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Independent Family Office, LLC

Q1 2026 13F Holdings

  • Location
    albany, NY
  • Num holdings

    90

  • Value ($000)

    $242,997

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$32.94M
14 %

373,645

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$30.05M
12 %

46,213

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$18.09M
7 %

84,665

P
PTC

PTC INC

COM
69370C100
$16.18M
7 %

113,550

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$15.55M
6 %

26,031

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$11.69M
5 %

27,167

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$8.19M
3 %

33,011

I
INFL

LISTED FDS TR

HORIZON KINETICS
53656F623
$7.81M
3 %

149,927

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$7.32M
3 %

114,168

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TOAST INC

CL A
888787108
$6.63M
3 %

250,000

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