Allie Family Office LLC - Portfolio overview

Allie Family Office LLC has 112 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - SPDR S&P 500 ETF TR, 19.95%
2. EFA - ISHARES TR, 12.32%
3. VOO - VANGUARD INDEX FDS, 7.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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