§ 13F · FUND PROFILE
Independent Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $236M (13F)Positions · 79Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 374K | $33M | 13.6% | −3% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 46K | $30M | 12.4% | ±0% |
| 3 | IWD | ISHARES TR | 85K | $18M | 7.4% | −3% |
| 4 | PTC | PTC INC | 114K | $16M | 6.7% | −5% |
| 5 | VOO | VANGUARD INDEX FDS | 26K | $16M | 6.4% | +8% |
| 6 | GLD | SPDR GOLD TR | 27K | $12M | 4.8% | −9% |
| 7 | IWM | ISHARES TR | 33K | $8M | 3.4% | ±0% |
| 8 | INFL | LISTED FDS TR | 150K | $8M | 3.2% | −7% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 114K | $7M | 3.0% | +8% |
| 10 | TOST | TOAST INC | 250K | $7M | 2.7% | ±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 $236 million in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed