Holders — by stockHoldings — by fund
Independent Family Office, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001756485
$248.9M
disclosed book value
85
positions
13.9%
largest position share
Positions, as of 2026-06-30
top 85 of 85 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 46,203 | $34.5M | 13.9% |
| 2 | IAUISHARES GOLD TR | 375,916 | $28.4M | 11.4% |
| 3 | IWDISHARES TR | 86,163 | $20.9M | 8.4% |
| 4 | VOOVANGUARD INDEX FDS | 27,796 | $19.1M | 7.7% |
| 5 | PTCPTC INC | 111,808 | $12.7M | 5.1% |
| 6 | GLDSPDR GOLD TR | 27,650 | $10.2M | 4.1% |
| 7 | IWMISHARES TR | 33,011 | $9.9M | 4% |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 120,355 | $8.6M | 3.4% |
| 9 | INFLLISTED FDS TR | 158,665 | $7.9M | 3.2% |
| 10 | IWNISHARES TR | 34,436 | $7.6M | 3.1% |
| 11 | TOSTTOAST INC | 250,000 | $7.0M | 2.8% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,215 | $6.1M | 2.5% |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 24,196 | $5.7M | 2.3% |
| 14 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 10,366 | $5.0M | 2% |
| 15 | DCREDOUBLELINE ETF TRUST | 73,058 | $3.8M | 1.5% |
| 16 | IJRISHARES TR | 24,096 | $3.6M | 1.4% |
| 17 | AAPLAPPLE INC | 8,957 | $2.6M | 1% |
| 18 | GOOGALPHABET INC | 6,030 | $2.1M | 0.9% |
| 19 | STIPISHARES TR | 20,570 | $2.1M | 0.8% |
| 20 | GDXVANECK ETF TRUST | 26,520 | $2.0M | 0.8% |
| 21 | SMGSCOTTS MIRACLE-GRO CO | 29,342 | $2.0M | 0.8% |
| 22 | SHWSHERWIN WILLIAMS CO | 5,600 | $1.9M | 0.8% |
| 23 | GOOGLALPHABET INC | 5,171 | $1.8M | 0.7% |
| 24 | MSFTMICROSOFT CORP | 4,677 | $1.7M | 0.7% |
| 25 | PHYSSPROTT ASSET MANAGEMENT LP | 51,316 | $1.5M | 0.6% |
| 26 | GBDCGOLUB CAP BDC INC | 119,013 | $1.5M | 0.6% |
| 27 | BRK/ABERKSHIRE HATHAWAY INC DEL | 2 | $1.5M | 0.6% |
| 28 | VPUVANGUARD WORLD FD | 7,450 | $1.5M | 0.6% |
| 29 | BSVVANGUARD BD INDEX FDS | 18,432 | $1.4M | 0.6% |
| 30 | EEMISHARES TR | 20,688 | $1.4M | 0.6% |
| 31 | IEOISHARES TR | 12,754 | $1.4M | 0.6% |
| 32 | IJSISHARES TR | 10,080 | $1.4M | 0.6% |
| 33 | VXUSVANGUARD STAR FDS | 16,057 | $1.4M | 0.6% |
| 34 | RLYSSGA ACTIVE ETF TR | 39,611 | $1.4M | 0.5% |
| 35 | VDCVANGUARD WORLD FD | 5,640 | $1.3M | 0.5% |
| 36 | IVVISHARES TR | 1,668 | $1.2M | 0.5% |
| 37 | IJHISHARES TR | 16,040 | $1.2M | 0.5% |
| 38 | PKWINVESCO EXCHANGE TRADED FD T | 8,414 | $1.2M | 0.5% |
| 39 | TMOTHERMO FISHER SCIENTIFIC INC | 2,257 | $1.1M | 0.5% |
| 40 | IBITISHARES BITCOIN TRUST ETF | 33,850 | $1.1M | 0.5% |
| 41 | SHYISHARES TR | 10,708 | $879,198 | 0.4% |
| 42 | AMZNAMAZON COM INC | 3,472 | $827,516 | 0.3% |
| 43 | QQQINVESCO QQQ TR | 1,083 | $797,521 | 0.3% |
| 44 | METAMETA PLATFORMS INC | 1,410 | $794,239 | 0.3% |
| 45 | NVDANVIDIA CORPORATION | 3,820 | $764,344 | 0.3% |
| 46 | EFAISHARES TR | 6,728 | $698,905 | 0.3% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 742 | $694,119 | 0.3% |
| 48 | CDECOEUR MNG INC | 41,712 | $680,740 | 0.3% |
| 49 | AEMAGNICO EAGLE MINES LTD | 4,275 | $663,181 | 0.3% |
| 50 | AXPAMERICAN EXPRESS CO | 1,932 | $653,499 | 0.3% |
| 51 | MNSTMONSTER BEVERAGE CORP NEW | 6,355 | $610,843 | 0.2% |
| 52 | CEFSPROTT ASSET MANAGEMENT LP | 15,140 | $609,082 | 0.2% |
| 53 | MODMODINE MFG CO | 2,000 | $534,040 | 0.2% |
| 54 | JPMJPMORGAN CHASE & CO | 1,600 | $523,728 | 0.2% |
| 55 | NEMNEWMONT CORP | 5,593 | $522,386 | 0.2% |
| 56 | ANETARISTA NETWORKS INC | 2,848 | $483,818 | 0.2% |
| 57 | FLOTISHARES TR | 9,420 | $480,891 | 0.2% |
| 58 | PGRPROGRESSIVE CORP | 2,159 | $471,634 | 0.2% |
| 59 | GCOWPACER FDS TR | 10,315 | $446,640 | 0.2% |
| 60 | JNJJOHNSON & JOHNSON | 1,699 | $431,495 | 0.2% |
| 61 | TIPISHARES TR | 3,836 | $419,773 | 0.2% |
| 62 | VHTVANGUARD WORLD FD | 1,350 | $403,664 | 0.2% |
| 63 | JBLJABIL INC | 1,000 | $385,480 | 0.2% |
| 64 | TMUST-MOBILE US INC | 2,268 | $380,412 | 0.2% |
| 65 | ONTOONTO INNOVATION INC | 1,000 | $378,450 | 0.2% |
| 66 | EWCISHARES INC | 6,200 | $357,368 | 0.1% |
| 67 | ITWILLINOIS TOOL WKS INC | 1,271 | $343,767 | 0.1% |
| 68 | VVISA INC | 952 | $326,622 | 0.1% |
| 69 | IEFISHARES TR | 3,444 | $325,699 | 0.1% |
| 70 | ISRGINTUITIVE SURGICAL INC | 816 | $324,507 | 0.1% |
| 71 | CMGCHIPOTLE MEXICAN GRILL INC | 9,350 | $317,900 | 0.1% |
| 72 | EMEEMCOR GROUP INC | 371 | $307,885 | 0.1% |
| 73 | PENGPENGUIN SOLUTIONS INC | 4,000 | $304,040 | 0.1% |
| 74 | WMTWALMART INC | 2,520 | $285,415 | 0.1% |
| 75 | ORCLORACLE CORP | 1,884 | $276,100 | 0.1% |
| 76 | MSTRSTRATEGY INC | 3,100 | $269,483 | 0.1% |
| 77 | UNHUNITEDHEALTH GROUP INC | 600 | $249,378 | 0.1% |
| 78 | PNCPNC FINL SVCS GROUP INC | 1,000 | $246,220 | 0.1% |
| 79 | TYTRI CONTL CORP | 6,987 | $240,493 | 0.1% |
| 80 | MAMASTERCARD INCORPORATED | 467 | $239,851 | 0.1% |
| 81 | TCMDTACTILE SYS TECHNOLOGY INC | 8,000 | $238,240 | 0.1% |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 1,058 | $236,939 | 0.1% |
| 83 | IWRISHARES TR | 2,100 | $231,672 | 0.1% |
| 84 | PNTGPENNANT GROUP INC | 6,000 | $221,700 | 0.1% |
| 85 | PEPPEPSICO INC | 1,635 | $221,379 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.