Independent Family Office, LLC - Portfolio overview

Independent Family Office, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TR, 13.47%
2. SPY - STATE STR SPDR S&P 500 ETF T, 12.29%
3. IWD - ISHARES TR, 7.40%

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

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