Independent Family Office
Latest statistics and disclosures from Independent Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IAU, PTC, IWD, VOO, and represent 49.19% of Independent Family Office's stock portfolio.
- Added to shares of these 10 stocks: VOO, INFL, VEA, BRK.B, DCRE, IJR, IBIT, PRIM, IWR, PNC.
- Started 3 new stock positions in PRIM, PNC, IWR.
- Reduced shares in these 10 stocks: IWM, SPY, PTC, IAU, IJH, GLD, IEF, PGR, SHY, VIG.
- Sold out of its position in PGR.
- Independent Family Office was a net buyer of stock by $2.3M.
- Independent Family Office has $236M in assets under management (AUM), dropping by 9.57%.
- Central Index Key (CIK): 0001756485
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Portfolio Holdings for Independent Family Office
Independent Family Office holds 79 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.0 | $31M | -2% | 46k | 666.18 |
|
| Ishares Gold Tr Ishares New (IAU) | 12.1 | $29M | -2% | 392k | 72.77 |
|
| Ptc (PTC) | 10.5 | $25M | -2% | 122k | 203.02 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 7.5 | $18M | 87k | 203.59 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.1 | $15M | +27% | 24k | 612.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 4.5 | $11M | -4% | 30k | 355.47 |
|
| Toast Cl A (TOST) | 4.2 | $9.9M | 270k | 36.51 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 3.4 | $8.0M | -14% | 33k | 241.96 |
|
| Listed Fds Tr Horizon Kinetics (INFL) | 3.0 | $7.2M | +18% | 160k | 44.70 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $6.3M | +18% | 105k | 59.92 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 2.6 | $6.1M | 35k | 176.81 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $5.6M | +20% | 11k | 502.74 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $5.3M | -2% | 25k | 215.79 |
|
| Doubleline Etf Trust Commercial Real (DCRE) | 1.5 | $3.6M | +20% | 69k | 52.08 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $2.5M | +17% | 21k | 118.83 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.5M | 4.8k | 517.95 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.4M | 8.7k | 279.29 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $2.0M | 27k | 76.40 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $2.0M | +18% | 31k | 65.00 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $2.0M | 18k | 111.22 |
|
|
| Sherwin-Williams Company (SHW) | 0.8 | $2.0M | 5.7k | 346.26 |
|
|
| Apple (AAPL) | 0.8 | $1.9M | -4% | 7.5k | 254.63 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.7 | $1.7M | 29k | 56.95 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.6 | $1.5M | 51k | 29.62 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 754200.00 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $1.4M | -26% | 22k | 65.26 |
|
| Vanguard World Utilities Etf (VPU) | 0.6 | $1.4M | 7.5k | 189.41 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.4M | 5.7k | 243.55 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.6 | $1.4M | 13k | 103.36 |
|
|
| Strategy Cl A New (MSTR) | 0.6 | $1.3M | 4.1k | 322.21 |
|
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.5 | $1.2M | 40k | 30.88 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.5 | $1.2M | 5.6k | 213.73 |
|
|
| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.5 | $1.2M | -4% | 13k | 92.60 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $1.2M | -12% | 14k | 82.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.5 | $1.2M | 16k | 73.46 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $1.1M | -8% | 14k | 78.91 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.5 | $1.1M | 10k | 110.59 |
|
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $1.1M | 8.4k | 132.48 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.1M | 21k | 53.40 |
|
|
| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | 2.3k | 485.02 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.0M | 1.6k | 669.30 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $886k | -25% | 9.2k | 96.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $750k | 3.1k | 243.10 |
|
|
| Agnico (AEM) | 0.3 | $721k | 4.3k | 168.56 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $694k | 2.2k | 315.43 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $670k | 7.2k | 93.37 |
|
|
| American Express Company (AXP) | 0.3 | $642k | 1.9k | 332.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $624k | 1.0k | 600.37 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $613k | 5.5k | 111.47 |
|
|
| New Gold Inc Cda (NGD) | 0.3 | $604k | 84k | 7.18 |
|
|
| Metropcs Communications (TMUS) | 0.3 | $599k | 2.5k | 239.38 |
|
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $556k | 15k | 36.69 |
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| Oracle Corporation (ORCL) | 0.2 | $530k | 1.9k | 281.24 |
|
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| Hilton Grand Vacations (HGV) | 0.2 | $529k | -21% | 13k | 41.81 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $514k | 555.00 | 925.63 |
|
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $481k | 9.4k | 51.09 |
|
|
| Newmont Mining Corporation (NEM) | 0.2 | $472k | 5.6k | 84.31 |
|
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $409k | 10k | 39.62 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $382k | 500.00 | 763.00 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $351k | 1.4k | 259.60 |
|
|
| Meta Platforms Cl A (META) | 0.1 | $340k | 463.00 | 734.38 |
|
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| Illinois Tool Works (ITW) | 0.1 | $331k | 1.3k | 260.76 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $313k | 6.2k | 50.55 |
|
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| Automatic Data Processing (ADP) | 0.1 | $311k | 1.1k | 293.50 |
|
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $304k | 2.3k | 129.72 |
|
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| Primoris Services (PRIM) | 0.1 | $275k | NEW | 2.0k | 137.33 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $269k | -11% | 2.7k | 100.25 |
|
| Johnson & Johnson (JNJ) | 0.1 | $269k | 1.4k | 185.42 |
|
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| Abbvie (ABBV) | 0.1 | $268k | 1.2k | 231.54 |
|
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| International Business Machines (IBM) | 0.1 | $260k | 921.00 | 282.16 |
|
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| Wal-Mart Stores (WMT) | 0.1 | $260k | 2.5k | 103.06 |
|
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| Teck Resources CL B (TECK) | 0.1 | $241k | 5.5k | 43.89 |
|
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| Tri-Continental Corporation (TY) | 0.1 | $238k | 7.0k | 34.00 |
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| Pepsi (PEP) | 0.1 | $230k | 1.6k | 140.44 |
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| Ameriprise Financial (AMP) | 0.1 | $210k | 428.00 | 491.25 |
|
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| UnitedHealth (UNH) | 0.1 | $207k | -13% | 600.00 | 345.30 |
|
| Amazon (AMZN) | 0.1 | $205k | 933.00 | 219.57 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $203k | NEW | 2.1k | 96.55 |
|
| PNC Financial Services (PNC) | 0.1 | $201k | NEW | 1.0k | 200.93 |
|
Past Filings by Independent Family Office
SEC 13F filings are viewable for Independent Family Office going back to 2019
- Independent Family Office 2025 Q3 filed Nov. 13, 2025
- Independent Family Office 2025 Q2 filed Aug. 13, 2025
- Independent Family Office 2025 Q1 filed May 13, 2025
- Independent Family Office 2024 Q4 filed Feb. 10, 2025
- Independent Family Office 2024 Q3 filed Nov. 14, 2024
- Independent Family Office 2024 Q2 filed Aug. 14, 2024
- Independent Family Office 2024 Q1 filed April 29, 2024
- Independent Family Office 2023 Q4 filed Jan. 30, 2024
- Independent Family Office 2023 Q3 filed Nov. 1, 2023
- Independent Family Office 2023 Q2 filed July 25, 2023
- Independent Family Office 2023 Q1 filed May 4, 2023
- Independent Family Office 2022 Q4 filed Feb. 9, 2023
- Independent Family Office 2022 Q3 filed Nov. 14, 2022
- Independent Family Office 2022 Q2 filed Aug. 1, 2022
- Independent Family Office 2022 Q1 filed May 16, 2022
- Independent Family Office 2021 Q4 filed Feb. 9, 2022