Independent Family Office, LLC holds a focused book of 90 stocks worth $243.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Golub Capital BDC Inc and trimmed Ishares Gold Trust. Their largest long position is Ishares Gold Trust at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1756485/holdings"
Use Arkolith to show Independent Family Office, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold TR ISHARES NEW | $32.9M | 373.6K | 13.6% | ▼−3.4% Reduced · −13K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $30.1M | 46.2K | 12.4% | ▼~0% Reduced · −7 sh | |
| 3 | Ishares TR RUS 1000 VAL ETF | $18.1M | 84.7K | 7.4% | ▼−2.6% Reduced · −2K sh | |
| 4 | PTC Inc COM | $16.2M | 113.5K | 6.7% | ▼−4.6% Reduced · −5K sh | |
| 5 | Vanguard Index FDS S&P 500 ETF SHS | $15.6M | 26.0K | 6.4% | ▲+8.1% Added · +2K sh | |
| 6 | SPDR Gold TR GOLD SHS | $11.7M | 27.2K | 4.8% | ▼−8.9% Reduced · −3K sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $8.2M | 33.0K | 3.4% | —Held | |
| 8 | Listed FDS TR HORIZON KINETICS | $7.8M | 149.9K | 3.2% | ▼−7.0% Reduced · −11K sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.3M | 114.2K | 3.0% | ▲+7.5% Added · +8K sh | |
| 10 | Toast Inc CL A | $6.6M | 250.0K | 2.7% | —Held | |
| 11 | Ishares TR RUS 2000 VAL ETF | $6.5M | 34.4K | 2.7% | ▼−0.6% Reduced · −194 sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $5.9M | 12.2K | 2.4% | ▲+8.0% Added · +907 sh | |
| 13 | Vanguard Specialized Funds DIV APP ETF | $5.3M | 24.7K | 2.2% | —Held | |
| 14 | Doubleline ETF Trust COMMERCIAL REAL | $3.8M | 73.1K | 1.6% | ▲+5.6% Added · +4K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $3.5M | 10.3K | 1.4% | ▲+19% Added · +2K sh | |
| 16 | Ishares TR CORE S&P SCP ETF | $2.8M | 22.7K | 1.2% | ▲+6.5% Added · +1K sh | |
| 17 | Vaneck ETF Trust GOLD MINERS ETF | $2.4M | 26.5K | 1.0% | ▼−1.0% Reduced · −275 sh | |
| 18 | Apple Inc COM | $2.3M | 9.0K | 0.9% | ▲+17% Added · +1K sh | |
| 19 | Ishares TR 0-5 YR TIPS ETF | $2.1M | 20.6K | 0.9% | ▲+2.5% Added · +500 sh | |
| 20 | Ishares TR TIPS BD ETF | $1.8M | 16.5K | 0.8% | —Held | |
| 21 | Sprott Asset Management LP PHYSICAL GOLD TR | $1.8M | 51.3K | 0.7% | —Held | |
| 22 | Sherwin Williams Co COM | $1.8M | 5.6K | 0.7% | ▼−1.0% Reduced · −56 sh | |
| 23 | Scotts Miracle-Gro Co CL A | $1.8M | 29.3K | 0.7% | —Held | |
| 24 | Microsoft Corp COM | $1.8M | 4.7K | 0.7% | ▼−0.6% Reduced · −27 sh | |
| 25 | Alphabet Inc CAP STK CL C | $1.7M | 6.0K | 0.7% | ▲+11% Added · +600 sh | |
| 26 | Ishares TR US OIL GS EX ETF | $1.6M | 12.8K | 0.7% | —Held | |
| 27 | Golub Cap BDC Inc COM | $1.5M | 119.0K | 0.6% | ▲New New position | |
| 28 | Alphabet Inc CAP STK CL A | $1.5M | 5.2K | 0.6% | ▲+48% Added · +2K sh | |
| 29 | Ishares TR CORE S&P MCP ETF | $1.5M | 21.9K | 0.6% | —Held | |
| 30 | Vanguard World FD UTILITIES ETF | $1.5M | 7.5K | 0.6% | —Held | |
| 31 | Berkshire Hathaway Inc Del CL A | $1.4M | 2 | 0.6% | —Held | |
| 32 | Ssga Active ETF TR STATE STREET MUL | $1.4M | 39.6K | 0.6% | —Held | |
| 33 | Ishares Bitcoin Trust ETF SHS BEN INT | $1.3M | 33.9K | 0.5% | ▲+3.0% Added · +1K sh | |
| 34 | Vanguard World FD CONSUM STP ETF | $1.3M | 5.6K | 0.5% | —Held | |
| 35 | Vanguard Star FDS VG TL INTL STK F | $1.2M | 15.8K | 0.5% | —Held | |
| 36 | Ishares TR SP SMCP600VL ETF | $1.2M | 10.1K | 0.5% | —Held | |
| 37 | Ishares TR MSCI EMG MKT ETF | $1.2M | 20.7K | 0.5% | —Held | |
| 38 | Ishares TR 1 3 YR TREAS BD | $1.1M | 13.8K | 0.5% | ▼−1.6% Reduced · −224 sh | |
| 39 | Thermo Fisher Scientific Inc COM | $1.1M | 2.3K | 0.5% | —Held | |
| 40 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $1.1M | 8.4K | 0.5% | —Held | |
| 41 | Ishares TR CORE S&P500 ETF | $1.0M | 1.6K | 0.4% | —Held | |
| 42 | Costco Wholesale Corporation COM | $1.0M | 1.0K | 0.4% | ▲+61% Added · +387 sh | |
| 43 | Agnico Eagle Mines Ltd COM | $868K | 4.3K | 0.4% | —Held | |
| 44 | Vanguard BD Index FDS SHORT TRM BOND | $830K | 10.6K | 0.3% | ▼−24% Reduced · −3K sh | |
| 45 | Meta Platforms Inc CL A | $807K | 1.4K | 0.3% | ▲+139% Added · +820 sh | |
| 46 | Coeur MNG Inc COM NEW | $783K | 41.7K | 0.3% | ▲New New position | |
| 47 | Amazon Com Inc COM | $723K | 3.5K | 0.3% | ▲+166% Added · +2K sh | |
| 48 | Sprott Asset Management LP PHYSICAL GOLD AN | $722K | 15.1K | 0.3% | —Held | |
| 49 | Nvidia Corporation COM | $666K | 3.8K | 0.3% | ▲New New position | |
| 50 | Ishares TR MSCI EAFE ETF | $653K | 6.7K | 0.3% | ▼−6.2% Reduced · −446 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.