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 $615.8M across 95 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($204.9M, 33.27%), IJH ($56.2M, 9.12%), AVEM ($41.6M, 6.76%), JCPB ($28.1M, 4.57%), IEFA ($26.4M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $204.9M | 33.27% | 313,643 | Trimmed |
| 2 | IJH | ISHARES TR | $56.2M | 9.12% | 832,029 | Trimmed |
| 3 | AVEM | AMERICAN CENTY ETF TR | $41.6M | 6.76% | 516,850 | Trimmed |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $28.1M | 4.57% | 597,818 | Trimmed |
| 5 | IEFA | ISHARES TR | $26.4M | 4.30% | 292,154 | Trimmed |
| 6 | AVDE | AMERICAN CENTY ETF TR | $25.1M | 4.08% | 295,783 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $24.5M | 3.98% | 221,869 | Added |
| 8 | IWM | ISHARES TR | $21.6M | 3.52% | 87,280 | Trimmed |
| 9 | AVSCX | AMERICAN CENTY ETF TR | $18.7M | 3.03% | 397,466 | New |
| 10 | VO | VANGUARD INDEX FDS | $14.4M | 2.34% | 50,251 | Trimmed |
| 11 | IEMG | ISHARES INC | $11.7M | 1.90% | 167,757 | Trimmed |
| 12 | AVMC | AMERICAN CENTY ETF TR | $11.6M | 1.88% | 160,661 | New |
| 13 | VV | VANGUARD INDEX FDS | $11.5M | 1.86% | 38,385 | Hold |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $11.4M | 1.85% | 210,739 | Trimmed |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $10.2M | 1.66% | 159,401 | Trimmed |
| 16 | IJR | ISHARES TR | $9.8M | 1.59% | 78,839 | Trimmed |
| 17 | ABBV | ABBVIE INC | $9.5M | 1.54% | 43,624 | Trimmed |
| 18 | AAPL | APPLE INC | $5.8M | 0.95% | 22,933 | Trimmed |
| 19 | ABT | ABBOTT LABORATORIES | $5.3M | 0.86% | 51,501 | Trimmed |
| 20 | EFA | ISHARES TR | $4.7M | 0.77% | 48,883 | Trimmed |
| 21 | DE | DEERE & CO | $3.6M | 0.59% | 6,468 | Trimmed |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 0.58% | 5 | Hold |
| 23 | USB | US BANCORP | $2.5M | 0.41% | 48,913 | Trimmed |
| 24 | PPG | PPG INDS INC | $2.3M | 0.37% | 21,212 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $2.2M | 0.36% | 6,035 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31