Standard Family Office 13F annual report

Standard Family Office is an investment fund managing more than $77.7 billion ran by Kelsey Olson. There are currently 47 companies in Mrs. Olson’s portfolio. The largest investments include Vanguard Index Fds and Vanguard Intl Equity Index F, together worth $70.5 billion.

Limited to 30 biggest holdings

$77.7 billion Assets Under Management (AUM)

As of 7th August 2024, Standard Family Office’s top holding is 125,136 shares of Vanguard Index Fds currently worth over $62.6 billion and making up 80.5% of the portfolio value. In addition, the fund holds 181,722 shares of Vanguard Intl Equity Index F worth $7.95 billion. The third-largest holding is Apple Inc worth $736 million and the next is Select Sector Spdr Tr worth $690 million, with 3,049 shares owned.

Currently, Standard Family Office's portfolio is worth at least $77.7 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Standard Family Office

The Standard Family Office office and employees reside in Sioux Falls, South Dakota. According to the last 13-F report filed with the SEC, Kelsey Olson serves as the Chief Compliance Officer at Standard Family Office.

Recent trades

In the most recent 13F filing, Standard Family Office revealed that it had opened a new position in Apple Inc and bought 3,493 shares worth $736 million.

One of the smallest hedge funds

The two most similar investment funds to Standard Family Office are Oppenheimerfunds and Dean Capital Management. They manage $77.7 billion and $77.7 billion respectively.

Kelsey Olson investment strategy

Standard Family Office’s portfolio is diversified across 10 sectors. Currently, their heaviest sector is Technology — making up 1.7% of the total portfolio value. The fund focuses on investments in the United States as 53.2% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 57% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $366 billion.

The complete list of Standard Family Office trades based on 13F SEC filings

These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard Index Fds	No change 125,136	$62,584,268,000	80.52%
Vanguard Intl Equity Index F	No change 181,722	$7,952,155,000	10.23%
Apple Inc	Opened 3,493	$735,696,000	0.95%
Select Sector Spdr Tr	Opened 3,049	$689,775,000	0.89%
Ishares Tr	Opened 6,681	$942,790,000	1.21%
Microsoft Corporation	Opened 1,081	$483,153,000	0.62%
NVIDIA Corp	Opened 3,500	$432,390,000	0.56%
Amazon.com Inc.	Opened 1,505	$290,841,000	0.37%
Unitedhealth Group Inc	Opened 567	$288,750,000	0.37%
Alphabet Inc	Opened 1,550	$284,301,000	0.37%
Visa Inc	Opened 1,071	$281,105,000	0.36%
Jpmorgan Chase Co.	Opened 1,011	$204,485,000	0.26%
Home Depot, Inc.	Opened 518	$178,316,000	0.23%
Union Pac Corp	Opened 756	$171,053,000	0.22%
Thermo Fisher Scientific Inc.	Opened 255	$141,015,000	0.18%
Chevron Corp.	Opened 882	$137,962,000	0.18%
Tjx Cos Inc New	Opened 1,190	$131,019,000	0.17%
Oracle Corp.	Opened 833	$117,620,000	0.15%
Aflac Inc.	Opened 1,288	$115,031,000	0.15%
Ecolab, Inc.	Opened 483	$114,954,000	0.15%
Spdr Sp 500 Etf Tr	Opened 210	$114,286,000	0.15%
Berkshire Hathaway Inc.	Opened 256	$104,141,000	0.13%
Vanguard Index	Opened 1,232	$103,192,000	0.13%
Disney Walt Co	Opened 1,026	$101,872,000	0.13%
Abbvie Inc	Opened 567	$97,252,000	0.13%
Eaton Corp Plc	Opened 280	$87,794,000	0.11%
Procter And Gamble Co	Opened 462	$76,193,000	0.10%
Johnson Johnson	Opened 455	$66,503,000	0.09%
Target Corp	Opened 441	$65,286,000	0.08%
Capital One Finl Corp	Opened 469	$64,933,000	0.08%
Comcast Corp New	Opened 1,477	$57,839,000	0.07%
3M Co.	Opened 497	$50,788,000	0.07%
Diageo plc	Opened 402	$50,684,000	0.07%
CVS Health Corp	Opened 854	$50,437,000	0.06%
Abbott Labs	Opened 473	$49,149,000	0.06%
Goldman Sachs Group, Inc.	Opened 108	$48,851,000	0.06%
Conocophillips	Opened 350	$40,033,000	0.05%
Novartis AG	Opened 336	$35,771,000	0.05%
Mondelez International Inc.	Opened 522	$34,160,000	0.04%
Centene Corp.	Opened 476	$31,559,000	0.04%
General Mls Inc	Opened 458	$28,973,000	0.04%
Cummins Inc.	Opened 94	$26,031,000	0.03%
Gilead Sciences, Inc.	Opened 315	$21,612,000	0.03%
Intel Corp.	Opened 693	$21,462,000	0.03%
Verizon Communications Inc	Opened 196	$8,083,000	0.01%
Solventum Corp	Opened 124	$6,557,000	0.01%
Alcon Ag	Opened 63	$5,612,000	0.01%
No transactions found
Showing first 500 out of 47 holdings