Tarbox Family Office, Inc.
•CIK: 1599603•Filing: Q4 2025
**Tarbox Family Office, Inc.** manages $622M across a diversified portfolio of 105 positions. The fund exhibits a notable allocation to broad market indices, with IVV representing the largest holding at $216.2M. Significant exposure is also visible in sector-specific ETFs, including IJH ($66.0M) and AVEM ($40.3M). This structure suggests a core strategy focused on capturing systematic market growth across major indices.
Total AUM
$621.6M
QoQ Performance
-8.8%
Positions
73
Top 10 Concentration
76.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJH
AVEM
IVV34.8%
IJH10.6%
AVEM6.5%
JCPB4.6%
IEFA4.3%
AVDE4.0%
AVUV3.6%
IWM3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.1%
ETF35.0%
Healthcare3.3%
Technology3.0%
Financial1.3%
Industrial1.0%
Consumer0.8%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW1 new position
↑10 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023