§ 13F · FUND PROFILE
Tarbox Family Office, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $681M (13F)Positions · 114Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M 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 APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 314K | $205M | 33.3% | −1% |
| 2 | IJH | ISHARES TR | 832K | $56M | 9.1% | −17% |
| 3 | AVEM | AMERICAN CENTY ETF TR | 517K | $42M | 6.8% | −1% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 598K | $28M | 4.6% | −2% |
| 5 | IEFA | ISHARES TR | 292K | $26M | 4.3% | −2% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 296K | $25M | 4.1% | −1% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 222K | $25M | 4.0% | +1% |
| 8 | IWM | ISHARES TR | 87K | $22M | 3.5% | −3% |
| 9 | AVTM | AMERICAN CENTY ETF TR | 397K | $19M | 3.0% | NEW |
| 10 | VO | VANGUARD INDEX FDS | 50K | $14M | 2.3% | −5% |
§ 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 $681 million in assets. The fund runs a portfolio of 114 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