§ 13F · FUND PROFILE
Independent Family Office, LLC.
AUM · $249M (13F)Positions · 85Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 46K | $35M | 13.9% | ±0% |
| 2 | IAU | ISHARES GOLD TR | 376K | $28M | 11.4% | +1% |
| 3 | IWD | ISHARES TR | 86K | $21M | 8.4% | +2% |
| 4 | VOO | VANGUARD INDEX FDS | 28K | $19M | 7.7% | +7% |
| 5 | PTC | PTC INC | 112K | $13M | 5.1% | −2% |
| 6 | GLD | SPDR GOLD TR | 28K | $10M | 4.1% | +2% |
| 7 | IWM | ISHARES TR | 33K | $10M | 4.0% | ±0% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 120K | $9M | 3.4% | +5% |
| 9 | INFL | LISTED FDS TR | 159K | $8M | 3.2% | +6% |
| 10 | IWN | ISHARES TR | 34K | $8M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INDEPENDENT SIGNAL
AC read
Independent Family Office, LLC is a Other fund managing $249 million in assets. The fund runs a portfolio of 85 positions.
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