StockDriftsStockDriftsTop 50 Tarbox Family Office, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.29% | 310.3K | $232.4M | -1.06%(-3.32K) | $161.75(+381.57%) | 2026-06-30 | |
| IJH | ISHARES TR | 8.27% | 748.6K | $57.7M | -10.03%(-83.42K) | $33.61(+133.73%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 7% | 506.7K | $48.9M | -1.95%(-10.10K) | $54.65(+71.37%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.18% | 622.0K | $29.2M | +4.05%(+24.22K) | $46.95(-1.57%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.98% | 222.9K | $27.8M | +0.48%(+1.07K) | $82.98(+54.45%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.96% | 285.9K | $27.6M | -2.13%(-6.23K) | $60.36(+67.86%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.78% | 295.5K | $26.4M | -0.10%(-288) | $58.23(+61.99%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.69% | 85.8K | $25.8M | -1.64%(-1.43K) | $114.32(+165.71%) | 2026-06-30 | |
| AVTM | AMERICAN CENTY ETF TR | 3.08% | 395.6K | $21.5M | -0.47%(-1.88K) | $47.01(+20.52%) | 2026-06-30 | |
| AVMC | AMERICAN CENTY ETF TR | 2.76% | 240.1K | $19.3M | +49.42%(+79.41K) | $72.74(+12.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.11% | +56.52% | +8.34% | +49.27% |
| Top 20 Holdings Unweighted | +13.76% | +47.24% | +6.41% | +36.40% |
Tarbox Family Office, Inc. reports $698.17M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are IVV (33.3%), IJH (8.3%) and AVEM (7.0%). The top 20 holdings account for 89.57% of reported assets. Its disclosed equity book has returned +56.52% 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.
Sign up free to track Tarbox Family Office, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tarbox Family Office, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599603). View Tarbox Family Office, Inc.’s 13F filings on SEC