Independent Family Office, LLC: 13F holdings
CIK 17564852026Q2
| Positions | 85 |
|---|
| Reported value | $248.9m |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 85 (-5 vs prior quarter) |
|---|
| Reported value | $248.9m (+2.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 46,203 | $34.5m | 13.9% |
| IAU ISHARES GOLD TR | 375,916 | $28.4m | 11.4% |
| IWD ISHARES TR | 86,163 | $20.9m | 8.4% |
| VOO VANGUARD INDEX FDS | 27,796 | $19.1m | 7.7% |
| PTC PTC INC | 111,808 | $12.7m | 5.1% |
| GLD SPDR GOLD TR | 27,650 | $10.2m | 4.1% |
| IWM ISHARES TR | 33,011 | $9.9m | 4.0% |
| VEA VANGUARD TAX-MANAGED FDS | 120,355 | $8.6m | 3.4% |
| INFL LISTED FDS TR | 158,665 | $7.9m | 3.2% |
| IWN ISHARES TR | 34,436 | $7.6m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1756485")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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