Independent Family Office

Independent Family Office as of June 30, 2026

Portfolio Holdings for Independent Family Office

Independent Family Office holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 13.9 $35M 46k 746.77
Ishares Gold Tr Ishares New (IAU) 11.4 $28M 376k 75.51
Ishares Tr Rus 1000 Val Etf (IWD) 8.4 $21M 86k 242.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.7 $19M 28k 686.81
Ptc (PTC) 5.1 $13M 112k 113.61
Spdr Gold Tr Gold Shs (GLD) 4.1 $10M 28k 368.38
Ishares Tr Russell 2000 Etf (IWM) 4.0 $9.9M 33k 300.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.4 $8.6M 120k 71.25
Listed Fds Tr Hori Ki Infl Etf (INFL) 3.2 $7.9M 159k 49.88
Ishares Tr Rus 2000 Val Etf (IWN) 3.1 $7.6M 34k 221.20
Toast Cl A (TOST) 2.8 $7.0M 250k 27.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $6.1M 12k 500.39
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $5.7M 24k 236.62
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.0 $5.0M 10k 477.57
Doubleline Etf Trust Commercial Real (DCRE) 1.5 $3.8M 73k 51.80
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $3.6M 24k 148.31
Apple (AAPL) 1.0 $2.6M 9.0k 289.36
Alphabet Cap Stk Cl C (GOOG) 0.9 $2.1M 6.0k 353.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.8 $2.1M 21k 102.16
Vaneck Etf Trust Gold Miners Etf (GDX) 0.8 $2.0M 27k 75.45
Scotts Miracle-gro Cl A (SMG) 0.8 $2.0M 29k 68.11
Sherwin-Williams Company (SHW) 0.8 $1.9M 5.6k 344.32
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.8M 5.2k 357.37
Microsoft Corporation (MSFT) 0.7 $1.7M 4.7k 373.02
Sprott Asset Management Physical Gold Tr (PHYS) 0.6 $1.5M 51k 30.17
Golub Capital BDC (GBDC) 0.6 $1.5M 119k 12.88
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.5M 2.00 748850.00
Vanguard World Utilities Etf (VPU) 0.6 $1.5M 7.5k 195.73
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $1.4M 18k 77.91
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.4M 21k 68.41
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.6 $1.4M 13k 109.83
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $1.4M 10k 136.68
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $1.4M 16k 85.49
Ssga Active Etf Tr St Str Real Etf (RLY) 0.5 $1.4M 40k 34.51
Vanguard World Consum Stp Etf (VDC) 0.5 $1.3M 5.6k 225.49
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 1.7k 748.89
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.2M 16k 77.11
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.5 $1.2M 8.4k 141.66
Thermo Fisher Scientific (TMO) 0.5 $1.1M 2.3k 501.36
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $1.1M 34k 33.29
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $879k 11k 82.11
Amazon (AMZN) 0.3 $828k 3.5k 238.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $798k 1.1k 736.40
Meta Platforms Cl A (META) 0.3 $794k 1.4k 563.29
NVIDIA Corporation (NVDA) 0.3 $764k 3.8k 200.09
Ishares Tr Msci Eafe Etf (EFA) 0.3 $699k 6.7k 103.88
Costco Wholesale Corporation (COST) 0.3 $694k 742.00 935.47
Coeur Mng Com New (CDE) 0.3 $681k 42k 16.32
Agnico (AEM) 0.3 $663k 4.3k 155.13
American Express Company (AXP) 0.3 $654k 1.9k 338.25
Monster Beverage Corp (MNST) 0.2 $611k 6.4k 96.12
Sprott Asset Management Physical Gold An (CEF) 0.2 $609k 15k 40.23
Modine Manufacturing (MOD) 0.2 $534k 2.0k 267.02
JPMorgan Chase & Co. (JPM) 0.2 $524k 1.6k 327.33
Newmont Mining Corporation (NEM) 0.2 $522k 5.6k 93.40
Arista Networks Com Shs (ANET) 0.2 $484k 2.8k 169.88
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $481k 9.4k 51.05
Progressive Corporation (PGR) 0.2 $472k 2.2k 218.45
Pacer Fds Tr Globl Cash Etf (GCOW) 0.2 $447k 10k 43.30
Johnson & Johnson (JNJ) 0.2 $432k 1.7k 253.97
Ishares Tr Tips Bd Etf (TIP) 0.2 $420k 3.8k 109.43
Vanguard World Health Car Etf (VHT) 0.2 $404k 1.4k 299.01
Jabil Circuit (JBL) 0.2 $386k 1.0k 385.48
Metropcs Communications (TMUS) 0.2 $380k 2.3k 167.73
Onto Innovation (ONTO) 0.2 $379k 1.0k 378.45
Ishares Msci Cda Etf (EWC) 0.1 $357k 6.2k 57.64
Illinois Tool Works (ITW) 0.1 $344k 1.3k 270.47
Visa Com Cl A (V) 0.1 $327k 952.00 343.09
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $326k 3.4k 94.57
Intuitive Surgical Com New (ISRG) 0.1 $325k 816.00 397.68
Chipotle Mexican Grill (CMG) 0.1 $318k 9.4k 34.00
Emcor (EME) 0.1 $308k 371.00 829.88
Penguin Solutions (PENG) 0.1 $304k 4.0k 76.01
Wal-Mart Stores (WMT) 0.1 $285k 2.5k 113.26
Oracle Corporation (ORCL) 0.1 $276k 1.9k 146.55
Strategy Cl A New (MSTR) 0.1 $270k 3.1k 86.93
UnitedHealth (UNH) 0.1 $249k 600.00 415.63
PNC Financial Services (PNC) 0.1 $246k 1.0k 246.22
Tri-Continental Corporation (TY) 0.1 $241k 7.0k 34.42
Mastercard Incorporated Cl A (MA) 0.1 $240k 467.00 513.60
Tactile Systems Technology, In (TCMD) 0.1 $238k 8.0k 29.78
Automatic Data Processing (ADP) 0.1 $237k 1.1k 223.95
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $232k 2.1k 110.32
Pennant Group (PNTG) 0.1 $222k 6.0k 36.95
Pepsi (PEP) 0.1 $221k 1.6k 135.40