account_balance
Investment manager · 13F filer · SEC CIK 1756485
Independent Family Office, LLC
Reported value$262Mas of Sep 30, 2026
Positions85 5 new, 5 sold out
Top 10 weight63.4%SPY alone is 14%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
13.9%Added +3%
IAUiShares Gold Trust
11.3%
VOOVanguard Index FDS
8.1%Added +9%
IWDiShares Tr
8.1%
PTCPTC Inc.
5.6%Trimmed −7%
GLDSPDR Gold Trust
4.0%
VEAVanguard Tax-Managed FDS
3.3%Added +3%
IWMiShares Tr
3.3%Trimmed −5%
INFLListed FDS Tr
3.1%+3%
IWNiShares Tr
2.7%
TOSTToast, Inc.
2.7%−4%
BRK-BBerkshire Hathaway Inc
2.3%
SPYSPDR S&P 500 ETF Trust
13.9%Added +3%
IAUiShares Gold Trust
11.3%
VOOVanguard Index FDS
8.1%+9%
IWDiShares Tr
8.1%
PTCPTC Inc.
5.6%−7%
GLDSPDR Gold Trust
4.0%
VEA3.3%
IWM3.3%
INFL
IWN2.7%
TOSTBRK-BBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 13.9% Added +3%IAU iShares Gold Trust 11.3% Held
VOO Vanguard Index FDS 8.1% Added +9%
IWD iShares Tr 8.1% Held
PTC PTC Inc. 5.6% Trimmed −7%GLD SPDR Gold Trust 4.0% HeldVEA Vanguard Tax-Managed FDS 3.3% Added +3%
IWM iShares Tr 3.3% Trimmed −5%
INFL Listed FDS Tr 3.1% Added +3%
IWN iShares Tr 2.7% Trimmed −3%
TOST Toast, Inc. 2.7% Trimmed −4%BRK-B Berkshire Hathaway Inc 2.3% HeldWhat changed
Biggest moves since Jun 30, 2026
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