Sponsored

The Analysis of Tarbox Family Office, Inc.'s Holdings & P&L

Currently, Tarbox Family Office, Inc. holds 95 types of securities in its portfolio with a total value $615.8M. In the most recent quarter, they have increased their positions in N/A (+397.5K shares, valued at $18.7M), AVMC (+160.7K shares, valued at $11.6M), N/A (+5.3K shares, valued at $406.9K); decreased their positions in IJH (-167.5K shares, valued at $11.3M), AAPL (-6.0K shares, valued at $1.5M), IVV (-2.1K shares, valued at $1.3M); initiated new positions in N/A (+397.5K shares, valued at $18.7M), AVMC (+160.7K shares, valued at $11.6M), N/A (+5.3K shares, valued at $406.9K).

1M P&L

+14.3M+2.24%

3M P&L

-30.5M-4.45%

HY P&L

+17.8M+2.79%

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/A541.1M

91.5%

2Drug Manufacturers - General12.9M

2.2%

3Consumer Electronics5.8M

1.0%

Top Industries by Stock Count

1N/A45 stocks

52.9%

2Drug Manufacturers - General5 stocks

5.9%

3Farm & Heavy Construction Machinery2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR313.6K shares-0.65%2026-03-312026-04-24

IJH ISHARES TR832.0K shares-16.76%2026-03-312026-04-24

AVEM AMERICAN CENTY ETF TR516.9K shares-1.25%2026-03-312026-04-24

JCPB J P MORGAN EXCHANGE TRADED F597.8K shares-1.65%2026-03-312026-04-24

IEFA ISHARES TR292.2K shares-2.20%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR295.8K shares-1.25%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR221.9K shares1.31%2026-03-312026-04-24

IWM ISHARES TR87.3K shares-3.23%2026-03-312026-04-24

Sponsored

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR397.5K sharesnew addition2026-03-312026-04-24

VO VANGUARD INDEX FDS50.3K shares-5.50%2026-03-312026-04-24

IEMG ISHARES INC167.8K shares-2.35%2026-03-312026-04-24

AVMC AMERICAN CENTY ETF TR160.7K sharesnew addition2026-03-312026-04-24

VV VANGUARD INDEX FDS38.4K shares0.00%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F210.7K shares-1.37%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS159.4K shares-2.14%2026-03-312026-04-24

IJR ISHARES TR78.8K shares-1.31%2026-03-312026-04-24

Sponsored

ABBV ABBVIE INC43.6K shares-1.54%2026-03-312026-04-24

AAPL APPLE INC22.9K shares-20.63%2026-03-312026-04-24

ABT ABBOTT LABORATORIES51.5K shares-1.24%2026-03-312026-04-24

EFA ISHARES TR48.9K shares-0.79%2026-03-312026-04-24

DE DEERE & CO6.5K shares-1.97%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-24

USB US BANCORP48.9K shares-1.26%2026-03-312026-04-24

PPG PPG INDS INC21.2K shares-0.10%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP6.0K shares-30.11%2026-03-312026-04-24

IWF ISHARES TR5.1K shares0.00%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST41.9K shares0.00%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON7.2K shares-9.92%2026-03-312026-04-24

VB VANGUARD INDEX FDS5.9K shares-18.11%2026-03-312026-04-24

VTI VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS7.0K shares-6.29%2026-03-312026-04-24

EUSB ISHARES TR32.7K shares9.16%2026-03-312026-04-24

Sponsored

ISHARES GOLD TR ISHARES GOLD TR15.1K shares0.00%2026-03-312026-04-24

CAT CATERPILLAR INC1.8K shares-8.38%2026-03-312026-04-24

IVE ISHARES TR5.8K shares0.00%2026-03-312026-04-24

AMZN AMAZON COM INC5.8K shares-33.70%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F22.5K shares0.89%2026-03-312026-04-24

QUAL ISHARES TR5.9K shares-7.68%2026-03-312026-04-24

XOM EXXON MOBIL CORP6.0K shares-9.17%2026-03-312026-04-24

BA BOEING CO4.8K shares-19.09%2026-03-312026-04-24

Sponsored

IVW ISHARES TR8.3K shares0.00%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF23.6K shares17.36%2026-03-312026-04-24

GLD SPDR GOLD TR2.0K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.0K shares-41.86%2026-03-312026-04-24

PFE PFIZER INC27.4K shares-3.40%2026-03-312026-04-24

XVV ISHARES TR15.2K shares7.21%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-28.77%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION721 shares-17.51%2026-03-312026-04-24

Sponsored

MA MASTERCARD INCORPORATED1.4K shares-18.79%2026-03-312026-04-24

PEP PEPSICO INC4.4K shares-9.58%2026-03-312026-04-24

LOW LOWES COS INC2.9K shares-5.67%2026-03-312026-04-24

HSY HERSHEY CO3.3K shares-0.15%2026-03-312026-04-24

ITOT ISHARES TR4.7K shares0.00%2026-03-312026-04-24

WFC WELLS FARGO & CO8.4K shares-11.94%2026-03-312026-04-24

MLM MARTIN MARIETTA MATLS INC1.1K shares-4.67%2026-03-312026-04-24

KO COCA COLA CO8.4K shares-12.58%2026-03-312026-04-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-24

IUSB ISHARES TR13.5K shares-0.69%2026-03-312026-04-24

LUV SOUTHWEST AIRLS CO16.1K shares-1.85%2026-03-312026-04-24

O REALTY INCOME CORP9.1K shares-0.36%2026-03-312026-04-24

IAGG ISHARES TR10.9K shares1.96%2026-03-312026-04-24

ESGU ISHARES TR3.9K shares0.00%2026-03-312026-04-24

MSA MSA SAFETY INC3.3K shares0.00%2026-03-312026-04-24

LLY ELI LILLY & CO553 shares-38.35%2026-03-312026-04-24

Sponsored

AOA ISHARES TR5.3K shares0.00%2026-03-312026-04-24

SPYM SPDR SERIES TRUST6.0K shares44.16%2026-03-312026-04-24

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.9K shares-8.01%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.5K shares-41.04%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC3.8K shares-13.27%2026-03-312026-04-24

MMM 3M CO2.9K shares-5.89%2026-03-312026-04-24

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES5.3K sharesnew addition2026-03-312026-04-24

AVSE AMERICAN CENTY ETF TR6.1K shares-0.08%2026-03-312026-04-24

Sponsored

AVSD AMERICAN CENTY ETF TR5.5K shares-0.04%2026-03-312026-04-24

VUG VANGUARD INDEX FDS912 shares0.00%2026-03-312026-04-24

GILD GILEAD SCIENCES INC2.8K shares-11.70%2026-03-312026-04-24

EMR EMERSON ELEC CO2.9K shares-8.09%2026-03-312026-04-24

XJH ISHARES TR8.4K shares5.07%2026-03-312026-04-24

IP INTERNATIONAL PAPER CO10.1K shares-0.33%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T539 shares0.00%2026-03-312026-04-24

XJR ISHARES TR7.6K shares3.78%2026-03-312026-04-24

Sponsored

VTV VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40522 shares0.00%2026-03-312026-04-24

PSX PHILLIPS 661.8K shares-9.77%2026-03-312026-04-24

META META PLATFORMS INC549 shares-57.90%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.1K shares-25.85%2026-03-312026-04-24

INGR INGREDION INC2.6K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.0K shares-60.99%2026-03-312026-04-24

MO ALTRIA GROUP INC4.4K shares-10.30%2026-03-312026-04-24

Sponsored

MERCK & CO INC MERCK & CO INC2.3K shares-25.91%2026-03-312026-04-24

CSCO CISCO SYS INC3.4K shares-33.64%2026-03-312026-04-24

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.2K shares-0.33%2026-03-312026-04-24

IYW ISHARES TR1.3K shares0.00%2026-03-312026-04-24

WMT WALMART INC1.7K shares-46.82%2026-03-312026-04-24

NKE NIKE INC4.0K shares-11.26%2026-03-312026-04-24

CCK CROWN HLDGS INC2.1K shares0.00%2026-03-312026-04-24

IVV

ISHARES TR

-0.65%

Shares313.6K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-16.76%

Shares832.0K

Event2026-03-31

Filed2026-04-24

AVEM

AMERICAN CENTY ETF TR

-1.25%

Shares516.9K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

-1.65%

Shares597.8K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

-2.20%

Shares292.2K

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

-1.25%

Shares295.8K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

1.31%

Shares221.9K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

-3.23%

Shares87.3K

Event2026-03-31

Filed2026-04-24

AMERICAN CENTY ETF TR

New

Shares397.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-5.50%

Shares50.3K

Event2026-03-31

Filed2026-04-24

IEMG

ISHARES INC

-2.35%

Shares167.8K

Event2026-03-31

Filed2026-04-24

AVMC

AMERICAN CENTY ETF TR

New

Shares160.7K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares38.4K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-1.37%

Shares210.7K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-2.14%

Shares159.4K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.31%

Shares78.8K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-1.54%

Shares43.6K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-20.63%

Shares22.9K

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-1.24%

Shares51.5K

Event2026-03-31

Filed2026-04-24

EFA

ISHARES TR

-0.79%

Shares48.9K

Event2026-03-31

Filed2026-04-24

DEERE & CO

-1.97%

Shares6.5K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-24

USB

US BANCORP

-1.26%

Shares48.9K

Event2026-03-31

Filed2026-04-24

PPG

PPG INDS INC

-0.10%

Shares21.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-30.11%

Shares6.0K

Event2026-03-31

Filed2026-04-24

IWF

ISHARES TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-24

DFUV

DIMENSIONAL ETF TRUST

0.00%

Shares41.9K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

-9.92%

Shares7.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-18.11%

Shares5.9K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-6.29%

Shares7.0K

Event2026-03-31

Filed2026-04-24

EUSB

ISHARES TR

9.16%

Shares32.7K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-8.38%

Shares1.8K

Event2026-03-31

Filed2026-04-24

IVE

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-33.70%

Shares5.8K

Event2026-03-31

Filed2026-04-24

JPST

J P MORGAN EXCHANGE TRADED F

0.89%

Shares22.5K

Event2026-03-31

Filed2026-04-24

QUAL

ISHARES TR

-7.68%

Shares5.9K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-9.17%

Shares6.0K

Event2026-03-31

Filed2026-04-24

BOEING CO

-19.09%

Shares4.8K

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

17.36%

Shares23.6K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-41.86%

Shares3.0K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

-3.40%

Shares27.4K

Event2026-03-31

Filed2026-04-24

XVV

ISHARES TR

7.21%

Shares15.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-28.77%

Shares1.5K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-17.51%

Shares721

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-18.79%

Shares1.4K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

-9.58%

Shares4.4K

Event2026-03-31

Filed2026-04-24

LOW

LOWES COS INC

-5.67%

Shares2.9K

Event2026-03-31

Filed2026-04-24

HSY

HERSHEY CO

-0.15%

Shares3.3K

Event2026-03-31

Filed2026-04-24

ITOT

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

-11.94%

Shares8.4K

Event2026-03-31

Filed2026-04-24

MLM

MARTIN MARIETTA MATLS INC

-4.67%

Shares1.1K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-12.58%

Shares8.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

IUSB

ISHARES TR

-0.69%

Shares13.5K

Event2026-03-31

Filed2026-04-24

LUV

SOUTHWEST AIRLS CO

-1.85%

Shares16.1K

Event2026-03-31

Filed2026-04-24

REALTY INCOME CORP

-0.36%

Shares9.1K

Event2026-03-31

Filed2026-04-24

IAGG

ISHARES TR

1.96%

Shares10.9K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

MSA

MSA SAFETY INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-38.35%

Shares553

Event2026-03-31

Filed2026-04-24

AOA

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

44.16%

Shares6.0K

Event2026-03-31

Filed2026-04-24

WEC ENERGY GROUP INC

-8.01%

Shares3.9K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-41.04%

Shares1.5K

Event2026-03-31

Filed2026-04-24

CITIGROUP INC

-13.27%

Shares3.8K

Event2026-03-31

Filed2026-04-24

MMM

3M CO

-5.89%

Shares2.9K

Event2026-03-31

Filed2026-04-24

PIPER SANDLER COMPANIES

New

Shares5.3K

Event2026-03-31

Filed2026-04-24

AVSE

AMERICAN CENTY ETF TR

-0.08%

Shares6.1K

Event2026-03-31

Filed2026-04-24

AVSD

AMERICAN CENTY ETF TR

-0.04%

Shares5.5K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

0.00%

Shares912

Event2026-03-31

Filed2026-04-24

GILD

GILEAD SCIENCES INC

-11.70%

Shares2.8K

Event2026-03-31

Filed2026-04-24

EMR

EMERSON ELEC CO

-8.09%

Shares2.9K

Event2026-03-31

Filed2026-04-24

XJH

ISHARES TR

5.07%

Shares8.4K

Event2026-03-31

Filed2026-04-24

INTERNATIONAL PAPER CO

-0.33%

Shares10.1K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares539

Event2026-03-31

Filed2026-04-24

XJR

ISHARES TR

3.78%

Shares7.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares522

Event2026-03-31

Filed2026-04-24

PSX

PHILLIPS 66

-9.77%

Shares1.8K

Event2026-03-31

Filed2026-04-24