IF

Independent Family Office, LLC

13F
Independent Family Office, LLC
Last update 2025-05-13 70 Stocks (1 new)
Value $190.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(14.01%)IAU(12.94%)PTC(10.28%)IWD(8.52%)TOST(4.97%)
Summary Stock Picks Current Portfolio
Independent Family Office, LLC... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		SPDR S&P 500 ETF Trust
47,632
26,644.9
+0.17%
14.010
+0.02%
0.000
-0.51%
+0.87%
603,465.9
 
IAU 		iShares Gold Trust
417,432
24,611.8
-0.46%
12.940
-0.05%
0.060
+15.39%
+25.55%
46,061.4
 
PTC 		PTC Inc
126,114
19,541.4
-3.88%
10.280
-0.49%
0.110
+2.87%
-8.46%
20,189.6
Software
IWD 		iShares Russell 1000 Value ETF
86,064
16,193.8
+0.92%
8.520
+0.08%
0.030
-2.54%
+2.32%
61,170.1
 
TOST 		Toast Inc
285,000
9,453.5
0%
4.970
0%
0.050
+9.27%
+15.72%
24,401.8
Software
GLD 		SPDR Gold Shares ETF
31,412
9,051.0
-0.23%
4.760
-0.01%
0.010
+15.32%
+25.39%
97,667.1
 
IWM 		iShares Russell 2000 ETF
38,388
7,658.0
-0.06%
4.030
0%
0.010
-4.25%
-6.98%
63,888.9
 
VOO 		Vanguard S&P 500 ETF
14,448
7,425.0
-0.63%
3.910
-0.03%
0.000
-0.49%
+0.90%
601,339.2
 
IWN 		iShares Russell 2000 Value ETF
34,985
5,282.0
0%
2.780
0%
0.050
-6.07%
-7.83%
10,754.2
 
VIG 		Vanguard Dividend Appreciation FTF
25,997
5,043.2
-1.14%
2.650
-0.03%
0.010
-2.09%
+1.56%
88,208.2
 

Independent Family Office, LLC's Historical Top Holdings Breakdowns

Independent Family Office, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PTC 		PTC Inc2025-03-31Reduce
-0.49%
●
153.3 ($171.97) 193.48
$168.32
-2.12%
Reduce -3.88%
126,114
-5,095
INFL 		Horizon Kinetics Inflation Beneficiaries ETF2025-03-31Add
+0.39%
●
38.54 ($40.02) 41.5
$41.78
4.40%
Add 20.68%
105,356
18,055
DCMB 		DCMB2025-03-31Add
+0.29%
●
51.3 ($51.64) 51.87
$51.38
-0.50%
Add 40.1%
37,473
10,725
IEO 		iShares U.S. Oil & Gas Exploration & Production ETF2025-03-31Reduce
-0.29%
●
86.02 ($93.5) 99.13
$84.77
-9.34%
Reduce -37.05%
10,737
-6,319
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Reduce
-0.21%
●
91.17 ($93.56) 95.39
$94.57
1.08%
Reduce -26.22%
12,258
-4,357
WOOD 		iShares S&P Global Timber & Forestry Index Fund2025-03-31Sold Out
-0.20%
●
75.06 ($78.19) 80.72
$73.72
-5.72%
Sold Out
0
-5,000
IBIT 		ISHARES BITCOIN TR2025-03-31Add
+0.19%
●
44.91 ($52.94) 60.42
$59.46
12.32%
Add 52.28%
22,575
7,750
SHY 		iShares 1-3 Year Treasury Bond ETF2025-03-31Reduce
-0.14%
●
81.83 ($82.24) 82.73
$82.65
0.50%
Reduce -15.47%
17,899
-3,275
TIP 		iShares TIPS Bond ETF2025-03-31Reduce
-0.13%
●
106.22 ($108.63) 111.09
$109.29
0.61%
Reduce -11.86%
17,936
-2,413
PGR 		Progressive Corp2025-03-31New Buy
+0.12%
●
235.61 ($261.55) 291.22
$284.93
8.94%
New holding
778
778

Independent Family Office, LLC Total Holding History ($B)

To

Independent Family Office, LLC's Asset Allocation

To

Independent Family Office, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Independent Family Office, LLC's Hypothetical Growth since 2025-03-31

Independent Family Office, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Independent Family Office, LLC's Holdings Heat Map

Size field:

Independent Family Office, LLC's Holdings Bubble Chart

Independent Family Office, LLC News

  • 1

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