Tarbox Family Office, Inc.

Est. AUM

$613.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$204.9M	313643	33.41%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$56.2M	832029	9.16%	SOLE
3	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$41.6M	516850	6.79%	SOLE
4	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$28.1M	597818	4.59%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$26.4M	292154	4.31%	SOLE
6	AMERICAN CENTY ETF TR	INTL EQT ETF	$25.1M	295783	4.09%	SOLE
7	AMERICAN CENTY ETF TR	US SML CP VALU	$24.5M	221869	4.00%	SOLE
8	ISHARES TR	RUSSELL 2000 ETF	$21.6M	87280	3.53%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS TOTAL EQ	$18.7M	397466	3.05%	SOLE
10	VANGUARD INDEX FDS	MID CAP ETF	$14.4M	50251	2.35%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$11.7M	167757	1.91%	SOLE
12	AMERICAN CENTY ETF TR	AVANTIS US MID C	$11.6M	160661	1.89%	SOLE
13	VANGUARD INDEX FDS	LARGE CAP ETF	$11.5M	38385	1.87%	SOLE
14	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$11.4M	210739	1.86%	SOLE
15	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.2M	159401	1.67%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$9.8M	78839	1.60%	SOLE
17	ABBVIE INC	COM	$9.5M	43624	1.55%	SOLE
18	APPLE INC	COM	$5.8M	22933	0.95%	SOLE
19	ABBOTT LABORATORIES	COM	$5.3M	51501	0.86%	SOLE
20	ISHARES TR	MSCI EAFE ETF	$4.7M	48883	0.77%	SOLE
21	DEERE & CO	COM	$3.6M	6468	0.59%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	0.59%	SOLE
23	US BANCORP	COM NEW	$2.5M	48913	0.41%	SOLE
24	PPG INDS INC	COM	$2.3M	21212	0.37%	SOLE
25	MICROSOFT CORP	COM	$2.2M	6035	0.36%	SOLE
26	ISHARES TR	RUS 1000 GRW ETF	$2.2M	5075	0.35%	SOLE
27	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.0M	41863	0.33%	SOLE
28	JOHNSON & JOHNSON	COM	$1.8M	7183	0.29%	SOLE
29	VANGUARD INDEX FDS	SMALL CP ETF	$1.5M	5906	0.25%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4687	0.25%	SOLE
31	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.5M	6988	0.25%	SOLE
32	ISHARES GOLD TR	ISHARES NEW	$1.3M	15077	0.22%	SOLE
33	CATERPILLAR INC	COM	$1.3M	1783	0.21%	SOLE
34	ISHARES TR	S&P 500 VAL ETF	$1.2M	5799	0.20%	SOLE
35	AMAZON COM INC	COM	$1.2M	5821	0.20%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	22464	0.19%	SOLE
37	ISHARES TR	MSCI USA QLT FCT	$1.1M	5924	0.19%	SOLE
38	EXXON MOBIL CORP	COM	$1.0M	5953	0.16%	SOLE
39	BOEING CO	COM	$961K	4826	0.16%	SOLE
40	ISHARES TR	S&P 500 GRWT ETF	$941K	8323	0.15%	SOLE
41	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$909K	23647	0.15%	SOLE
42	SPDR GOLD TR	GOLD SHS	$873K	2029	0.14%	SOLE
43	ALPHABET INC	CAP STK CL A	$867K	3014	0.14%	SOLE
44	PFIZER INC	COM	$769K	27390	0.13%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$724K	1510	0.12%	SOLE
46	COSTCO WHOLESALE CORPORATION	COM	$718K	721	0.12%	SOLE
47	MASTERCARD INCORPORATED	CL A	$691K	1383	0.11%	SOLE
48	PEPSICO INC	COM	$688K	4428	0.11%	SOLE
49	LOWES COS INC	COM	$684K	2893	0.11%	SOLE
50	HERSHEY CO	COM	$683K	3283	0.11%	SOLE

1–50 of 92

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.