Independent Family Office, LLC Portfolio Holdings
Q3 2025•79 long positions•$236.3M portfolio value
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Holding80 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $30.8M 13.03% | -$940.6K Sold | — 46.2K shares | 47.6K → 46.2K −$940.6K | -2.96% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $28.5M 12.07% | -$639.9K Sold | — 392.1K shares | 400.9K → 392.1K −$639.9K | -2.19% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $24.8M 10.47% | -$718.7K Sold | 0.102% 121.9K shares | 125.5K → 121.9K −$718.7K | -2.82% | $24.3B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $17.7M 7.49% | -$74.3K Sold | — 86.9K shares | 87.3K → 86.9K −$74.3K | -0.42% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $14.5M 6.13% | +$3.1M Bought | — 23.7K shares | 18.5K → 23.7K +$3.1M | +27.75% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $10.6M 4.48% | -$465.7K Sold | — 29.8K shares | 31.1K → 29.8K −$465.7K | -4.21% | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $9.9M 4.17% | -$67.5K Sold | 0.046% 270.0K shares | 271.9K → 270.0K −$67.5K | -0.68% | $21.3B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.0M 3.38% | -$1.3M Sold | — 33.0K shares | 38.4K → 33.0K −$1.3M | -14.01% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $7.2M 3.03% | +$1.1M Bought | — 160.4K shares | 134.9K → 160.4K +$1.1M | +18.95% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.3M 2.67% | +$991.9K Bought | — 105.4K shares | 88.8K → 105.4K +$991.9K | +18.64% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $6.1M 2.59% | +$55.2K Bought | — 34.6K shares | 34.3K → 34.6K +$55.2K | +0.91% | — — | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $5.6M 2.37% | +$973.8K Bought | 0.001% 11.2K shares | 9.2K → 11.2K +$973.8K | +21.0% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $5.3M 2.26% | -$161.8K Sold | — 24.7K shares | 25.5K → 24.7K −$161.8K | -2.94% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.6M 1.52% | +$602.0K Bought | — 69.2K shares | 57.6K → 69.2K +$602.0K | +20.06% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.5M 1.06% | +$381.2K Bought | — 21.1K shares | 17.8K → 21.1K +$381.2K | +17.97% | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $2.5M 1.04% | — | 0.0% 4.8K shares | — | — | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $2.4M 1.03% | — | — 8.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.866% | — | — 26.8K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.0M 0.855% | +$310.1K Bought | — 31.1K shares | 26.3K → 31.1K +$310.1K | +18.12% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.0M 0.844% | — | — 17.9K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Chemicals - Specialty Basic Materials | $2.0M 0.829% | — | 0.002% 5.7K shares | — | — | $86.3B Large Cap | Q3 2022 Held for 3y 2m | |
Consumer Electronics Technology | $1.9M 0.811% | -$85.0K Sold | 0.0% 7.5K shares | 7.9K → 7.5K −$85.0K | -4.25% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Agricultural Inputs Basic Materials | $1.7M 0.707% | — | 0.051% 29.3K shares | — | — | $3.3B Mid Cap | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $1.5M 0.643% | — | — 51.3K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.638% | — | 0.0% 2.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.604% | -$509.0K Sold | — 21.9K shares | 29.7K → 21.9K −$509.0K | -26.27% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.4M 0.597% | — | — 7.5K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $1.4M 0.587% | — | 0.0% 5.7K shares | — | — | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.586% | — | — 13.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $1.3M 0.559% | — | 0.001% 4.1K shares | — | — | $91.4B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.2M 0.518% | — | — 39.6K shares | — | — | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.2M 0.51% | — | — 5.6K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.2M 0.5% | -$50.3K Sold | — 12.8K shares | 13.3K → 12.8K −$50.3K | -4.08% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.497% | -$170.8K Sold | — 14.2K shares | 16.2K → 14.2K −$170.8K | -12.69% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.2M 0.49% | — | — 15.8K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.48% | -$103.4K Sold | — 14.4K shares | 15.7K → 14.4K −$103.4K | -8.35% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.1M 0.472% | — | — 10.1K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.472% | — | — 8.4K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.467% | — | — 20.7K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Medical - Diagnostics & Research Healthcare | $1.1M 0.463% | — | 0.001% 2.3K shares | — | — | $183.15B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.0M 0.444% | — | — 1.6K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $885.7K 0.375% | -$296.7K Sold | — 9.2K shares | 12.3K → 9.2K −$296.7K | -25.09% | — — | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $749.5K 0.317% | — | 0.0% 3.1K shares | — | — | $2.95T Mega Cap | Q2 2023 Held for 2y 5m | |
Gold Basic Materials | $720.6K 0.305% | — | 0.001% 4.3K shares | — | — | $84.7B Large Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $693.9K 0.294% | — | 0.0% 2.2K shares | — | — | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $669.8K 0.283% | — | — 7.2K shares | — | — | — — | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $641.7K 0.272% | — | 0.0% 1.9K shares | — | — | $231.14B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $623.8K 0.264% | — | — 1.0K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $613.1K 0.259% | — | — 5.5K shares | — | — | — — | Q4 2019 Held for 5y 11m | |
Gold Basic Materials | $603.9K 0.256% | — | 0.011% 84.1K shares | — | — | $5.7B Mid Cap | Q3 2024 Held for 1y 2m |
