Tarbox Family Office, Inc. has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $569 Million distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $203M, Ishares Core S&P Mid Cap ETF with a value of $68.9M, American Centy ETF Tr Avantis with a value of $30.5M, Ishares Tr with a value of $29M, and Ishares Russell 2000 ETF with a value of $24.3M.

Examining the 13F form we can see an increase of $54.7M in the current position value, from $514M to 569M.

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

Portfolio value $569 Million
ETFs: $511 Million
Healthcare: $17.8 Million
Technology: $11.2 Million
Industrials: $6.24 Million
Financial Services: $5.81 Million
Consumer Cyclical: $4.29 Million
Consumer Defensive: $4.14 Million
Basic Materials: $4.09 Million
Other: $4.12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 104
  • Current Value $569 Million
  • Prior Value $514 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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