The Analysis of Independent Family Office, LLC's Holdings
Currently, Independent Family Office, LLC holds 79 types of securities in its portfolio with a total value $236.3M. In the most recent quarter, they have increased their positions in VOO (+5.1K shares, valued at $3.1M), INFL (+25.6K shares, valued at $1.1M), VEA (+16.6K shares, valued at $991.9K); decreased their positions in IWM (-5.4K shares, valued at $1.3M), SPY (-1.4K shares, valued at $940.6K), PTC (-3.5K shares, valued at $718.7K); initiated new positions in PRIM (+2.0K shares, valued at $274.7K), IWR (+2.1K shares, valued at $202.8K), PNC (+1.0K shares, valued at $200.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR46.2K shares-2.96%2025-09-302025-11-13
IAU ISHARES GOLD TR392.1K shares-2.19%2025-09-302025-11-13 PTC PTC INC121.9K shares-2.82%2025-09-302025-11-13 IWD ISHARES TR86.9K shares-0.42%2025-09-302025-11-13 VOO VANGUARD INDEX FDS23.7K shares27.75%2025-09-302025-11-13 GLD SPDR GOLD TR29.8K shares-4.21%2025-09-302025-11-13 TOST TOAST INC270.0K shares-0.68%2025-09-302025-11-13 IWM ISHARES TR33.0K shares-14.01%2025-09-302025-11-13 INFL LISTED FDS TR160.4K shares18.95%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS105.4K shares18.64%2025-09-302025-11-13 IWN ISHARES TR34.6K shares0.91%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL11.2K shares21.00%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS24.7K shares-2.94%2025-09-302025-11-13 DCRE DOUBLELINE ETF TRUST69.2K shares20.06%2025-09-302025-11-13 IJR ISHARES TR21.1K shares17.97%2025-09-302025-11-13 MSFT MICROSOFT CORP4.8K shares0.00%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD8.7K shares0.00%2025-09-302025-11-13 GDX VANECK ETF TRUST26.8K shares0.00%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF31.1K shares18.12%2025-09-302025-11-13 TIP ISHARES TR17.9K shares0.00%2025-09-302025-11-13 SHW SHERWIN WILLIAMS CO5.7K shares0.00%2025-09-302025-11-13 AAPL APPLE INC7.5K shares-4.25%2025-09-302025-11-13 SMG SCOTTS MIRACLE-GRO CO29.3K shares0.00%2025-09-302025-11-13 PHYS SPROTT ASSET MANAGEMENT LP51.3K shares0.00%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-13 IJH ISHARES TR21.9K shares-26.27%2025-09-302025-11-13 VPU VANGUARD WORLD FD7.5K shares0.00%2025-09-302025-11-13 GOOG ALPHABET INC5.7K shares0.00%2025-09-302025-11-13 STIP ISHARES TR13.4K shares0.00%2025-09-302025-11-13 MSTR STRATEGY INC4.1K shares0.00%2025-09-302025-11-13 RLY SSGA ACTIVE ETF TR39.6K shares0.00%2025-09-302025-11-13 VDC VANGUARD WORLD FD5.6K shares0.00%2025-09-302025-11-13 IEO ISHARES TR12.8K shares-4.08%2025-09-302025-11-13 SHY ISHARES TR14.2K shares-12.69%2025-09-302025-11-13 VXUS VANGUARD STAR FDS15.8K shares0.00%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS14.4K shares-8.35%2025-09-302025-11-13 IJS ISHARES TR10.1K shares0.00%2025-09-302025-11-13 PKW INVESCO EXCHANGE TRADED FD T8.4K shares0.00%2025-09-302025-11-13 EEM ISHARES TR20.7K shares0.00%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC2.3K shares0.00%2025-09-302025-11-13 IVV ISHARES TR1.6K shares0.00%2025-09-302025-11-13 IEF ISHARES TR9.2K shares-25.09%2025-09-302025-11-13 GOOGL ALPHABET INC3.1K shares0.00%2025-09-302025-11-13 AEM AGNICO EAGLE MINES LTD4.3K shares0.00%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO.2.2K shares0.00%2025-09-302025-11-13 EFA ISHARES TR7.2K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO1.9K shares0.00%2025-09-302025-11-13 QQQ INVESCO QQQ TR1.0K shares0.00%2025-09-302025-11-13 LQD ISHARES TR5.5K shares0.00%2025-09-302025-11-13 NGD NEW GOLD INC CDA84.1K shares0.00%2025-09-302025-11-13 TMUS T-MOBILE US INC2.5K shares0.00%2025-09-302025-11-13 CEF SPROTT ASSET MANAGEMENT LP15.1K shares0.00%2025-09-302025-11-13 ORCL ORACLE CORP1.9K shares0.00%2025-09-302025-11-13 HGV HILTON GRAND VACATIONS INC12.7K shares-21.34%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW555 shares0.00%2025-09-302025-11-13 FLOT ISHARES TR9.4K shares0.00%2025-09-302025-11-13 NEM NEWMONT CORP5.6K shares0.00%2025-09-302025-11-13 GCOW PACER FDS TR10.3K shares0.00%2025-09-302025-11-13 LLY ELI LILLY & CO500 shares0.00%2025-09-302025-11-13 VHT VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-11-13 META META PLATFORMS INC463 shares0.00%2025-09-302025-11-13 ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2025-09-302025-11-13 EWC ISHARES INC6.2K shares0.00%2025-09-302025-11-13 ADP AUTOMATIC DATA PROCESSING IN1.1K shares0.00%2025-09-302025-11-13 IJJ ISHARES TR2.3K shares0.00%2025-09-302025-11-13 PRIM PRIMORIS SVCS CORP2.0K sharesnew addition2025-09-302025-11-13 AGG ISHARES TR2.7K shares-11.54%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON1.4K shares0.00%2025-09-302025-11-13 ABBV ABBVIE INC1.2K shares0.00%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS921 shares0.00%2025-09-302025-11-13 WMT WALMART INC2.5K shares0.00%2025-09-302025-11-13 TECK TECK RESOURCES LTD5.5K shares0.00%2025-09-302025-11-13 TY TRI CONTL CORP7.0K shares0.00%2025-09-302025-11-13 PEP PEPSICO INC1.6K shares0.00%2025-09-302025-11-13 AMP AMERIPRISE FINL INC428 shares0.00%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC600 shares-13.04%2025-09-302025-11-13 AMZN AMAZON COM INC933 shares0.00%2025-09-302025-11-13 IWR ISHARES TR2.1K sharesnew addition2025-09-302025-11-13 PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available