Tarbox Family Office, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Tarbox Family Office, Inc. held in its portfolio 103 assets valued at $621,554,678 (i.e. $621.55M).
The most valuable assets in the portfolio included: ISHARES TR ($216.24M), ISHARES TR ($65.97M), and AMERICAN CENTY ETF TR ($40.31M).
The chart below shows the top 10 valuable assets, and the table below shows the top 103 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tarbox Family Office, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 315708 | 216240878 | CORE S&P500 ETF |
| ISHARES TR | 999524 | 65968599 | CORE S&P MCP ETF |
| AMERICAN CENTY ETF TR | 523415 | 40313447 | AVANTIS EMGMKT |
| J P MORGAN EXCHANGE TRADED F | 607842 | 28781341 | CORE PLUS BD ETF |
| ISHARES TR | 298735 | 26724819 | CORE MSCI EAFE |
| AMERICAN CENTY ETF TR | 299518 | 24656349 | INTL EQT ETF |
| AMERICAN CENTY ETF TR | 218999 | 22333481 | US SML CP VALU |
| ISHARES TR | 90196 | 22202603 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 53178 | 15433266 | MID CAP ETF |
| VANGUARD INDEX FDS | 38385 | 12083706 | LARGE CAP ETF |
| ISHARES INC | 171801 | 11548493 | CORE MSCI EMKT |
| VANGUARD INTL EQUITY INDEX F | 213675 | 11487143 | FTSE EMR MKT ETF |
| VANGUARD TAX-MANAGED FDS | 162893 | 10175904 | VAN FTSE DEV MKT |
| ABBVIE INC | 44307 | 10123667 | COM |
| ISHARES TR | 79889 | 9601087 | CORE S&P SCP ETF |
| APPLE INC | 28893 | 7854785 | COM |
| ABBOTT LABS | 52150 | 6533850 | COM |
| ISHARES TR | 49273 | 4731706 | MSCI EAFE ETF |
| MICROSOFT CORP | 8635 | 4176044 | COM |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| DEERE & CO | 6598 | 3071862 | COM |
| US BANCORP DEL | 49536 | 2643242 | COM NEW |
| ISHARES TR | 5075 | 2401836 | RUS 1000 GRW ETF |
| PPG INDS INC | 21233 | 2175528 | COM |
| AMAZON COM INC | 8780 | 2026600 | COM |
| DIMENSIONAL ETF TRUST | 41863 | 1950395 | US MKTWIDE VALUE |
| VANGUARD INDEX FDS | 7212 | 1860330 | SMALL CP ETF |
| NVIDIA CORPORATION | 9502 | 1772137 | COM |
| JOHNSON & JOHNSON | 7974 | 1650191 | COM |
| VANGUARD SPECIALIZED FUNDS | 7457 | 1638808 | DIV APP ETF |
| ALPHABET INC | 5184 | 1622592 | CAP STK CL A |
| VANGUARD INDEX FDS | 4687 | 1571410 | TOTAL STK MKT |
| ISHARES TR | 29942 | 1314741 | ESG ADVANCED UNI |
| BOEING CO | 5965 | 1295121 | COM |
| ISHARES TR | 6417 | 1274557 | MSCI USA QLT FCT |
| ISHARES TR | 5799 | 1229793 | S&P 500 VAL ETF |
| ISHARES GOLD TR | 15077 | 1223800 | ISHARES NEW |
| J P MORGAN EXCHANGE TRADED F | 22266 | 1126450 | ULTRA SHRT ETF |
| CATERPILLAR INC | 1946 | 1114805 | COM |
| ISHARES TR | 22189 | 1104911 | ESG SELECT SCRE |
| BERKSHIRE HATHAWAY INC DEL | 2120 | 1065618 | CL B NEW |
| ISHARES TR | 8323 | 1025920 | S&P 500 GRWT ETF |
| ISHARES BITCOIN TRUST ETF | 20149 | 1000398 | SHS BEN INT |
| MASTERCARD INCORPORATED | 1703 | 972209 | CL A |
| ELI LILLY & CO | 897 | 963988 | COM |
| WELLS FARGO CO NEW | 9506 | 885959 | COM |
| META PLATFORMS INC | 1304 | 860785 | CL A |
| ALPHABET INC | 2597 | 814939 | CAP STK CL C |
| SPDR GOLD TR | 2029 | 804113 | GOLD SHS |
| AMERICAN CENTY ETF TR | 11591 | 803963 | AVANTIS RESPONSI |
| JPMORGAN CHASE & CO. | 2495 | 803939 | COM |
| EXXON MOBIL CORP | 6554 | 788692 | COM |
| COSTCO WHSL CORP NEW | 874 | 753685 | COM |
| LOWES COS INC | 3067 | 739638 | COM |
| MARTIN MARIETTA MATLS INC | 1156 | 719795 | COM |
| PFIZER INC | 28355 | 706042 | COM |
| PEPSICO INC | 4897 | 702817 | COM |
| ISHARES TR | 4713 | 700835 | CORE S&P TTL STK |
| SOUTHWEST AIRLS CO | 16414 | 678375 | COM |
| COCA COLA CO | 9653 | 674826 | COM |
| VANGUARD INDEX FDS | 1051 | 659340 | S&P 500 ETF SHS |
| ISHARES TR | 13617 | 633713 | CORE UNIVRSL USD |
| BROADCOM INC | 1802 | 623672 | COM |
| HERSHEY CO | 3288 | 598416 | COM |
| ISHARES TR | 3854 | 574154 | ESG AWR MSCI USA |
| ISHARES TR | 10731 | 536643 | CORE INTL AGGR |
| MSA SAFETY INC | 3259 | 521896 | COM |
| REALTY INCOME CORP | 9086 | 512188 | COM |
| CITIGROUP INC | 4333 | 505674 | COM NEW |
| 3M CO | 3040 | 486704 | COM |
| ISHARES TR | 5273 | 472286 | CORE 80/20 AGGRE |
| PIPER SANDLER COMPANIES | 1329 | 451475 | COM |
| WEC ENERGY GROUP INC | 4259 | 449181 | COM |
| VANGUARD INDEX FDS | 912 | 445005 | GROWTH ETF |
| EMERSON ELEC CO | 3202 | 424969 | COM |
| PROCTER AND GAMBLE CO | 2855 | 409187 | COM |
| INTERNATIONAL PAPER CO | 10162 | 400281 | COM |
| CISCO SYS INC | 5157 | 397244 | COM |
| GILEAD SCIENCES INC | 3180 | 390313 | COM |
| SPDR S&P 500 ETF TR | 539 | 367629 | TR UNIT |
| WALMART INC | 3287 | 366205 | COM |
| ORACLE CORP | 1775 | 345965 | COM |
| SPDR SERIES TRUST | 4142 | 332305 | STATE STREET SPD |
| MERCK & CO INC | 3084 | 324634 | COM |
| VANGUARD INDEX FDS | 1678 | 320512 | VALUE ETF |
| SPDR S&P MIDCAP 400 ETF TR | 522 | 314912 | UTSER1 S&PDCRP |
| TESLA INC | 695 | 312555 | COM |
| ISHARES TR | 7337 | 312428 | ESG SELECT SCREE |
| BANK AMERICA CORP | 5564 | 306020 | COM |
| ZEBRA TECHNOLOGIES CORPORATI | 1220 | 296240 | CL A |
| INGREDION INC | 2640 | 291086 | COM |
| NIKE INC | 4511 | 287396 | CL B |
| ALTRIA GROUP INC | 4904 | 282782 | COM |
| ISHARES TR | 1348 | 269169 | U.S. TECH ETF |
| PHILLIPS 66 | 1954 | 252144 | COM |
| VANGUARD SCOTTSDALE FDS | 2973 | 237010 | SHRT TRM CORP BD |
| VISA INC | 672 | 235677 | COM CL A |
| INTERNATIONAL BUSINESS MACHS | 779 | 230748 | COM |
| BLACKROCK INC | 208 | 222631 | COM |
| NETFLIX INC | 2370 | 222211 | COM |
| KIMBERLY-CLARK CORP | 2170 | 218933 | COM |
| CROWN HLDGS INC | 2100 | 216237 | COM |
| HOME DEPOT INC | 628 | 216095 | COM |
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