottsdale FDS, Ishares TR among other positions. Stanich Group LLC reduced exposure to Costco WHSL Corp. New, Vanguard Specialized Funds, Amazon Com Inc. among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E ESGV | VANGUARD WORLD FD | 35.78% | $58.4M | 493,435 | $104.64 | $118.44 | +$4.3M |
E ESGD | ISHARES TR | 11.43% | $18.7M | 200,733 | $80.44 | $92.98 | +$1.7M |
A AGG | ISHARES TR | 7.41% | $12.1M | 120,657 | $100.25 | $100.25 | +$12.1M |
V VGSH | VANGUARD SCOTTSDALE FDS | 5.61% | $9.2M | 155,724 | $58.85 | $58.85 | +$9.2M |
E ESGE | ISHARES INC | 3.48% | $5.7M | 130,735 | $33.88 | $43.42 | +$618.3K |
Industry Allocation
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