Skip to content
Disclosery

13F-HR filed by Independent Family Office, LLC

Independent Family Office, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 90 holding rows worth $242,996,740.

Accession
0001951757-26-000873
Filer
CIK 1756485
Filed
2026-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 90 entries on the cover page, a total value of $242,996,740 stated on the cover page (in dollars after the unit check, H1), rows summing to $242,996,740 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
iShares Gold Trust464285204COM373,645$32,940,543dollars as filed
SPY78462F103SHS46,213$30,054,162dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF84,665$18,090,371dollars as filed
PTC INC COM69370C100Stock113,550$16,179,740dollars as filed
Vanguard S&P 500 ETF922908363COM26,031$15,554,824dollars as filed
SPDR GOLD TR78463V107GOLD SHS27,167$11,689,688dollars as filed
iShares Russell 2000 ETF464287655SHS33,011$8,186,728dollars as filed
LISTED FD TR53656F623HORIZON KINETICS149,927$7,805,200dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS114,168$7,315,885dollars as filed
TOASTINCCLASSCLASSA888787108STOK250,000$6,627,500dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF34,403$6,522,465dollars as filed
Berkshire Hathaway Inc084670702COM12,215$5,853,428dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS24,747$5,322,090dollars as filed
DOUBLELINE ETF TRUST25861R303COMMERCIAL REAL73,058$3,796,094dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS10,336$3,493,051dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS22,654$2,816,119dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF26,520$2,433,740dollars as filed
Apple Inc037833100COM8,957$2,273,197dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS20,570$2,127,555dollars as filed
iShares TIPS Bond ETF464287176SHS16,526$1,823,809dollars as filed
SPROTT PHYSICAL GOLD TR85207H104UNIT51,316$1,818,639dollars as filed
SHERWIN WILLIAMS CO824348106COM5,600$1,795,080dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A29,342$1,784,287dollars as filed
Microsoft Corp594918104COM4,740$1,754,606dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM6,030$1,729,766dollars as filed
iShares U.S. Oil & Gas Exploration & Production ETF464288851SHS12,754$1,592,987dollars as filed
GOLUB CAP BDC INC38173M102COM119,013$1,506,705dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM5,171$1,486,973dollars as filed
IJH464287507COM21,890$1,478,232dollars as filed
Vanguard Utilities ETF92204A876SHS7,450$1,476,143dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,436,280dollars as filed
SPDR SSgA Multi-Asset Real Return ETF78467V103SHS39,611$1,431,938dollars as filed
IShares Bitcoin Trust Registered46438F101SHS33,850$1,300,517dollars as filed
Vanguard Consumer Staples ETF92204A207SHS5,640$1,266,688dollars as filed
VANGUARD STAR FDS921909768COM15,774$1,216,333dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS10,080$1,193,976dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF20,688$1,174,872dollars as filed
ISHARES TR464287457COM13,754$1,135,631dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,257$1,109,383dollars as filed
INVESCO EXCHANGE TRADED FD T46137V308BUYBACK ACHIEV8,414$1,104,331dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,568$1,024,233dollars as filed
Costco Wholesale Corporation22160K105COM1,024$1,020,344dollars as filed
AGNICO EAGLE MINES LTD COM008474108Stock4,275$867,740dollars as filed
Vanguard Short-Term Bond ETF921937827SHS10,582$829,735dollars as filed
META PLATFORMS INC CL A30303M102COM1,410$806,703dollars as filed
COEUR MNG INC COM NEW192108504Stock41,712$782,934dollars as filed
Amazon.com, Inc023135106COM3,472$723,113dollars as filed
SPROTT ASSET MANAGEMENT LP85208R101PHYSICAL GOLD AN15,140$722,481dollars as filed
NVIDIA Corp67066G104COM3,820$666,208dollars as filed
ISHARES TR464287465MSCI EAFE ETF6,728$653,491dollars as filed
MONSTER BEVERAGE CORP NEW COM61174X109Stock8,616$624,315dollars as filed
NEWMONT CORP651639106COM5,593$605,442dollars as filed
INVESCO QQQ TR46090E103COM1,039$599,690dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,500$599,445dollars as filed
JPMorgan Chase & Co46625H100COM2,025$595,674dollars as filed
American Express Company025816109COM1,932$584,391dollars as filed
STRATEGY INC CL A NEW594972408Stock4,100$511,680dollars as filed
Eli Lilly and Company532457108COM550$505,874dollars as filed
EMCOR GROUP INC COM29084Q100Stock671$495,406dollars as filed
HILTON GRAND VACATIONS INC COM43283X105Stock12,652$494,946dollars as filed
Progressive Corporation743315103COM2,488$493,221dollars as filed
iShares Floating Rate Bond ETF46429B655SHS9,420$479,949dollars as filed
PACER FDS TR69374H709GLOBL CASH ETF10,315$476,966dollars as filed
T-Mobile US,Inc.872590104COM2,268$476,348dollars as filed
ISHARES TR4642874407-10 YR TRSY BD4,969$474,241dollars as filed
ARISTA NETWORKS INC040413205COM3,751$460,548dollars as filed
Johnson & Johnson478160104COM1,699$415,304dollars as filed
Intuitive Surgical,Inc.46120E602COM816$376,168dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,350$367,646dollars as filed
ISHARES INC464286509MSCI CDA ETF6,200$339,698dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,271$330,829dollars as filed
Walmart Inc.931142103COM2,520$313,186dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS2,340$310,050dollars as filed
SYNOPSYS INC COM871607107Stock779$308,858dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK9,350$299,294dollars as filed
Visa Inc92826C839COM952$287,732dollars as filed
PRIMORIS SVCS CORP COM74164F103Stock2,000$286,080dollars as filed
TECK RESOURCES LTD CL B878742204Stock5,500$284,625dollars as filed
Oracle Corporation68389X105COM1,884$277,155dollars as filed
NOVO-NORDISK A S ADR670100205ADR7,425$272,869dollars as filed
PepsiCo,Inc.713448108COM1,635$253,899dollars as filed
AbbVie,Inc.00287Y109COM1,157$251,636dollars as filed
TRACTOR SUPPLY CO COM892356106Stock5,357$242,672dollars as filed
MasterCard, Inc57636Q104COM467$233,341dollars as filed
TRI CONTL CORP895436103COM6,987$220,719dollars as filed
Automatic Data Processing,Inc.053015103COM1,058$214,964dollars as filed
Booking Holdings Inc.09857L108COM51$214,726dollars as filed
EXXON MOBIL CORP30231G102COM1,228$208,342dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,000$208,090dollars as filed
iShares Russell Midcap ETF464287499SHS2,100$204,183dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000873this filing2026-05-15acceptance time not in the bulk data set