Independent Family Office, LLC
Q2 2025 13F Holdings
- Locationalbany, NY
- Num holdings
77
- Value ($000)
$215,699
- Date Filed08/13/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $29.43M | 14 % | 47,632 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $25.00M | 12 % | 400,907 | ||
PTC PTC INC | COM | 69370C100 | $21.22M | 10 % | 125,474 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $16.95M | 8 % | 87,276 | ||
TOAST INC | CL A | 888787108 | $12.04M | 6 % | 271,850 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.77M | 5 % | 18,517 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $9.49M | 4 % | 31,118 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $8.28M | 4 % | 38,388 | ||
INFL LISTED FDS TR | HORIZON KINETICS | 53656F623 | $5.76M | 3 % | 134,886 | ||
IWN ISHARES TR | RUS 2000 VAL ETF | 464287630 | $5.41M | 3 % | 34,285 |
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