Independent Family Office, LLC 13F Holdings · Q2 2026
Independent Family Office, LLC reported 85 securities worth $248.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (13.86%), IAU (11.40%), IWD (8.39%). Among its top 25 positions this quarter: 9 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $34.5M | 13.86% | 46,203 | Trimmed |
| 2 | IAU | ISHARES GOLD TR | $28.4M | 11.40% | 375,916 | Added |
| 3 | IWD | ISHARES TR | $20.9M | 8.39% | 86,163 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $19.1M | 7.67% | 27,796 | Added |
| 5 | PTC | PTC INC | $12.7M | 5.10% | 111,808 | Trimmed |
| 6 | GLD | SPDR GOLD TR | $10.2M | 4.09% | 27,650 | Added |
| 7 | IWM | ISHARES TR | $9.9M | 3.98% | 33,011 | Hold |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 3.44% | 120,355 | Added |
| 9 | INFL | LISTED FDS TR | $7.9M | 3.18% | 158,665 | Added |
| 10 | IWN | ISHARES TR | $7.6M | 3.06% | 34,436 | Added |
| 11 | TOST | TOAST INC | $7.0M | 2.79% | 250,000 | Hold |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.1M | 2.46% | 12,215 | Hold |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $5.7M | 2.30% | 24,196 | Trimmed |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.0M | 1.99% | 10,366 | Added |
| 15 | DCRE | DOUBLELINE ETF TRUST | $3.8M | 1.52% | 73,058 | Hold |
| 16 | IJR | ISHARES TR | $3.6M | 1.44% | 24,096 | Added |
| 17 | AAPL | APPLE INC | $2.6M | 1.04% | 8,957 | Hold |
| 18 | GOOG | ALPHABET INC | $2.1M | 0.86% | 6,030 | Hold |
| 19 | STIP | ISHARES TR | $2.1M | 0.84% | 20,570 | Hold |
| 20 | GDX | VANECK ETF TRUST | $2.0M | 0.80% | 26,520 | Hold |
| 21 | SMG | SCOTTS MIRACLE-GRO CO | $2.0M | 0.80% | 29,342 | Hold |
| 22 | SHW | SHERWIN WILLIAMS CO | $1.9M | 0.77% | 5,600 | Hold |
| 23 | GOOGL | ALPHABET INC | $1.8M | 0.74% | 5,171 | Hold |
| 24 | MSFT | MICROSOFT CORP | $1.7M | 0.70% | 4,677 | Trimmed |
| 25 | GBDC | GOLUB CAP BDC INC | $1.5M | 0.62% | 119,013 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR