Filed: 11/13/2025ACC: 0001951757-25-001422
📋 What this filing means
INDEPENDENT FAMILY OFFICE, LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $236.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$236.34M
Total AUM (reported)
2.03M
Total Shares
Allocation by class
COM$41.14M17.4%
TR UNIT$30.79M13.0%
ISHARES NEW$28.53M12.1%
RUS 1000 VAL ETF$17.69M7.5%
S&P 500 ETF SHS$14.49M6.1%
CL A$13.38M5.7%
GOLD SHS$10.60M4.5%
Portfolio Concentration
Top 3$84.08M35.6%
4–10$74.11M31.4%
11–25$42.71M18.1%
Rest$35.45M15.0%
Top 3 weight
35.6%
Top 10 weight
66.9%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole79
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
SPDR S&P 500 ETF TR
SOLEShares46.22K
TypeSH
Market value$30.79M
13.03%
Sole
0.00
Shared
0.00
None
46.22K
ISHARES GOLD TR
SOLEShares392.11K
TypeSH
Market value$28.53M
12.07%
Sole
0.00
Shared
0.00
None
392.11K
PTC INC
SOLEShares121.93K
TypeSH
Market value$24.76M
10.47%
Sole
0.00
Shared
0.00
None
121.93K
ISHARES TR
SOLEShares86.91K
TypeSH
Market value$17.69M
7.49%
Sole
0.00
Shared
0.00
None
86.91K
VANGUARD INDEX FDS
SOLEShares23.66K
TypeSH
Market value$14.49M
6.13%
Sole
0.00
Shared
0.00
None
23.66K
SPDR GOLD TR
SOLEShares29.81K
TypeSH
Market value$10.60M
4.48%
Sole
0.00
Shared
0.00
None
29.81K
TOAST INC
SOLEShares270K
TypeSH
Market value$9.86M
4.17%
Sole
0.00
Shared
0.00
None
270K
ISHARES TR
SOLEShares33.01K
TypeSH
Market value$7.99M
3.38%
Sole
0.00
Shared
0.00
None
33.01K
LISTED FDS TR
SOLEShares160.44K
TypeSH
Market value$7.17M
3.03%
Sole
0.00
Shared
0.00
None
160.44K
VANGUARD TAX-MANAGED FDS
SOLEShares105.38K
TypeSH
Market value$6.31M
2.67%
Sole
0.00
Shared
0.00
None
105.38K
ISHARES TR
SOLEShares34.60K
TypeSH
Market value$6.12M
2.59%
Sole
0.00
Shared
0.00
None
34.60K
BERKSHIRE HATHAWAY INC DEL
SOLEShares11.16K
TypeSH
Market value$5.61M
2.37%
Sole
0.00
Shared
0.00
None
11.16K
VANGUARD SPECIALIZED FUNDS
SOLEShares24.75K
TypeSH
Market value$5.34M
2.26%
Sole
0.00
Shared
0.00
None
24.75K
DOUBLELINE ETF TRUST
SOLEShares69.18K
TypeSH
Market value$3.60M
1.52%
Sole
0.00
Shared
0.00
None
69.18K
ISHARES TR
SOLEShares21.06K
TypeSH
Market value$2.50M
1.06%
Sole
0.00
Shared
0.00
None
21.06K
MICROSOFT CORP
SOLEShares4.77K
TypeSH
Market value$2.47M
1.04%
Sole
0.00
Shared
0.00
None
4.77K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares8.69K
TypeSH
Market value$2.43M
1.03%
Sole
0.00
Shared
0.00
None
8.69K
VANECK ETF TRUST
SOLEShares26.80K
TypeSH
Market value$2.05M
0.87%
Sole
0.00
Shared
0.00
None
26.80K
ISHARES BITCOIN TRUST ETF
SOLEShares31.10K
TypeSH
Market value$2.02M
0.86%
Sole
0.00
Shared
0.00
None
31.10K
ISHARES TR
SOLEShares17.94K
TypeSH
Market value$1.99M
0.84%
Sole
0.00
Shared
0.00
None
17.94K
SHERWIN WILLIAMS CO
SOLEShares5.66K
TypeSH
Market value$1.96M
0.83%
Sole
0.00
Shared
0.00
None
5.66K
APPLE INC
SOLEShares7.52K
TypeSH
Market value$1.92M
0.81%
Sole
0.00
Shared
0.00
None
7.52K
SCOTTS MIRACLE-GRO CO
SOLEShares29.34K
TypeSH
Market value$1.67M
0.71%
Sole
0.00
Shared
0.00
None
29.34K
SPROTT ASSET MANAGEMENT LP
SOLEShares51.32K
TypeSH
Market value$1.52M
0.64%
Sole
0.00
Shared
0.00
None
51.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.51M
0.64%
Sole
0.00
Shared
0.00
None
2.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 46.22K | SH | $30.79M 13.03% | 0.00 | 0.00 | 46.22K |
ISHARES GOLD TRSOLE | ISHARES NEW | 392.11K | SH | $28.53M 12.07% | 0.00 | 0.00 | 392.11K |
PTC INCSOLE | COM | 121.93K | SH | $24.76M 10.47% | 0.00 | 0.00 | 121.93K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 86.91K | SH | $17.69M 7.49% | 0.00 | 0.00 | 86.91K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 23.66K | SH | $14.49M 6.13% | 0.00 | 0.00 | 23.66K |
SPDR GOLD TRSOLE | GOLD SHS | 29.81K | SH | $10.60M 4.48% | 0.00 | 0.00 | 29.81K |
TOAST INCSOLE | CL A | 270K | SH | $9.86M 4.17% | 0.00 | 0.00 | 270K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 33.01K | SH | $7.99M 3.38% | 0.00 | 0.00 | 33.01K |
LISTED FDS TRSOLE | HORIZON KINETICS | 160.44K | SH | $7.17M 3.03% | 0.00 | 0.00 | 160.44K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 105.38K | SH | $6.31M 2.67% | 0.00 | 0.00 | 105.38K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 34.60K | SH | $6.12M 2.59% | 0.00 | 0.00 | 34.60K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 11.16K | SH | $5.61M 2.37% | 0.00 | 0.00 | 11.16K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 24.75K | SH | $5.34M 2.26% | 0.00 | 0.00 | 24.75K |
DOUBLELINE ETF TRUSTSOLE | COMMERCIAL REAL | 69.18K | SH | $3.60M 1.52% | 0.00 | 0.00 | 69.18K |
ISHARES TRSOLE | CORE S&P SCP ETF | 21.06K | SH | $2.50M 1.06% | 0.00 | 0.00 | 21.06K |
MICROSOFT CORPSOLE | COM | 4.77K | SH | $2.47M 1.04% | 0.00 | 0.00 | 4.77K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 8.69K | SH | $2.43M 1.03% | 0.00 | 0.00 | 8.69K |
VANECK ETF TRUSTSOLE | GOLD MINERS ETF | 26.80K | SH | $2.05M 0.87% | 0.00 | 0.00 | 26.80K |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 31.10K | SH | $2.02M 0.86% | 0.00 | 0.00 | 31.10K |
ISHARES TRSOLE | TIPS BD ETF | 17.94K | SH | $1.99M 0.84% | 0.00 | 0.00 | 17.94K |
SHERWIN WILLIAMS COSOLE | COM | 5.66K | SH | $1.96M 0.83% | 0.00 | 0.00 | 5.66K |
APPLE INCSOLE | COM | 7.52K | SH | $1.92M 0.81% | 0.00 | 0.00 | 7.52K |
SCOTTS MIRACLE-GRO COSOLE | CL A | 29.34K | SH | $1.67M 0.71% | 0.00 | 0.00 | 29.34K |
SPROTT ASSET MANAGEMENT LPSOLE | PHYSICAL GOLD TR | 51.32K | SH | $1.52M 0.64% | 0.00 | 0.00 | 51.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 2.00 | SH | $1.51M 0.64% | 0.00 | 0.00 | 2.00 |
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