13F Filings History of Tarbox Family Office, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$621,554,678
Signature - Title
Mary Sigler - Chief Operating Officer
Location
Newport Beach, CA
Summary
This page shows a list of all the recent 13F filings made by Tarbox Family Office, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tarbox Family Office, Inc. reported 105 stock holdings with total value $621,554,678 as of Q4 2025. Top holdings included IVV, IJH, AVEM, JCPB, and IEFA.

Notify me when Tarbox Family Office, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 105 $621,554,678 +$3,299,156 -$75,267,630 -$71,968,474 IVV, IJH, AVEM, JCPB, IEFA 13F-HR 20 Jan 2026, 21:25
Q3 2025 114 $681,238,727 +$2,609,702 -$35,045,404 -$32,435,702 IVV, IJH, AVEM, IEFA, JCPB 13F-HR 23 Oct 2025, 20:17
Q2 2025 116 $664,895,240 +$16,973,251 -$4,687,418 +$12,285,833 IVV, IJH, AVEM, IEFA, JCPB 13F-HR 11 Aug 2025, 21:20
Q1 2025 107 $601,612,418 +$18,989,104 -$8,291,641 +$10,697,463 IVV, IJH, AVEM, IEFA, IWM 13F-HR 08 May 2025, 15:29
Q4 2024 107 $606,287,113 +$7,958,584 -$4,412,588 +$3,545,996 IVV, IJH, AVEM, IEFA, IWM 13F-HR 16 Jan 2025, 17:33
Q3 2024 109 $610,196,041 +$9,669,090 -$2,987,800 +$6,681,290 IVV, IJH, AVEM, IEFA, IWM 13F-HR 23 Oct 2024, 17:12
Q2 2024 104 $566,874,078 +$3,922,349 -$10,488,481 -$6,566,132 IVV, IJH, AVEM, IEFA, IWM 13F-HR 16 Jul 2024, 17:50
Q1 2024 104 $568,931,900 +$75,211,651 -$4,604,547 +$70,607,104 IVV, IJH, AVEM, IEFA, IWM 13F-HR 15 Apr 2024, 21:17
Q4 2023 97 $514,209,033 +$25,053,719 -$43,936,108 -$18,882,389 IVV, IJH, IEFA, AVEM, IWM 13F-HR 08 Feb 2024, 17:26
Q3 2023 99 $482,797,821 +$27,162,841 -$36,326,983 -$9,164,142 IVV, IJH, IEFA, IEMG, IWM 13F-HR 13 Oct 2023, 10:21
Q2 2023 100 $514,286,338 +$11,180,606 -$15,300,199 -$4,119,593 IVV, IJH, IEFA, IEMG, IWM 13F-HR 20 Jul 2023, 10:31
Q1 2023 99 $494,944,255 +$21,310,109 -$4,860,504 +$16,449,605 IVV, IJH, IEFA, IEMG, IWM 13F-HR 11 Apr 2023, 15:26
Q4 2022 95 $456,250,955 +$42,834,009 -$16,112,401 +$26,721,608 IVV, IJH, IEMG, IEFA, IWM 13F-HR 25 Jan 2023, 07:37
Q3 2022 87 $419,327,000 $0 -$21,555,594 -$21,555,594 IVV, IJH, IEFA, IEMG, IWM 13F-HR 13 Oct 2022, 20:05
Q2 2022 107 $445,262,000 +$45,448,733 -$20,500,457 +$24,948,276 IVV, IJH, IEFA, IEMG, IWM 13F-HR 18 Jul 2022, 21:13
Q1 2022 1,063 $492,498,000 +$6,277,256 -$63,428,921 -$57,151,665 IVV, IJH, IEFA, IEMG, IWM 13F-HR 22 Apr 2022, 17:46
Q4 2021 1,107 $580,754,000 +$11,350,675 -$19,731,188 -$8,380,513 IVV, IJH, IEFA, AAPL, IEMG 13F-HR 05 Jan 2022, 17:43
Q3 2021 1,151 $546,183,000 +$6,674,042 -$11,287,561 -$4,613,519 IVV, IJH, IEFA, IEMG, AAPL 13F-HR 12 Oct 2021, 16:28
Q2 2021 1,137 $559,426,000 +$25,556,273 -$4,807,116 +$20,749,157 IVV, IJH, IEFA, IEMG, IWM 13F-HR 16 Jul 2021, 13:46
Q1 2021 1,141 $507,967,000 +$3,107,021 -$5,175,585 -$2,068,564 IVV, IJH, IEFA, IEMG, IWM 13F-HR 27 Apr 2021, 16:29
Q4 2020 1,129 $478,238,000 +$10,670,396 -$5,069,470 +$5,600,926 IVV, IJH, IEFA, IEMG, IWM 13F-HR 27 Jan 2021, 15:34
Q3 2020 1,141 $410,634,000 +$26,374,723 -$8,164,085 +$18,210,638 IVV, IJH, IEFA, IEMG, AAPL 13F-HR 22 Oct 2020, 16:04
Q2 2020 1,148 $386,473,000 +$25,838,849 -$12,031,418 +$13,807,431 IVV, IJH, AAPL, IEMG, IEFA 13F-HR 22 Jul 2020, 19:32
Q1 2020 1,102 $308,506,000 +$61,579,091 -$33,257,090 +$28,322,001 IVV, IJH, AAPL, IEFA, IEMG 13F-HR 30 Apr 2020, 16:05
Q4 2019 1,111 $365,990,000 +$19,141,979 -$10,092,980 +$9,048,999 IVV, IJH, IJR, IEMG, AAPL 13F-HR 31 Jan 2020, 15:31
Q3 2019 1,085 $328,581,000 +$10,024,236 -$4,117,340 +$5,906,896 IVV, IJH, IJR, IEMG, AAPL 13F-HR 25 Oct 2019, 16:06
Q2 2019 1,092 $319,397,000 +$52,252,327 -$12,272,619 +$39,979,708 IVV, IJH, IJR, IEMG, AAPL 13F-HR 02 Aug 2019, 12:23
Q1 2019 612 $273,466,000 +$5,399,417 -$2,421,055 +$2,978,362 IVV, IJH, IJR, O, VEA 13F-HR 24 Apr 2019, 15:45
Q4 2018 609 $241,335,000 +$8,636,745 -$3,910,258 +$4,726,487 IVV, IJH, IJR, O, VEA 13F-HR 31 Jan 2019, 20:04
Q3 2018 613 $276,390,000 +$7,929,006 -$5,167,502 +$2,761,504 IVV, IJH, IJR, IWM, VEA 13F-HR 26 Oct 2018, 17:41
Q2 2018 604 $259,345,000 +$1,418,278 -$7,772,805 -$6,354,527 IVV, IJH, IJR, VEA, IWM 13F-HR 31 Jul 2018, 16:42
Q1 2018 618 $258,789,000 +$16,421,111 -$5,156,867 +$11,264,244 IVV, IJH, IJR, VEA, IWM 13F-HR 24 Apr 2018, 17:40
Q4 2017 600 $251,977,000 +$14,772,997 -$2,687,519 +$12,085,478 IVV, IJH, IJR, VEA, IWM 13F-HR 26 Jan 2018, 17:39
Q3 2017 597 $228,090,000 +$34,843,787 -$17,432,042 +$17,411,745 IVV, IJH, IJR, VEA, IWM 13F-HR 19 Oct 2017, 16:45
Q2 2017 579 $202,759,000 +$11,248,105 -$6,999,187 +$4,248,918 IVV, IJH, IWM, VEA, VB 13F-HR 18 Jul 2017, 17:36
Q1 2017 586 $193,578,000 +$11,953,646 -$1,199,040 +$10,754,606 IVV, IJH, IWM, VEA, VB 13F-HR 28 Apr 2017, 12:39
Q4 2016 552 $174,161,000 +$21,703,735 -$6,843,751 +$14,859,984 IVV, IJH, IWM, VEA, VB 13F-HR 31 Jan 2017, 18:47
Q3 2016 550 $155,117,000 +$22,908,731 -$12,081,733 +$10,826,998 IVV, IJH, QUAL, IWM, VEA 13F-HR 28 Oct 2016, 12:36
Q2 2016 553 $139,312,000 +$8,309,664 -$3,662,642 +$4,647,022 IJH, IVV, VEA, IWM, EFA 13F-HR 29 Jul 2016, 15:37
Q1 2016 572 $132,032,000 +$9,179,696 -$1,852,893 +$7,326,803 IJH, IVV, VEA, IWM, EFA 13F-HR 27 Apr 2016, 14:29
Q4 2015 540 $122,946,000 +$13,736,060 -$5,096,287 +$8,639,773 IJH, IVV, VEA, IWM, EFA 13F-HR 29 Jan 2016, 16:09
Q3 2015 557 $109,270,000 +$8,310,672 -$3,698,768 +$4,611,904 IJH, IVV, IWM, VEA, EFA 13F-HR 29 Oct 2015, 19:49
Q2 2015 549 $115,236,000 +$6,963,179 -$2,579,975 +$4,383,204 IJH, IVV, IWM, VEA, EFA 13F-HR 16 Jul 2015, 16:41
Q1 2015 552 $113,733,000 +$8,134,722 -$4,339,221 +$3,795,501 IJH, IVV, IWM, VEA, VIG 13F-HR 20 Apr 2015, 14:49
Q4 2014 541 $108,061,000 +$9,236,824 -$18,894,424 -$9,657,600 IJH, IWM, IVV, VIG, EFA 13F-HR 21 Jan 2015, 11:12
Q3 2014 543 $110,791,000 +$3,112,282 -$1,700,011 +$1,412,271 IJH, IWM, VIG, IVV, PPG 13F-HR 10 Oct 2014, 19:31
Q2 2014 461 $111,980,000 +$3,717,839 -$7,634,966 -$3,917,127 IJH, IWM, VIG, PPG, USB 13F-HR 11 Jul 2014, 13:17
Q1 2014 474 $112,157,000 +$2,374,382 -$12,023,968 -$9,649,586 IJH, IWM, VIG, EFA, USB 13F-HR 30 Apr 2014, 18:24
Q4 2013 577 $119,728,000 $0 $0 $0 IJH, IWM, VIG, EFA, USB 13F-HR 14 Feb 2014, 14:15