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.
Tarbox Family Office, Inc. (CIK 1599603) reported $698.2M across 96 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($232.4M, 33.29%), IJH ($57.7M, 8.27%), AVEM ($48.9M, 7.00%), JCPB ($29.2M, 4.18%), AVUV ($27.8M, 3.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $232.4M | 33.29% | 310,326 | Trimmed |
| 2 | IJH | ISHARES TR | $57.7M | 8.27% | 748,612 | Trimmed |
| 3 | AVEM | AMERICAN CENTY ETF TR | $48.9M | 7.00% | 506,746 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $29.2M | 4.18% | 622,035 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $27.8M | 3.98% | 222,938 | Added |
| 6 | IEFA | ISHARES TR | $27.6M | 3.96% | 285,923 | Trimmed |
| 7 | AVDE | AMERICAN CENTY ETF TR | $26.4M | 3.78% | 295,495 | Trimmed |
| 8 | IWM | ISHARES TR | $25.8M | 3.69% | 85,850 | Trimmed |
| 9 | AVTM | AMERICAN CENTY ETF TR | $21.5M | 3.08% | 395,590 | Trimmed |
| 10 | AVMC | AMERICAN CENTY ETF TR | $19.3M | 2.76% | 240,067 | Added |
| 11 | VO | VANGUARD INDEX FDS | $16.2M | 2.32% | 200,702 | Added |
| 12 | IEMG | ISHARES INC | $13.7M | 1.96% | 164,779 | Trimmed |
| 13 | VV | VANGUARD INDEX FDS | $13.2M | 1.89% | 38,385 | Hold |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $12.4M | 1.77% | 206,982 | Trimmed |
| 15 | IJR | ISHARES TR | $11.6M | 1.66% | 78,162 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $11.2M | 1.60% | 157,159 | Trimmed |
| 17 | ABBV | ABBVIE INC | $11.0M | 1.57% | 43,624 | Hold |
| 18 | AVGO | BROADCOM INC | $8.1M | 1.16% | 21,494 | New |
| 19 | AAPL | APPLE INC | $6.6M | 0.95% | 22,846 | Trimmed |
| 20 | EFA | ISHARES TR | $4.9M | 0.70% | 47,265 | Trimmed |
| 21 | ABT | ABBOTT LABORATORIES | $4.7M | 0.67% | 51,501 | Hold |
| 22 | DE | DEERE & CO | $4.1M | 0.59% | 6,468 | Hold |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.54% | 5 | Hold |
| 24 | USB | US BANCORP | $3.0M | 0.42% | 48,913 | Hold |
| 25 | PPG | PPG INDS INC | $2.6M | 0.37% | 21,212 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30