Independent Family Office, LLC Portfolio Holdings
Independent Family Office, LLC
- $211 Million
- Q2 2025
Independent Family Office, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Million distributed in 77 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 $29.4M, Ishares Gold Trust with a value of $25M, Ptc Inc. with a value of $21.6M, Ishares Russell 1000 Val ETF with a value of $17M, and Toast, Inc. with a value of $12M.
Examining the 13F form we can see an increase of $23.7M in the current position value, from $187M to 211M.
Below you can find more details about Independent Family Office, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$211 Million
ETFs: $147 Million
Technology: $42 Million
Financial Services: $9.6 Million
Basic Materials: $5.35 Million
Communication Services: $2.49 Million
Healthcare: $1.95 Million
Consumer Defensive: $1.01 Million
Consumer Cyclical: $872,000
Other: $640,000
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|