Independent Family Office, LLC
Q3 2025 13F Holdings
- Locationalbany, NY
- Num holdings
79
- Value ($000)
$236,338
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001756485
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $30.79 M | 13 % | 46,220 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $28.53 M | 12 % | 392,114 | ||
PTC PTC INC | COM | 69370C100 | $24.76 M | 11 % | 121,934 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $17.69 M | 8 % | 86,911 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $14.49 M | 6 % | 23,655 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.60 M | 5 % | 29,808 | ||
TOAST INC | CL A | 888787108 | $9.86 M | 4 % | 270,000 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $7.99 M | 3 % | 33,011 | ||
INFL LISTED FDS TR | HORIZON KINETICS | 53656F623 | $7.17 M | 3 % | 160,445 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.31 M | 3 % | 105,380 |
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