Universe · entity

Tarbox Family Office, Inc.

Institutional manager (13F) · CIK 1599603
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $597M
#IssuerValueShares
1ISHARES TR$205M313,643
2ISHARES TR$56M832,029
3AMERICAN CENTY ETF TR$42M516,850
4J P MORGAN EXCHANGE TRADED F$28M597,818
5ISHARES TR$26M292,154
6AMERICAN CENTY ETF TR$25M295,783
7AMERICAN CENTY ETF TR$25M221,869
8ISHARES TR$22M87,280
9AMERICAN CENTY ETF TR$19M397,466
10VANGUARD INDEX FDS$14M50,251
11ISHARES INC$12M167,757
12AMERICAN CENTY ETF TR$12M160,661
13VANGUARD INDEX FDS$11M38,385
14VANGUARD INTL EQUITY INDEX F$11M210,739
15VANGUARD TAX-MANAGED FDS$10M159,401
16ISHARES TR$10M78,839
17ABBVIE INC$9M43,624
18APPLE INC$6M22,933
19ABBOTT LABORATORIES$5M51,501
20ISHARES TR$5M48,883
21DEERE & CO$4M6,468
22BERKSHIRE HATHAWAY INC DEL$4M5
23US BANCORP$3M48,913
24PPG INDS INC$2M21,212
25MICROSOFT CORP$2M6,035
26ISHARES TR$2M5,075
27DIMENSIONAL ETF TRUST$2M41,863
28JOHNSON & JOHNSON$2M7,183
29VANGUARD INDEX FDS$2M5,906
30VANGUARD INDEX FDS$2M4,687
31VANGUARD SPECIALIZED FUNDS$2M6,988
32ISHARES TR$1M32,684
33ISHARES GOLD TR$1M15,077
34CATERPILLAR INC$1M1,783
35ISHARES TR$1M5,799
36AMAZON COM INC$1M5,821
37J P MORGAN EXCHANGE TRADED F$1M22,464
38ISHARES TR$1M5,924
39EXXON MOBIL CORP$1M5,953
40BOEING CO$961k4,826
41ISHARES TR$941k8,323
42ISHARES BITCOIN TRUST ETF$909k23,647
43SPDR GOLD TR$873k2,029
44ALPHABET INC$867k3,014
45PFIZER INC$769k27,390
46ISHARES TR$748k15,203
47BERKSHIRE HATHAWAY INC DEL$724k1,510
48COSTCO WHOLESALE CORPORATION$718k721
49MASTERCARD INCORPORATED$691k1,383
50PEPSICO INC$688k4,428
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.