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Independent Family Office, LLC 13F holdings

Filed 2026-08-11 · Independent Family Office, LLC · 85 positions · $248.9M

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TickerCompanySharesValue% of portfolio
SPYSTATE STR SPDR S&P 500 ETF T46.2K$34.5M13.9%
IAUISHARES GOLD TR375.9K$28.4M11.4%
IWDISHARES TR86.2K$20.9M8.4%
VOOVANGUARD INDEX FDS27.8K$19.1M7.7%
PTCPTC INC111.8K$12.7M5.1%
GLDSPDR GOLD TR27.6K$10.2M4.1%
IWMISHARES TR33.0K$9.9M4.0%
VEAVANGUARD TAX-MANAGED FDS120.4K$8.6M3.4%
INFLLISTED FDS TR158.7K$7.9M3.2%
IWNISHARES TR34.4K$7.6M3.1%
TOSTTOAST INC250.0K$7.0M2.8%
BRK-BBERKSHIRE HATHAWAY INC DEL12.2K$6.1M2.5%
VIGVANGUARD SPECIALIZED FUNDS24.2K$5.7M2.3%
TSMTAIWAN SEMICONDUCTOR MANUFAC10.4K$5.0M2.0%
DCREDOUBLELINE ETF TRUST73.1K$3.8M1.5%
IJRISHARES TR24.1K$3.6M1.4%
AAPLAPPLE INC9.0K$2.6M1.0%
GOOGALPHABET INC6.0K$2.1M0.9%
STIPISHARES TR20.6K$2.1M0.8%
GDXVANECK ETF TRUST26.5K$2.0M0.8%
SMGSCOTTS MIRACLE-GRO CO29.3K$2.0M0.8%
SHWSHERWIN WILLIAMS CO5.6K$1.9M0.8%
GOOGLALPHABET INC5.2K$1.8M0.7%
MSFTMICROSOFT CORP4.7K$1.7M0.7%
PHYSSPROTT ASSET MANAGEMENT LP51.3K$1.5M0.6%
GBDCGOLUB CAP BDC INC119.0K$1.5M0.6%
BRK-BBERKSHIRE HATHAWAY INC DEL2$1.5M0.6%
VPUVANGUARD WORLD FD7.5K$1.5M0.6%
BSVVANGUARD BD INDEX FDS18.4K$1.4M0.6%
EEMISHARES TR20.7K$1.4M0.6%
IEOISHARES TR12.8K$1.4M0.6%
IJSISHARES TR10.1K$1.4M0.6%
VXUSVANGUARD STAR FDS16.1K$1.4M0.6%
RLYSSGA ACTIVE ETF TR39.6K$1.4M0.5%
VDCVANGUARD WORLD FD5.6K$1.3M0.5%
IVVISHARES TR1.7K$1.2M0.5%
IJHISHARES TR16.0K$1.2M0.5%
PKWINVESCO EXCHANGE TRADED FD T8.4K$1.2M0.5%
TMOTHERMO FISHER SCIENTIFIC INC2.3K$1.1M0.5%
IBITISHARES BITCOIN TRUST ETF33.9K$1.1M0.5%
SHYISHARES TR10.7K$879,1980.4%
AMZNAMAZON COM INC3.5K$827,5160.3%
QQQINVESCO QQQ TR1.1K$797,5210.3%
METAMETA PLATFORMS INC1.4K$794,2390.3%
NVDANVIDIA CORPORATION3.8K$764,3440.3%
EFAISHARES TR6.7K$698,9050.3%
COSTCOSTCO WHOLESALE CORPORATION742$694,1190.3%
CDECOEUR MNG INC41.7K$680,7400.3%
AEMAGNICO EAGLE MINES LTD4.3K$663,1810.3%
AXPAMERICAN EXPRESS CO1.9K$653,4990.3%
MNSTMONSTER BEVERAGE CORP NEW6.4K$610,8430.2%
CEFSPROTT ASSET MANAGEMENT LP15.1K$609,0820.2%
MODMODINE MFG CO2.0K$534,0400.2%
JPMJPMORGAN CHASE & CO1.6K$523,7280.2%
NEMNEWMONT CORP5.6K$522,3860.2%
ANETARISTA NETWORKS INC2.8K$483,8180.2%
FLOTISHARES TR9.4K$480,8910.2%
PGRPROGRESSIVE CORP2.2K$471,6340.2%
GCOWPACER FDS TR10.3K$446,6400.2%
JNJJOHNSON & JOHNSON1.7K$431,4950.2%
Top Fund Holdings
13F
Top Fund Holdings

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