Tarbox Family Office, Inc.
Q1 2026 13F Holdings
- Locationnewport beach, CA
- Num holdings
95
- Value ($000)
$615,761
- Date Filed 04/24/2026
- Form type13F-HR
- CIK 0001599603
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $204.87M | 33 % | 313,643 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $56.19M | 9 % | 832,029 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $41.65M | 7 % | 516,850 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.15M | 5 % | 597,818 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.45M | 4 % | 292,154 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $25.09M | 4 % | 295,783 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $24.51M | 4 % | 221,869 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $21.65M | 4 % | 87,280 | ||
AMERICAN CENTY ETF TR | AVANTIS TOTAL EQ | 02507A606 | $18.69M | 3 % | 397,466 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $14.43M | 2 % | 50,251 |
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