Independent Family Office, LLC Top Holdings and 13F Report (2025)

About Independent Family Office, LLC

Investment Activity

Independent Family Office, LLC has $192.50 million in total holdings as of December 31, 2024.
Independent Family Office, LLC owns shares of 71 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 3.07% of the portfolio was purchased this quarter.
About 7.80% of the portfolio was sold this quarter.
This quarter, Independent Family Office, LLC has purchased 71 new stocks and bought additional shares in 8 stocks.
Independent Family Office, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $27,868,104
PTC: $24,125,399
iShares Gold Trust: $20,762,365
iShares Russell 1000 Value ETF: $15,787,146
Toast: $10,388,250

Largest New Holdings this Quarter

Horizon Kinetics Inflation Beneficiaries ETF: $3,324,422 Holding
Hilton Grand Vacations: $626,511 Holding
Amazon.com: $204,691 Holding

Largest Purchases this Quarter

Horizon Kinetics Inflation Beneficiaries ETF: 87,301 shares (about $3.32M)
Hilton Grand Vacations: 16,085 shares (about $626.51K)
iShares Russell 1000 Value ETF: 3,250 shares (about $601.67K)
iShares Core S&P Small-Cap ETF: 3,410 shares (about $392.90K)
Doubleline Commercial Real Estate ETF: 5,825 shares (about $299.75K)

Largest Sales this Quarter

SPDR SSgA Multi-Asset Real Return ETF: 111,049 shares (about $3.00M)
Toast: 49,275 shares (about $1.80M)
PTC: 8,091 shares (about $1.49M)
iShares 1-3 Year Treasury Bond ETF: 16,375 shares (about $1.34M)
MicroStrategy: 3,100 shares (about $897.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$27,868,104	$44,542 ▲	0.2%	47,550	14.5%	Finance
PTC PTC	$24,125,399	$1,487,692 ▼	-5.8%	131,209	12.5%	Computer and Technology
IAU iShares Gold Trust	$20,762,365	$321,815 ▼	-1.5%	419,357	10.8%	Finance
IWD iShares Russell 1000 Value ETF	$15,787,146	$601,673 ▲	4.0%	85,276	8.2%	ETF
TOST Toast	$10,388,250	$1,796,074 ▼	-14.7%	285,000	5.4%	Computer and Technology
IWM iShares Russell 2000 ETF	$8,487,294	$198,864 ▼	-2.3%	38,411	4.4%	Finance
VOO Vanguard S&P 500 ETF	$7,834,297	$165,953 ▼	-2.1%	14,540	4.1%	ETF
GLD SPDR Gold Shares	$7,623,463	$38,741 ▼	-0.5%	31,485	4.0%	Finance
IWN iShares Russell 2000 Value ETF	$5,743,487		0.0%	34,985	3.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,149,742	$752,966 ▼	-12.8%	26,297	2.7%	ETF
BRK.B Berkshire Hathaway	$3,457,620	$20,398 ▲	0.6%	7,628	1.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$3,408,753	$8,608 ▼	-0.3%	71,283	1.8%	ETF
INFL Horizon Kinetics Inflation Beneficiaries ETF	$3,324,422	$3,324,422 ▲	New Holding	87,301	1.7%	ETF
TIP iShares TIPS Bond ETF	$2,168,186	$533 ▼	0.0%	20,349	1.1%	ETF
SMG Scotts Miracle-Gro	$1,946,548		0.0%	29,342	1.0%	Basic Materials
SHW Sherwin-Williams	$1,914,486		0.0%	5,632	1.0%	Basic Materials
IJH iShares Core S&P Mid-Cap ETF	$1,849,984	$182,257 ▲	10.9%	29,690	1.0%	ETF
MSFT Microsoft	$1,837,740		0.0%	4,360	1.0%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$1,735,808	$1,342,394 ▼	-43.6%	21,174	0.9%	Manufacturing
TSM Taiwan Semiconductor Manufacturing	$1,715,201	$47,398 ▼	-2.7%	8,685	0.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$1,592,686	$392,900 ▲	32.7%	13,823	0.8%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$1,536,057	$849,246 ▼	-35.6%	16,615	0.8%	ETF
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$1,528,738		0.0%	17,056	0.8%	ETF
AAPL Apple	$1,527,313	$120,755 ▼	-7.3%	6,324	0.8%	Computer and Technology
SPROTT PHYSICAL GOLD TR	$1,377,395		0.0%	68,391	0.7%	UNIT
DCMB Doubleline Commercial Real Estate ETF	$1,376,452	$299,754 ▲	27.8%	26,748	0.7%	ETF
BRK.A Berkshire Hathaway	$1,361,840	$680,920 ▼	-33.3%	2	0.7%	Finance
GOOG Alphabet	$1,302,610		0.0%	6,840	0.7%	Computer and Technology
VDC Vanguard Consumer Staples ETF	$1,192,183	$268,241 ▼	-18.4%	5,640	0.6%	ETF
TMO Thermo Fisher Scientific	$1,174,159		0.0%	2,257	0.6%	Medical
BSV Vanguard Short-Term Bond ETF	$1,157,427	$49,453 ▲	4.5%	14,979	0.6%	ETF
RLY SPDR SSgA Multi-Asset Real Return ETF	$1,142,838	$3,000,544 ▼	-72.4%	42,296	0.6%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,094,789		0.0%	10,080	0.6%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,077,032		0.0%	25,754	0.6%	Finance
VPU Vanguard Utilities ETF	$972,349	$27,128 ▼	-2.7%	5,950	0.5%	ETF
PKW Invesco BuyBack Achievers ETF	$968,704		0.0%	8,414	0.5%	ETF
VXUS Vanguard Total International Stock ETF	$929,562		0.0%	15,774	0.5%	ETF
GDX VanEck Gold Miners ETF	$916,248	$26,619 ▼	-2.8%	27,020	0.5%	ETF
IVV iShares Core S&P 500 ETF	$844,167		0.0%	1,434	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$786,466	$155,171 ▲	24.6%	14,825	0.4%	SHS BEN INT
QQQ Invesco QQQ	$733,615	$589,448 ▼	-44.6%	1,435	0.4%	Finance
TMUS T-Mobile US	$662,190		0.0%	3,000	0.3%	Computer and Technology
HGV Hilton Grand Vacations	$626,511	$626,511 ▲	New Holding	16,085	0.3%	Consumer Discretionary
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$587,620	$527,149 ▼	-47.3%	5,500	0.3%	Finance
AXP American Express	$573,398		0.0%	1,932	0.3%	Finance
COST Costco Wholesale	$522,274		0.0%	570	0.3%	Retail/Wholesale
GOOGL Alphabet	$500,320	$36,564 ▼	-6.8%	2,463	0.3%	Computer and Technology
FLOT iShares Floating Rate Bond ETF	$479,289		0.0%	9,420	0.2%	ETF
META Meta Platforms	$446,744		0.0%	763	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$402,513	$239,591 ▼	-37.3%	1,680	0.2%	Finance
WOOD iShares Global Timber & Forestry ETF	$381,700	$206,118 ▼	-35.1%	5,000	0.2%	ETF
SPROTT PHYSICAL GOLD & SILVE	$359,726		0.0%	15,140	0.2%	TR UNIT
GCOW Pacer Global Cash Cows Dividend ETF	$348,028	$67,311 ▼	-16.2%	10,315	0.2%	ETF
AEM Agnico Eagle Mines	$334,348		0.0%	4,275	0.2%	Basic Materials
UNH UnitedHealth Group	$331,338		0.0%	655	0.2%	Medical
ITW Illinois Tool Works	$322,275		0.0%	1,271	0.2%	Industrial Products
ORCL Oracle	$313,950		0.0%	1,884	0.2%	Computer and Technology
ADP Automatic Data Processing	$309,708		0.0%	1,058	0.2%	Business Services
JNJ Johnson & Johnson	$306,594	$289,240 ▼	-48.5%	2,120	0.2%	Medical
AGG iShares Core U.S. Aggregate Bond ETF	$293,801		0.0%	3,032	0.2%	Finance
IJJ iShares S&P Mid-Cap 400 Value ETF	$293,656	$93,720 ▼	-24.2%	2,350	0.2%	ETF
MSTR MicroStrategy	$289,620	$897,822 ▼	-75.6%	1,000	0.2%	Computer and Technology
WMT Walmart	$281,892		0.0%	3,120	0.1%	Retail/Wholesale
PEP PepsiCo	$263,824	$8,667 ▼	-3.2%	1,735	0.1%	Consumer Staples
EWC iShares MSCI Canada ETF	$249,860		0.0%	6,200	0.1%	ETF
AMP Ameriprise Financial	$227,880		0.0%	428	0.1%	Finance
TECK Teck Resources	$222,915		0.0%	5,500	0.1%	Basic Materials
TY Tri-Continental	$221,418		0.0%	6,987	0.1%	Finance
NEW GOLD INC CDA	$208,603		0.0%	84,114	0.1%	COM
NEM Newmont	$208,171		0.0%	5,593	0.1%	Basic Materials
AMZN Amazon.com	$204,691	$204,691 ▲	New Holding	933	0.1%	Retail/Wholesale
IHI iShares U.S. Medical Devices ETF	$0	$351,961 ▼	-100.0%	0	0.0%	ETF
ITA iShares U.S. Aerospace & Defense ETF	$0	$300,580 ▼	-100.0%	0	0.0%	ETF
PFF iShares Preferred and Income Securities ETF	$0	$265,242 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Independent Family Office, LLC Top Holdings and 13F Report (2025)

About Independent Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Independent Family Office, LLC Top Holdings and 13F Report (2025)

About Independent Family Office, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIndependent Family Office, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools