Institutional Manager · CIK 0001756485
Independent Family Office, LLC
ALBANY, NY · File #028-19927
Latest AUM
$239.5M
Positions
79
Top-10 Concentration
69.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202579 pos · $239.5M
- 13F HOLDINGS REPORTQ/E Sep 202579 pos · $236.3M
- 13F HOLDINGS REPORTQ/E Jun 202577 pos · $215.7M
- 13F HOLDINGS REPORTQ/E Mar 202570 pos · $190.1M
- 13F HOLDINGS REPORTQ/E Dec 202471 pos · $192.5M
- 13F HOLDINGS REPORTQ/E Sep 202471 pos · $199.2M
- 13F HOLDINGS REPORTQ/E Jun 202469 pos · $175.3M
- 13F HOLDINGS REPORTQ/E Mar 202474 pos · $186.3M
- 13F HOLDINGS REPORTQ/E Dec 202367 pos · $160.1M
- 13F HOLDINGS REPORTQ/E Sep 202368 pos · $165.1M
- 13F HOLDINGS REPORTQ/E Jun 202370 pos · $173.3M
- 13F HOLDINGS REPORTQ/E Mar 202368 pos · $166.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 46,220 | $31.5M | 13.73% |
| 2 | ISHARES GOLD TR | IAU | 386,883 | $31.4M | 13.68% |
| 3 | PTC INC | PTC | 119,000 | $20.7M | 9.03% |
| 4 | ISHARES TR | 464287598 | 86,911 | $18.3M | 7.96% |
| 5 | VANGUARD INDEX FDS | 922908363 | 24,071 | $15.1M | 6.58% |
| 6 | SPDR GOLD TR | GLD | 29,808 | $11.8M | 5.15% |
| 7 | TOAST INC | TOST | 250,000 | $8.9M | 3.87% |
| 8 | ISHARES TR | 464287655 | 33,011 | $8.1M | 3.54% |
| 9 | LISTED FDS TR | 53656F623 | 161,294 | $7.2M | 3.12% |
| 10 | VANGUARD TAX-MANAGED FDS | 921943858 | 106,190 | $6.6M | 2.89% |
| 11 | ISHARES TR | 464287630 | 34,597 | $6.3M | 2.73% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,308 | $5.7M | 2.48% |
| 13 | VANGUARD SPECIALIZED FUNDS | 921908844 | 24,747 | $5.4M | 2.37% |
| 14 | DOUBLELINE ETF TRUST | 25861R303 | 69,183 | $3.7M | 1.63% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 8,685 | $2.6M | 1.15% |
| 16 | ISHARES TR | 464287804 | 21,267 | $2.6M | 1.11% |
| 17 | MICROSOFT CORP | MSFT | 4,767 | $2.3M | 1.00% |
| 18 | VANECK ETF TRUST | 92189F106 | 26,795 | $2.3M | 1.00% |
| 19 | APPLE INC | AAPL | 7,633 | $2.1M | 0.90% |
| 20 | ISHARES TR | 46429B747 | 20,070 | $2.1M | 0.90% |