Skip to content
Disclosery

13F-HR filed by Independent Family Office, LLC

Independent Family Office, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-13, with 70 holding rows worth $190,137,058.

Accession
0001951757-25-000549
Filer
CIK 1756485
Filed
2025-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 70 entries on the cover page, a total value of $190,137,058 stated on the cover page (in dollars after the unit check, H1), rows summing to $190,137,058 with VALUE read as dollars as filed, 13F file number 028-19927. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPY78462F103SHS47,632$26,644,864dollars as filed
iShares Gold Trust464285204COM417,432$24,611,791dollars as filed
PTC INC COM69370C100Stock126,114$19,541,364dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF86,064$16,193,802dollars as filed
TOASTINCCLASSCLASSA888787108STOK285,000$9,453,450dollars as filed
SPDR GOLD TR78463V107GOLD SHS31,412$9,051,054dollars as filed
iShares Russell 2000 ETF464287655SHS38,388$7,658,022dollars as filed
Vanguard S&P 500 ETF922908363COM14,448$7,424,972dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF34,985$5,282,035dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS25,997$5,043,158dollars as filed
LISTED FD TR53656F623HORIZON KINETICS105,356$4,282,721dollars as filed
Berkshire Hathaway Inc084670702COM7,583$4,038,554dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS72,333$3,676,686dollars as filed
iShares TIPS Bond ETF464287176SHS17,936$1,992,510dollars as filed
SHERWIN WILLIAMS CO824348106COM5,632$1,966,638dollars as filed
DOUBLELINE ETF TRUST25861R303COMMERCIAL REAL37,473$1,943,725dollars as filed
IJH464287507COM29,690$1,732,412dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT68,391$1,645,487dollars as filed
Microsoft Corp594918104COM4,360$1,636,700dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A29,342$1,610,582dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,596,883dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS14,386$1,529,441dollars as filed
ISHARES TR464287457COM17,899$1,480,748dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS8,685$1,441,710dollars as filed
Apple Inc037833100COM6,324$1,404,750dollars as filed
Vanguard Consumer Staples ETF92204A207SHS5,640$1,234,145dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF26,795$1,231,766dollars as filed
SPDR SSgA Multi-Asset Real Return ETF78467V103SHS42,296$1,207,128dollars as filed
ISHARES TR4642874407-10 YR TRSY BD12,258$1,169,045dollars as filed
Vanguard Short-Term Bond ETF921937827SHS14,559$1,139,679dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,257$1,123,083dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,840$1,068,613dollars as filed
IShares Bitcoin Trust Registered46438F101SHS22,575$1,056,736dollars as filed
Vanguard Utilities ETF92204A876SHS5,950$1,016,320dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS10,737$1,015,515dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS10,080$982,598dollars as filed
VANGUARD STAR FDS921909768COM15,774$979,565dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV8,414$947,963dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF20,688$904,066dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,563$878,250dollars as filed
T-Mobile US,Inc.872590104COM3,000$800,130dollars as filed
INVESCO QQQ TR46090E103COM1,435$672,900dollars as filed
HILTON GRAND VACATIONS INC COM43283X105Stock16,085$601,740dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,500$597,795dollars as filed
Costco Wholesale Corporation22160K105COM555$524,908dollars as filed
American Express Company025816109COM1,932$519,805dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,420$480,891dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock4,275$463,453dollars as filed
META PLATFORMS INC CL A30303M102COM763$439,763dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN15,140$430,127dollars as filed
JPMorgan Chase & Co46625H100COM1,680$412,104dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,643$408,714dollars as filed
PACER FDS TR69374H709GLOBL CASH ETF10,315$381,449dollars as filed
Automatic Data Processing,Inc.053015103COM1,058$323,251dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,271$315,221dollars as filed
NEW GOLD INC CDA644535106COM84,114$312,063dollars as filed
UnitedHealth Group Inc91324P102COM590$309,012dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,032$299,925dollars as filed
STRATEGY INC CL A NEW594972408Stock1,000$288,270dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,350$281,366dollars as filed
Walmart Inc.931142103COM3,120$273,905dollars as filed
Johnson & Johnson478160104COM1,649$273,470dollars as filed
NEWMONT CORP651639106COM5,593$270,030dollars as filed
Oracle Corporation68389X105COM1,884$263,402dollars as filed
PepsiCo,Inc.713448108COM1,735$260,146dollars as filed
ISHARES INC464286509MSCI CDA ETF6,200$252,650dollars as filed
Progressive Corporation743315103COM778$220,182dollars as filed
TRI CONTL CORP895436103COM6,987$214,291dollars as filed
AMERIPRISE FINL INC COM03076C106Stock428$207,199dollars as filed
TECK RESOURCES LTD CL B878742204Stock5,500$200,365dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000549this filing2025-05-13acceptance time not in the bulk data set