Independent Family Office, LLC
Family Office
Independent Family Office, LLC is a Family Office based in Albany, NY led by William Michael Reickert, reporting $617.8M in AUM as of Q3 2025 with 52% ETF concentration and 67% concentrated in top 10 holdings.
Managing PartnerWilliam Michael Reickert
- Portfolio Value
- $236.3M
- Positions
- 79
- Top Holding
- SPY at 13.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Independent Family Office, LLC's portfolio (66.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $30.8M | 13.03% | -$940.6K Sold | — 46.2K shares | |
Unknown Unknown | $28.5M | 12.07% | -$639.9K Sold | — 392.1K shares | |
Software - Application Technology | $24.8M | 10.47% | -$718.7K Sold | 0.10% 121.9K shares | |
ETF ETF | $17.7M | 7.49% | -$74.3K Sold | — 86.9K shares | |
ETF ETF | $14.5M | 6.13% | +$3.1M Bought | — 23.7K shares | |
Unknown Unknown | $10.6M | 4.48% | -$465.7K Sold | — 29.8K shares | |
Software - Infrastructure Technology | $9.9M | 4.17% | -$67.5K Sold | 0.05% 270.0K shares | |
ETF ETF | $8.0M | 3.38% | -$1.3M Sold | — 33.0K shares | |
ETF ETF | $7.2M | 3.03% | +$1.1M Bought | — 160.4K shares | |
ETF ETF | $6.3M | 2.67% | +$991.9K Bought | — 105.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Independent Family Office, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+27.75% | |
+21.0% | |
+20.06% | |
+18.95% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-26.27% | |
-25.09% | |
-21.34% | |
-14.01% |
Analytics
Portfolio insights and performance metrics for Independent Family Office, LLC
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