Independent Family Office, LLC
Q2 2026 13F filing
Updated 31 days ago85 disclosed positions worth $248.9M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STR SPDR S&P 500 ETF T | $34.5M | 46.2K | 13.86% | — |
| 2 | I IAU ISHARES GOLD TR | $28.4M | 375.9K | 11.40% | — |
| 3 | E ETHA ISHARES TR | $20.9M | 86.2K | 8.39% | — |
| 4 | V VGES VANGUARD INDEX FDS | $19.1M | 27.8K | 7.67% | — |
| 5 | P PAR PTC INC | $12.7M | 111.8K | 5.10% | — |
| 6 | G GLD SPDR GOLD TR | $10.2M | 27.6K | 4.09% | — |
| 7 | E ETHA ISHARES TR | $9.9M | 33.0K | 3.98% | — |
| 8 | V VGES VANGUARD TAX-MANAGED FDS | $8.6M | 120.4K | 3.44% | — |
| 9 | H HKHC LISTED FDS TR | $7.9M | 158.7K | 3.18% | — |
| 10 | E ETHA ISHARES TR | $7.6M | 34.4K | 3.06% | — |
| 11 | T TOST TOAST INC | $7M | 250.0K | 2.79% | — |
| 12 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $6.1M | 12.2K | 2.46% | — |
| 13 | B BX VANGUARD SPECIALIZED FUNDS | $5.7M | 24.2K | 2.30% | — |
| 14 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $5M | 10.4K | 1.99% | — |
| 15 | ? N/A DOUBLELINE ETF TRUST | $3.8M | 73.1K | 1.52% | — |
| 16 | E ETHA ISHARES TR | $3.6M | 24.1K | 1.44% | — |
| 17 | A AAPL APPLE INC | $2.6M | 9.0K | 1.04% | — |
| 18 | G GOOGN ALPHABET INC | $2.1M | 6.0K | 0.86% | — |
| 19 | E ETHA ISHARES TR | $2.1M | 20.6K | 0.84% | — |
| 20 | H HODL VANECK ETF TRUST | $2M | 26.5K | 0.80% | — |
| 21 | S SMG SCOTTS MIRACLE-GRO CO | $2M | 29.3K | 0.80% | — |
| 22 | S SHW SHERWIN WILLIAMS CO | $1.9M | 5.6K | 0.77% | — |
| 23 | G GOOGN ALPHABET INC | $1.8M | 5.2K | 0.74% | — |
| 24 | M MSFT MICROSOFT CORP | $1.7M | 4.7K | 0.70% | — |
| 25 | P PHYS SPROTT ASSET MANAGEMENT LP | $1.5M | 51.3K | 0.62% | — |
| 26 | G GBDC GOLUB CAP BDC INC | $1.5M | 119.0K | 0.62% | — |
| 27 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.5M | 2 | 0.60% | — |
| 28 | V VGES VANGUARD WORLD FD | $1.5M | 7.5K | 0.59% | — |
| 29 | V VGES VANGUARD BD INDEX FDS | $1.4M | 18.4K | 0.58% | — |
| 30 | E ETHA ISHARES TR | $1.4M | 20.7K | 0.57% | — |
| 31 | ? N/A ISHARES TR | $1.4M | 12.8K | 0.56% | — |
| 32 | E ETHA ISHARES TR | $1.4M | 10.1K | 0.55% | — |
| 33 | V VGES VANGUARD STAR FDS | $1.4M | 16.1K | 0.55% | — |
| 34 | S STT-PG SSGA ACTIVE ETF TR | $1.4M | 39.6K | 0.55% | — |
| 35 | V VGES VANGUARD WORLD FD | $1.3M | 5.6K | 0.51% | — |
| 36 | E ETHA ISHARES TR | $1.2M | 1.7K | 0.50% | — |
| 37 | E ETHA ISHARES TR | $1.2M | 16.0K | 0.50% | — |
| 38 | I IVZ INVESCO EXCHANGE TRADED FD T | $1.2M | 8.4K | 0.48% | — |
| 39 | T TMO THERMO FISHER SCIENTIFIC INC | $1.1M | 2.3K | 0.45% | — |
| 40 | I IBIT ISHARES BITCOIN TRUST ETF | $1.1M | 33.9K | 0.45% | — |
| 41 | B BLK ISHARES TR | $879K | 10.7K | 0.35% | — |
| 42 | A AMZN AMAZON COM INC | $828K | 3.5K | 0.33% | — |
| 43 | Q QQQ INVESCO QQQ TR | $798K | 1.1K | 0.32% | — |
| 44 | M META META PLATFORMS INC | $794K | 1.4K | 0.32% | — |
| 45 | N NVDA NVIDIA CORPORATION | $764K | 3.8K | 0.31% | — |
| 46 | E ETHA ISHARES TR | $699K | 6.7K | 0.28% | — |
| 47 | C COST COSTCO WHOLESALE CORPORATION | $694K | 742 | 0.28% | — |
| 48 | C CDE COEUR MNG INC | $681K | 41.7K | 0.27% | — |
| 49 | A AEM AGNICO EAGLE MINES LTD | $663K | 4.3K | 0.27% | — |
| 50 | A AXP AMERICAN EXPRESS CO | $653K | 1.9K | 0.26% | — |