Independent Family Office, LLC

Family Office

CIK

1756485

Location

ALBANY, NY

Portfolio Value

Small $248,940,923

Diversification

Diversified

Filing Date

Global Rank

#5,784 / 8,795 ▼ 141 · as of Jun 2026

Top Industry

Software - Application 20.7%

Period ended 3 months ago

Filed Aug 11, 2026 · 57d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

67 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.1%

+1.7 pts

Top 5

56.2%

+3.1 pts

Top 10

73.0%

+2.2 pts

HHI

824

Diversified+77

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	74.4%	$185,209,766	20
Technology	12.9%	$32,043,060	13
Financial Services	5.6%	$14,002,179	11
Basic Materials	2.3%	$5,792,980	5
Communication Services	2.1%	$5,153,188	3
Healthcare	1.0%	$2,596,888	6
Consumer Defensive	0.7%	$1,811,754	4
Consumer Cyclical	0.7%	$1,679,456	3
Industrials	0.3%	$651,652	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
—		+8,738	158,665	$7,914,210
BIV	Vanguard Intermediate-Term Bond ETF	+7,850	18,432	$1,436,037
VEA	Vanguard FTSE Developed Markets ETF	+6,187	120,355	$8,575,293
IAU	Ishares Gold Trust	+2,271	375,916	$28,385,417
VB	Vanguard Morningstar Small-Cap ETF	+1,765	27,796	$19,090,570
GLD	Spdr Gold Trust	+483	27,650	$10,185,707
VXUS	Vanguard Total International Stock ETF	+283	16,057	$1,372,712
QQQ	Invesco Qqq Trust, Series 1	+44	1,083	$797,521
—		+33	34,436	$7,617,243
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+30	10,366	$4,950,490
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−27,911	246,818	$45,139,795
MNST	Monster Beverage Corp	−2,261	6,355	$610,842
PTC	Ptc Inc.	−1,742	111,808	$12,702,506
MSTR	Strategy Inc	−1,000	3,100	$269,483
ANET	Arista Networks, Inc.	−903	2,848	$483,818
VIG	Vanguard Dividend Appreciation ETF	−551	24,196	$5,725,257
JPM	Jpmorgan Chase & Co	−425	1,600	$523,728
PGR	Progressive Corp/Oh/	−329	2,159	$471,633
EME	EMCOR Group, Inc.	−300	371	$307,885
COST	Costco Wholesale Corp /New	−282	742	$694,118
MSFT	Microsoft Corp	−63	4,677	$1,744,614
SPY	Spdr S&P 500 ETF Trust	−10	46,203	$34,503,014
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
MOD	Modine Manufacturing Co	2,000	$534,040
JBL	Jabil Inc	1,000	$385,480
ONTO	Onto Innovation Inc.	1,000	$378,450
PENG	Penguin Solutions, Inc.	4,000	$304,040
UNH	Unitedhealth Group Inc	600	$249,378
TCMD	Tactile Systems Technology Inc	8,000	$238,240
PNTG	Pennant Group, Inc.	6,000	$221,700
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	550	$505,873
HGV	Hilton Grand Vacations Inc.	12,652	$494,946
SNPS	Synopsys Inc	779	$308,857
PRIM	Primoris Services Corp	2,000	$286,080
TECK	Teck Resources Ltd	5,500	$284,625
NVO	Novo Nordisk A S	7,425	$272,868
ABBV	AbbVie Inc.	1,157	$251,635
TSCO	Tractor Supply Co /De/	5,357	$242,672
BKNG	Booking Holdings Inc.	51	$214,726
XOM	ExxonMobil Holdings Corp	1,228	$208,342
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

67 tracked positions · $248,940,923 total · filing declares 85 positions · $248,940,932 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Showing 1–50 of 67 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	246,818	-27,911	$45,139,795	—	18.13%
SPY	Spdr S&P 500 ETF Trust	Reduced	46,203	-10	$34,503,014	+14.8%	13.86%
IAU	Ishares Gold Trust	Added	375,916	+2,271	$28,385,417	−13.8%	11.40%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,796	+1,765	$19,090,570	+22.7%	7.67%
PTC	Ptc Inc. Technology	Reduced	111,808	-1,742	$12,702,506	−21.5%	5.10%
GLD	Spdr Gold Trust	Added	27,650	+483	$10,185,707	−12.9%	4.09%
VEA	Vanguard FTSE Developed Markets ETF	Added	120,355	+6,187	$8,575,293	+17.2%	3.44%
		Added	158,665	+8,738	$7,914,210	+1.4%	3.18%
		Added	34,436	+33	$7,617,243	+16.8%	3.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	12,217	0	$7,609,963	+4.4%	3.06%
TOST	Toast, Inc. Technology	Held	250,000	0	$6,955,000	+4.9%	2.79%
VIG	Vanguard Dividend Appreciation ETF	Reduced	24,196	-551	$5,725,257	+7.6%	2.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,366	+30	$4,950,490	+41.7%	1.99%
GOOGL	Alphabet Inc. Communication Services	Held	11,201	0	$3,978,539	+23.7%	1.60%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Held	73,058	0	$3,784,769	−0.3%	1.52%
EDV	Vanguard World Funds Extended Duration ETF	Held	14,440	0	$3,133,614	+0.7%	1.26%
AAPL	Apple Inc. Technology	Held	8,957	0	$2,591,797	+14.0%	1.04%
AFK	VanEck Africa Index ETF	Held	26,520	0	$2,000,934	−17.8%	0.80%
SMG	Scotts Miracle-Gro Co Basic Materials	Held	29,342	0	$1,998,483	+12.0%	0.80%
SHW	Sherwin Williams Co Basic Materials	Held	5,600	0	$1,928,192	+7.4%	0.77%
MSFT	Microsoft Corp Technology	Reduced	4,677	-63	$1,744,614	−0.6%	0.70%
PHYS	Sprott Physical Gold Trust Financial Services	Held	51,316	0	$1,548,203	−14.9%	0.62%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Held	119,013	0	$1,532,887	+1.7%	0.62%
BIV	Vanguard Intermediate-Term Bond ETF	Added	18,432	+7,850	$1,436,037	+73.1%	0.58%
BKF	iShares MSCI BIC ETF	Held	20,688	0	$1,415,266	+20.5%	0.57%
VXUS	Vanguard Total International Stock ETF	Added	16,057	+283	$1,372,712	+12.9%	0.55%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Held	39,611	0	$1,366,975	−4.5%	0.55%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Held	8,414	0	$1,191,927	+7.9%	0.48%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	2,257	0	$1,131,569	+2.0%	0.45%
IBIT	iShares Bitcoin Trust ETF	Held	33,850	0	$1,126,866	−13.4%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,472	0	$827,516	+14.4%	0.33%
QQQ	Invesco Qqq Trust, Series 1	Added	1,083	+44	$797,521	+33.0%	0.32%
META	Meta Platforms, Inc. Communication Services	Held	1,410	0	$794,238	−1.5%	0.32%
NVDA	Nvidia Corp Technology	Held	3,820	0	$764,343	+14.7%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	742	-282	$694,118	−32.0%	0.28%
CDE	Coeur Mining, Inc. Basic Materials	Held	41,712	0	$680,739	−13.1%	0.27%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	4,275	0	$663,180	−23.6%	0.27%
AXP	American Express Co Financial Services	Held	1,932	0	$653,499	+11.8%	0.26%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	6,355	-2,261	$610,842	−2.2%	0.25%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Held	15,140	0	$609,082	−15.7%	0.24%
MOD	Modine Manufacturing Co Consumer Cyclical	NEW	2,000	NEW	$534,040	NEW	0.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,600	-425	$523,728	−12.1%	0.21%
NEM	NEWMONT Corp /DE/ Basic Materials	Held	5,593	0	$522,386	−13.7%	0.21%
ANET	Arista Networks, Inc. Technology	Reduced	2,848	-903	$483,818	+5.1%	0.19%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	2,159	-329	$471,633	−4.4%	0.19%
AAAP	Pacer Barings CLO Market Flex ETF	Held	10,315	0	$446,639	−6.4%	0.18%
JNJ	Johnson & Johnson Healthcare	Held	1,699	0	$431,495	+3.9%	0.17%
JBL	Jabil Inc Technology	NEW	1,000	NEW	$385,480	NEW	0.15%
TMUS	T-Mobile US, Inc. Communication Services	Held	2,268	0	$380,411	−20.1%	0.15%
ONTO	Onto Innovation Inc. Technology	NEW	1,000	NEW	$378,450	NEW	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.