Independent Family Office, LLC
Top Portfolio Positions
54 positions ·
$133,351,602 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
373,645 | $32,940,543 | 24.70% |
| SPY |
Spdr S&P 500 Etf Trust
|
46,213 | $30,054,162 | 22.54% |
| PTC |
Ptc Inc.
Technology
|
113,550 | $16,179,739 | 12.13% |
| GLD |
Spdr Gold Trust
|
27,167 | $11,689,688 | 8.77% |
| TOST |
Toast, Inc.
Technology
|
250,000 | $6,627,500 | 4.97% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
10,336 | $3,493,051 | 2.62% |
| AAPL |
Apple Inc.
Technology
|
8,957 | $2,273,197 | 1.70% |
| PHYS |
Sprott Physical Gold Trust
|
51,316 | $1,818,639 | 1.36% |
| SHW |
Sherwin Williams Co
Basic Materials
|
5,600 | $1,795,080 | 1.35% |
| SMG |
Scotts Miracle-Gro Co
Basic Materials
|
29,342 | $1,784,287 | 1.34% |
Holdings in PTC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,179,739 | 113,550 | Shares | Sole | 2026-05-15 | |
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