Tarbox
Latest statistics and disclosures from Tarbox Family Office's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, AVEM, JCPB, IEFA, and represent 58.03% of Tarbox Family Office's stock portfolio.
- Added to shares of these 10 stocks: AVTM (+$19M), AVMC (+$12M), PIPR, AVUV, SPYM, IBIT, EUSB, XVV, XJH, XJR.
- Started 3 new stock positions in PIPR, AVTM, AVMC.
- Reduced shares in these 10 stocks: IJH (-$11M), NVDA, AAPL, IVV, MSFT, VO, IWM, GOOGL, AVGO, AMZN.
- Sold out of its positions in BAC, BLK, AVGO, HD, IBM, KMB, NFLX, NVDA, ORCL, Piper Jaffray Companies. TSLA, VCSH, V.
- Tarbox Family Office was a net buyer of stock by $607k.
- Tarbox Family Office has $616M in assets under management (AUM), dropping by -0.93%.
- Central Index Key (CIK): 0001599603
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Portfolio Holdings for Tarbox Family Office
Tarbox Family Office holds 95 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 33.3 | $205M | 314k | 653.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.1 | $56M | -16% | 832k | 67.53 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 6.8 | $42M | 517k | 80.58 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 4.6 | $28M | 598k | 47.08 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.3 | $26M | -2% | 292k | 90.53 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 4.1 | $25M | 296k | 84.84 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 4.0 | $25M | 222k | 110.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $22M | -3% | 87k | 248.00 |
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| American Centy Etf Tr Avantis Total Eq (AVTM) | 3.0 | $19M | NEW | 398k | 47.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $14M | -5% | 50k | 287.18 |
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| Ishares Core Msci Emkt (IEMG) | 1.9 | $12M | -2% | 168k | 69.75 |
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| American Centy Etf Tr Avantis Us Mid C (AVMC) | 1.9 | $12M | NEW | 161k | 72.24 |
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| Vanguard Index Fds Large Cap Etf (VV) | 1.9 | $12M | 38k | 298.85 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.8 | $11M | 211k | 54.05 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.7 | $10M | -2% | 159k | 64.08 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $9.8M | 79k | 124.31 |
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| Abbvie (ABBV) | 1.5 | $9.5M | 44k | 217.49 |
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| Apple (AAPL) | 0.9 | $5.8M | -20% | 23k | 253.79 |
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| Abbott Laboratories (ABT) | 0.9 | $5.3M | 52k | 102.67 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.7M | 49k | 97.13 |
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| Deere & Company (DE) | 0.6 | $3.6M | 6.5k | 563.31 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $3.6M | 5.00 | 718140.00 |
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| Us Bancorp Com New (USB) | 0.4 | $2.5M | 49k | 52.01 |
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| PPG Industries (PPG) | 0.4 | $2.3M | 21k | 106.88 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.2M | -30% | 6.0k | 370.17 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $2.2M | 5.1k | 426.37 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $2.0M | 42k | 48.46 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.8M | -9% | 7.2k | 244.44 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.5M | -18% | 5.9k | 261.90 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | 4.7k | 320.81 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.5M | -6% | 7.0k | 215.05 |
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| Ishares Tr Esg Advanced Uni (EUSB) | 0.2 | $1.4M | +9% | 33k | 43.50 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.3M | 15k | 88.16 |
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| Caterpillar (CAT) | 0.2 | $1.3M | -8% | 1.8k | 708.46 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.2M | 5.8k | 211.15 |
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| Amazon (AMZN) | 0.2 | $1.2M | -33% | 5.8k | 208.27 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.1M | 23k | 50.61 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $1.1M | -7% | 5.9k | 191.81 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | -9% | 6.0k | 169.66 |
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| Boeing Company (BA) | 0.2 | $961k | -19% | 4.8k | 199.03 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $941k | 8.3k | 113.11 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $909k | +17% | 24k | 38.42 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $873k | 2.0k | 430.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $867k | -41% | 3.0k | 287.56 |
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| Pfizer (PFE) | 0.1 | $769k | -3% | 27k | 28.08 |
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| Ishares Tr Esg Select Scre (XVV) | 0.1 | $748k | +7% | 15k | 49.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $724k | -28% | 1.5k | 479.20 |
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| Costco Wholesale Corporation (COST) | 0.1 | $718k | -17% | 721.00 | 996.43 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $691k | -18% | 1.4k | 499.66 |
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| Pepsi (PEP) | 0.1 | $688k | -9% | 4.4k | 155.29 |
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| Lowe's Companies (LOW) | 0.1 | $684k | -5% | 2.9k | 236.28 |
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| Hershey Company (HSY) | 0.1 | $683k | 3.3k | 207.91 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $671k | 4.7k | 142.44 |
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| Wells Fargo & Company (WFC) | 0.1 | $666k | -11% | 8.4k | 79.61 |
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| Martin Marietta Materials (MLM) | 0.1 | $649k | -4% | 1.1k | 588.68 |
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| Coca-Cola Company (KO) | 0.1 | $642k | -12% | 8.4k | 76.05 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $628k | 1.1k | 597.76 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $625k | 14k | 46.19 |
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| Southwest Airlines (LUV) | 0.1 | $605k | 16k | 37.57 |
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| Realty Income (O) | 0.1 | $554k | 9.1k | 61.18 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $548k | 11k | 50.04 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $545k | 3.9k | 141.42 |
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| Msa Safety Inc equity (MSA) | 0.1 | $534k | 3.3k | 163.95 |
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| Eli Lilly & Co. (LLY) | 0.1 | $509k | -38% | 553.00 | 919.77 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $467k | 5.3k | 88.50 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.1 | $457k | +44% | 6.0k | 76.54 |
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| Wec Energy Group (WEC) | 0.1 | $454k | -8% | 3.9k | 115.78 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $433k | -41% | 1.5k | 294.16 |
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| Citigroup Com New (C) | 0.1 | $426k | -13% | 3.8k | 113.42 |
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| 3M Company (MMM) | 0.1 | $416k | -5% | 2.9k | 145.23 |
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| Piper Sandler Companies Com New (PIPR) | 0.1 | $407k | NEW | 5.3k | 76.55 |
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| American Centy Etf Tr Avantis Responsi (AVSE) | 0.1 | $406k | 6.1k | 66.56 |
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| American Centy Etf Tr Avantis Responsi (AVSD) | 0.1 | $404k | 5.5k | 73.65 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $398k | 912.00 | 436.87 |
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| Gilead Sciences (GILD) | 0.1 | $391k | -11% | 2.8k | 139.37 |
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| Emerson Electric (EMR) | 0.1 | $386k | -8% | 2.9k | 131.02 |
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| Ishares Tr Esg Select Scre (XJH) | 0.1 | $382k | +5% | 8.4k | 45.37 |
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| International Paper Company (IP) | 0.1 | $362k | 10k | 35.70 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $351k | 539.00 | 650.47 |
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| Ishares Tr Esg Select Scree (XJR) | 0.1 | $332k | +3% | 7.6k | 43.54 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $329k | 1.7k | 196.22 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $322k | 522.00 | 616.76 |
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| Phillips 66 (PSX) | 0.1 | $321k | -9% | 1.8k | 182.18 |
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| Meta Platforms Cl A (META) | 0.1 | $314k | -57% | 549.00 | 572.23 |
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| Procter & Gamble Company (PG) | 0.0 | $306k | -25% | 2.1k | 144.46 |
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| Ingredion Incorporated (INGR) | 0.0 | $297k | 2.6k | 112.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $291k | -60% | 1.0k | 286.86 |
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| Altria (MO) | 0.0 | $290k | -10% | 4.4k | 65.98 |
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| Merck & Co (MRK) | 0.0 | $275k | -25% | 2.3k | 120.30 |
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| Cisco Systems (CSCO) | 0.0 | $266k | -33% | 3.4k | 77.59 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $254k | 1.2k | 209.08 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $245k | 1.3k | 181.42 |
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| Wal-Mart Stores (WMT) | 0.0 | $217k | -46% | 1.7k | 124.28 |
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| Nike CL B (NKE) | 0.0 | $211k | -11% | 4.0k | 52.82 |
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| Crown Holdings (CCK) | 0.0 | $211k | 2.1k | 100.25 |
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Past Filings by Tarbox Family Office
SEC 13F filings are viewable for Tarbox Family Office going back to 2013
- Tarbox Family Office 2026 Q1 filed April 24, 2026
- Tarbox Family Office 2025 Q4 filed Jan. 21, 2026
- Tarbox Family Office 2025 Q3 filed Oct. 24, 2025
- Tarbox Family Office 2025 Q2 filed Aug. 12, 2025
- Tarbox Family Office 2025 Q1 filed May 8, 2025
- Tarbox Family Office 2024 Q4 filed Jan. 17, 2025
- Tarbox Family Office 2024 Q2 filed July 17, 2024
- Tarbox Family Office 2024 Q1 filed April 16, 2024
- Tarbox Family Office 2023 Q4 filed Feb. 8, 2024
- Tarbox Family Office 2023 Q3 filed Oct. 13, 2023
- Tarbox Family Office 2023 Q2 filed July 20, 2023
- Tarbox Family Office 2023 Q1 filed April 11, 2023
- Tarbox Family Office 2022 Q4 filed Jan. 25, 2023
- Tarbox Family Office 2022 Q3 filed Oct. 14, 2022
- Tarbox Family Office 2022 Q2 filed July 19, 2022
- Tarbox Family Office 2022 Q1 filed April 25, 2022