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CIK: 0001756485
Total reported value
$248.9M
$248.9M
90 檔
45.3%
At the close of Q1 2026, Independent Family Office, LLC disclosed equity holdings valued at approximately $248.9M, spread across 90 reported holdings.
In Q1 2026, Independent Family Office, LLC displayed an active expansion posture, initiating 14 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 13.56% | -2.16% | -3.42% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.37% | +1.49% | -0.02% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.44% | +0.95% | -2.58% | |
| 4 | PTC | Ptc Inc | Stock-Tech | 6.66% | -1.56% | -4.58% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | +1.27% | +8.14% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 4.81% | -0.72% | -8.86% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.37% | +0.61% | — | |
| 8 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 3.21% | -0.03% | -7.05% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.01% | +0.43% | +7.51% | |
| 10 | TOST | Toast Inc-class A | Stock-Tech | 2.73% | +0.06% | — | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.68% | +0.38% | -0.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.41% | +0.05% | +8.02% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.19% | +0.11% | — | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-Other | 1.56% | -0.04% | +5.60% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.55% | +19.01% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.28% | +6.52% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 1.00% | -0.20% | -1.03% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.10% | +17.35% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.88% | -0.04% | +2.49% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.75% | -0.58% | — | |
| 21 | PHYS | Sprott Physical Gold Trust | Stock-Other | 0.75% | -0.13% | — | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.74% | +0.03% | -0.99% | |
| 23 | SMG | Scotts Miracle-gro Co | Stock-Materials | 0.73% | +0.07% | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.02% | -0.57% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.15% | +11.05% | |
| 26 | IEO | Ishares U.s. Oil & Gas Explo | ETF-Other | 0.66% | -0.10% | — | |
| 27 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.62% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.13% | +47.53% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | -0.11% | — | |
| 30 | VPU | Vanguard Utilities ETF | ETF-Other | 0.61% | -0.02% | — | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.59% | +0.01% | — | |
| 32 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.59% | -0.04% | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.54% | -0.09% | +3.04% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.52% | -0.01% | — | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.50% | +0.05% | — | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.49% | +0.06% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.48% | +0.09% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.12% | -1.60% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.01% | — | |
| 40 | PKW | Invesco Buyback Achievers Et | ETF-Other | 0.45% | +0.03% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | +0.08% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.14% | +60.75% | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.36% | -0.09% | — | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.34% | +0.24% | -24.45% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.33% | -0.01% | +138.98% | |
| 46 | CDE | Coeur Mining Inc | Stock-Materials | 0.32% | -0.05% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.30% | +0.03% | +166.05% | |
| 48 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.30% | -0.06% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.04% | — | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.27% | +0.01% | -6.22% |
According to official SEC Form 13F filings, Independent Family Office, LLC reported a total U.S. public equity portfolio value of $248.9M across 90 disclosed positions in Q1 2026.
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 IAU, SPY, IWD) accounted for 45.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
GBDC
市值: $1.5M
Top Position Liquidated / Trimmed
NGDN
前期市值: $732.6K
During Q1 2026, Independent Family Office, LLC's top holdings by market value included IAU (13.6%)、SPY (12.4%)、IWD (7.4%). The largest single position, IAU, represented 13.6% of total portfolio value.
In Q1 2026, Independent Family Office, LLC made 49 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 3 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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