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.
Independent Family Office, LLC (CIK 1756485) reported $243.0M across 90 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($32.9M, 13.56%), SPY ($30.1M, 12.37%), IWD ($18.1M, 7.44%), PTC ($16.2M, 6.66%), VOO ($15.6M, 6.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $32.9M | 13.56% | 373,645 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $30.1M | 12.37% | 46,213 | Trimmed |
| 3 | IWD | ISHARES TR | $18.1M | 7.44% | 84,665 | Trimmed |
| 4 | PTC | PTC INC | $16.2M | 6.66% | 113,550 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $15.6M | 6.40% | 26,031 | Added |
| 6 | GLD | SPDR GOLD TR | $11.7M | 4.81% | 27,167 | Trimmed |
| 7 | IWM | ISHARES TR | $8.2M | 3.37% | 33,011 | Hold |
| 8 | INFL | LISTED FDS TR | $7.8M | 3.21% | 149,927 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $7.3M | 3.01% | 114,168 | Added |
| 10 | TOST | TOAST INC | $6.6M | 2.73% | 250,000 | Hold |
| 11 | IWN | ISHARES TR | $6.5M | 2.68% | 34,403 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 2.41% | 12,215 | Added |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $5.3M | 2.19% | 24,747 | Hold |
| 14 | DCRE | DOUBLELINE ETF TRUST | $3.8M | 1.56% | 73,058 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.5M | 1.44% | 10,336 | Added |
| 16 | IJR | ISHARES TR | $2.8M | 1.16% | 22,654 | Added |
| 17 | GDX | VANECK ETF TRUST | $2.4M | 1.00% | 26,520 | Trimmed |
| 18 | AAPL | APPLE INC | $2.3M | 0.94% | 8,957 | Added |
| 19 | STIP | ISHARES TR | $2.1M | 0.88% | 20,570 | Added |
| 20 | TIP | ISHARES TR | $1.8M | 0.75% | 16,526 | Hold |
| 21 | PHYS | SPROTT ASSET MANAGEMENT LP | $1.8M | 0.75% | 51,316 | Hold |
| 22 | SHW | SHERWIN WILLIAMS CO | $1.8M | 0.74% | 5,600 | Trimmed |
| 23 | SMG | SCOTTS MIRACLE-GRO CO | $1.8M | 0.73% | 29,342 | Hold |
| 24 | MSFT | MICROSOFT CORP | $1.8M | 0.72% | 4,740 | Trimmed |
| 25 | GOOG | ALPHABET INC | $1.7M | 0.71% | 6,030 | Added |
Source: SEC Form 13F filings · as of 2026-03-31