Independent Family Office, LLC Top Holdings and 13F Report (2025) About Independent Family Office, LLCInvestment ActivityIndependent Family Office, LLC has $190.14 million in total holdings as of March 31, 2025.Independent Family Office, LLC owns shares of 70 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.20% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Independent Family Office, LLC has purchased 71 new stocks and bought additional shares in 9 stocks.Independent Family Office, LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $26,644,864iShares Gold Trust $24,611,791PTC $19,541,364iShares Russell 1000 Value ETF $16,193,802Toast $9,453,450 Largest New Holdings this Quarter 743315103 - Progressive $220,182 Holding Largest Purchases this Quarter Horizon Kinetics Inflation Beneficiaries ETF 18,055 shares (about $733.94K)Doubleline Commercial Real Estate ETF 10,725 shares (about $556.31K)ISHARES BITCOIN TRUST ETF 7,750 shares (about $362.78K)Progressive 778 shares (about $220.18K)iShares Russell 1000 Value ETF 788 shares (about $148.27K) Largest Sales this Quarter PTC 5,095 shares (about $789.47K)iShares U.S. Oil & Gas Exploration & Production ETF 6,319 shares (about $597.66K)iShares 7-10 Year Treasury Bond ETF 4,357 shares (about $415.53K)iShares 1-3 Year Treasury Bond ETF 3,275 shares (about $270.93K)iShares TIPS Bond ETF 2,413 shares (about $268.06K) 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$26,644,864$45,870 ▲0.2%47,63214.0%FinanceIAUiShares Gold Trust$24,611,791$113,498 ▼-0.5%417,43212.9%FinancePTCPTC$19,541,364$789,470 ▼-3.9%126,11410.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$16,193,802$148,270 ▲0.9%86,0648.5%ETFTOSTToast$9,453,4500.0%285,0005.0%Computer and TechnologyGLDSPDR Gold Shares$9,051,054$21,034 ▼-0.2%31,4124.8%FinanceIWMiShares Russell 2000 ETF$7,658,022$4,588 ▼-0.1%38,3884.0%FinanceVOOVanguard S&P 500 ETF$7,424,972$47,280 ▼-0.6%14,4483.9%ETFIWNiShares Russell 2000 Value ETF$5,282,0350.0%34,9852.8%ETFVIGVanguard Dividend Appreciation ETF$5,043,158$58,197 ▼-1.1%25,9972.7%ETFINFLHorizon Kinetics Inflation Beneficiaries ETF$4,282,721$733,936 ▲20.7%105,3562.3%ETFBRK.BBerkshire Hathaway$4,038,554$23,966 ▼-0.6%7,5832.1%FinanceVEAVanguard FTSE Developed Markets ETF$3,676,686$53,371 ▲1.5%72,3331.9%ETFTIPiShares TIPS Bond ETF$1,992,510$268,060 ▼-11.9%17,9361.0%ETFSHWSherwin-Williams$1,966,6380.0%5,6321.0%Basic MaterialsDCMBDoubleline Commercial Real Estate ETF$1,943,725$556,306 ▲40.1%37,4731.0%ETFIJHiShares Core S&P Mid-Cap ETF$1,732,4120.0%29,6900.9%ETFSPROTT PHYSICAL GOLD TR$1,645,4870.0%68,3910.9%UNITMSFTMicrosoft$1,636,7000.0%4,3600.9%Computer and TechnologySMGScotts Miracle-Gro$1,610,5820.0%29,3420.8%Basic MaterialsBRK.ABerkshire Hathaway$1,596,8830.0%20.8%FinanceIJRiShares Core S&P Small-Cap ETF$1,529,441$59,855 ▲4.1%14,3860.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,480,748$270,934 ▼-15.5%17,8990.8%ManufacturingTSMTaiwan Semiconductor Manufacturing$1,441,7100.0%8,6850.8%Computer and TechnologyAAPLApple$1,404,7500.0%6,3240.7%Computer and TechnologyVDCVanguard Consumer Staples ETF$1,234,1450.0%5,6400.6%ETFGDXVanEck Gold Miners ETF$1,231,766$10,343 ▼-0.8%26,7950.6%ETFRLYSPDR SSgA Multi-Asset Real Return ETF$1,207,1280.0%42,2960.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,169,045$415,527 ▼-26.2%12,2580.6%ETFBSVVanguard Short-Term Bond ETF$1,139,679$32,878 ▼-2.8%14,5590.6%ETFTMOThermo Fisher Scientific$1,123,0830.0%2,2570.6%MedicalGOOGAlphabet$1,068,6130.0%6,8400.6%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,056,736$362,778 ▲52.3%22,5750.6%SHS BEN INTVPUVanguard Utilities ETF$1,016,3200.0%5,9500.5%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$1,015,515$597,657 ▼-37.0%10,7370.5%ETFIJSiShares S&P Small-Cap 600 Value ETF$982,5980.0%10,0800.5%ETFVXUSVanguard Total International Stock ETF$979,5650.0%15,7740.5%ETFPKWInvesco BuyBack Achievers ETF$947,9630.0%8,4140.5%ETFEEMiShares MSCI Emerging Markets ETF$904,066$221,384 ▼-19.7%20,6880.5%FinanceIVViShares Core S&P 500 ETF$878,250$72,485 ▲9.0%1,5630.5%ETFTMUST-Mobile US$800,1300.0%3,0000.4%Computer and TechnologyQQQInvesco QQQ$672,9000.0%1,4350.4%FinanceHGVHilton Grand Vacations$601,7400.0%16,0850.3%Consumer DiscretionaryLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$597,7950.0%5,5000.3%FinanceCOSTCostco Wholesale$524,908$14,187 ▼-2.6%5550.3%Retail/WholesaleAXPAmerican Express$519,8050.0%1,9320.3%FinanceFLOTiShares Floating Rate Bond ETF$480,8910.0%9,4200.3%ETFAEMAgnico Eagle Mines$463,4530.0%4,2750.2%Basic MaterialsMETAMeta Platforms$439,7630.0%7630.2%Computer and TechnologySPROTT PHYSICAL GOLD & SILVE$430,1270.0%15,1400.2%TR UNITJPMJPMorgan Chase & Co.$412,1040.0%1,6800.2%FinanceGOOGLAlphabet$408,714$27,835 ▲7.3%2,6430.2%Computer and TechnologyGCOWPacer Global Cash Cows Dividend ETF$381,4490.0%10,3150.2%ETFADPAutomatic Data Processing$323,2510.0%1,0580.2%Business ServicesITWIllinois Tool Works$315,2210.0%1,2710.2%IndustrialsNEW GOLD INC CDA$312,0630.0%84,1140.2%COMUNHUnitedHealth Group$309,012$34,044 ▼-9.9%5900.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$299,9250.0%3,0320.2%FinanceMSTRStrategy$288,2700.0%1,0000.2%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$281,3660.0%2,3500.1%ETFWMTWalmart$273,9050.0%3,1200.1%Retail/WholesaleJNJJohnson & Johnson$273,470$78,111 ▼-22.2%1,6490.1%MedicalNEMNewmont$270,0300.0%5,5930.1%Basic MaterialsORCLOracle$263,4020.0%1,8840.1%Computer and TechnologyPEPPepsiCo$260,1460.0%1,7350.1%Consumer StaplesEWCiShares MSCI Canada ETF$252,6500.0%6,2000.1%ETFPGRProgressive$220,182$220,182 ▲New Holding7780.1%FinanceTYTri-Continental$214,2910.0%6,9870.1%FinanceAMPAmeriprise Financial$207,1990.0%4280.1%FinanceTECKTeck Resources$200,3650.0%5,5000.1%Basic MaterialsWOODiShares Global Timber & Forestry ETF$0$381,700 ▼-100.0%00.0%ETFAMZNAmazon.com$0$204,691 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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