Sponsored

The Analysis of Independent Family Office, LLC's Holdings & P&L

Currently, Independent Family Office, LLC holds 90 types of securities in its portfolio with a total value $243.0M. In the most recent quarter, they have increased their positions in GBDC (+119.0K shares, valued at $1.5M), N/A (+2.0K shares, valued at $1.2M), N/A (+41.7K shares, valued at $782.9K); decreased their positions in N/A (-13.2K shares, valued at $1.2M), GLD (-2.6K shares, valued at $1.1M), PTC (-5.5K shares, valued at $776.6K); initiated new positions in GBDC (+119.0K shares, valued at $1.5M), N/A (+41.7K shares, valued at $782.9K), NVDA (+3.8K shares, valued at $666.2K).

1M P&L

+3.6M+2.12%

3M P&L

+2.7M+1.57%

HY P&L

+10.3M+6.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A132.0M

71.8%

2Software - Application21.6M

11.8%

3Software - Infrastructure11.6M

6.3%

Top Industries by Stock Count

1N/A40 stocks

54.8%

2Drug Manufacturers - General3 stocks

4.1%

3Gold3 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES GOLD TR ISHARES GOLD TR373.6K shares-3.42%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T46.2K shares-0.02%2026-03-312026-05-15

IWD ISHARES TR84.7K shares-2.58%2026-03-312026-05-15

PTC PTC INC113.5K shares-4.58%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS26.0K shares8.14%2026-03-312026-05-15

GLD SPDR GOLD TR27.2K shares-8.86%2026-03-312026-05-15

IWM ISHARES TR33.0K shares0.00%2026-03-312026-05-15

INFL LISTED FDS TR149.9K shares-7.05%2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS114.2K shares7.51%2026-03-312026-05-15

TOST TOAST INC250.0K shares0.00%2026-03-312026-05-15

IWN ISHARES TR34.4K shares-0.56%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.2K shares8.02%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS24.7K shares0.00%2026-03-312026-05-15

DCRE DOUBLELINE ETF TRUST73.1K shares5.60%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares19.01%2026-03-312026-05-15

IJR ISHARES TR22.7K shares6.52%2026-03-312026-05-15

Sponsored

GDX VANECK ETF TRUST26.5K shares-1.03%2026-03-312026-05-15

AAPL APPLE INC9.0K shares17.35%2026-03-312026-05-15

STIP ISHARES TR20.6K shares2.49%2026-03-312026-05-15

TIP ISHARES TR16.5K shares0.00%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP51.3K shares0.00%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO5.6K shares-0.99%2026-03-312026-05-15

SMG SCOTTS MIRACLE-GRO CO29.3K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP4.7K shares-0.57%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC6.0K shares11.05%2026-03-312026-05-15

IEO ISHARES TR12.8K shares0.00%2026-03-312026-05-15

GBDC GOLUB CAP BDC INC119.0K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC5.2K shares47.53%2026-03-312026-05-15

IJH ISHARES TR21.9K shares0.00%2026-03-312026-05-15

VPU VANGUARD WORLD FD7.5K shares0.00%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-15

RLY SSGA ACTIVE ETF TR39.6K shares0.00%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF33.9K shares3.04%2026-03-312026-05-15

VDC VANGUARD WORLD FD5.6K shares0.00%2026-03-312026-05-15

VXUS VANGUARD STAR FDS15.8K shares0.00%2026-03-312026-05-15

IJS ISHARES TR10.1K shares0.00%2026-03-312026-05-15

EEM ISHARES TR20.7K shares0.00%2026-03-312026-05-15

SHY ISHARES TR13.8K shares-1.60%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC2.3K shares0.00%2026-03-312026-05-15

PKW INVESCO EXCHANGE TRADED FD T8.4K shares0.00%2026-03-312026-05-15

Sponsored

IVV ISHARES TR1.6K shares0.00%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.0K shares60.75%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD4.3K shares0.00%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS10.6K shares-24.45%2026-03-312026-05-15

META META PLATFORMS INC1.4K shares138.98%2026-03-312026-05-15

COEUR MNG INC COEUR MNG INC41.7K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC3.5K shares166.05%2026-03-312026-05-15

CEF SPROTT ASSET MANAGEMENT LP15.1K shares0.00%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION3.8K sharesnew addition2026-03-312026-05-15

EFA ISHARES TR6.7K shares-6.22%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW8.6K shares134.96%2026-03-312026-05-15

NEM NEWMONT CORP5.6K shares0.00%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.0K shares0.00%2026-03-312026-05-15

LQD ISHARES TR5.5K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO2.0K shares-7.95%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO1.9K shares0.00%2026-03-312026-05-15

Sponsored

MSTR STRATEGY INC4.1K shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO550 shares10.00%2026-03-312026-05-15

EME EMCOR GROUP INC671 sharesnew addition2026-03-312026-05-15

HGV HILTON GRAND VACATIONS INC12.7K shares0.00%2026-03-312026-05-15

PGR PROGRESSIVE CORP2.5K shares124.35%2026-03-312026-05-15

FLOT ISHARES TR9.4K shares0.00%2026-03-312026-05-15

GCOW PACER FDS TR10.3K shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC2.3K shares0.00%2026-03-312026-05-15

Sponsored

IEF ISHARES TR5.0K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC3.8K sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.7K shares17.25%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC816 sharesnew addition2026-03-312026-05-15

VHT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-15

EWC ISHARES INC6.2K shares0.00%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2026-03-312026-05-15

WMT WALMART INC2.5K shares0.00%2026-03-312026-05-15

Sponsored

IJJ ISHARES TR2.3K shares0.00%2026-03-312026-05-15

SNPS SYNOPSYS INC779 sharesnew addition2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC9.3K sharesnew addition2026-03-312026-05-15

V VISA INC952 sharesnew addition2026-03-312026-05-15

PRIM PRIMORIS SVCS CORP2.0K shares0.00%2026-03-312026-05-15

TECK TECK RESOURCES LTD5.5K shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP1.9K shares0.00%2026-03-312026-05-15

NVO NOVO-NORDISK A S7.4K sharesnew addition2026-03-312026-05-15

Sponsored

PEP PEPSICO INC1.6K shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC1.2K shares0.00%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO5.4K sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED467 sharesnew addition2026-03-312026-05-15

TY TRI CONTL CORP7.0K shares0.00%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC51 sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-15

Sponsored

PNC PNC FINL SVCS GROUP INC1.0K shares0.00%2026-03-312026-05-15

IWR ISHARES TR2.1K shares0.00%2026-03-312026-05-15

ISHARES GOLD TR

-3.42%

Shares373.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.02%

Shares46.2K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

-2.58%

Shares84.7K

Event2026-03-31

Filed2026-05-15

PTC

PTC INC

-4.58%

Shares113.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

8.14%

Shares26.0K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-8.86%

Shares27.2K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.00%

Shares33.0K

Event2026-03-31

Filed2026-05-15

INFL

LISTED FDS TR

-7.05%

Shares149.9K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

7.51%

Shares114.2K

Event2026-03-31

Filed2026-05-15

TOST

TOAST INC

0.00%

Shares250.0K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-0.56%

Shares34.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

8.02%

Shares12.2K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares24.7K

Event2026-03-31

Filed2026-05-15

DCRE

DOUBLELINE ETF TRUST

5.60%

Shares73.1K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

19.01%

Shares10.3K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

6.52%

Shares22.7K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

-1.03%

Shares26.5K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

17.35%

Shares9.0K

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

2.49%

Shares20.6K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-15

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares51.3K

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-0.99%

Shares5.6K

Event2026-03-31

Filed2026-05-15

SMG

SCOTTS MIRACLE-GRO CO

0.00%

Shares29.3K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-0.57%

Shares4.7K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

11.05%

Shares6.0K

Event2026-03-31

Filed2026-05-15

IEO

ISHARES TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-15

GBDC

GOLUB CAP BDC INC

New

Shares119.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

47.53%

Shares5.2K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-15

RLY

SSGA ACTIVE ETF TR

0.00%

Shares39.6K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

3.04%

Shares33.9K

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD WORLD FD

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

0.00%

Shares15.8K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.00%

Shares20.7K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-1.60%

Shares13.8K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-15

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

60.75%

Shares1.0K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-24.45%

Shares10.6K

Event2026-03-31

Filed2026-05-15