Tarbox Family Office, Inc.
Q2 2026 13F Holdings
- Locationnewport beach, CA
- Num holdings
96
- Value ($000)
$698,174
- Date Filed 08/03/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $232.4M | 33 % | 310,326 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $57.73M | 8 % | 748,612 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $48.9M | 7 % | 506,746 | ||
J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $29.2M | 4 % | 622,035 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $27.81M | 4 % | 222,938 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $27.61M | 4 % | 285,923 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $26.36M | 4 % | 295,495 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | $25.79M | 4 % | 85,850 | ||
AMERICAN CENTY ETF TR | AVAN TOTA EQ ETF | 02507A606 | $21.54M | 3 % | 395,590 | ||
AMERICAN CENTY ETF TR | AVA MID EQU ETF | 025072125 | $19.27M | 3 % | 240,067 |
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