13F Insight
DOSSIER · 13F-HR · Q2 2026

Independent Family Office, LLC

$249M in tracked AUM across 85 positions as of Q2 2026.

IF
CIK 0001756485 · last filed Jun 30, 2026
Total AUM
$249M
as of Q2 2026
Holdings
85
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Independent Family Office, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$35M46K13.9%02
IAU
ISHARES GOLD TR
$28M376K11.4%03
IWD
ISHARES TR
$21M86K8.4%04
VOO
VANGUARD INDEX FDS
$19M28K7.7%05
PTC
PTC INC
$13M112K5.1%06
GLD
SPDR GOLD TR
$10M28K4.1%07
IWM
ISHARES TR
$10M33K4.0%08
VEA
VANGUARD TAX-MANAGED FDS
$9M120K3.4%09
INFL
LISTED FDS TR
$8M159K3.2%10
IWN
ISHARES TR
$8M34K3.1%

Filing history

2026Q2Jun 30
$249M▲ 2.4%
85 positionsView →2026Q1Mar 31
$243M▲ 1.5%
90 positionsView →2025Q4Dec 31
$240M▲ 1.3%
79 positionsView →2025Q3Sep 30
$236M▲ 9.6%
79 positionsView →2025Q2Jun 30
$216M▲ 13.4%
77 positionsLocked2025Q1Mar 31
$190M▼ 1.2%
70 positionsLocked2024Q4Dec 31
$192M▼ 3.4%
71 positionsLocked2024Q3Sep 30
$199M▲ 13.6%
71 positionsLocked2024Q2Jun 30
$175M▼ 5.9%
69 positionsLocked2024Q1Mar 31
$186M▲ 5.4%
74 positionsLocked2023Q4Dec 31
$177M▲ 10.4%
73 positionsLocked2023Q3Sep 30
$160M▼ 3.0%
67 positionsLocked
Showing 12 of 27