Independent Family Office

Independent Family Office as of March 31, 2026

Portfolio Holdings for Independent Family Office

Independent Family Office holds 90 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 Gold Tr Ishares New (IAU) 13.6 $33M 374k 88.16
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 12.4 $30M 46k 650.34
Ishares Tr Rus 1000 Val Etf (IWD) 7.4 $18M 85k 213.67
Ptc (PTC) 6.7 $16M 114k 142.49
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.4 $16M 26k 597.55
Spdr Gold Tr Gold Shs (GLD) 4.8 $12M 27k 430.29
Ishares Tr Russell 2000 Etf (IWM) 3.4 $8.2M 33k 248.00
Listed Fds Tr Horizon Kinetics (INFL) 3.2 $7.8M 150k 52.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $7.3M 114k 64.08
Toast Cl A (TOST) 2.7 $6.6M 250k 26.51
Ishares Tr Rus 2000 Val Etf (IWN) 2.7 $6.5M 34k 189.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $5.9M 12k 479.20
Vanguard Specialized Funds Div App Etf (VIG) 2.2 $5.3M 25k 215.06
Doubleline Etf Trust Commercial Real (DCRE) 1.6 $3.8M 73k 51.96
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 1.4 $3.5M 10k 337.95
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $2.8M 23k 124.31
Vaneck Etf Trust Gold Miners Etf (GDX) 1.0 $2.4M 27k 91.77
Apple (AAPL) 0.9 $2.3M 9.0k 253.79
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $2.1M 21k 103.43
Ishares Tr Tips Bd Etf (TIP) 0.8 $1.8M 17k 110.36
Sprott Asset Management Physical Gold Tr (PHYS) 0.7 $1.8M 51k 35.44
Sherwin-Williams Company (SHW) 0.7 $1.8M 5.6k 320.55
Scotts Miracle-gro Cl A (SMG) 0.7 $1.8M 29k 60.81
Microsoft Corporation (MSFT) 0.7 $1.8M 4.7k 370.17
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.7M 6.0k 286.86
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.7 $1.6M 13k 124.90
Golub Capital BDC (GBDC) 0.6 $1.5M 119k 12.66
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.5M 5.2k 287.56
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.5M 22k 67.53
Vanguard World Utilities Etf (VPU) 0.6 $1.5M 7.5k 198.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.4M 2.00 718140.00
Ssga Active Etf Tr State Street Mul (RLY) 0.6 $1.4M 40k 36.15
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.3M 34k 38.42
Vanguard World Consum Stp Etf (VDC) 0.5 $1.3M 5.6k 224.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.2M 16k 77.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.5 $1.2M 10k 118.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.2M 21k 56.79
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $1.1M 14k 82.57
Thermo Fisher Scientific (TMO) 0.5 $1.1M 2.3k 491.53
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $1.1M 8.4k 131.25
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.6k 653.21
Costco Wholesale Corporation (COST) 0.4 $1.0M 1.0k 996.43
Agnico (AEM) 0.4 $868k 4.3k 202.98
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $830k 11k 78.41
Meta Platforms Cl A (META) 0.3 $807k 1.4k 572.13
Coeur Mng Com New (CDE) 0.3 $783k 42k 18.77
Amazon (AMZN) 0.3 $723k 3.5k 208.27
Sprott Asset Management Physical Gold An (CEF) 0.3 $723k 15k 47.72
NVIDIA Corporation (NVDA) 0.3 $666k 3.8k 174.40
Ishares Tr Msci Eafe Etf (EFA) 0.3 $654k 6.7k 97.13
Monster Beverage Corp (MNST) 0.3 $624k 8.6k 72.46
Newmont Mining Corporation (NEM) 0.2 $605k 5.6k 108.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $600k 1.0k 577.18
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $599k 5.5k 108.99
JPMorgan Chase & Co. (JPM) 0.2 $596k 2.0k 294.16
American Express Company (AXP) 0.2 $584k 1.9k 302.48
Strategy Cl A New (MSTR) 0.2 $512k 4.1k 124.80
Eli Lilly & Co. (LLY) 0.2 $506k 550.00 919.77
Emcor (EME) 0.2 $495k 671.00 738.31
Hilton Grand Vacations (HGV) 0.2 $495k 13k 39.12
Progressive Corporation (PGR) 0.2 $493k 2.5k 198.24
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $480k 9.4k 50.95
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $477k 10k 46.24
Metropcs Communications (TMUS) 0.2 $476k 2.3k 210.03
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $474k 5.0k 95.44
Arista Networks Com Shs (ANET) 0.2 $461k 3.8k 122.78
Johnson & Johnson (JNJ) 0.2 $415k 1.7k 244.44
Intuitive Surgical Com New (ISRG) 0.2 $376k 816.00 460.99
Vanguard World Health Car Etf (VHT) 0.2 $368k 1.4k 272.33
Ishares Msci Cda Etf (EWC) 0.1 $340k 6.2k 54.79
Illinois Tool Works (ITW) 0.1 $331k 1.3k 260.29
Wal-Mart Stores (WMT) 0.1 $313k 2.5k 124.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $310k 2.3k 132.50
Synopsys (SNPS) 0.1 $309k 779.00 396.48
Chipotle Mexican Grill (CMG) 0.1 $299k 9.4k 32.01
Visa Com Cl A (V) 0.1 $288k 952.00 302.24
Primoris Services (PRIM) 0.1 $286k 2.0k 143.04
Teck Resources CL B (TECK) 0.1 $285k 5.5k 51.75
Oracle Corporation (ORCL) 0.1 $277k 1.9k 147.11
Novo-nordisk A S Adr (NVO) 0.1 $273k 7.4k 36.75
Pepsi (PEP) 0.1 $254k 1.6k 155.29
Abbvie (ABBV) 0.1 $252k 1.2k 217.49
Tractor Supply Company (TSCO) 0.1 $243k 5.4k 45.30
Mastercard Incorporated Cl A (MA) 0.1 $233k 467.00 499.66
Tri-Continental Corporation (TY) 0.1 $221k 7.0k 31.59
Automatic Data Processing (ADP) 0.1 $215k 1.1k 203.18
Booking Holdings (BKNG) 0.1 $215k 51.00 4210.31
Exxon Mobil Corporation (XOM) 0.1 $208k 1.2k 169.66
PNC Financial Services (PNC) 0.1 $208k 1.0k 208.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $204k 2.1k 97.23