Independent Family Office, LLC

Q3 2025 13F Holdings

  • Location
    albany, NY
  • Num holdings

    79

  • Value ($000)

    $236,338

  • Date Filed
    11/13/2025
  • Form type
    13F-HR
  • CIK
    0001756485
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$30.79M
13 %

46,220

I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$28.53M
12 %

392,114

P
PTC

PTC INC

COM
69370C100
$24.76M
11 %

121,934

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$17.69M
8 %

86,911

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$14.49M
6 %

23,655

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$10.60M
5 %

29,808

---

TOAST INC

CL A
888787108
$9.86M
4 %

270,000

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$7.99M
3 %

33,011

I
INFL

LISTED FDS TR

HORIZON KINETICS
53656F623
$7.17M
3 %

160,445

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$6.31M
3 %

105,380

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