Independent Family Office, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    albany, NY
  • CIK
    0001756485
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

71

$192.50M
SPY, PTC, IAU, IWD
13F-HR
Feb 10, 2025
000195175725000227

71

$199.23M
SPY, PTC, IAU, IWD
13F-HR
Nov 14, 2024
000195175724001205

69

$175.30M
PTC, SPY, IAU, IWD
13F-HR
Aug 14, 2024
000195175724000760

74

$186.34M
SPY, PTC, IAU, IWD
13F-HR
Apr 29, 2024
000195175724000401

73

$176.78M
PTC, SPY, IAU, IWD
13F-HR
Jan 30, 2024
000195175724000161

67

$160.11M
PTC, SPY, IAU, IWD
13F-HR
Nov 1, 2023
000195175723000667

68

$165.10M
PTC, SPY, IAU, IWD
13F-HR
Jul 25, 2023
000195175723000425

70

$173.34M
PTC, SPY, IAU, IWD
13F-HR
May 4, 2023
000195175723000254

68

$166.45M
PTC, SPY, IAU, IWD
13F-HR
Feb 9, 2023
000184525023000002

67

$202.84M
SPY, PTC, TOAST INC, IAU
13F-HR
Nov 14, 2022
000195175722000012

66

$202.66M
RLY, IAU, IWD, IWM
13F-HR
Aug 1, 2022
000175648522000003

67

$305.81M
SPY, IAU, IWD, IWM
13F-HR
May 16, 2022
000175648522000002

59

$264.84M
SPY, IAU, IWD, IWM
13F-HR
Feb 9, 2022
000175648522000001

50

$243.41M
SPY, IAU, KSPN, IWD
13F-HR
Nov 4, 2021
000175648521000004

59

$256.32M
SPY, KSPN, IAU, IWD
13F-HR
Aug 12, 2021
000175648521000003

66

$254.67M
SPY, KSPN, IGT, IWD
13F-HR
May 18, 2021
000175648521000002

65

$239.38M
SPY, IGT, IWM, KSPN
13F-HR
Feb 16, 2021
000175648521000001

58

$210.82M
SPY, IGT, IWM, IWD
13F-HR
Nov 16, 2020
000172529720000006

63

$193.03M
SPY, IGT, IWM, IWD
13F-HR
Aug 13, 2020
000175648520000007

55

$160.71M
SPY, IGT, GQ9, FLOT
RESTATEMENT
Jun 23, 2020
000175648520000006

53

$159.27M
SPY, IGT, IWD, IWM
13F-HR
Feb 13, 2020
000175648520000001
Independent Family Office, Llc 13F Filings