Independent Family Office, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Independent Family Office, LLC 13F Holdings
CIK 0001756485 · ALBANY, NY
As of Sep 30, 2025, Independent Family Office, LLC reported
79 positions worth $236.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 46,220 | $30.8M | 13.03% |
| ISHARES GOLD TRUST | IAU | — | 392,114 | $28.5M | 12.07% |
| PTC INC | PTC | Technology | 121,934 | $24.8M | 10.47% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 86,911 |
|
7.7M7.49% |
| VANGUARD 500 INDEX FUND | VOO | — | 23,655 |
4.5M | 6.13% |
| SPDR GOLD TRUST | GQ9 | — | 29,808 |
0.6M | 4.48% |
| TOAST INC | TOST | Technology | 270,000 | $9.9M | 4.17% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 33,011 | $8.0M | 3.38% |
| HORIZON KINETICS INFLATION BENEFICIARIES ETF | INFL | — | 160,445 | $7.2M | 3.03% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 105,380 | $6.3M | 2.67% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 34,597 | $6.1M | 2.59% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 11,161 | $5.6M | 2.37% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 24,747 | $5.3M | 2.26% |
| DOUBLELINE COMMERCIAL REAL ESTATE ETF | DCRE | — | 69,183 | $3.6M | 1.52% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 21,057 | $2.5M | 1.06% |
| MICROSOFT CORP | MSFT | Technology | 4,767 | $2.5M | 1.04% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 8,685 | $2.4M | 1.03% |
| VANECK GOLD MINERS ETF | GDX | — | 26,795 | $2.0M | 0.87% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 31,100 | $2.0M | 0.86% |
| ISHARES TIPS BOND ETF | TIP | — | 17,936 | $2.0M | 0.84% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 5,657 | $2.0M | 0.83% |
| APPLE INC | AAPL | Technology | 7,523 |
.9M | 0.81% |
| SCOTTS MIRACLE-GRO CO | SMG | Basic Materials | 29,342 |
.7M | 0.71% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 51,316 |
.5M | 0.64% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 2 |
.5M | 0.64% |