Independent Family Office, LLC
Q4 2025 13F Holdings
- Locationalbany, NY
- Num holdings
79
- Value ($000)
$239,501
- Date Filed02/13/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $31.52M | 13 % | 46,220 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $31.4M | 13 % | 386,883 | ||
PTC INC | COM | 69370C100 | $20.73M | 9 % | 119,000 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $18.28M | 8 % | 86,911 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $15.1M | 6 % | 24,071 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $11.81M | 5 % | 29,808 | ||
TOAST INC | CL A | 888787108 | $8.88M | 4 % | 250,000 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $8.13M | 3 % | 33,011 | ||
LISTED FDS TR | HORIZON KINETICS | 53656F623 | $7.17M | 3 % | 161,294 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $6.63M | 3 % | 106,190 |
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