Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $34.5M | 13.9% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $28.4M | 11.4% |
| iShares TRRUS 1000 VAL ETF | RUS 1000 VAL ETF | $20.9M | 8.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $19.1M | 7.7% |
| Ptc Inc.COM | COM | $12.7M | 5.1% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $10.2M | 4.1% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $9.92M | 4.0% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $8.58M | 3.4% |
| Listed Fds TRHORI KI INFL ETF | HORI KI INFL ETF | $7.91M | 3.2% |
| iShares TRRUS 2000 VAL ETF | RUS 2000 VAL ETF | $7.62M | 3.1% |
| Toast Inc.CL A | CL A | $6.96M | 2.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $6.11M | 2.5% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $5.73M | 2.3% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $4.95M | 2.0% |
| Doubleline ETF TrustCOMMERCIAL REAL | COMMERCIAL REAL | $3.78M | 1.5% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $3.57M | 1.4% |
| Apple Inc.COM | COM | $2.59M | 1.0% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.13M | 0.9% |
| iShares TR0-5 YR TIPS ETF | 0-5 YR TIPS ETF | $2.1M | 0.8% |
| Vaneck ETF TrustGOLD MINERS ETF | GOLD MINERS ETF | $2M | 0.8% |
| Scotts Miracle-gro COCL A | CL A | $2M | 0.8% |
| Sherwin Williams COCOM | COM | $1.93M | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.85M | 0.7% |
| Microsoft Corp.COM | COM | $1.74M | 0.7% |
| Sprott Asset Management LPPHYSICAL GOLD TR | PHYSICAL GOLD TR | $1.55M | 0.6% |
| Golub Cap Bdc Inc.COM | COM | $1.53M | 0.6% |
| Berkshire Hathaway Inc. DelCL A | CL A | $1.5M | 0.6% |
| Vanguard World FDUTILITIES ETF | UTILITIES ETF | $1.46M | 0.6% |
| Vanguard BD Index FdsSHORT TRM BOND | SHORT TRM BOND | $1.44M | 0.6% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $1.42M | 0.6% |
| iShares TRUS OIL GS EX ETF | US OIL GS EX ETF | $1.4M | 0.6% |
| iShares TRSP SMCP600VL ETF | SP SMCP600VL ETF | $1.38M | 0.6% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $1.37M | 0.6% |
| Ssga Active ETF TRST STR REAL ETF | ST STR REAL ETF | $1.37M | 0.5% |
| Vanguard World FDCONSUM STP ETF | CONSUM STP ETF | $1.27M | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.25M | 0.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.24M | 0.5% |
| Invesco Exchange Traded FD TBUYBACK ACHIEV | BUYBACK ACHIEV | $1.19M | 0.5% |
| Thermo Fisher Scientific Inc.COM | COM | $1.13M | 0.5% |
| iShares Bitcoin Trust ETFSHS BEN INT | SHS BEN INT | $1.13M | 0.5% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $879K | 0.4% |
| Amazon Com Inc.COM | COM | $828K | 0.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $798K | 0.3% |
| Meta Platforms Inc.CL A | CL A | $794K | 0.3% |
| Nvidia CorporationCOM | COM | $764K | 0.3% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $699K | 0.3% |
| Costco Wholesale CorporationCOM | COM | $694K | 0.3% |
| Coeur Mng Inc.COM NEW | COM NEW | $681K | 0.3% |
| Agnico Eagle Mines LtdCOM | COM | $663K | 0.3% |
| American Express COCOM | COM | $653K | 0.3% |
State Str SPDR S&P 500 ETF TTR UNIT$34.5M
- Class
- TR UNIT
- Share
- 13.9%
iShares Gold TRISHARES NEW$28.4M
- Class
- ISHARES NEW
- Share
- 11.4%
iShares TRRUS 1000 VAL ETF$20.9M
- Class
- RUS 1000 VAL ETF
- Share
- 8.4%
Vanguard Index FdsS&P 500 ETF SHS$19.1M
- Class
- S&P 500 ETF SHS
- Share
- 7.7%
Ptc Inc.COM$12.7M
- Class
- COM
- Share
- 5.1%
SPDR Gold TRGOLD SHS$10.2M
- Class
- GOLD SHS
- Share
- 4.1%
iShares TRRUSSELL 2000 ETF$9.92M
- Class
- RUSSELL 2000 ETF
- Share
- 4.0%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$8.58M
- Class
- VAN FTSE DEV MKT
- Share
- 3.4%
Listed Fds TRHORI KI INFL ETF$7.91M
- Class
- HORI KI INFL ETF
- Share
- 3.2%
iShares TRRUS 2000 VAL ETF$7.62M
- Class
- RUS 2000 VAL ETF
- Share
- 3.1%
Toast Inc.CL A$6.96M
- Class
- CL A
- Share
- 2.8%
Berkshire Hathaway Inc. DelCL B NEW$6.11M
- Class
- CL B NEW
- Share
- 2.5%
Vanguard Specialized FundsDIV APP ETF$5.73M
- Class
- DIV APP ETF
- Share
- 2.3%
Taiwan Semiconductor ManufacSPONSORED ADS$4.95M
- Class
- SPONSORED ADS
- Share
- 2.0%
Doubleline ETF TrustCOMMERCIAL REAL$3.78M
- Class
- COMMERCIAL REAL
- Share
- 1.5%
iShares TRCORE S&P SCP ETF$3.57M
- Class
- CORE S&P SCP ETF
- Share
- 1.4%
Apple Inc.COM$2.59M
- Class
- COM
- Share
- 1.0%
Alphabet Inc.CAP STK CL C$2.13M
- Class
- CAP STK CL C
- Share
- 0.9%
iShares TR0-5 YR TIPS ETF$2.1M
- Class
- 0-5 YR TIPS ETF
- Share
- 0.8%
Vaneck ETF TrustGOLD MINERS ETF$2M
- Class
- GOLD MINERS ETF
- Share
- 0.8%
Scotts Miracle-gro COCL A$2M
- Class
- CL A
- Share
- 0.8%
Sherwin Williams COCOM$1.93M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL A$1.85M
- Class
- CAP STK CL A
- Share
- 0.7%
Microsoft Corp.COM$1.74M
- Class
- COM
- Share
- 0.7%
Sprott Asset Management LPPHYSICAL GOLD TR$1.55M
- Class
- PHYSICAL GOLD TR
- Share
- 0.6%
Golub Cap Bdc Inc.COM$1.53M
- Class
- COM
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL A$1.5M
- Class
- CL A
- Share
- 0.6%
Vanguard World FDUTILITIES ETF$1.46M
- Class
- UTILITIES ETF
- Share
- 0.6%
Vanguard BD Index FdsSHORT TRM BOND$1.44M
- Class
- SHORT TRM BOND
- Share
- 0.6%
iShares TRMSCI EMG MKT ETF$1.42M
- Class
- MSCI EMG MKT ETF
- Share
- 0.6%
iShares TRUS OIL GS EX ETF$1.4M
- Class
- US OIL GS EX ETF
- Share
- 0.6%
iShares TRSP SMCP600VL ETF$1.38M
- Class
- SP SMCP600VL ETF
- Share
- 0.6%
Vanguard Star FdsVG TL INTL STK F$1.37M
- Class
- VG TL INTL STK F
- Share
- 0.6%
Ssga Active ETF TRST STR REAL ETF$1.37M
- Class
- ST STR REAL ETF
- Share
- 0.5%
Vanguard World FDCONSUM STP ETF$1.27M
- Class
- CONSUM STP ETF
- Share
- 0.5%
iShares TRCORE S&P500 ETF$1.25M
- Class
- CORE S&P500 ETF
- Share
- 0.5%
iShares TRCORE S&P MCP ETF$1.24M
- Class
- CORE S&P MCP ETF
- Share
- 0.5%
Invesco Exchange Traded FD TBUYBACK ACHIEV$1.19M
- Class
- BUYBACK ACHIEV
- Share
- 0.5%
Thermo Fisher Scientific Inc.COM$1.13M
- Class
- COM
- Share
- 0.5%
iShares Bitcoin Trust ETFSHS BEN INT$1.13M
- Class
- SHS BEN INT
- Share
- 0.5%
iShares TR1 3 YR TREAS BD$879K
- Class
- 1 3 YR TREAS BD
- Share
- 0.4%
Amazon Com Inc.COM$828K
- Class
- COM
- Share
- 0.3%
Invesco Qqq TRUNIT SER 1$798K
- Class
- UNIT SER 1
- Share
- 0.3%
Meta Platforms Inc.CL A$794K
- Class
- CL A
- Share
- 0.3%
Nvidia CorporationCOM$764K
- Class
- COM
- Share
- 0.3%
iShares TRMSCI EAFE ETF$699K
- Class
- MSCI EAFE ETF
- Share
- 0.3%
Costco Wholesale CorporationCOM$694K
- Class
- COM
- Share
- 0.3%
Coeur Mng Inc.COM NEW$681K
- Class
- COM NEW
- Share
- 0.3%
Agnico Eagle Mines LtdCOM$663K
- Class
- COM
- Share
- 0.3%
American Express COCOM$653K
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 85 positions by value, with holdings of the same security combined. The 85 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1756485
- File number
- 028-19927
- Options
- 0 call, 0 put
- In the 25 largest
- 83.9%
- Prior quarter
- $243M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 12
Common questions
What are Independent Family Office’s 13F holdings worth?
$249 million across 85 positions for the quarter ended 30 June 2026.
What is Independent Family Office’s largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $34.5 million, or 13.9% of reported 13F value, as of 30 June 2026.
How concentrated is Independent Family Office’s 13F portfolio?
The ten largest positions accounted for 64.2% of reported value and the twenty-five largest for 83.9%, across 85 positions as of 30 June 2026.
Does Form 13F show everything Independent Family Office manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Independent Family Office file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.