StockDriftsStockDriftsTop 50 Independent Family Office LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 13.86% | 46.2K | $34.5M | -0.02%(-10) | $388.12(+99.30%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 11.4% | 375.9K | $28.4M | +0.61%(+2.27K) | $31.02(+166.72%) | 2026-06-30 | |
| IWD | ISHARES TR | 8.39% | 86.2K | $20.9M | +1.77%(+1.50K) | $141.78(+82.29%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.67% | 27.8K | $19.1M | +6.78%(+1.76K) | $494.65(+43.75%) | 2026-06-30 | |
| PTC | PTC INC | 5.1% | 111.8K | $12.7M | -1.53%(-1.74K) | $112.98(+33.80%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.09% | 27.6K | $10.2M | +1.78%(+483) | $178.17(+126.51%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.98% | 33.0K | $9.9M | +0.00%(+0) | $161.49(+86.63%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.44% | 120.4K | $8.6M | +5.42%(+6.19K) | $51.75(+41.05%) | 2026-06-30 | |
| INFL | LISTED FDS TR | 3.18% | 158.7K | $7.9M | +5.83%(+8.74K) | $40.17(+32.16%) | 2026-06-30 | |
| IWN | ISHARES TR | 3.06% | 34.4K | $7.6M | +0.10%(+33) | $112.67(+99.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.09% | +52.43% | +6.96% | +39.98% |
| Top 20 Holdings Unweighted | +13.67% | +46.89% | +4.71% | +25.87% |
Independent Family Office LLC reports $248.94M in US-listed equity holdings across 85 positions in its most recent 13F filing. Its largest disclosed positions are SPY (13.9%), IAU (11.4%) and IWD (8.4%). The top 20 holdings account for 80.21% of reported assets. Its disclosed equity book has returned +52.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Independent Family Office LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1756485). View Independent Family Office LLC’s 13F filings on SEC