Arkolith/Funds/Independent Family Office, LLC

Independent Family Office, LLC

CIK 1756485Family office
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Independent Family Office, LLC holds a focused book of 85 stocks worth $248.9M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Modine Manufacturing Co and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the equity book.

Concentration

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
64%
Top 20 holdings
80%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

41% mapped to company sectors

No sector on file yet
59%
Financials
21%
Information Technology
15%
Consumer Discretionary
2%
Materials
2%
Health Care
1%

+4 sectors below the cut, 1% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Independent Family Office, LLC

Manager / fundShared namesTheir $ in those
Donor Advised Charitable Giving, Inc.9 / 80$4.4B
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$449.3M
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd31 / 80$1.0B
Mirae Asset Global Investments Co., Ltd.57 / 80$277.6B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Consolidated Portfolio Review Corp18 / 80$1.0B
Trans-Canada Capital Inc.8 / 80$1.5B

Ranked by the share of each fund's own book sitting in the names it shares with Independent Family Office, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

85 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$34.5M46.2K
13.9%
~0%
Reduced · −10 sh
2Ishares Gold TR
ISHARES NEW
$28.4M375.9K
11.4%
+0.6%
Added · +2K sh
3Ishares TR
RUS 1000 VAL ETF
$20.9M86.2K
8.4%
+1.8%
Added · +1K sh
4Vanguard Index FDS
S&P 500 ETF SHS
$19.1M27.8K
7.7%
+6.8%
Added · +2K sh
5PTC Inc
COM
$12.7M111.8K
5.1%
−1.5%
Reduced · −2K sh
6SPDR Gold TR
GOLD SHS
$10.2M27.6K
4.1%
+1.8%
Added · +483 sh
7Ishares TR
RUSSELL 2000 ETF
$9.9M33.0K
4.0%
Held
8Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$8.6M120.4K
3.4%
+5.4%
Added · +6K sh
9Listed FDS TR
HORI KI INFL ETF
$7.9M158.7K
3.2%
+5.8%
Added · +9K sh
10Ishares TR
RUS 2000 VAL ETF
$7.6M34.4K
3.1%
+0.1%
Added · +33 sh
11Toast Inc
CL A
$7.0M250.0K
2.8%
Held
12Berkshire Hathaway Inc Del
CL B NEW
$6.1M12.2K
2.5%
Held
13Vanguard Specialized Funds
DIV APP ETF
$5.7M24.2K
2.3%
−2.2%
Reduced · −551 sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$5.0M10.4K
2.0%
+0.3%
Added · +30 sh
15Doubleline ETF Trust
COMMERCIAL REAL
$3.8M73.1K
1.5%
Held
16Ishares TR
CORE S&P SCP ETF
$3.6M24.1K
1.4%
+6.4%
Added · +1K sh
17Apple Inc
COM
$2.6M9.0K
1.0%
Held
18Alphabet Inc
CAP STK CL C
$2.1M6.0K
0.9%
Held
19Ishares TR
0-5 YR TIPS ETF
$2.1M20.6K
0.8%
Held
20Vaneck ETF Trust
GOLD MINERS ETF
$2.0M26.5K
0.8%
Held
21Scotts Miracle-Gro Co
CL A
$2.0M29.3K
0.8%
Held
22Sherwin Williams Co
COM
$1.9M5.6K
0.8%
Held
23Alphabet Inc
CAP STK CL A
$1.8M5.2K
0.7%
Held
24Microsoft Corp
COM
$1.7M4.7K
0.7%
−1.3%
Reduced · −63 sh
25Sprott Asset Management LP
PHYSICAL GOLD TR
$1.5M51.3K
0.6%
Held
26Golub Cap BDC Inc
COM
$1.5M119.0K
0.6%
Held
27Berkshire Hathaway Inc Del
CL A
$1.5M2
0.6%
Held
28Vanguard World FD
UTILITIES ETF
$1.5M7.5K
0.6%
Held
29Vanguard BD Index FDS
SHORT TRM BOND
$1.4M18.4K
0.6%
+74%
Added · +8K sh
30Ishares TR
MSCI EMG MKT ETF
$1.4M20.7K
0.6%
Held
31Ishares TR
US OIL GS EX ETF
$1.4M12.8K
0.6%
Held
32Ishares TR
SP SMCP600VL ETF
$1.4M10.1K
0.6%
Held
33Vanguard Star FDS
VG TL INTL STK F
$1.4M16.1K
0.6%
+1.8%
Added · +283 sh
34Ssga Active ETF TR
ST STR REAL ETF
$1.4M39.6K
0.5%
Held
35Vanguard World FD
CONSUM STP ETF
$1.3M5.6K
0.5%
Held
36Ishares TR
CORE S&P500 ETF
$1.2M1.7K
0.5%
+6.4%
Added · +100 sh
37Ishares TR
CORE S&P MCP ETF
$1.2M16.0K
0.5%
−27%
Reduced · −6K sh
38Invesco Exchange Traded FD T
BUYBACK ACHIEV
$1.2M8.4K
0.5%
Held
39Thermo Fisher Scientific Inc
COM
$1.1M2.3K
0.5%
Held
40Ishares Bitcoin Trust ETF
SHS BEN INT
$1.1M33.9K
0.5%
Held
41Ishares TR
1 3 YR TREAS BD
$879K10.7K
0.4%
−22%
Reduced · −3K sh
42Amazon Com Inc
COM
$828K3.5K
0.3%
Held
43Invesco QQQ TR
UNIT SER 1
$798K1.1K
0.3%
+4.2%
Added · +44 sh
44Meta Platforms Inc
CL A
$794K1.4K
0.3%
Held
45Nvidia Corporation
COM
$764K3.8K
0.3%
Held
46Ishares TR
MSCI EAFE ETF
$699K6.7K
0.3%
Held
47Costco Wholesale Corporation
COM
$694K742
0.3%
−28%
Reduced · −282 sh
48Coeur MNG Inc
COM NEW
$681K41.7K
0.3%
Held
49Agnico Eagle Mines Ltd
COM
$663K4.3K
0.3%
Held
50American Express Co
COM
$653K1.9K
0.3%
Held
Showing 50 of 85 positions
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Filing history

As-of date vs the date the SEC received each filing

$248.9M · Q2 2026Q2 2025 · $215.7MQ2 2026 · $248.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d85$248.9M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d90$243.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d79$239.5M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d79$236.3M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202544d77$215.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.