Independent Family Office, LLC

Est. AUM

$243.0M

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 GOLD TR	ISHARES NEW	$32.9M	373645	13.56%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$30.1M	46213	12.37%	SOLE
3	ISHARES TR	RUS 1000 VAL ETF	$18.1M	84665	7.44%	SOLE
4	PTC INC	COM	$16.2M	113550	6.66%	SOLE
5	VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.6M	26031	6.40%	SOLE
6	SPDR GOLD TR	GOLD SHS	$11.7M	27167	4.81%	SOLE
7	ISHARES TR	RUSSELL 2000 ETF	$8.2M	33011	3.37%	SOLE
8	LISTED FDS TR	HORIZON KINETICS	$7.8M	149927	3.21%	SOLE
9	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.3M	114168	3.01%	SOLE
10	TOAST INC	CL A	$6.6M	250000	2.73%	SOLE
11	ISHARES TR	RUS 2000 VAL ETF	$6.5M	34403	2.68%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.9M	12215	2.41%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	24747	2.19%	SOLE
14	DOUBLELINE ETF TRUST	COMMERCIAL REAL	$3.8M	73058	1.56%	SOLE
15	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	10336	1.44%	SOLE
16	ISHARES TR	CORE S&P SCP ETF	$2.8M	22654	1.16%	SOLE
17	VANECK ETF TRUST	GOLD MINERS ETF	$2.4M	26520	1.00%	SOLE
18	APPLE INC	COM	$2.3M	8957	0.94%	SOLE
19	ISHARES TR	0-5 YR TIPS ETF	$2.1M	20570	0.88%	SOLE
20	ISHARES TR	TIPS BD ETF	$1.8M	16526	0.75%	SOLE
21	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$1.8M	51316	0.75%	SOLE
22	SHERWIN WILLIAMS CO	COM	$1.8M	5600	0.74%	SOLE
23	SCOTTS MIRACLE-GRO CO	CL A	$1.8M	29342	0.73%	SOLE
24	MICROSOFT CORP	COM	$1.8M	4740	0.72%	SOLE
25	ALPHABET INC	CAP STK CL C	$1.7M	6030	0.71%	SOLE
26	ISHARES TR	US OIL GS EX ETF	$1.6M	12754	0.66%	SOLE
27	GOLUB CAP BDC INC	COM	$1.5M	119013	0.62%	SOLE
28	ALPHABET INC	CAP STK CL A	$1.5M	5171	0.61%	SOLE
29	ISHARES TR	CORE S&P MCP ETF	$1.5M	21890	0.61%	SOLE
30	VANGUARD WORLD FD	UTILITIES ETF	$1.5M	7450	0.61%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.59%	SOLE
32	SSGA ACTIVE ETF TR	STATE STREET MUL	$1.4M	39611	0.59%	SOLE
33	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.3M	33850	0.54%	SOLE
34	VANGUARD WORLD FD	CONSUM STP ETF	$1.3M	5640	0.52%	SOLE
35	VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	15774	0.50%	SOLE
36	ISHARES TR	SP SMCP600VL ETF	$1.2M	10080	0.49%	SOLE
37	ISHARES TR	MSCI EMG MKT ETF	$1.2M	20688	0.48%	SOLE
38	ISHARES TR	1 3 YR TREAS BD	$1.1M	13754	0.47%	SOLE
39	THERMO FISHER SCIENTIFIC INC	COM	$1.1M	2257	0.46%	SOLE
40	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$1.1M	8414	0.45%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$1.0M	1568	0.42%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$1.0M	1024	0.42%	SOLE
43	AGNICO EAGLE MINES LTD	COM	$868K	4275	0.36%	SOLE
44	VANGUARD BD INDEX FDS	SHORT TRM BOND	$830K	10582	0.34%	SOLE
45	META PLATFORMS INC	CL A	$807K	1410	0.33%	SOLE
46	COEUR MNG INC	COM NEW	$783K	41712	0.32%	SOLE
47	AMAZON COM INC	COM	$723K	3472	0.30%	SOLE
48	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$722K	15140	0.30%	SOLE
49	NVIDIA CORPORATION	COM	$666K	3820	0.27%	SOLE
50	ISHARES TR	MSCI EAFE ETF	$653K	6728	0.27%	SOLE

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