§ 13F · FUND PROFILE
Tarbox Family Office, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $664.9T (13F)Positions · 116Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$332.3B 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 JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 316K | $216.2T | 34.8% | −10% |
| 2 | IJH | ISHARES TR | 1000K | $66.0T | 10.6% | −8% |
| 3 | AVEM | AMERICAN CENTY ETF TR | 523K | $40.3T | 6.5% | +1% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 608K | $28.8T | 4.6% | +4% |
| 5 | IEFA | ISHARES TR | 299K | $26.7T | 4.3% | −19% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 300K | $24.7T | 4.0% | +1% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 219K | $22.3T | 3.6% | +5% |
| 8 | IWM | ISHARES TR | 90K | $22.2T | 3.6% | −10% |
| 9 | VO | VANGUARD INDEX FDS | 53K | $15.4T | 2.5% | −16% |
| 10 | VV | VANGUARD INDEX FDS | 38K | $12.1T | 1.9% | −30% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TARBOX SIGNAL
AC read
Tarbox Family Office, Inc. is a Other fund managing $664895.2 trillion in assets. The fund runs a portfolio of 116 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