Independent Family Office, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Independent Family Office, LLC held in its portfolio 79 assets valued at $239,500,520 (i.e. $239.50M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($31.52M), ISHARES GOLD TR ($31.40M), and PTC INC ($20.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Independent Family Office, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 46220 | 31518342 | TR UNIT |
| ISHARES GOLD TR | 386883 | 31403293 | ISHARES NEW |
| PTC INC | 119000 | 20730990 | COM |
| ISHARES TR | 86911 | 18280860 | RUS 1000 VAL ETF |
| VANGUARD INDEX FDS | 24071 | 15095646 | S&P 500 ETF SHS |
| SPDR GOLD TR | 29808 | 11813208 | GOLD SHS |
| TOAST INC | 250000 | 8877500 | CL A |
| ISHARES TR | 33011 | 8125988 | RUSSELL 2000 ETF |
| LISTED FDS TR | 161294 | 7171131 | HORIZON KINETICS |
| VANGUARD TAX-MANAGED FDS | 106190 | 6633689 | VAN FTSE DEV MKT |
| ISHARES TR | 34597 | 6269322 | RUS 2000 VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 11308 | 5683966 | CL B NEW |
| VANGUARD SPECIALIZED FUNDS | 24747 | 5438896 | DIV APP ETF |
| DOUBLELINE ETF TRUST | 69183 | 3741108 | COMMERCIAL REAL |
| TAIWAN SEMICONDUCTOR MFG LTD | 8685 | 2639285 | SPONSORED ADS |
| ISHARES TR | 21267 | 2555868 | CORE S&P SCP ETF |
| MICROSOFT CORP | 4767 | 2305417 | COM |
| VANECK ETF TRUST | 26795 | 2298207 | GOLD MINERS ETF |
| APPLE INC | 7633 | 2075107 | COM |
| ISHARES TR | 20070 | 2054967 | 0-5 YR TIPS ETF |
| SHERWIN WILLIAMS CO | 5656 | 1832714 | COM |
| ISHARES TR | 16526 | 1816373 | TIPS BD ETF |
| SCOTTS MIRACLE-GRO CO | 29342 | 1712106 | CL A |
| ALPHABET INC | 5430 | 1703934 | CAP STK CL C |
| SPROTT ASSET MANAGEMENT LP | 51316 | 1694454 | PHYSICAL GOLD TR |
| ISHARES BITCOIN TRUST ETF | 32850 | 1680652 | SHS BEN INT |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| ISHARES TR | 21890 | 1444740 | CORE S&P MCP ETF |
| VANGUARD WORLD FD | 7450 | 1378548 | UTILITIES ETF |
| THERMO FISHER SCIENTIFIC INC | 2257 | 1307819 | COM |
| SSGA ACTIVE ETF TR | 39611 | 1245766 | STATE STREET MUL |
| VANGUARD WORLD FD | 5640 | 1191394 | CONSUM STP ETF |
| VANGUARD STAR FDS | 15774 | 1189991 | VG TL INTL STK F |
| ISHARES TR | 13978 | 1157621 | 1 3 YR TREAS BD |
| ISHARES TR | 10080 | 1146298 | SP SMCP600VL ETF |
| ISHARES TR | 12754 | 1138431 | US OIL GS EX ETF |
| ISHARES TR | 20688 | 1131840 | MSCI EMG MKT ETF |
| INVESCO EXCHANGE TRADED FD T | 8414 | 1130171 | BUYBACK ACHIEV |
| VANGUARD BD INDEX FDS | 14007 | 1103892 | SHORT TRM BOND |
| ALPHABET INC | 3505 | 1097065 | CAP STK CL A |
| ISHARES TR | 1568 | 1073986 | CORE S&P500 ETF |
| NEW GOLD INC CDA | 84114 | 732633 | COM |
| AGNICO EAGLE MINES LTD | 4275 | 724741 | COM |
| AMERICAN EXPRESS CO | 1932 | 714743 | COM |
| JPMORGAN CHASE & CO. | 2200 | 708884 | COM |
| SPROTT ASSET MANAGEMENT LP | 15140 | 693412 | PHYSICAL GOLD AN |
| ISHARES TR | 7174 | 688919 | MSCI EAFE ETF |
| INVESCO QQQ TR | 1039 | 638268 | UNIT SER 1 |
| STRATEGY INC | 4100 | 622995 | CL A NEW |
| ISHARES TR | 5500 | 606045 | IBOXX INV CP ETF |
| HILTON GRAND VACATIONS INC | 12652 | 566177 | COM |
| NEWMONT CORP | 5593 | 558461 | COM |
| COSTCO WHSL CORP NEW | 637 | 549311 | COM |
| ELI LILLY & CO | 500 | 537340 | COM |
| ISHARES TR | 9420 | 479101 | FLTG RATE NT ETF |
| ISHARES TR | 4969 | 477819 | 7-10 YR TRSY BD |
| T-MOBILE US INC | 2268 | 460495 | COM |
| PACER FDS TR | 10315 | 425184 | GLOBL CASH ETF |
| META PLATFORMS INC | 590 | 389453 | CL A |
| VANGUARD WORLD FD | 1350 | 388598 | HEALTH CAR ETF |
| ORACLE CORP | 1884 | 367210 | COM |
| ISHARES INC | 6200 | 334366 | MSCI CDA ETF |
| ILLINOIS TOOL WKS INC | 1271 | 313047 | COM |
| ISHARES TR | 2340 | 307921 | S&P MC 400VL ETF |
| AMAZON COM INC | 1305 | 301220 | COM |
| JOHNSON & JOHNSON | 1449 | 299871 | COM |
| MONSTER BEVERAGE CORP NEW | 3667 | 281149 | COM |
| WALMART INC | 2520 | 280753 | COM |
| AUTOMATIC DATA PROCESSING IN | 1058 | 272149 | COM |
| ISHARES TR | 2682 | 267878 | CORE US AGGBD ET |
| ABBVIE INC | 1157 | 264363 | COM |
| TECK RESOURCES LTD | 5500 | 263395 | CL B |
| PROGRESSIVE CORP | 1109 | 252541 | COM |
| PRIMORIS SVCS CORP | 2000 | 248280 | COM |
| PEPSICO INC | 1635 | 234655 | COM |
| TRI CONTL CORP | 6987 | 228195 | COM |
| AMERIPRISE FINL INC | 428 | 209866 | COM |
| PNC FINL SVCS GROUP INC | 1000 | 208730 | COM |
| ISHARES TR | 2100 | 202167 | RUS MID CAP ETF |
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