Independent Family Office, LLC
Q1 2025 13F Holdings
- Locationalbany, NY
- Num holdings
70
- Value ($000)
$190,137
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001756485
- 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 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $26.64M | 14 % | 47,632 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $24.61M | 13 % | 417,432 | ||
PTC PTC INC | COM | 69370C100 | $19.54M | 10 % | 126,114 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $16.19M | 9 % | 86,064 | ||
TOAST INC | CL A | 888787108 | $9.45M | 5 % | 285,000 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $9.05M | 5 % | 31,412 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $7.66M | 4 % | 38,388 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.42M | 4 % | 14,448 | ||
IWN ISHARES TR | RUS 2000 VAL ETF | 464287630 | $5.28M | 3 % | 34,985 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $5.04M | 3 % | 25,997 |
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