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CIK: 0001756485
Total reported value
$248.9M
$248.9M
79 檔
47.0%
During the Q4 2025 filing period, Independent Family Office, LLC (CIK: 0001756485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $248.9M across 79 reported positions.
Independent Family Office, LLC executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 8 positions.
| # | 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 | 13.16% | +1.49% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 13.11% | -2.16% | -1.33% | |
| 3 | PTC | Ptc Inc | Stock-Tech | 8.66% | -1.56% | -2.41% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.63% | +0.95% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | +1.27% | +1.76% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.93% | -0.72% | — | |
| 7 | TOST | Toast Inc-class A | Stock-Tech | 3.71% | +0.06% | -7.41% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.39% | +0.61% | — | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 2.99% | -0.03% | +0.53% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.77% | +0.43% | +0.77% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.62% | +0.38% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.37% | +0.05% | +1.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.27% | +0.11% | — | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.56% | -0.04% | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.10% | +0.55% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.28% | +1.00% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.02% | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.96% | -0.20% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.87% | +0.10% | +1.46% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.86% | -0.04% | +49.78% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.77% | +0.03% | -0.02% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.76% | -0.58% | -7.86% | |
| 23 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.71% | +0.07% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.15% | -4.74% | |
| 25 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.71% | -0.13% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.70% | -0.09% | +5.63% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.63% | +0.01% | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.11% | — | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 0.58% | -0.02% | — | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.55% | -0.01% | — | |
| 31 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.52% | -0.04% | — | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.50% | -0.01% | — | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | +0.05% | — | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.12% | -1.34% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.48% | +0.06% | — | |
| 36 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.48% | -0.10% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.47% | +0.09% | — | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.47% | +0.03% | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.46% | +0.24% | -2.61% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.13% | +13.69% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.08% | — | |
| 42 | NGDN | New Gold Inc | Stock-Other | 0.31% | — | — | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.30% | -0.09% | — | |
| 44 | AXP | American Express Co | Stock-Financials | 0.30% | +0.02% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.04% | — | |
| 46 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.29% | -0.06% | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.29% | +0.01% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.07% | — | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.26% | -0.10% | — | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.25% | -0.25% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +1% | -1.33% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.5% | — | Unchanged |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | +0.3% | +49.78% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.76% | Add |
| 5 | IWD | Ishares Russell 1000 Value E | +0.1% | — | Unchanged |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.69% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | -4.74% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.77% | Add |
| 10 | GDX | Vaneck Gold Miners ETF | +0.1% | — | Unchanged |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | — | Unchanged |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 13 | PHYS | Sprott Physical Gold Trust | +0.1% | — | Unchanged |
| 14 | AAPL | Apple Inc | +0.1% | +1.46% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 16 | CEF | Sprott Physical Gold And Sil | +0.1% | — | Unchanged |
| 17 | NGDN | New Gold Inc | +0.1% | — | Unchanged |
| 18 | DCRE | Dbl Comm Real Est Debt | 0% | — | Unchanged |
| 19 | AMZN | Amazon.com Inc | 0% | +39.87% | Add |
| 20 | IWN | Ishares Russell 2000 Value E | 0% | — | Unchanged |
| 21 | NEM | Newmont CORP | 0% | — | Unchanged |
| 22 | AXP | American Express Co | 0% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | 0% | +27.43% | Add |
| 24 | HGV | Hilton Grand Vacations Inc | 0% | — | Unchanged |
| 25 | IWM | Ishares Russell 2000 ETF | 0% | — | Unchanged |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 27 | IJR | Ishares Core S&p Small-cap E | 0% | +1.00% | Add |
| 28 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 29 | COST | Costco Wholesale CORP | 0% | +14.77% | Add |
| 30 | IJS | Ishares S&p Small-cap 600 Va | 0% | — | Unchanged |
| 31 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | — | +1.32% | Add |
| 33 | SMG | Scotts Miracle-gro Co | — | — | Unchanged |
| 34 | IEO | Ishares U.s. Oil & Gas Explo | 0% | — | Unchanged |
| 35 | ADP | Automatic Data Processing | 0% | — | Unchanged |
| 36 | VPU | Vanguard Utilities ETF | 0% | — | Unchanged |
| 37 | TMUS | T-mobile US Inc | -0.1% | -9.28% | Trim |
| 38 | SHW | Sherwin-williams Co/the | -0.1% | -0.02% | Trim |
| 39 | ORCL | Oracle CORP | -0.1% | — | Unchanged |
| 40 | TIP | Ishares Tips Bond ETF | -0.1% | -7.86% | Trim |
| 41 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 42 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | +5.63% | Add |
| 43 | IEF | Ishares 7-10 Year Treasury B | -0.2% | -45.88% | Trim |
| 44 | MSTR | Strategy Inc | -0.3% | — | Unchanged |
| 45 | TOST | Toast Inc-class A | -0.5% | -7.41% | Trim |
| 46 | PTC | Ptc Inc | -1.8% | -2.41% | Trim |
| 47 | MNST | Monster Beverage CORP | — | NEW | New buy |
| 48 | IBM | Intl Business Machines CORP | — | EXIT | Sold out |
| 49 | PGR | Progressive CORP | — | NEW | New buy |
| 50 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
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 Q4 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 47.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
MNST
市值: $281.1K
Top Position Liquidated / Trimmed
IBM
前期市值: $259.9K
During Q4 2025, Independent Family Office, LLC's top holdings by market value included SPY (13.2%)、IAU (13.1%)、PTC (8.7%). The largest single position, SPY, represented 13.2% of total portfolio value.
In Q4 2025, Independent Family Office, LLC made 23 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 2 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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