Independent Family Office, LLC: summary

Independent Family Office, LLC reported 85 positions with a reported value of $262.26M in its 13F for Q3 2026. Compared with Q2 2026: 5 new positions, 5 exited.

Top positions

• STATE STREET SPDR S&P 500 ETF
• ISHARES GOLD TRUST
• VANGUARD S&P 500 ETF
• ISHARES RUSSELL 1000 VALUE ETF
• PTC Inc
• SPDR GOLD SHARES
• VANGUARD FTSE DEVELOPED MARKETS ETF
• ISHARES RUSSELL 2000 ETF
• LISTED FDS TR
• ISHARES RUSSELL 2000 VALUE ETF