Notify me when Independent Family Office, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 79 | $239,500,520 | +$2,156,924 | -$2,850,520 | -$693,596 | SPY, IAU, PTC, IWD, VOO | 13F-HR | 13 Feb 2026, 17:05 |
| Q3 2025 | 79 | $236,338,047 | +$8,281,302 | -$6,002,148 | +$2,279,154 | SPY, IAU, PTC, IWD, VOO | 13F-HR | 13 Nov 2025, 13:29 |
| Q2 2025 | 77 | $215,699,263 | +$13,326,539 | -$3,537,925 | +$9,788,614 | SPY, IAU, PTC, IWD, TOST | 13F-HR | 13 Aug 2025, 10:13 |
| Q1 2025 | 70 | $190,137,058 | +$2,280,888 | -$3,587,549 | -$1,306,661 | SPY, IAU, PTC, IWD, TOST | 13F-HR | 13 May 2025, 11:50 |
| Q4 2024 | 71 | $192,495,782 | +$5,901,772 | -$14,110,083 | -$8,208,311 | SPY, PTC, IAU, IWD, TOST | 13F-HR | 10 Feb 2025, 17:06 |
| Q3 2024 | 71 | $199,017,618 | +$16,522,806 | -$5,309,728 | +$11,213,078 | SPY, PTC, IAU, IWD, TOST | 13F-HR | 14 Nov 2024, 12:25 |
| Q2 2024 | 69 | $175,302,246 | +$7,559,031 | -$19,003,261 | -$11,444,230 | PTC, SPY, IAU, IWD, TOST | 13F-HR | 14 Aug 2024, 10:09 |
| Q1 2024 | 74 | $186,336,525 | +$5,347,728 | -$10,492,399 | -$5,144,671 | SPY, PTC, IAU, IWD, IWM | 13F-HR | 29 Apr 2024, 13:04 |
| Q4 2023 | 73 | $176,781,623 | +$3,896,897 | -$4,748,804 | -$851,907 | PTC, SPY, IAU, IWD, IWM | 13F-HR | 30 Jan 2024, 11:40 |
| Q3 2023 | 67 | $160,105,286 | +$3,853,095 | -$2,225,111 | +$1,627,984 | PTC, SPY, IAU, IWD, IWM | 13F-HR | 01 Nov 2023, 09:38 |
| Q2 2023 | 68 | $165,095,334 | +$2,805,505 | -$18,966,108 | -$16,160,603 | PTC, SPY, IAU, IWD, TOST | 13F-HR | 25 Jul 2023, 15:23 |
| Q1 2023 | 70 | $173,334,076 | +$2,824,844 | -$4,578,985 | -$1,754,141 | PTC, SPY, IAU, IWD, GLD | 13F-HR | 04 May 2023, 15:29 |
| Q4 2022 | 68 | $166,451,698 | +$4,081,822 | -$57,125,453 | -$53,043,631 | PTC, SPY, IAU, IWD, TOST | 13F-HR | 09 Feb 2023, 16:47 |
| Q3 2022 | 67 | $202,840,000 | +$45,403,754 | -$3,553,352 | +$41,850,402 | SPY, PTC, TOST, IAU, IWD | 13F-HR | 14 Nov 2022, 10:02 |
| Q2 2022 | 66 | $99,712,000 | +$8,143,730 | -$15,323,590 | -$7,179,860 | IAU, IWD, IWM, TIP, IWN | 13F-HR | 01 Aug 2022, 16:47 |
| Q1 2022 | 67 | $304,589,000 | +$54,023,734 | -$3,516,378 | +$50,507,356 | SPY, IAU, IWD, IWM, GLD | 13F-HR | 16 May 2022, 15:31 |
| Q4 2021 | 59 | $264,842,000 | +$8,646,026 | -$1,363,371 | +$7,282,655 | SPY, IAU, IWD, IWM, GLD | 13F-HR | 09 Feb 2022, 16:10 |
| Q3 2021 | 50 | $240,498,000 | +$1,133,458 | -$6,939,998 | -$5,806,540 | SPY, IAU, KSPN, IWD, IWM | 13F-HR | 04 Nov 2021, 13:24 |
| Q2 2021 | 59 | $256,317,000 | +$14,256,861 | -$26,670,427 | -$12,413,566 | SPY, KSPN, IAU, IWD, IWM | 13F-HR | 12 Aug 2021, 09:03 |
| Q1 2021 | 66 | $252,871,000 | +$4,355,416 | -$6,359,069 | -$2,003,653 | SPY, KSPN, IAU, IWD, IWM | 13F-HR | 17 May 2021, 18:23 |
| Q4 2020 | 65 | $239,382,000 | +$5,069,559 | -$3,351,180 | +$1,718,379 | SPY, IAU, IWM, KSPN, IWD | 13F-HR | 12 Feb 2021, 20:41 |
| Q3 2020 | 58 | $210,819,000 | +$7,955,314 | -$2,908,290 | +$5,047,024 | SPY, IAU, IWM, IWD, GLD | 13F-HR | 16 Nov 2020, 10:58 |
| Q2 2020 | 63 | $189,085,000 | +$6,008,515 | -$1,999,084 | +$4,009,431 | SPY, IAU, IWM, IWD, GLD | 13F-HR | 13 Aug 2020, 09:34 |
| Q1 2020 | 55 | $160,708,000 | +$30,935,425 | -$2,608,155 | +$28,327,270 | SPY, IAU, GLD, FLOT, IWD | Restatement | 23 Jun 2020, 14:31 |
| Q4 2019 | 53 | $159,271,000 | $0 | $0 | $0 | SPY, IAU, IWD, IWM, TIP | 13F-HR | 12 Feb 2020, 20:53 |