Independent Family Office, LLC
Family OfficeTop Portfolio Positions
55 positions ·
$139,205,030 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
373,645 | $32,940,543 | 23.66% | |
| SPY |
Spdr S&P 500 ETF Trust
|
46,213 | $30,054,162 | 21.59% | |
| PTC |
Ptc Inc.
Technology
|
113,550 | $16,179,739 | 11.62% | |
| GLD |
Spdr Gold Trust
|
27,167 | $11,689,688 | 8.40% | |
| TOST |
Toast, Inc.
Technology
|
250,000 | $6,627,500 | 4.76% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,215 | $5,853,428 | 4.20% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
10,336 | $3,493,051 | 2.51% | |
| AAPL |
Apple Inc.
Technology
|
8,957 | $2,273,197 | 1.63% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
51,316 | $1,818,639 | 1.31% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
5,600 | $1,795,080 | 1.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SMG
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,784,287 | 29,342 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,712,105 | 29,342 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,671,026 | 29,342 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,935,398 | 29,342 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,610,582 | 29,342 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,946,548 | 29,342 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,543,951 | 29,342 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,372,087 | 36,460 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,719,551 | 36,460 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,324,325 | 36,460 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,248,080 | 43,500 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,727,015 | 43,500 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,288,242 | 61,489 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,987,750 | 61,489 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,628,654 | 61,489 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $5,421,183 | 44,089 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||