Independent Family Office, LLC Portfolio Holdings

Independent Family Office, LLC

  • $230 Million
  • Q3 2025

Independent Family Office, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $230 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $30.8M, Ishares Gold Trust with a value of $28.5M, Ptc Inc. with a value of $24.8M, Ishares Russell 1000 Val ETF with a value of $17.7M, and Vanguard Index Fds S&P 500 ETF with a value of $14.5M.

Examining the 13F form we can see an increase of $19.3M in the current position value, from $211M to 230M.

Below you can find more details about Independent Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $230 Million
ETFs: $162 Million
Technology: $43.5 Million
Financial Services: $11.2 Million
Basic Materials: $5.66 Million
Communication Services: $3.08 Million
Healthcare: $2.22 Million
Consumer Defensive: $1 Million
Industrials: $915,000
Other: $732,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.8 Million 13.4% of portfolio
46,220
Q3 2025 Reduced 2.96%
$65.3B
$28.5 Million 12.41% of portfolio
392,114
Q3 2025 Reduced 2.19%
$20.5B
$24.8 Million 10.77% of portfolio
121,934
Q3 2025 Reduced 2.82%
$0
$17.7 Million 7.7% of portfolio
86,911
Q3 2025 Reduced 0.42%
$0
$14.5 Million 6.3% of portfolio
23,655
Q3 2025 Added 27.75%
$130B
$10.6 Million 4.61% of portfolio
29,808
Q3 2025 Reduced 4.21%
$11.6B
$9.86 Million 4.29% of portfolio
270,000
Q3 2025 Reduced 0.68%
$0
$7.99 Million 3.48% of portfolio
33,011
Q3 2025 Reduced 14.01%
$0
$7.17 Million 3.12% of portfolio
160,445
Q3 2025 Added 18.95%
$0
$6.31 Million 2.75% of portfolio
105,380
Q3 2025 Added 18.64%
$0
$6.12 Million 2.66% of portfolio
34,597
Q3 2025 Added 0.91%
$662B
$5.61 Million 2.44% of portfolio
11,161
Q3 2025 Added 21.0%
$0
$4.51 Million 1.96% of portfolio
24,747
Q3 2025 Reduced 2.94%
$0
$2.5 Million 1.09% of portfolio
21,057
Q3 2025 Added 17.97%
$3.78T
$2.47 Million 1.07% of portfolio
4,767
Q2 2025 Added 9.33%
$1.46T
$2.43 Million 1.06% of portfolio
8,685
Q4 2024 Reduced 2.69%
$0
$1.99 Million 0.87% of portfolio
17,936
Q1 2025 Reduced 11.86%
$86.1B
$1.96 Million 0.85% of portfolio
5,657
Q2 2025 Added 0.44%
$4.3T
$1.92 Million 0.83% of portfolio
7,523
Q3 2025 Reduced 4.25%
$3.14B
$1.67 Million 0.73% of portfolio
29,342
Q3 2024 Reduced 19.52%
$0
$1.52 Million 0.66% of portfolio
51,316
Q2 2025 Reduced 24.97%
$453B
$1.51 Million 0.66% of portfolio
2
Q4 2024 Reduced 33.33%
$0
$1.43 Million 0.62% of portfolio
21,890
Q3 2025 Reduced 26.27%
$0
$1.41 Million 0.61% of portfolio
7,450
Q2 2025 Added 25.21%
$0
$1.39 Million 0.6% of portfolio
13,400
Q2 2025 New
$1.74T
$1.39 Million 0.6% of portfolio
5,700
Q2 2025 Reduced 16.67%
$1.87B
$1.32 Million 0.57% of portfolio
4,100
Q2 2025 Added 310.0%
$0
$1.22 Million 0.53% of portfolio
39,611
Q2 2025 Reduced 6.35%
$0
$1.21 Million 0.52% of portfolio
5,640
Q4 2024 Reduced 18.37%
$0
$1.18 Million 0.51% of portfolio
14,168
Q3 2025 Reduced 12.69%
$0
$1.18 Million 0.51% of portfolio
12,754
Q3 2025 Reduced 4.08%
$0
$1.16 Million 0.5% of portfolio
15,774
Q1 2020 Added 9.89%
$0
$1.13 Million 0.49% of portfolio
14,382
Q3 2025 Reduced 8.35%
$0
$1.1 Million 0.48% of portfolio
20,688
Q1 2025 Reduced 19.67%
$222B
$1.09 Million 0.48% of portfolio
2,257
Q3 2024 Reduced 28.42%
$0
$1.11 Million 0.48% of portfolio
8,414
Q2 2023 Reduced 13.53%
$0
$1.11 Million 0.48% of portfolio
10,080
Q3 2022 Reduced 5.25%
$0
$1.05 Million 0.46% of portfolio
1,568
Q2 2025 Added 0.32%
$0
$885,000 0.39% of portfolio
9,182
Q3 2025 Reduced 25.09%
$1.65T
$749,000 0.33% of portfolio
3,083
Q2 2025 Added 16.65%
$76.5B
$720,000 0.31% of portfolio
4,275
Q4 2023 New
$881B
$693,000 0.3% of portfolio
2,200
Q2 2025 Added 30.95%
$0
$669,000 0.29% of portfolio
7,174
Q2 2025 New
$255B
$641,000 0.28% of portfolio
1,932
Q4 2020 New
$0
$613,000 0.27% of portfolio
5,500
Q4 2024 Reduced 47.29%
$0
$623,000 0.27% of portfolio
1,039
Q2 2025 Reduced 27.6%
$4.89B
$603,000 0.26% of portfolio
84,114
Q3 2024 New
$269B
$598,000 0.26% of portfolio
2,500
Q2 2025 Reduced 16.67%
$0
$555,000 0.24% of portfolio
15,140
Q1 2023 Reduced 24.13%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $230 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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