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CIK: 0001756485
Total reported value
$248.9M
$248.9M
77 檔
42.0%
In Q2 2025, Independent Family Office, LLC's U.S. equity holdings reached a combined market value of $248.9M, distributed across 77 disclosed stock positions.
In Q2 2025, Independent Family Office, LLC displayed an active expansion posture, initiating 7 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.64% | +1.49% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 11.59% | -2.16% | -3.96% | |
| 3 | PTC | Ptc Inc | Stock-Tech | 9.84% | -1.56% | -0.51% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.86% | +0.95% | +1.41% | |
| 5 | TOST | Toast Inc-class A | Stock-Tech | 5.58% | +0.06% | -4.61% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | +1.27% | +28.16% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 4.40% | -0.72% | -0.94% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.84% | +0.61% | — | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 2.67% | -0.03% | +28.03% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.51% | +0.38% | -2.00% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.42% | +0.11% | -1.92% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.35% | +0.43% | +22.80% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.08% | +0.05% | +21.64% | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.39% | -0.04% | +53.77% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.02% | +9.33% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.28% | +24.07% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.92% | -0.58% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | +0.55% | — | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.90% | +0.03% | +0.44% | |
| 20 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.90% | +0.07% | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.85% | -0.11% | — | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 0.77% | -0.10% | +310.00% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.75% | +0.10% | +24.24% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.75% | -0.09% | +16.63% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | +0.01% | — | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | -0.20% | — | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.64% | -0.04% | — | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.62% | -0.12% | -9.34% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 0.61% | -0.02% | +25.21% | |
| 30 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.60% | -0.13% | -24.97% | |
| 31 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.57% | -0.01% | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.57% | +0.24% | +7.78% | |
| 33 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.55% | -0.10% | +23.84% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.54% | -0.07% | — | |
| 35 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.53% | -0.04% | -6.35% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.51% | +0.05% | — | |
| 37 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.48% | +0.03% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.15% | -16.67% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.46% | +0.06% | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | +0.09% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.08% | +0.32% | |
| 42 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.42% | -0.01% | — | |
| 43 | HGV | Hilton Grand Vacations Inc | Stock-Other | 0.31% | -0.20% | EXIT | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | +0.01% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.04% | +30.95% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.29% | +0.02% | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.28% | -0.25% | EXIT | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.28% | -0.05% | -16.67% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.07% | -27.60% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.14% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.1% | +28.16% | Add |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | +0.6% | NEW | New buy |
| 3 | MSTR | Strategy Inc | +0.6% | +310.00% | Add |
| 4 | TOST | Toast Inc-class A | +0.6% | -4.61% | Trim |
| 5 | INFL | Horizon Kinetics Infl Benef | +0.4% | +28.03% | Add |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.4% | +22.80% | Add |
| 7 | DCRE | Dbl Comm Real Est Debt | +0.4% | +53.77% | Add |
| 8 | EFA | Ishares Msci Eafe ETF | +0.3% | NEW | New buy |
| 9 | MSFT | Microsoft CORP | +0.2% | +9.33% | Add |
| 10 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | +16.63% | Add |
| 11 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 12 | VHT | Vanguard Health Care ETF | +0.2% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | — | Unchanged |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +24.07% | Add |
| 15 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 16 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 18 | VPU | Vanguard Utilities ETF | +0.1% | +25.21% | Add |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +30.95% | Add |
| 20 | SMG | Scotts Miracle-gro Co | +0.1% | — | Unchanged |
| 21 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +16.65% | Add |
| 23 | NGDN | New Gold Inc | 0% | — | Unchanged |
| 24 | IEO | Ishares U.s. Oil & Gas Explo | 0% | +23.84% | Add |
| 25 | AXP | American Express Co | 0% | — | Unchanged |
| 26 | AAPL | Apple Inc | 0% | +24.24% | Add |
| 27 | GDX | Vaneck Gold Miners ETF | — | — | Unchanged |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +0.32% | Add |
| 30 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 31 | PKW | Invesco Buyback Achievers Et | 0% | — | Unchanged |
| 32 | BSV | Vanguard Short-term Bond ETF | 0% | +7.78% | Add |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +21.64% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.1% | — | Unchanged |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | +16.95% | Add |
| 36 | META | Meta Platforms Inc-class A | -0.1% | -39.32% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -27.60% | Trim |
| 38 | TMUS | T-mobile US Inc | -0.1% | -16.67% | Trim |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -9.34% | Trim |
| 41 | TMO | Thermo Fisher Scientific Inc | -0.2% | — | Unchanged |
| 42 | IWM | Ishares Russell 2000 ETF | -0.2% | — | Unchanged |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -1.92% | Trim |
| 44 | PHYS | Sprott Physical Gold Trust | -0.3% | -24.97% | Trim |
| 45 | IWN | Ishares Russell 2000 Value E | -0.3% | -2.00% | Trim |
| 46 | GLD | Spdr Gold Shares | -0.4% | -0.94% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | — | Unchanged |
| 48 | PTC | Ptc Inc | -0.4% | -0.51% | Trim |
| 49 | IWD | Ishares Russell 1000 Value E | -0.7% | +1.41% | Add |
| 50 | IAU | Ishares Gold Trust | -1.4% | -3.96% | Trim |
According to official SEC Form 13F filings, Independent Family Office, LLC reported a total U.S. public equity portfolio value of $248.9M across 77 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IAU, PTC) accounted for 42.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
STIP
市值: $1.4M
Top Position Liquidated / Trimmed
IAU
前期市值: $24.6M
During Q2 2025, Independent Family Office, LLC's top holdings by market value included SPY (13.6%)、IAU (11.6%)、PTC (9.8%). The largest single position, SPY, represented 13.6% of total portfolio value.
In Q2 2025, Independent Family Office, LLC made 36 total portfolio adjustments, initiating 7 new buys, adding to 18 positions, trimming 11 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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