StockDriftsStockDriftsTop 50 Tarbox Family Office INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 33.33% | 309.4K | $236.9M | -0.30%(-934) | $161.75(+372.43%) | 2026-09-30 | |
| IJH | ISHARES TR | 7.48% | 739.1K | $53.2M | -1.27%(-9.53K) | $33.61(+115.54%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 6.59% | 498.5K | $46.9M | -1.62%(-8.21K) | $54.65(+59.88%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.97% | 630.2K | $28.2M | +1.31%(+8.13K) | $46.94(-3.39%) | 2026-09-30 | |
| IEFA | ISHARES TR | 3.88% | 284.5K | $27.6M | -0.51%(-1.47K) | $60.36(+58.44%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 3.73% | 294.5K | $26.5M | -0.35%(-1.03K) | $58.23(+52.41%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.68% | 222.3K | $26.2M | -0.29%(-654) | $82.98(+46.95%) | 2026-09-30 | |
| IWM | ISHARES TR | 3.34% | 85.6K | $23.8M | -0.34%(-290) | $114.32(+141.20%) | 2026-09-30 | |
| AVTM | AMERICAN CENTY ETF TR | 3.05% | 395.6K | $21.7M | +0.00%(+0) | $47.01(+15.12%) | 2026-09-30 | |
| AVMC | AMERICAN CENTY ETF TR | 2.68% | 250.2K | $19.1M | +4.22%(+10.13K) | $72.96(+7.14%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.40% | +61.83% | +8.48% | +50.25% |
| Top 20 Holdings Unweighted | +14.85% | +51.51% | +6.51% | +37.10% |
Tarbox Family Office INC reports $710.97M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are IVV (33.3%), IJH (7.5%) and AVEM (6.6%). The top 20 holdings account for 87.8% of reported assets. Its disclosed equity book has returned +61.83% on a three-year cumulative basis. Figures reflect the Q3 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 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