Independent Family Office, LLC Top Holdings and 13F Report (2026)

About Independent Family Office, LLC

Investment Activity

Independent Family Office, LLC has $243.00 million in total holdings as of March 31, 2026.
Independent Family Office, LLC owns shares of 90 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 5.16% of the portfolio was purchased this quarter.
About 2.40% of the portfolio was sold this quarter.
This quarter, Independent Family Office, LLC has purchased 79 new stocks and bought additional shares in 18 stocks.
Independent Family Office, LLC sold shares of 14 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

iShares Gold Trust: $32,940,543
SPDR S&P 500 ETF Trust: $30,054,162
iShares Russell 1000 Value ETF: $18,090,371
PTC: $16,179,740
Vanguard S&P 500 ETF: $15,554,824

Largest New Holdings this Quarter

38173M102 - Golub Capital BDC: $1,506,705 Holding
192108504 - Coeur Mining: $782,934 Holding
67066G104 - NVIDIA: $666,208 Holding
29084Q100 - EMCOR Group: $495,406 Holding
040413205 - ARISTA NETWORKS INC: $460,548 Holding

Largest Purchases this Quarter

Golub Capital BDC: 119,013 shares (about $1.51M)
Vanguard S&P 500 ETF: 1,960 shares (about $1.17M)
Coeur Mining: 41,712 shares (about $782.93K)
NVIDIA: 3,820 shares (about $666.21K)
Taiwan Semiconductor Manufacturing: 1,651 shares (about $557.96K)

Largest Sales this Quarter

iShares Gold Trust: 13,238 shares (about $1.17M)
SPDR Gold Shares: 2,641 shares (about $1.14M)
PTC: 5,450 shares (about $776.57K)
Horizon Kinetics Inflation Beneficiaries ETF: 11,367 shares (about $591.77K)
iShares Russell 1000 Value ETF: 2,246 shares (about $479.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IAU iShares Gold Trust	$32,940,543	$1,167,062 â–¼	-3.4%	373,645	13.6%	Finance
SPY SPDR S&P 500 ETF Trust	$30,054,162	$4,552 â–¼	0.0%	46,213	12.4%	Finance
IWD iShares Russell 1000 Value ETF	$18,090,371	$479,903 â–¼	-2.6%	84,665	7.4%	ETF
PTC PTC	$16,179,740	$776,571 â–¼	-4.6%	113,550	6.7%	Computer and Technology
VOO Vanguard S&P 500 ETF	$15,554,824	$1,171,198 â–²	8.1%	26,031	6.4%	ETF
GLD SPDR Gold Shares	$11,689,688	$1,136,396 â–¼	-8.9%	27,167	4.8%	Finance
IWM iShares Russell 2000 ETF	$8,186,728		0.0%	33,011	3.4%	Finance
INFL Horizon Kinetics Inflation Beneficiaries ETF	$7,805,200	$591,766 â–¼	-7.0%	149,927	3.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$7,315,885	$511,230 â–²	7.5%	114,168	3.0%	ETF
TOST Toast	$6,627,500		0.0%	250,000	2.7%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$6,522,465	$36,780 â–¼	-0.6%	34,403	2.7%	ETF
BRK.B Berkshire Hathaway	$5,853,428	$434,634 â–²	8.0%	12,215	2.4%	Finance
VIG Vanguard Dividend Appreciation ETF	$5,322,090		0.0%	24,747	2.2%	ETF
DCMB Doubleline Commercial Real Estate ETF	$3,796,094	$201,345 â–²	5.6%	73,058	1.6%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,493,051	$557,955 â–²	19.0%	10,336	1.4%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,816,119	$172,418 â–²	6.5%	22,654	1.2%	ETF
GDX VanEck Gold Miners ETF	$2,433,740	$25,237 â–¼	-1.0%	26,520	1.0%	ETF
AAPL Apple	$2,273,197	$336,018 â–²	17.3%	8,957	0.9%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$2,127,555	$51,715 â–²	2.5%	20,570	0.9%	ETF
TIP iShares TIPS Bond ETF	$1,823,809		0.0%	16,526	0.8%	ETF
SPROTT ASSET MANAGEMENT LP	$1,818,639		0.0%	51,316	0.7%	PHYSICAL GOLD TR
SHW Sherwin-Williams	$1,795,080	$17,951 â–¼	-1.0%	5,600	0.7%	Basic Materials
SMG Scotts Miracle-Gro	$1,784,287		0.0%	29,342	0.7%	Consumer Staples
MSFT Microsoft	$1,754,606	$9,995 â–¼	-0.6%	4,740	0.7%	Computer and Technology
GOOG Alphabet	$1,729,766	$172,116 â–²	11.0%	6,030	0.7%	Computer and Technology
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$1,592,987		0.0%	12,754	0.7%	ETF
GBDC Golub Capital BDC	$1,506,705	$1,506,705 â–²	New Holding	119,013	0.6%	Finance
GOOGL Alphabet	$1,486,973	$479,075 â–²	47.5%	5,171	0.6%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,478,232		0.0%	21,890	0.6%	ETF
VPU Vanguard Utilities ETF	$1,476,143		0.0%	7,450	0.6%	ETF
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.6%	Finance
RLY SPDR SSgA Multi-Asset Real Return ETF	$1,431,938		0.0%	39,611	0.6%	ETF
ISHARES BITCOIN TRUST ETF	$1,300,517	$38,420 â–²	3.0%	33,850	0.5%	SHS BEN INT
VDC Vanguard Consumer Staples ETF	$1,266,688		0.0%	5,640	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$1,216,333		0.0%	15,774	0.5%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,193,976		0.0%	10,080	0.5%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,174,872		0.0%	20,688	0.5%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$1,135,631	$18,495 â–¼	-1.6%	13,754	0.5%	Manufacturing
TMO Thermo Fisher Scientific	$1,109,383		0.0%	2,257	0.5%	Medical
PKW Invesco BuyBack Achievers ETF	$1,104,331		0.0%	8,414	0.5%	ETF
IVV iShares Core S&P 500 ETF	$1,024,233		0.0%	1,568	0.4%	ETF
COST Costco Wholesale	$1,020,344	$385,618 â–²	60.8%	1,024	0.4%	Retail/Wholesale
AEM Agnico Eagle Mines	$867,740		0.0%	4,275	0.4%	Basic Materials
BSV Vanguard Short-Term Bond ETF	$829,735	$268,554 â–¼	-24.5%	10,582	0.3%	ETF
META Meta Platforms	$806,703	$469,146 â–²	139.0%	1,410	0.3%	Computer and Technology
CDE Coeur Mining	$782,934	$782,934 â–²	New Holding	41,712	0.3%	Basic Materials
AMZN Amazon.com	$723,113	$451,321 â–²	166.1%	3,472	0.3%	Retail/Wholesale
SPROTT ASSET MANAGEMENT LP	$722,481		0.0%	15,140	0.3%	PHYSICAL GOLD AN
NVDA NVIDIA	$666,208	$666,208 â–²	New Holding	3,820	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$653,491	$43,320 â–¼	-6.2%	6,728	0.3%	Finance
MNST Monster Beverage	$624,315	$358,604 â–²	135.0%	8,616	0.3%	Consumer Staples
NEM Newmont	$605,442		0.0%	5,593	0.2%	Basic Materials
QQQ Invesco QQQ	$599,690		0.0%	1,039	0.2%	Finance
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$599,445		0.0%	5,500	0.2%	Finance
JPM JPMorgan Chase & Co.	$595,674	$51,478 â–¼	-8.0%	2,025	0.2%	Finance
AXP American Express	$584,391		0.0%	1,932	0.2%	Finance
MSTR Strategy	$511,680		0.0%	4,100	0.2%	Computer and Technology
LLY Eli Lilly and Company	$505,874	$45,989 â–²	10.0%	550	0.2%	Medical
EME EMCOR Group	$495,406	$495,406 â–²	New Holding	671	0.2%	Construction
HGV Hilton Grand Vacations	$494,946		0.0%	12,652	0.2%	Consumer Discretionary
PGR Progressive	$493,221	$273,373 â–²	124.3%	2,488	0.2%	Finance
FLOT iShares Floating Rate Bond ETF	$479,949		0.0%	9,420	0.2%	ETF
GCOW Pacer Global Cash Cows Dividend ETF	$476,966		0.0%	10,315	0.2%	ETF
TMUS T-Mobile US	$476,348		0.0%	2,268	0.2%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$474,241		0.0%	4,969	0.2%	ETF
ARISTA NETWORKS INC	$460,548	$460,548 â–²	New Holding	3,751	0.2%	COM SHS
JNJ Johnson & Johnson	$415,304	$61,110 â–²	17.3%	1,699	0.2%	Medical
ISRG Intuitive Surgical	$376,168	$376,168 â–²	New Holding	816	0.2%	Medical
VHT Vanguard Health Care ETF	$367,646		0.0%	1,350	0.2%	ETF
EWC iShares MSCI Canada ETF	$339,698		0.0%	6,200	0.1%	ETF
ITW Illinois Tool Works	$330,829		0.0%	1,271	0.1%	Industrials
WALMART INC	$313,186		0.0%	2,520	0.1%	COM
IJJ iShares S&P Mid-Cap 400 Value ETF	$310,050		0.0%	2,340	0.1%	ETF
SNPS Synopsys	$308,858	$308,858 â–²	New Holding	779	0.1%	Computer and Technology
CMG Chipotle Mexican Grill	$299,294	$299,294 â–²	New Holding	9,350	0.1%	Retail/Wholesale
V Visa	$287,732	$287,732 â–²	New Holding	952	0.1%	Business Services
PRIMORIS SVCS CORP	$286,080		0.0%	2,000	0.1%	COM
TECK Teck Resources	$284,625		0.0%	5,500	0.1%	Basic Materials
ORCL Oracle	$277,155		0.0%	1,884	0.1%	Computer and Technology
NVO Novo Nordisk A/S	$272,869	$272,869 â–²	New Holding	7,425	0.1%	Medical
PEP PepsiCo	$253,899		0.0%	1,635	0.1%	Consumer Staples
ABBV AbbVie	$251,636		0.0%	1,157	0.1%	Medical
TSCO Tractor Supply	$242,672	$242,672 â–²	New Holding	5,357	0.1%	Retail/Wholesale
MA Mastercard	$233,341	$233,341 â–²	New Holding	467	0.1%	Business Services
TY Tri Continental	$220,719		0.0%	6,987	0.1%	Finance
ADP Automatic Data Processing	$214,964		0.0%	1,058	0.1%	Computer and Technology
BKNG Booking	$214,726	$214,726 â–²	New Holding	51	0.1%	Retail/Wholesale
XOM ExxonMobil	$208,342	$208,342 â–²	New Holding	1,228	0.1%	Energy
PNC The PNC Financial Services Group	$208,090		0.0%	1,000	0.1%	Finance
IWR iShares Russell Mid-Cap ETF	$204,183		0.0%	2,100	0.1%	ETF
NEW GOLD INC CDA	$0	$732,633 â–¼	-100.0%	0	0.0%	COM
AGG iShares Core U.S. Aggregate Bond ETF	$0	$267,878 â–¼	-100.0%	0	0.0%	Finance
AMP Ameriprise Financial	$0	$209,866 â–¼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Independent Family Office, LLC Top Holdings and 13F Report (2026)

About Independent Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Independent Family Office, LLC Top Holdings and 13F Report (2026)

About Independent Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Family Office, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools