Independent Family Office, LLC

13F filer · CIK 0001756485

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$249MU.S. long equity reported on 13F

Positions557 new · 10 closed

Net flow last quarter-$1.73MBuys minus sells

Top 10 positions weight44.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202655 positions
SPYSPDR S&P 500 ETF Trust	$34.5M	13.86%	Not reported	0.0%	Q4 2019
IAUIshares Gold Trust	$28.4M	11.40%	0.05%	+0.6%	Q4 2019
PTCPTC Inc.	$12.7M	5.10%	0.10%	-1.5%	Q1 2022
GLDSPDR Gold Trust	$10.2M	4.09%	0.01%	+1.8%	Q4 2019
TOSTToast, Inc.	$6.96M	2.79%	0.11%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$6.11M	2.46%	Not reported	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.95M	1.99%	0.00%	+0.3%	Q1 2022
AAPLApple Inc.	$2.59M	1.04%	0.00%	Not reported	Q4 2019
GOOGAlphabet Inc.	$2.13M	0.86%	Not reported	Not reported	Q4 2019
SMGScotts Miracle-Gro Co	$2M	0.80%	0.05%	Not reported	Q1 2022
SHWSherwin Williams Co	$1.93M	0.77%	0.00%	Not reported	Q3 2022
GOOGLAlphabet Inc.	$1.85M	0.74%	0.00%	Not reported	Q4 2020
MSFTMicrosoft Corp	$1.74M	0.70%	0.00%	-1.3%	Q4 2019
PHYSSprott Physical Gold Trust	$1.55M	0.62%	0.01%	Not reported	Q2 2020
GBDCGOLUB CAPITAL BDC, Inc.	$1.53M	0.62%	0.05%	Not reported	Q4 2021
BRK.ABerkshire Hathaway Inc	$1.5M	0.60%	Not reported	Not reported	Q4 2019
BSVNBank7 Corp.	$1.44M	0.58%	0.19%	+74.2%	Q2 2022
TMOThermo Fisher Scientific Inc.	$1.13M	0.45%	0.00%	Not reported	Q1 2022
IBITiShares Bitcoin Trust ETF	$1.13M	0.45%	0.00%	Not reported	Q3 2024
AMZNAmazon Com Inc	$828K	0.33%	0.00%	Not reported	Q1 2024
QQQInvesco QQQ Trust, Series 1	$798K	0.32%	Not reported	+4.2%	Q4 2019
METAMeta Platforms, Inc.	$794K	0.32%	Not reported	Not reported	Q3 2023
NVDANvidia Corp	$764K	0.31%	0.00%	Not reported	Q2 2024
COSTCostco Wholesale Corp	$694K	0.28%	0.00%	-27.5%	Q4 2020
CDECoeur Mining, Inc.	$681K	0.27%	0.00%	Not reported	Q1 2026
AEMAgnico Eagle Mines Ltd	$663K	0.27%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$653K	0.26%	0.00%	Not reported	Q4 2019
MNSTMonster Beverage Corp	$611K	0.25%	0.00%	-26.2%	Q4 2020
CEFSprott Physical Gold & Silver Trust	$609K	0.24%	0.01%	Not reported	Q1 2020
MODModine Manufacturing Co	$534K	0.21%	0.00%	New	Q2 2026
JPMJPMorgan Chase & Co	$524K	0.21%	0.00%	-21.0%	Q4 2019
NEMNEWMONT Corp	$522K	0.21%	0.00%	Not reported	Q4 2019
ANETArista Networks, Inc.	$484K	0.19%	0.00%	-24.1%	Q1 2026
PGRProgressive Corp	$472K	0.19%	0.00%	-13.2%	Q1 2025
JNJJohnson & Johnson	$431K	0.17%	0.00%	Not reported	Q4 2019
JBLJabil Inc	$385K	0.15%	0.00%	New	Q2 2026
TMUST-Mobile US, Inc.	$380K	0.15%	0.00%	Not reported	Q2 2020
ONTOOnto Innovation Inc.	$378K	0.15%	0.00%	New	Q2 2026
ITWIllinois Tool Works Inc	$344K	0.14%	0.00%	Not reported	Q4 2019
VVisa Inc.	$327K	0.13%	0.00%	Not reported	Q1 2026
ISRGIntuitive Surgical Inc	$325K	0.13%	0.00%	Not reported	Q1 2020
CMGChipotle Mexican Grill Inc	$318K	0.13%	0.00%	Not reported	Q2 2024
EMEEMCOR Group, Inc.	$308K	0.12%	0.00%	-44.7%	Q1 2026
PENGPenguin Solutions, Inc.	$304K	0.12%	0.01%	New	Q2 2026
WMTWalmart Inc.	$285K	0.11%	0.00%	Not reported	Q1 2022
ORCLOracle Corp	$276K	0.11%	0.00%	Not reported	Q2 2023
MSTRStrategy Inc	$269K	0.11%	Not reported	-24.4%	Q3 2024
UNHUnitedhealth Group Inc	$249K	0.10%	0.00%	Not reported	Q2 2022
PNCPNC Financial Services Group, Inc.	$246K	0.10%	0.00%	Not reported	Q4 2021
TYTRI-CONTINENTAL Corp	$240K	0.10%	Not reported	Not reported	Q4 2020

Q1 2026Reported May 15, 202658 positions
IAUIshares Gold Trust	$32.9M	13.56%	0.04%	-3.4%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$30.1M	12.37%	Not reported	0.0%	Q4 2019
PTCPTC Inc.	$16.2M	6.66%	0.10%	-4.6%	Q1 2022
GLDSPDR Gold Trust	$11.7M	4.81%	0.01%	-8.9%	Q4 2019
TOSTToast, Inc.	$6.63M	2.73%	0.11%	Not reported	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.85M	2.41%	Not reported	+8.0%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.49M	1.44%	0.00%	+19.0%	Q1 2022
AAPLApple Inc.	$2.27M	0.94%	0.00%	+17.4%	Q4 2019
PHYSSprott Physical Gold Trust	$1.82M	0.75%	0.01%	Not reported	Q2 2020
SHWSherwin Williams Co	$1.8M	0.74%	0.00%	-1.0%	Q3 2022
SMGScotts Miracle-Gro Co	$1.78M	0.73%	0.05%	Not reported	Q1 2022
MSFTMicrosoft Corp	$1.75M	0.72%	0.00%	-0.6%	Q4 2019
GOOGAlphabet Inc.	$1.73M	0.71%	Not reported	+11.1%	Q4 2019
GBDCGOLUB CAPITAL BDC, Inc.	$1.51M	0.62%	0.05%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$1.49M	0.61%	0.00%	+47.5%	Q4 2020
BRK.ABerkshire Hathaway Inc	$1.44M	0.59%	Not reported	Not reported	Q4 2019
IBITiShares Bitcoin Trust ETF	$1.3M	0.54%	0.00%	+3.0%	Q3 2024
TMOThermo Fisher Scientific Inc.	$1.11M	0.46%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$1.02M	0.42%	0.00%	+60.8%	Q4 2020
AEMAgnico Eagle Mines Ltd	$868K	0.36%	0.00%	Not reported	Q4 2019
BSVNBank7 Corp.	$830K	0.34%	0.11%	-24.5%	Q2 2022
METAMeta Platforms, Inc.	$807K	0.33%	Not reported	+139.0%	Q3 2023
CDECoeur Mining, Inc.	$783K	0.32%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$723K	0.30%	0.00%	+166.1%	Q1 2024
CEFSprott Physical Gold & Silver Trust	$722K	0.30%	0.01%	Not reported	Q1 2020
NVDANvidia Corp	$666K	0.27%	0.00%	Not reported	Q2 2024
MNSTMonster Beverage Corp	$624K	0.26%	0.00%	+135.0%	Q4 2020
NEMNEWMONT Corp	$605K	0.25%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$600K	0.25%	Not reported	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$596K	0.25%	0.00%	-8.0%	Q4 2019
AXPAmerican Express Co	$584K	0.24%	0.00%	Not reported	Q4 2019
MSTRStrategy Inc	$512K	0.21%	Not reported	Not reported	Q3 2024
LLYELI LILLY & Co	$506K	0.21%	0.00%	+10.0%	Q2 2025
EMEEMCOR Group, Inc.	$495K	0.20%	0.00%	New	Q1 2026
HGVHilton Grand Vacations Inc.	$495K	0.20%	0.02%	Not reported	Q4 2024
PGRProgressive Corp	$493K	0.20%	0.00%	+124.4%	Q1 2025
TMUST-Mobile US, Inc.	$476K	0.20%	0.00%	Not reported	Q2 2020
ANETArista Networks, Inc.	$461K	0.19%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$415K	0.17%	0.00%	+17.3%	Q4 2019
ISRGIntuitive Surgical Inc	$376K	0.15%	0.00%	Not reported	Q1 2020
ITWIllinois Tool Works Inc	$331K	0.14%	0.00%	Not reported	Q4 2019
WMTWalmart Inc.	$313K	0.13%	0.00%	Not reported	Q1 2022
SNPSSynopsys Inc	$309K	0.13%	0.00%	New	Q1 2026
CMGChipotle Mexican Grill Inc	$299K	0.12%	0.00%	Not reported	Q2 2024
VVisa Inc.	$288K	0.12%	0.00%	New	Q1 2026
PRIMPrimoris Services Corp	$286K	0.12%	0.00%	Not reported	Q3 2025
TECKTeck Resources Ltd	$285K	0.12%	Not reported	Not reported	Q2 2021
ORCLOracle Corp	$277K	0.11%	0.00%	Not reported	Q2 2023
NVONovo Nordisk A S	$273K	0.11%	Not reported	Not reported	Q1 2020
PEPPepsico Inc	$254K	0.10%	0.00%	Not reported	Q4 2019

Q4 2025Reported Feb 13, 202645 positions
SPYSPDR S&P 500 ETF Trust	$31.5M	13.16%	Not reported	Not reported	Q4 2019
IAUIshares Gold Trust	$31.4M	13.11%	0.05%	-1.3%	Q4 2019
PTCPTC Inc.	$20.7M	8.66%	0.10%	-2.4%	Q1 2022
GLDSPDR Gold Trust	$11.8M	4.93%	0.01%	Not reported	Q4 2019
TOSTToast, Inc.	$8.88M	3.71%	0.11%	-7.4%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.68M	2.37%	Not reported	+1.3%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.64M	1.10%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$2.31M	0.96%	0.00%	Not reported	Q4 2019
AAPLApple Inc.	$2.08M	0.87%	0.00%	+1.5%	Q4 2019
SHWSherwin Williams Co	$1.83M	0.77%	0.00%	0.0%	Q3 2022
SMGScotts Miracle-Gro Co	$1.71M	0.71%	0.05%	Not reported	Q1 2022
GOOGAlphabet Inc.	$1.7M	0.71%	Not reported	-4.7%	Q4 2019
PHYSSprott Physical Gold Trust	$1.69M	0.71%	0.01%	Not reported	Q2 2020
IBITiShares Bitcoin Trust ETF	$1.68M	0.70%	0.00%	+5.6%	Q3 2024
BRK.ABerkshire Hathaway Inc	$1.51M	0.63%	Not reported	Not reported	Q4 2019
TMOThermo Fisher Scientific Inc.	$1.31M	0.55%	0.00%	Not reported	Q1 2022
BSVNBank7 Corp.	$1.1M	0.46%	0.15%	-2.6%	Q2 2022
GOOGLAlphabet Inc.	$1.1M	0.46%	0.00%	+13.7%	Q4 2020
AEMAgnico Eagle Mines Ltd	$725K	0.30%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$715K	0.30%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$709K	0.30%	0.00%	Not reported	Q4 2019
CEFSprott Physical Gold & Silver Trust	$693K	0.29%	0.01%	Not reported	Q1 2020
QQQInvesco QQQ Trust, Series 1	$638K	0.27%	Not reported	Not reported	Q4 2019
MSTRStrategy Inc	$623K	0.26%	Not reported	Not reported	Q3 2024
HGVHilton Grand Vacations Inc.	$566K	0.24%	0.02%	Not reported	Q4 2024
NEMNEWMONT Corp	$558K	0.23%	0.00%	Not reported	Q4 2019
COSTCostco Wholesale Corp	$549K	0.23%	0.00%	+14.8%	Q4 2020
LLYELI LILLY & Co	$537K	0.22%	0.00%	Not reported	Q2 2025
TMUST-Mobile US, Inc.	$460K	0.19%	0.00%	-9.3%	Q2 2020
METAMeta Platforms, Inc.	$389K	0.16%	Not reported	+27.4%	Q3 2023
ORCLOracle Corp	$367K	0.15%	0.00%	Not reported	Q2 2023
ITWIllinois Tool Works Inc	$313K	0.13%	0.00%	Not reported	Q4 2019
AMZNAmazon Com Inc	$301K	0.13%	0.00%	+39.9%	Q1 2024
JNJJohnson & Johnson	$300K	0.13%	0.00%	Not reported	Q4 2019
MNSTMonster Beverage Corp	$281K	0.12%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$281K	0.12%	0.00%	Not reported	Q1 2022
ADPAutomatic Data Processing Inc	$272K	0.11%	0.00%	Not reported	Q3 2022
ABBVAbbVie Inc.	$264K	0.11%	0.00%	Not reported	Q2 2025
TECKTeck Resources Ltd	$263K	0.11%	Not reported	Not reported	Q2 2021
PGRProgressive Corp	$253K	0.11%	0.00%	Not reported	Q1 2025
PRIMPrimoris Services Corp	$248K	0.10%	0.00%	Not reported	Q3 2025
PEPPepsico Inc	$235K	0.10%	0.00%	Not reported	Q4 2019
TYTRI-CONTINENTAL Corp	$228K	0.10%	Not reported	Not reported	Q4 2020
AMPAmeriprise Financial Inc	$210K	0.09%	0.00%	Not reported	Q3 2024
PNCPNC Financial Services Group, Inc.	$209K	0.09%	0.00%	Not reported	Q4 2021
Q3 2025Reported Nov 13, 202545 positions
SPYSPDR S&P 500 ETF Trust	$30.8M	13.03%	Not reported	-3.0%	Q4 2019
IAUIshares Gold Trust	$28.5M	12.07%	0.05%	-2.2%	Q4 2019
PTCPTC Inc.	$24.8M	10.47%	0.10%	-2.8%	Q1 2022
GLDSPDR Gold Trust	$10.6M	4.48%	0.01%	-4.2%	Q4 2019
TOSTToast, Inc.	$9.86M	4.17%	0.12%	-0.7%	Q3 2022
BRK.BBerkshire Hathaway Inc	$5.61M	2.37%	Not reported	+21.0%	Q4 2019
MSFTMicrosoft Corp	$2.47M	1.04%	0.00%	Not reported	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.43M	1.03%	0.00%	Not reported	Q1 2022
IBITiShares Bitcoin Trust ETF	$2.02M	0.86%	0.00%	+18.1%	Q3 2024
SHWSherwin Williams Co	$1.96M	0.83%	0.00%	Not reported	Q3 2022
AAPLApple Inc.	$1.92M	0.81%	0.00%	-4.3%	Q4 2019
SMGScotts Miracle-Gro Co	$1.67M	0.71%	0.05%	Not reported	Q1 2022
PHYSSprott Physical Gold Trust	$1.52M	0.64%	0.01%	Not reported	Q2 2020
BRK.ABerkshire Hathaway Inc	$1.51M	0.64%	Not reported	Not reported	Q4 2019
GOOGAlphabet Inc.	$1.39M	0.59%	Not reported	Not reported	Q4 2019
MSTRStrategy Inc	$1.32M	0.56%	Not reported	Not reported	Q3 2024
BSVNBank7 Corp.	$1.13M	0.48%	0.15%	-8.4%	Q2 2022
TMOThermo Fisher Scientific Inc.	$1.09M	0.46%	0.00%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$749K	0.32%	0.00%	Not reported	Q4 2020
AEMAgnico Eagle Mines Ltd	$721K	0.30%	0.00%	Not reported	Q4 2019
JPMJPMorgan Chase & Co	$694K	0.29%	0.00%	Not reported	Q4 2019
AXPAmerican Express Co	$642K	0.27%	0.00%	Not reported	Q4 2019
QQQInvesco QQQ Trust, Series 1	$624K	0.26%	Not reported	Not reported	Q4 2019
TMUST-Mobile US, Inc.	$598K	0.25%	0.00%	Not reported	Q2 2020
CEFSprott Physical Gold & Silver Trust	$555K	0.24%	0.01%	Not reported	Q1 2020
ORCLOracle Corp	$530K	0.22%	0.00%	Not reported	Q2 2023
HGVHilton Grand Vacations Inc.	$529K	0.22%	0.01%	-21.3%	Q4 2024
COSTCostco Wholesale Corp	$514K	0.22%	0.00%	Not reported	Q4 2020
NEMNEWMONT Corp	$472K	0.20%	0.00%	Not reported	Q4 2019
LLYELI LILLY & Co	$382K	0.16%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$340K	0.14%	Not reported	Not reported	Q3 2023
ITWIllinois Tool Works Inc	$331K	0.14%	0.00%	Not reported	Q4 2019
ADPAutomatic Data Processing Inc	$311K	0.13%	0.00%	Not reported	Q3 2022
PRIMPrimoris Services Corp	$275K	0.12%	0.00%	New	Q3 2025
JNJJohnson & Johnson	$269K	0.11%	0.00%	Not reported	Q4 2019
ABBVAbbVie Inc.	$268K	0.11%	0.00%	Not reported	Q2 2025
IBMInternational Business Machines Corp	$260K	0.11%	0.00%	Not reported	Q2 2025
WMTWalmart Inc.	$260K	0.11%	0.00%	Not reported	Q1 2022
TECKTeck Resources Ltd	$241K	0.10%	Not reported	Not reported	Q2 2021
TYTRI-CONTINENTAL Corp	$238K	0.10%	Not reported	Not reported	Q4 2020
PEPPepsico Inc	$230K	0.10%	0.00%	Not reported	Q4 2019
AMPAmeriprise Financial Inc	$210K	0.09%	0.00%	Not reported	Q3 2024
UNHUnitedhealth Group Inc	$207K	0.09%	0.00%	-13.0%	Q2 2022
AMZNAmazon Com Inc	$205K	0.09%	0.00%	Not reported	Q1 2024
PNCPNC Financial Services Group, Inc.	$201K	0.09%	0.00%	Not reported	Q4 2021

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