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Independent Family Office, LLC

All holdings · as of Dec 31, 2025

79 positions

CompanyClassValueShares% of portfolio
ISHARES TR$202.2K2,1000.1%
The PNC Financial Services Group, Inc.$208.7K1,0000.1%
AMERIPRISE FINANCIAL INC$209.9K4280.1%
TRI-CONTINENTAL CorpTYClosed-End Fund$228.2K6,9870.1%
PEPSICO INC$234.7K1,6350.1%
Primoris Services Corp$248.3K2,0000.1%
PROGRESSIVE CORP/OH$252.5K1,1090.1%
TECK RESOURCES LTD$263.4K5,5000.1%
AbbVie Inc.$264.4K1,1570.1%
ISHARES TR$267.9K2,6820.1%
AUTOMATIC DATA PROCESSING INC$272.1K1,0580.1%
Walmart Inc.$280.8K2,5200.1%
Monster Beverage Corp$281.1K3,6670.1%
JOHNSON & JOHNSON$299.9K1,4490.1%
Amazon.com Inc$301.2K1,3050.1%
iShares MSCI UAE ETF$307.9K2,3400.1%
ILLINOIS TOOL WORKS INC$313.0K1,2710.1%
ISHARES INC$334.4K6,2000.1%
ORACLE CORP$367.2K1,8840.2%
VANGUARD WORLD FD$388.6K1,3500.2%
Meta Platforms Inc$389.5K5900.2%
PACER FDS TR$425.2K10,3150.2%
T-Mobile US, Inc.TMUSCommon Stock$460.5K2,2680.2%
ISHARES TR$477.8K4,9690.2%
ISHARES TR$479.1K9,4200.2%
ELI LILLY & Co$537.3K5000.2%
COSTCO WHOLESALE CORP /NEW$549.3K6370.2%
Newmont Corp$558.5K5,5930.2%
Hilton Grand Vacations Inc.$566.2K12,6520.2%
iShares MSCI UAE ETF$606.0K5,5000.3%
Strategy Inc$623.0K4,1000.3%
INVESCO QQQ TR$638.3K1,0390.3%
ISHARES TR$688.9K7,1740.3%
SPROTT ASSET MANAGEMENT LP$693.4K15,1400.3%
JPMORGAN CHASE & CO$708.9K2,2000.3%
AMERICAN EXPRESS CO$714.7K1,9320.3%
AGNICO EAGLE MINES LTD$724.7K4,2750.3%
NEW GOLD INC CDA$732.6K84,1140.3%
ISHARES TR$1.07M1,5680.4%
Alphabet Inc.$1.10M3,5050.5%
VANGUARD BD INDEX FDS$1.10M14,0070.5%
INVESCO EXCHANGE TRADED FD T$1.13M8,4140.5%
ISHARES TR$1.13M20,6880.5%
ISHARES TR$1.14M12,7540.5%
ISHARES TR$1.15M10,0800.5%
ISHARES TR$1.16M13,9780.5%
VANGUARD STAR FDS$1.19M15,7740.5%
VANGUARD WORLD FD$1.19M5,6400.5%
SSGA ACTIVE ETF TR$1.25M39,6110.5%
THERMO FISHER SCIENTIFIC INC.$1.31M2,2570.5%
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