Allie Family Office LLC
Top Portfolio Positions
28 positions ·
$78,088,967 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
71,636 | $46,587,756 | 59.66% |
| GLD |
Spdr Gold Trust
|
24,642 | $10,603,206 | 13.58% |
| IAU |
Ishares Gold Trust
|
58,492 | $5,156,654 | 6.60% |
| IBIT |
iShares Bitcoin Trust ETF
|
96,132 | $3,693,391 | 4.73% |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,028 | $2,902,061 | 3.72% |
| MSFT |
Microsoft Corp
Technology
|
4,233 | $1,566,929 | 2.01% |
| NVDA |
Nvidia Corp
Technology
|
7,831 | $1,365,726 | 1.75% |
| NNN |
Nnn Reit, Inc.
Real Estate
|
17,784 | $747,461 | 0.96% |
| HSBC |
Hsbc Holdings Plc
Financial Services
|
8,504 | $701,494 | 0.90% |
| DIA |
Spdr Dow Jones Industrial Average Etf Trust
|
1,352 | $626,232 | 0.80% |
Holdings in FPI
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,185 | 15,956 | Shares | Sole | 2026-05-14 | |
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