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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 48.86% of Independent Family Office's stock portfolio.
Added to shares of these 10 stocks: STIP, MNST, VOO, PGR, GOOGL, IBIT, AMZN, META, BRK.B, COST.
Started 2 new stock positions in PGR, MNST.
Reduced shares in these 10 stocks: TOST, PTC, IAU, IEF, IBM, , TIP, GOOG, TMUS, BSV.
Sold out of its positions in IBM, UNH.
Independent Family Office was a net seller of stock by $-694k.
Independent Family Office has $240M in assets under management (AUM), dropping by 1.34%.
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 December 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)	13.2	$32M		46k	681.92	View chart
Ishares Gold Tr Ishares New (IAU)	13.1	$31M		387k	81.17	View chart
Ptc (PTC)	8.7	$21M	-2%	119k	174.21	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	7.6	$18M		87k	210.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$15M		24k	627.13	View chart
Spdr Gold Tr Gold Shs (GLD)	4.9	$12M		30k	396.31	View chart
Toast Cl A (TOST)	3.7	$8.9M	-7%	250k	35.51	View chart
Ishares Tr Russell 2000 Etf (IWM)	3.4	$8.1M		33k	246.16	View chart
Listed Fds Tr Horizon Kinetics (INFL)	3.0	$7.2M		161k	44.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$6.6M		106k	62.47	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.6	$6.3M		35k	181.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$5.7M		11k	502.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.3	$5.4M		25k	219.78	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.6	$3.7M		69k	54.08	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.1	$2.6M		8.7k	303.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$2.6M		21k	120.18	View chart
Microsoft Corporation (MSFT)	1.0	$2.3M		4.8k	483.62	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.0	$2.3M		27k	85.77	View chart
Apple (AAPL)	0.9	$2.1M		7.6k	271.86	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.9	$2.1M	+49%	20k	102.39	View chart
Sherwin-Williams Company (SHW)	0.8	$1.8M		5.7k	324.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.8	$1.8M	-7%	17k	109.91	View chart
Scotts Miracle-gro Cl A (SMG)	0.7	$1.7M		29k	58.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.7M	-4%	5.4k	313.80	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.7	$1.7M		51k	33.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.7	$1.7M	+5%	33k	51.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$1.5M		2.00	754800.00	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.4M		22k	66.00	View chart
Vanguard World Utilities Etf (VPU)	0.6	$1.4M		7.5k	185.04	View chart
Thermo Fisher Scientific (TMO)	0.5	$1.3M		2.3k	579.45	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.5	$1.2M		40k	31.45	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$1.2M		5.6k	211.24	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.2M		16k	75.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.2M		14k	82.82	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.5	$1.1M		10k	113.72	View chart
Ishares Tr Us Oil Gs Ex Etf (IEO)	0.5	$1.1M		13k	89.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.1M		21k	54.71	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.5	$1.1M		8.4k	134.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$1.1M	-2%	14k	78.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.1M	+13%	3.5k	313.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.1M		1.6k	684.94	View chart
New Gold Inc Cda (NGD)	0.3	$733k		84k	8.71	View chart
Agnico (AEM)	0.3	$725k		4.3k	169.53	View chart
American Express Company (AXP)	0.3	$715k		1.9k	369.95	View chart
JPMorgan Chase & Co. (JPM)	0.3	$709k		2.2k	322.22	View chart
Sprott Asset Management Physical Gold An (CEF)	0.3	$693k		15k	45.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$689k		7.2k	96.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$638k		1.0k	614.31	View chart
Strategy Cl A New (MSTR)	0.3	$623k		4.1k	151.95	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$606k		5.5k	110.19	View chart
Hilton Grand Vacations (HGV)	0.2	$566k		13k	44.75	View chart
Newmont Mining Corporation (NEM)	0.2	$559k		5.6k	99.85	View chart
Costco Wholesale Corporation (COST)	0.2	$549k	+14%	637.00	862.34	View chart
Eli Lilly & Co. (LLY)	0.2	$537k		500.00	1074.68	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$479k		9.4k	50.86	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$478k	-45%	5.0k	96.16	View chart
Metropcs Communications (TMUS)	0.2	$461k	-9%	2.3k	203.04	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.2	$425k		10k	41.22	View chart
Meta Platforms Cl A (META)	0.2	$390k	+27%	590.00	660.09	View chart
Vanguard World Health Car Etf (VHT)	0.2	$389k		1.4k	287.85	View chart
Oracle Corporation (ORCL)	0.2	$367k		1.9k	194.91	View chart
Ishares Msci Cda Etf (EWC)	0.1	$334k		6.2k	53.93	View chart
Illinois Tool Works (ITW)	0.1	$313k		1.3k	246.30	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$308k		2.3k	131.59	View chart
Amazon (AMZN)	0.1	$301k	+39%	1.3k	230.82	View chart
Johnson & Johnson (JNJ)	0.1	$300k		1.4k	206.95	View chart
Monster Beverage Corp (MNST)	0.1	$281k	NEW	3.7k	76.67	View chart
Wal-Mart Stores (WMT)	0.1	$281k		2.5k	111.41	View chart
Automatic Data Processing (ADP)	0.1	$272k		1.1k	257.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$268k		2.7k	99.88	View chart
Abbvie (ABBV)	0.1	$264k		1.2k	228.49	View chart
Teck Resources CL B (TECK)	0.1	$263k		5.5k	47.89	View chart
Progressive Corporation (PGR)	0.1	$253k	NEW	1.1k	227.72	View chart
Primoris Services (PRIM)	0.1	$248k		2.0k	124.14	View chart
Pepsi (PEP)	0.1	$235k		1.6k	143.52	View chart
Tri-Continental Corporation (TY)	0.1	$228k		7.0k	32.66	View chart
Ameriprise Financial (AMP)	0.1	$210k		428.00	490.34	View chart
PNC Financial Services (PNC)	0.1	$209k		1.0k	208.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$202k		2.1k	96.27	View chart

Past Filings by Independent Family Office

SEC 13F filings are viewable for Independent Family Office going back to 2019

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
Independent Family Office 2022 Q2 filed Aug. 1, 2022
Independent Family Office 2022 Q1 filed May 16, 2022

View all past filings

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