Independent Family Office, LLC Top Holdings and 13F Report (2025) About Independent Family Office, LLCInvestment ActivityIndependent Family Office, LLC has $215.70 million in total holdings as of June 30, 2025.Independent Family Office, LLC owns shares of 77 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 1.64% of the portfolio was sold this quarter.This quarter, Independent Family Office, LLC has purchased 70 new stocks and bought additional shares in 19 stocks.Independent Family Office, LLC sold shares of 17 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $29,429,431iShares Gold Trust $25,000,561PTC $21,220,914iShares Russell 1000 Value ETF $16,951,617Toast $12,040,236 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $1,378,994 Holding464287465 - iShares MSCI EAFE ETF $641,284 Holding532457108 - Eli Lilly and Company $389,765 Holding92204A504 - Vanguard Health Care ETF $335,259 Holding459200101 - International Business Machines $271,492 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 4,069 shares (about $2.37M)iShares 0-5 Year TIPS Bond ETF 13,400 shares (about $1.38M)Horizon Kinetics Inflation Beneficiaries ETF 29,530 shares (about $1.26M)MicroStrategy 3,100 shares (about $1.25M)Doubleline Commercial Real Estate ETF 20,150 shares (about $1.05M) Largest Sales this Quarter iShares Gold Trust 16,525 shares (about $1.03M)Toast 13,150 shares (about $582.41K)SPROTT PHYSICAL GOLD TR 17,075 shares (about $432.85K)Meta Platforms 300 shares (about $221.43K)Invesco QQQ 396 shares (about $218.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIndependent Family Office, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$29,429,4310.0%47,63213.6%FinanceIAUiShares Gold Trust$25,000,561$1,030,499 ▼-4.0%400,90711.6%FinancePTCPTC$21,220,914$108,241 ▼-0.5%125,4749.8%Computer and TechnologyIWDiShares Russell 1000 Value ETF$16,951,617$235,407 ▲1.4%87,2767.9%ETFTOSTToast$12,040,236$582,413 ▼-4.6%271,8505.6%Computer and TechnologyVOOVanguard S&P 500 ETF$10,773,825$2,367,484 ▲28.2%18,5175.0%ETFGLDSPDR Gold Shares$9,485,700$89,620 ▼-0.9%31,1184.4%FinanceIWMiShares Russell 2000 ETF$8,283,7470.0%38,3883.8%FinanceINFLHorizon Kinetics Inflation Beneficiaries ETF$5,762,994$1,261,667 ▲28.0%134,8862.7%ETFIWNiShares Russell 2000 Value ETF$5,408,802$110,432 ▼-2.0%34,2852.5%ETFVIGVanguard Dividend Appreciation ETF$5,218,471$102,335 ▼-1.9%25,4972.4%ETFVEAVanguard FTSE Developed Markets ETF$5,063,970$940,266 ▲22.8%88,8262.3%ETFBRK.BBerkshire Hathaway$4,480,742$797,148 ▲21.6%9,2242.1%FinanceDCMBDoubleline Commercial Real Estate ETF$2,998,251$1,048,449 ▲53.8%57,6231.4%ETFMSFTMicrosoft$2,371,153$202,446 ▲9.3%4,7671.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,999,898$388,013 ▲24.1%17,8490.9%ETFTIPiShares TIPS Bond ETF$1,973,6770.0%17,9360.9%ETFTSMTaiwan Semiconductor Manufacturing$1,967,0660.0%8,6850.9%Computer and TechnologySHWSherwin-Williams$1,942,388$8,584 ▲0.4%5,6570.9%Basic MaterialsSMGScotts Miracle-Gro$1,935,3980.0%29,3420.9%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$1,841,3740.0%29,6900.9%ETFMSTRMicroStrategy$1,657,343$1,253,113 ▲310.0%4,1000.8%Computer and TechnologyAAPLApple$1,612,021$314,526 ▲24.2%7,8570.7%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,611,659$229,844 ▲16.6%26,3300.7%SHS BEN INTBRK.ABerkshire Hathaway$1,457,6000.0%20.7%FinanceGDXVanEck Gold Miners ETF$1,394,9480.0%26,7950.6%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,378,994$1,378,994 ▲New Holding13,4000.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,344,533$138,538 ▼-9.3%16,2270.6%ManufacturingVPUVanguard Utilities ETF$1,315,000$264,765 ▲25.2%7,4500.6%ETFSPROTT PHYSICAL GOLD TR$1,300,861$432,851 ▼-25.0%51,3160.6%UNITVDCVanguard Consumer Staples ETF$1,235,1600.0%5,6400.6%ETFBSVVanguard Short-Term Bond ETF$1,234,960$89,167 ▲7.8%15,6920.6%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,178,123$226,818 ▲23.8%13,2970.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,173,9490.0%12,2580.5%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$1,152,284$78,107 ▼-6.3%39,6110.5%ETFVXUSVanguard Total International Stock ETF$1,089,8260.0%15,7740.5%ETFPKWInvesco BuyBack Achievers ETF$1,039,9700.0%8,4140.5%ETFGOOGAlphabet$1,011,123$202,225 ▼-16.7%5,7000.5%Computer and TechnologyIJSiShares S&P Small-Cap 600 Value ETF$1,002,8590.0%10,0800.5%ETFEEMiShares MSCI Emerging Markets ETF$997,9890.0%20,6880.5%FinanceIVViShares Core S&P 500 ETF$973,571$3,104 ▲0.3%1,5680.5%ETFTMOThermo Fisher Scientific$915,1230.0%2,2570.4%MedicalHGVHilton Grand Vacations$668,0100.0%16,0850.3%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$641,284$641,284 ▲New Holding7,1740.3%FinanceJPMJPMorgan Chase & Co.$637,802$150,753 ▲31.0%2,2000.3%FinanceAXPAmerican Express$616,2690.0%1,9320.3%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$602,8550.0%5,5000.3%FinanceTMUST-Mobile US$595,650$119,130 ▼-16.7%2,5000.3%Computer and TechnologyQQQInvesco QQQ$573,154$218,449 ▼-27.6%1,0390.3%FinanceCOSTCostco Wholesale$549,4170.0%5550.3%Retail/WholesaleGOOGLAlphabet$543,317$77,541 ▲16.6%3,0830.3%Computer and TechnologyAEMAgnico Eagle Mines$508,4260.0%4,2750.2%Basic MaterialsFLOTiShares Floating Rate Bond ETF$480,6080.0%9,4200.2%ETFSPROTT PHYSICAL GOLD & SILVE$455,7140.0%15,1400.2%TR UNITNEW GOLD INC CDA$416,3640.0%84,1140.2%COMORCLOracle$411,8990.0%1,8840.2%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$391,6610.0%10,3150.2%ETFLLYEli Lilly and Company$389,765$389,765 ▲New Holding5000.2%MedicalMETAMeta Platforms$341,736$221,427 ▼-39.3%4630.2%Computer and TechnologyVHTVanguard Health Care ETF$335,259$335,259 ▲New Holding1,3500.2%ETFADPAutomatic Data Processing$326,2870.0%1,0580.2%Computer and TechnologyNEMNewmont$325,8480.0%5,5930.2%Basic MaterialsITWIllinois Tool Works$314,2550.0%1,2710.1%IndustrialsAGGiShares Core U.S. Aggregate Bond ETF$300,7740.0%3,0320.1%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$289,177$1,236 ▼-0.4%2,3400.1%ETFEWCiShares MSCI Canada ETF$286,4400.0%6,2000.1%ETFIBMInternational Business Machines$271,492$271,492 ▲New Holding9210.1%Computer and TechnologyWMTWalmart$246,406$58,668 ▼-19.2%2,5200.1%Retail/WholesaleAMPAmeriprise Financial$228,4360.0%4280.1%FinanceTECKTeck Resources$222,0900.0%5,5000.1%Basic MaterialsJNJJohnson & Johnson$221,335$30,550 ▼-12.1%1,4490.1%MedicalTYTri Continental$221,2080.0%6,9870.1%FinancePEPPepsiCo$215,885$13,204 ▼-5.8%1,6350.1%Consumer StaplesUNHUnitedHealth Group$215,259$31,197 ▲16.9%6900.1%MedicalABBVAbbVie$214,762$214,762 ▲New Holding1,1570.1%MedicalPGRProgressive$207,6170.0%7780.1%FinanceAMZNAmazon.com$204,691$204,691 ▲New Holding9330.1%Retail/WholesaleShowing largest 100 holdings. 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