Independent Family Office, LLC
Independent Family Office, LLC reported 85 positions worth $248.9M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: SPY (13.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $34.5M | 13.86% | 46,203 | — | — | |
| ▸ 2 | IAU | SH | $28.4M | 11.40% | 375,916 | — | — | |
| ▸ 3 | IWD | SH | $20.9M | 8.39% | 86,163 | — | — | |
| ▸ 4 | VOO | SH | $19.1M | 7.67% | 27,796 | — | — | |
| ▸ 5 | PTC | SH | $12.7M | 5.10% | 111,808 | — | — | |
| ▸ 6 | GLD | SH | $10.2M | 4.09% | 27,650 | — | — | |
| ▸ 7 | IWM | SH | $9.9M | 3.98% | 33,011 | — | — | |
| ▸ 8 | VEA | SH | $8.6M | 3.44% | 120,355 | — | — | |
| ▸ 9 | INFL | SH | $7.9M | 3.18% | 158,665 | — | — | |
| ▸ 10 | IWN | SH | $7.6M | 3.06% | 34,436 | — | — |
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Frequently Asked Questions
What stocks does Independent Family Office, LLC hold as of Q2 2026?
Independent Family Office, LLC reported 85 positions worth $248.9M in its Q2 2026 13F filing. Largest positions: SPY (13.9%), IAU (11.4%), IWD (8.4%), VOO (7.7%) and PTC (5.1%).
What did Independent Family Office, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Independent Family Office, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.