§ 13F · FUND PROFILE
Tarbox Family Office, Inc..
AUM · $698M (13F)Positions · 96Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 310K | $232M | 33.3% | −1% |
| 2 | IJH | ISHARES TR | 749K | $58M | 8.3% | −10% |
| 3 | AVEM | AMERICAN CENTY ETF TR | 507K | $49M | 7.0% | −2% |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | 622K | $29M | 4.2% | +4% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 223K | $28M | 4.0% | ±0% |
| 6 | IEFA | ISHARES TR | 286K | $28M | 4.0% | −2% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 295K | $26M | 3.8% | ±0% |
| 8 | IWM | ISHARES TR | 86K | $26M | 3.7% | −2% |
| 9 | AVTM | AMERICAN CENTY ETF TR | 396K | $22M | 3.1% | ±0% |
| 10 | AVMC | AMERICAN CENTY ETF TR | 240K | $19M | 2.8% | +49% |
§ 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 $698 million in assets. The fund runs a portfolio of 96 positions.
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