โณ
Showing Q4 2025 data
HedgeTrack has imported Q1 2026 data overall, but Independent Family Office, LLC's latest available filing here is Q4 2025.
Independent Family Office, LLC
โขCIK: 1756485โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other73.6%
ETF19.9%
Technology3.3%
Healthcare1.0%
Materials0.8%
Financial0.6%
Consumer0.5%
Communication0.2%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW2 new positions
โ12 increased
โ10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022