Independent Family Office, LLC
•CIK: 1756485•Filing: Q4 2025
**Independent Family Office, LLC** manages $240M across a diversified portfolio of 79 positions. The strategy shows significant allocation toward broad market exposure, with top holdings including SPY ($31.5M) and IAU* ($31.4M). Notable concentrations also include energy and commodity plays, evidenced by PTC ($20.7M) and IWD ($18.3M). The fund maintains systematic exposure across equities, commodities, and international markets.
Total AUM
$239.5M
QoQ Performance
+1.3%
Positions
56
Top 10 Concentration
66.7%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IAU*
PTC
IWD
VOO
SPY13.2%
IAU*13.1%
PTC8.7%
IWD7.6%
VOO6.3%
GQ94.9%
TOST3.7%
IWM3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.6%
ETF19.9%
Financial3.6%
Technology3.3%
Healthcare1.0%
Materials0.8%
Consumer0.5%
Communication0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
↑12 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023