Institutions / Independent Family Office, LLC
Independent Family Office, LLC
CIK 1756485 · Institution · as of Dec 31, 2025
Portfolio value
$239.50M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $31.52M | 13.2% |
| iShares Gold Tr | $31.40M | 13.1% |
| PTC Inc | $20.73M | 8.7% |
| iShares Tr | $18.28M | 7.6% |
| Vanguard Index Fds | $15.10M | 6.3% |
| SPDR Gold Tr | $11.81M | 4.9% |
| Toast, Inc. | $8.88M | 3.7% |
| iShares Tr | $8.13M | 3.4% |
| Listed Fds Tr | $7.17M | 3.0% |
| Vanguard Tax-Managed Fds | $6.63M | 2.8% |
| iShares Tr | $6.27M | 2.6% |
| Warren E. Buffett | $5.68M | 2.4% |
| Vanguard Specialized Funds | $5.44M | 2.3% |
| Doubleline ETF Trust | $3.74M | 1.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.64M | 1.1% |
| iShares Tr | $2.56M | 1.1% |
| Microsoft Corp | $2.31M | 1.0% |
| VanEck ETF Trust | $2.30M | 1.0% |
| Apple Inc. | $2.08M | 0.9% |
| iShares MSCI UAE ETF | $2.05M | 0.9% |
| Sherwin Williams Co | $1.83M | 0.8% |
| iShares Tr | $1.82M | 0.8% |
| Scotts Miracle-Gro Co | $1.71M | 0.7% |
| Alphabet Inc. | $1.70M | 0.7% |
| Sprott Asset Management LP | $1.69M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.