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Filers›Holding Co.›Allie Family Office LLC
DOSSIER · 13F-HR · Q4 2025

Allie Family Office LLC

Allie Family Office's holding co. based in Boston, MA — $214M in tracked AUM across 101 positions as of Q4 2025.

AF
Allie Family Office·Boston, MA·Holding Co.
CIK 0001908612 · last filed Dec 31, 2025
Total AUM
$214M
▲ 11.4%
vs prior
Holdings
101
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Financials
27% weight
concentration
AI Analysis · Q4 2025 · Q4 2025

Allie Family Office LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF TR
$49M72K23.1%
02
EFA
ISHARES TR
$26M274K12.3%
03
VOO
VANGUARD INDEX FDS
$13M21K5.9%
04
GLD
SPDR GOLD TR
$9M23K4.2%
05
EEM
ISHARES TR
$8M149K3.8%
06
FEZ
SPDR INDEX SHS FDS
$6M95K2.9%
07
VNQ
VANGUARD INDEX FDS
$6M66K2.7%
08
IEMG
ISHARES INC
$5M77K2.4%
09
ITOT
ISHARES TR
$5M35K2.4%
10
IAU
ISHARES GOLD TR
$5M62K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Allie
haiku-4-5 · 101 positions indexed
Sector mix
  • Financials27%
  • Health Care13%
  • Cons. Disc.16%
  • Communications8%
  • Industrials4%
  • Energy51%
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