Independent Family Office

Independent Family Office as of Dec. 31, 2025

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
Ishares Gold Tr Ishares New (IAU) 13.1 $31M 387k 81.17
Ptc (PTC) 8.7 $21M 119k 174.21
Ishares Tr Rus 1000 Val Etf (IWD) 7.6 $18M 87k 210.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.3 $15M 24k 627.13
Spdr Gold Tr Gold Shs (GLD) 4.9 $12M 30k 396.31
Toast Cl A (TOST) 3.7 $8.9M 250k 35.51
Ishares Tr Russell 2000 Etf (IWM) 3.4 $8.1M 33k 246.16
Listed Fds Tr Horizon Kinetics (INFL) 3.0 $7.2M 161k 44.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $6.6M 106k 62.47
Ishares Tr Rus 2000 Val Etf (IWN) 2.6 $6.3M 35k 181.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $5.7M 11k 502.65
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $5.4M 25k 219.78
Doubleline Etf Trust Commercial Real (DCRE) 1.6 $3.7M 69k 54.08
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.1 $2.6M 8.7k 303.89
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $2.6M 21k 120.18
Microsoft Corporation (MSFT) 1.0 $2.3M 4.8k 483.62
Vaneck Etf Trust Gold Miners Etf (GDX) 1.0 $2.3M 27k 85.77
Apple (AAPL) 0.9 $2.1M 7.6k 271.86
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.1M 20k 102.39
Sherwin-Williams Company (SHW) 0.8 $1.8M 5.7k 324.03
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.8M 17k 109.91
Scotts Miracle-gro Cl A (SMG) 0.7 $1.7M 29k 58.35
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.7M 5.4k 313.80
Sprott Asset Management Physical Gold Tr (PHYS) 0.7 $1.7M 51k 33.02
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $1.7M 33k 51.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 754800.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.4M 22k 66.00
Vanguard World Utilities Etf (VPU) 0.6 $1.4M 7.5k 185.04
Thermo Fisher Scientific (TMO) 0.5 $1.3M 2.3k 579.45
Ssga Active Etf Tr State Street Mul (RLY) 0.5 $1.2M 40k 31.45
Vanguard World Consum Stp Etf (VDC) 0.5 $1.2M 5.6k 211.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.2M 16k 75.44
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.2M 14k 82.82
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.1M 10k 113.72
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.5 $1.1M 13k 89.26
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.1M 21k 54.71
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $1.1M 8.4k 134.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $1.1M 14k 78.81
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M 3.5k 313.00
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.6k 684.94
New Gold Inc Cda (NGD) 0.3 $733k 84k 8.71
Agnico (AEM) 0.3 $725k 4.3k 169.53
American Express Company (AXP) 0.3 $715k 1.9k 369.95
JPMorgan Chase & Co. (JPM) 0.3 $709k 2.2k 322.22
Sprott Asset Management Physical Gold An (CEF) 0.3 $693k 15k 45.80
Ishares Tr Msci Eafe Etf (EFA) 0.3 $689k 7.2k 96.03
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $638k 1.0k 614.31
Strategy Cl A New (MSTR) 0.3 $623k 4.1k 151.95
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $606k 5.5k 110.19
Hilton Grand Vacations (HGV) 0.2 $566k 13k 44.75
Newmont Mining Corporation (NEM) 0.2 $559k 5.6k 99.85
Costco Wholesale Corporation (COST) 0.2 $549k 637.00 862.34
Eli Lilly & Co. (LLY) 0.2 $537k 500.00 1074.68
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $479k 9.4k 50.86
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $478k 5.0k 96.16
Metropcs Communications (TMUS) 0.2 $461k 2.3k 203.04
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $425k 10k 41.22
Meta Platforms Cl A (META) 0.2 $390k 590.00 660.09
Vanguard World Health Car Etf (VHT) 0.2 $389k 1.4k 287.85
Oracle Corporation (ORCL) 0.2 $367k 1.9k 194.91
Ishares Msci Cda Etf (EWC) 0.1 $334k 6.2k 53.93
Illinois Tool Works (ITW) 0.1 $313k 1.3k 246.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $308k 2.3k 131.59
Amazon (AMZN) 0.1 $301k 1.3k 230.82
Johnson & Johnson (JNJ) 0.1 $300k 1.4k 206.95
Monster Beverage Corp (MNST) 0.1 $281k 3.7k 76.67
Wal-Mart Stores (WMT) 0.1 $281k 2.5k 111.41
Automatic Data Processing (ADP) 0.1 $272k 1.1k 257.23
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $268k 2.7k 99.88
Abbvie (ABBV) 0.1 $264k 1.2k 228.49
Teck Resources CL B (TECK) 0.1 $263k 5.5k 47.89
Progressive Corporation (PGR) 0.1 $253k 1.1k 227.72
Primoris Services (PRIM) 0.1 $248k 2.0k 124.14
Pepsi (PEP) 0.1 $235k 1.6k 143.52
Tri-Continental Corporation (TY) 0.1 $228k 7.0k 32.66
Ameriprise Financial (AMP) 0.1 $210k 428.00 490.34
PNC Financial Services (PNC) 0.1 $209k 1.0k 208.73
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $202k 2.1k 96.27