Independent Family Office

Independent Family Office as of June 30, 2025

Portfolio Holdings for Independent Family Office

Independent Family Office holds 77 positions in its portfolio as reported in the June 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) 13.6 $29M 48k 617.85
Ishares Gold Tr Ishares New (IAU) 11.6 $25M 401k 62.36
Ptc (PTC) 9.8 $21M 126k 169.13
Ishares Tr Rus 1000 Val Etf (IWD) 7.9 $17M 87k 194.23
Toast Cl A (TOST) 5.6 $12M 272k 44.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $11M 19k 581.83
Spdr Gold Tr Gold Shs (GLD) 4.4 $9.5M 31k 304.83
Ishares Tr Russell 2000 Etf (IWM) 3.8 $8.3M 38k 215.79
Listed Fds Tr Horizon Kinetics (INFL) 2.7 $5.8M 135k 42.72
Ishares Tr Rus 2000 Val Etf (IWN) 2.5 $5.4M 34k 157.76
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $5.2M 26k 204.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $5.1M 89k 57.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $4.5M 9.2k 485.77
Doubleline Etf Trust Commercial Real (DCRE) 1.4 $3.0M 58k 52.03
Microsoft Corporation (MSFT) 1.1 $2.4M 4.8k 497.41
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $2.0M 18k 112.05
Ishares Tr Tips Bd Etf (TIP) 0.9 $2.0M 18k 110.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.9 $2.0M 8.7k 226.49
Sherwin-Williams Company (SHW) 0.9 $1.9M 5.7k 343.36
Scotts Miracle-gro Cl A (SMG) 0.9 $1.9M 29k 65.96
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.8M 30k 62.02
Microstrategy Cl A New (MSTR) 0.8 $1.7M 4.1k 404.23
Apple (AAPL) 0.7 $1.6M 7.9k 205.17
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $1.6M 26k 61.21
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 728800.00
Vaneck Etf Trust Gold Miners Etf (GDX) 0.6 $1.4M 27k 52.06
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.6 $1.4M 13k 102.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1.3M 16k 82.86
Vanguard World Utilities Etf (VPU) 0.6 $1.3M 7.5k 176.51
Sprott Physical Gold Tr Unit (PHYS) 0.6 $1.3M 51k 25.35
Vanguard World Consum Stp Etf (VDC) 0.6 $1.2M 5.6k 219.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.2M 16k 78.70
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.5 $1.2M 13k 88.60
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.5 $1.2M 12k 95.77
Ssga Active Etf Tr Mult Ass Rlrtn (RLY) 0.5 $1.2M 40k 29.09
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.1M 16k 69.09
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $1.0M 8.4k 123.60
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.0M 5.7k 177.39
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.0M 10k 99.49
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $998k 21k 48.24
Ishares Tr Core S&p500 Etf (IVV) 0.5 $974k 1.6k 620.90
Thermo Fisher Scientific (TMO) 0.4 $915k 2.3k 405.46
Hilton Grand Vacations (HGV) 0.3 $668k 16k 41.53
Ishares Tr Msci Eafe Etf (EFA) 0.3 $641k 7.2k 89.39
JPMorgan Chase & Co. (JPM) 0.3 $638k 2.2k 289.91
American Express Company (AXP) 0.3 $616k 1.9k 318.98
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $603k 5.5k 109.61
Metropcs Communications (TMUS) 0.3 $596k 2.5k 238.26
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $573k 1.0k 551.64
Costco Wholesale Corporation (COST) 0.3 $549k 555.00 989.94
Alphabet Cap Stk Cl A (GOOGL) 0.3 $543k 3.1k 176.23
Agnico (AEM) 0.2 $508k 4.3k 118.93
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $481k 9.4k 51.02
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $456k 15k 30.10
New Gold Inc Cda (NGD) 0.2 $416k 84k 4.95
Oracle Corporation (ORCL) 0.2 $412k 1.9k 218.63
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $392k 10k 37.97
Eli Lilly & Co. (LLY) 0.2 $390k 500.00 779.53
Meta Platforms Cl A (META) 0.2 $342k 463.00 738.09
Vanguard World Health Car Etf (VHT) 0.2 $335k 1.4k 248.34
Automatic Data Processing (ADP) 0.2 $326k 1.1k 308.40
Newmont Mining Corporation (NEM) 0.2 $326k 5.6k 58.26
Illinois Tool Works (ITW) 0.1 $314k 1.3k 247.25
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $301k 3.0k 99.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $289k 2.3k 123.58
Ishares Msci Cda Etf (EWC) 0.1 $286k 6.2k 46.20
International Business Machines (IBM) 0.1 $272k 921.00 294.78
Wal-Mart Stores (WMT) 0.1 $246k 2.5k 97.78
Ameriprise Financial (AMP) 0.1 $228k 428.00 533.73
Teck Resources CL B (TECK) 0.1 $222k 5.5k 40.38
Johnson & Johnson (JNJ) 0.1 $221k 1.4k 152.75
Tri-Continental Corporation (TY) 0.1 $221k 7.0k 31.66
Pepsi (PEP) 0.1 $216k 1.6k 132.04
UnitedHealth (UNH) 0.1 $215k 690.00 311.97
Abbvie (ABBV) 0.1 $215k 1.2k 185.62
Progressive Corporation (PGR) 0.1 $208k 778.00 266.86
Amazon (AMZN) 0.1 $205k 933.00 219.39