Independent Family Office
Latest statistics and disclosures from Independent Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, IAU, IWD, VOO, PTC, and represent 46.42% of Independent Family Office's stock portfolio.
- Added to shares of these 10 stocks: VOO, BSV, MOD, VEA, INFL, JBL, ONTO, IWD, PENG, UNH.
- Started 7 new stock positions in ONTO, TCMD, MOD, PNTG, PENG, UNH, JBL.
- Reduced shares in these 10 stocks: TIP, LQD, LLY, HGV, IJH, IJJ, SNPS, , TECK, NVO.
- Sold out of its positions in ABBV, BKNG, XOM, HGV, LQD, IJJ, LLY, NVO, PRIM, SNPS. TECK, TSCO.
- Independent Family Office was a net seller of stock by $-1.7M.
- Independent Family Office has $249M in assets under management (AUM), dropping by 2.45%.
- Central Index Key (CIK): 0001756485
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Portfolio Holdings for Independent Family Office
Independent Family Office holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.9 | $35M | 46k | 746.77 |
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| Ishares Gold Tr Ishares New (IAU) | 11.4 | $28M | 376k | 75.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 8.4 | $21M | 86k | 242.43 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.7 | $19M | +6% | 28k | 686.81 |
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| Ptc (PTC) | 5.1 | $13M | 112k | 113.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 4.1 | $10M | 28k | 368.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 4.0 | $9.9M | 33k | 300.45 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.4 | $8.6M | +5% | 120k | 71.25 |
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| Listed Fds Tr Hori Ki Infl Etf (INFL) | 3.2 | $7.9M | +5% | 159k | 49.88 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 3.1 | $7.6M | 34k | 221.20 |
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| Toast Cl A (TOST) | 2.8 | $7.0M | 250k | 27.82 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $6.1M | 12k | 500.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.3 | $5.7M | -2% | 24k | 236.62 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.0 | $5.0M | 10k | 477.57 |
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| Doubleline Etf Trust Commercial Real (DCRE) | 1.5 | $3.8M | 73k | 51.80 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $3.6M | +6% | 24k | 148.31 |
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| Apple (AAPL) | 1.0 | $2.6M | 9.0k | 289.36 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $2.1M | 6.0k | 353.33 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $2.1M | 21k | 102.16 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.8 | $2.0M | 27k | 75.45 |
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| Scotts Miracle-gro Cl A (SMG) | 0.8 | $2.0M | 29k | 68.11 |
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| Sherwin-Williams Company (SHW) | 0.8 | $1.9M | 5.6k | 344.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.8M | 5.2k | 357.37 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.7M | 4.7k | 373.02 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.6 | $1.5M | 51k | 30.17 |
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| Golub Capital BDC (GBDC) | 0.6 | $1.5M | 119k | 12.88 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $1.5M | 2.00 | 748850.00 |
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| Vanguard World Utilities Etf (VPU) | 0.6 | $1.5M | 7.5k | 195.73 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.6 | $1.4M | +74% | 18k | 77.91 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.4M | 21k | 68.41 |
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| Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.6 | $1.4M | 13k | 109.83 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $1.4M | 10k | 136.68 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $1.4M | 16k | 85.49 |
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| Ssga Active Etf Tr St Str Real Etf (RLY) | 0.5 | $1.4M | 40k | 34.51 |
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| Vanguard World Consum Stp Etf (VDC) | 0.5 | $1.3M | 5.6k | 225.49 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $1.2M | +6% | 1.7k | 748.89 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.2M | -26% | 16k | 77.11 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.5 | $1.2M | 8.4k | 141.66 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | 2.3k | 501.36 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $1.1M | 34k | 33.29 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $879k | -22% | 11k | 82.11 |
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| Amazon (AMZN) | 0.3 | $828k | 3.5k | 238.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $798k | +4% | 1.1k | 736.40 |
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| Meta Platforms Cl A (META) | 0.3 | $794k | 1.4k | 563.29 |
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| NVIDIA Corporation (NVDA) | 0.3 | $764k | 3.8k | 200.09 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $699k | 6.7k | 103.88 |
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| Costco Wholesale Corporation (COST) | 0.3 | $694k | -27% | 742.00 | 935.47 |
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| Coeur Mng Com New (CDE) | 0.3 | $681k | 42k | 16.32 |
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| Agnico (AEM) | 0.3 | $663k | 4.3k | 155.13 |
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| American Express Company (AXP) | 0.3 | $654k | 1.9k | 338.25 |
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| Monster Beverage Corp (MNST) | 0.2 | $611k | -26% | 6.4k | 96.12 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $609k | 15k | 40.23 |
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| Modine Manufacturing (MOD) | 0.2 | $534k | NEW | 2.0k | 267.02 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $524k | -20% | 1.6k | 327.33 |
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| Newmont Mining Corporation (NEM) | 0.2 | $522k | 5.6k | 93.40 |
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| Arista Networks Com Shs (ANET) | 0.2 | $484k | -24% | 2.8k | 169.88 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $481k | 9.4k | 51.05 |
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| Progressive Corporation (PGR) | 0.2 | $472k | -13% | 2.2k | 218.45 |
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| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.2 | $447k | 10k | 43.30 |
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| Johnson & Johnson (JNJ) | 0.2 | $432k | 1.7k | 253.97 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $420k | -76% | 3.8k | 109.43 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $404k | 1.4k | 299.01 |
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| Jabil Circuit (JBL) | 0.2 | $386k | NEW | 1.0k | 385.48 |
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| Metropcs Communications (TMUS) | 0.2 | $380k | 2.3k | 167.73 |
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| Onto Innovation (ONTO) | 0.2 | $379k | NEW | 1.0k | 378.45 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $357k | 6.2k | 57.64 |
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| Illinois Tool Works (ITW) | 0.1 | $344k | 1.3k | 270.47 |
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| Visa Com Cl A (V) | 0.1 | $327k | 952.00 | 343.09 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $326k | -30% | 3.4k | 94.57 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $325k | 816.00 | 397.68 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $318k | 9.4k | 34.00 |
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| Emcor (EME) | 0.1 | $308k | -44% | 371.00 | 829.88 |
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| Penguin Solutions (PENG) | 0.1 | $304k | NEW | 4.0k | 76.01 |
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| Wal-Mart Stores (WMT) | 0.1 | $285k | 2.5k | 113.26 |
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| Oracle Corporation (ORCL) | 0.1 | $276k | 1.9k | 146.55 |
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| Strategy Cl A New (MSTR) | 0.1 | $270k | -24% | 3.1k | 86.93 |
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| UnitedHealth (UNH) | 0.1 | $249k | NEW | 600.00 | 415.63 |
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| PNC Financial Services (PNC) | 0.1 | $246k | 1.0k | 246.22 |
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| Tri-Continental Corporation (TY) | 0.1 | $241k | 7.0k | 34.42 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $240k | 467.00 | 513.60 |
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| Tactile Systems Technology, In (TCMD) | 0.1 | $238k | NEW | 8.0k | 29.78 |
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| Automatic Data Processing (ADP) | 0.1 | $237k | 1.1k | 223.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $232k | 2.1k | 110.32 |
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| Pennant Group (PNTG) | 0.1 | $222k | NEW | 6.0k | 36.95 |
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| Pepsi (PEP) | 0.1 | $221k | 1.6k | 135.40 |
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Past Filings by Independent Family Office
SEC 13F filings are viewable for Independent Family Office going back to 2019
- Independent Family Office 2026 Q2 filed Aug. 11, 2026
- Independent Family Office 2026 Q1 filed May 15, 2026
- Independent Family Office 2025 Q4 filed Feb. 13, 2026
- 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