§ 13F · FUND PROFILE
Independent Family Office, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $215.7T (13F)Positions · 77Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$533.7B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 46K | $31.5T | 13.2% | ±0% |
| 2 | IAU | ISHARES GOLD TR | 387K | $31.4T | 13.1% | −1% |
| 3 | PTC | PTC INC | 119K | $20.7T | 8.7% | −2% |
| 4 | IWD | ISHARES TR | 87K | $18.3T | 7.6% | ±0% |
| 5 | VOO | VANGUARD INDEX FDS | 24K | $15.1T | 6.3% | +2% |
| 6 | GLD | SPDR GOLD TR | 30K | $11.8T | 4.9% | ±0% |
| 7 | TOST | TOAST INC | 250K | $8.9T | 3.7% | −7% |
| 8 | IWM | ISHARES TR | 33K | $8.1T | 3.4% | ±0% |
| 9 | INFL | LISTED FDS TR | 161K | $7.2T | 3.0% | +1% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 106K | $6.6T | 2.8% | +1% |
§ 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 $215699.3 trillion in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed