13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001756485
Total reported value
$248.9M
$248.9M
79 檔
46.7%
The Q3 2025 SEC filing reveals that Independent Family Office, LLC held a total portfolio value of $248.9M, covering 79 public equity positions.
In Q3 2025, Independent Family Office, LLC displayed an active expansion posture, initiating 10 new positions and adding to 16 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 | 13.03% | +1.49% | -2.96% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 12.07% | -2.16% | -2.19% | |
| 3 | PTC | Ptc Inc | Stock-Tech | 10.47% | -1.56% | -2.82% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.49% | +0.95% | -0.42% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | +1.27% | +27.75% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.48% | -0.72% | -4.21% | |
| 7 | TOST | Toast Inc-class A | Stock-Tech | 4.17% | +0.06% | -0.68% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.38% | +0.61% | -14.01% | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.03% | -0.03% | +18.95% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.67% | +0.43% | +18.64% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.59% | +0.38% | +0.91% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.37% | +0.05% | +21.00% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.26% | +0.11% | -2.94% | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.52% | -0.04% | +20.06% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.28% | +17.97% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.02% | — | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.03% | +0.55% | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.87% | -0.20% | — | |
| 19 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.86% | -0.09% | +18.12% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.84% | -0.58% | — | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.83% | +0.03% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.10% | -4.25% | |
| 23 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.71% | +0.07% | — | |
| 24 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.64% | -0.13% | — | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.64% | +0.01% | — | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.11% | -26.27% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-Other | 0.60% | -0.02% | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.59% | +0.15% | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.59% | -0.04% | — | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 0.56% | -0.10% | — | |
| 31 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.52% | -0.04% | — | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.51% | -0.01% | — | |
| 33 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.50% | -0.10% | -4.08% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.12% | -12.69% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.49% | +0.05% | — | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | +0.24% | -8.35% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.47% | +0.06% | — | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.47% | +0.03% | — | |
| 39 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.09% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.01% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.08% | — | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.37% | -0.07% | -25.09% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.13% | — | |
| 44 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.30% | -0.09% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.29% | -0.04% | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | +0.01% | — | |
| 47 | AXP | American Express Co | Stock-Financials | 0.27% | +0.02% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.07% | — | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.26% | -0.25% | EXIT | |
| 50 | NGDN | New Gold Inc | Stock-Other | 0.26% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.2% | +27.75% | Add |
| 2 | INFL | Horizon Kinetics Infl Benef | +0.8% | +18.95% | Add |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.7% | +18.64% | Add |
| 4 | DCRE | Dbl Comm Real Est Debt | +0.5% | +20.06% | Add |
| 5 | MSTR | Strategy Inc | +0.4% | — | Add |
| 6 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +18.12% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | Unchanged |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.3% | +17.97% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +21.00% | Add |
| 10 | GDX | Vaneck Gold Miners ETF | +0.2% | — | Unchanged |
| 11 | PTC | Ptc Inc | +0.2% | -2.82% | Trim |
| 12 | MSFT | Microsoft CORP | +0.2% | — | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Add |
| 14 | NGDN | New Gold Inc | +0.1% | — | Unchanged |
| 15 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 16 | AAPL | Apple Inc | +0.1% | -4.25% | Add |
| 17 | VPU | Vanguard Utilities ETF | +0.1% | — | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | — | Add |
| 19 | AEM | Agnico Eagle Mines LTD | +0.1% | — | Unchanged |
| 20 | NEM | Newmont CORP | +0.1% | — | Unchanged |
| 21 | GOOG | Alphabet Inc-cl C | 0% | — | Trim |
| 22 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | — | Add |
| 24 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 25 | PKW | Invesco Buyback Achievers Et | 0% | — | Unchanged |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | 0% | -4.08% | Add |
| 27 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | — | Unchanged |
| 28 | TMUS | T-mobile US Inc | -0.2% | — | Trim |
| 29 | IWN | Ishares Russell 2000 Value E | -0.2% | +0.91% | Trim |
| 30 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -25.09% | Trim |
| 31 | GLD | Spdr Gold Shares | -0.3% | -4.21% | Trim |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | -0.3% | -12.69% | Trim |
| 33 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -26.27% | Trim |
| 34 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -2.94% | Trim |
| 35 | IWM | Ishares Russell 2000 ETF | -0.7% | -14.01% | Trim |
| 36 | TOST | Toast Inc-class A | -0.8% | -0.68% | Trim |
| 37 | IAU | Ishares Gold Trust | -0.9% | -2.19% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1% | -2.96% | Trim |
| 39 | IWD | Ishares Russell 1000 Value E | -1% | -0.42% | Add |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 41 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 42 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 43 | VHT | Vanguard Health Care ETF | — | NEW | New buy |
| 44 | PRIM | Primoris Services CORP | — | NEW | New buy |
| 45 | ABBV | Abbvie Inc | — | NEW | New buy |
| 46 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 47 | PGR | Progressive CORP | — | EXIT | Sold out |
| 48 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 49 | IWR | Ishares Russell Mid-cap ETF | — | NEW | New buy |
| 50 | PNC | Pnc Financial Services Group | — | NEW | New buy |
According to official SEC Form 13F filings, Independent Family Office, LLC reported a total U.S. public equity portfolio value of $248.9M across 79 disclosed positions in Q3 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 46.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
STIP
市值: $1.4M
Top Position Liquidated / Trimmed
PGR
前期市值: $220.2K
During Q3 2025, Independent Family Office, LLC's top holdings by market value included SPY (13.0%)、IAU (12.1%)、PTC (10.5%). The largest single position, SPY, represented 13.0% of total portfolio value.
In Q3 2025, Independent Family Office, LLC made 40 total portfolio adjustments, initiating 10 new buys, adding to 16 positions, trimming 13 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.