Independent Family Office, LLC
CIK: 0001756485SEC EDGAR →
Portfolio Value
$239.5M
Holdings
79
As of
Q4 2025
New Positions
79
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 46,220 | $31.5M | 13.16% |
| 2 | ISHARES GOLD TR | 386,883 | $31.4M | 13.11% |
| 3 | PTC INC | 119,000 | $20.7M | 8.66% |
| 4 | ISHARES TR | 86,911 | $18.3M | 7.63% |
| 5 | VANGUARD INDEX FDS | 24,071 | $15.1M | 6.30% |
| 6 | SPDR GOLD TR | 29,808 | $11.8M | 4.93% |
| 7 | TOAST INC | 250,000 | $8.9M | 3.71% |
| 8 | ISHARES TR | 33,011 | $8.1M | 3.39% |
| 9 | LISTED FDS TR | 161,294 | $7.2M | 2.99% |
| 10 | VANGUARD TAX-MANAGED FDS | 106,190 | $6.6M | 2.77% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 40 | $132.1M | 55.2% |
| Unknown | 11 | $55.7M | 23.2% |
| Technology | 6 | $37.0M | 15.4% |
| Basic Materials | 5 | $5.6M | 2.3% |
| Communication Services | 4 | $3.6M | 1.5% |
| Healthcare | 4 | $2.4M | 1.0% |
| Consumer Defensive | 4 | $1.3M | 0.6% |
| Consumer Cyclical | 2 | $867K | 0.4% |
| Industrials | 3 | $833K | 0.3% |