Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Allie Family Office LLC (CIK 1908612) reported $228.5M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($46.6M, 20.41%), EFA ($28.8M, 12.61%), VOO ($16.9M, 7.42%), GLD ($10.6M, 4.64%), EEM ($8.2M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $46.6M | 20.41% | 71,636 | Trimmed |
| 2 | EFA | ISHARES TR | $28.8M | 12.61% | 296,575 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $16.9M | 7.42% | 28,364 | Added |
| 4 | GLD | SPDR GOLD TR | $10.6M | 4.64% | 24,642 | Added |
| 5 | EEM | ISHARES TR | $8.2M | 3.59% | 144,457 | Trimmed |
| 6 | FEZ | SPDR INDEX SHS FDS | $6.8M | 2.99% | 110,149 | Added |
| 7 | VNQ | VANGUARD INDEX FDS | $5.8M | 2.52% | 64,919 | Trimmed |
| 8 | IEMG | ISHARES INC | $5.4M | 2.38% | 77,935 | Added |
| 9 | IEFA | ISHARES TR | $5.3M | 2.30% | 57,931 | Added |
| 10 | IAU | ISHARES GOLD TR | $5.2M | 2.27% | 58,492 | Trimmed |
| 11 | ITOT | ISHARES TR | $5.0M | 2.20% | 35,326 | Added |
| 12 | IYR | ISHARES TR | $4.7M | 2.06% | 49,873 | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.89% | 6 | Added |
| 14 | FDD | FIRST TR EXCHANGE-TRADED FD | $4.0M | 1.77% | 226,903 | Added |
| 15 | IBIT | ISHARES BITCOIN TRUST ETF | $3.7M | 1.62% | 96,132 | Added |
| 16 | VT | VANGUARD INTL EQUITY INDEX F | $3.4M | 1.47% | 24,295 | Trimmed |
| 17 | HYG | ISHARES TR | $3.3M | 1.42% | 40,919 | Trimmed |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $3.1M | 1.34% | 56,396 | Added |
| 19 | QQQ | INVESCO QQQ TR | $2.9M | 1.27% | 5,028 | Added |
| 20 | FDT | FIRST TR EXCH TRD ALPHDX FD | $2.8M | 1.22% | 32,052 | Added |
| 21 | CEMB | ISHARES INC | $2.5M | 1.07% | 88,542 | Trimmed |
| 22 | IVV | ISHARES TR | $1.9M | 0.82% | 2,870 | Added |
| 23 | LQD | ISHARES TR | $1.9M | 0.81% | 17,039 | Added |
| 24 | VYM | VANGUARD WHITEHALL FDS | $1.7M | 0.76% | 11,795 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.6M | 0.69% | 4,233 | Added |
Source: SEC Form 13F filings · as of 2026-03-31