Independent Family Office, LLC

Institutional manager (13F) · CIK 1756485

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $228M

#	Issuer	Value	Shares
1	ISHARES GOLD TR	$33M	373,645
2	STATE STR SPDR S&P 500 ETF T	$30M	46,213
3	ISHARES TR	$18M	84,665
4	PTC INC	$16M	113,550
5	VANGUARD INDEX FDS	$16M	26,031
6	SPDR GOLD TR	$12M	27,167
7	ISHARES TR	$8M	33,011
8	LISTED FDS TR	$8M	149,927
9	VANGUARD TAX-MANAGED FDS	$7M	114,168
10	TOAST INC	$7M	250,000
11	ISHARES TR	$7M	34,403
12	BERKSHIRE HATHAWAY INC DEL	$6M	12,215
13	VANGUARD SPECIALIZED FUNDS	$5M	24,747
14	DOUBLELINE ETF TRUST	$4M	73,058
15	TAIWAN SEMICONDUCTOR MANUFAC	$3M	10,336
16	ISHARES TR	$3M	22,654
17	VANECK ETF TRUST	$2M	26,520
18	APPLE INC	$2M	8,957
19	ISHARES TR	$2M	20,570
20	ISHARES TR	$2M	16,526
21	SPROTT ASSET MANAGEMENT LP	$2M	51,316
22	SHERWIN WILLIAMS CO	$2M	5,600
23	SCOTTS MIRACLE-GRO CO	$2M	29,342
24	MICROSOFT CORP	$2M	4,740
25	ALPHABET INC	$2M	6,030
26	ISHARES TR	$2M	12,754
27	GOLUB CAP BDC INC	$2M	119,013
28	ALPHABET INC	$1M	5,171
29	ISHARES TR	$1M	21,890
30	VANGUARD WORLD FD	$1M	7,450
31	BERKSHIRE HATHAWAY INC DEL	$1M	2
32	SSGA ACTIVE ETF TR	$1M	39,611
33	ISHARES BITCOIN TRUST ETF	$1M	33,850
34	VANGUARD WORLD FD	$1M	5,640
35	VANGUARD STAR FDS	$1M	15,774
36	ISHARES TR	$1M	10,080
37	ISHARES TR	$1M	20,688
38	ISHARES TR	$1M	13,754
39	THERMO FISHER SCIENTIFIC INC	$1M	2,257
40	INVESCO EXCHANGE TRADED FD T	$1M	8,414
41	ISHARES TR	$1M	1,568
42	COSTCO WHOLESALE CORPORATION	$1M	1,024
43	AGNICO EAGLE MINES LTD	$868k	4,275
44	VANGUARD BD INDEX FDS	$830k	10,582
45	META PLATFORMS INC	$807k	1,410
46	COEUR MNG INC	$783k	41,712
47	AMAZON COM INC	$723k	3,472
48	SPROTT ASSET MANAGEMENT LP	$722k	15,140
49	NVIDIA CORPORATION	$666k	3,820
50	ISHARES TR	$653k	6,728

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