Latest Independent Family Office, LLC Stock Portfolio
Independent Family Office, LLC Performance:
2025 Q3: 4.83%YTD: 7.19%2024: 11.46%
Performance for 2025 Q3 is 4.83%, and YTD is 7.19%, and 2024 is 11.46%.
About Independent Family Office, LLC and 13F Hedge Fund Stock Holdings
Independent Family Office, LLC is a hedge fund based in ALBANY, NY. On 02-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $525.8 Millions. In it's latest 13F Holdings report, Independent Family Office, LLC reported an equity portfolio of $236.3 Millions as of 30 Sep, 2025.
The top stock holdings of Independent Family Office, LLC are SPY, IAU, PTC. The fund has invested 13% of it's portfolio in SPDR S&P 500 ETF TR and 12.1% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off PROGRESSIVE CORP (PGR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), HILTON GRAND VACATIONS INC (HGV) and UNITEDHEALTH GROUP INC (UNH). Independent Family Office, LLC opened new stock positions in PRIMORIS SVCS CORP (PRIM), ISHARES TR (IJR) and PNC FINL SVCS GROUP INC (PNC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and LISTED FDS TR (META).
The top stock holdings of Independent Family Office, LLC are SPY, IAU, PTC. The fund has invested 13% of it's portfolio in SPDR S&P 500 ETF TR and 12.1% of portfolio in ISHARES GOLD TR.
The fund managers got completely rid off PROGRESSIVE CORP (PGR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), HILTON GRAND VACATIONS INC (HGV) and UNITEDHEALTH GROUP INC (UNH). Independent Family Office, LLC opened new stock positions in PRIMORIS SVCS CORP (PRIM), ISHARES TR (IJR) and PNC FINL SVCS GROUP INC (PNC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), BERKSHIRE HATHAWAY INC DEL and LISTED FDS TR (META).
Independent Family Office, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Independent Family Office, LLC made a return of 4.83% in the last quarter. In trailing 12 months, it's portfolio return was 8.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| primoris svcs corp | 274,660 |
| ishares tr | 202,755 |
| pnc finl svcs group inc | 200,930 |
New stocks bought by Independent Family Office, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 27.75 |
| berkshire hathaway inc del | 21.00 |
| doubleline etf trust | 20.06 |
| listed fds tr | 18.95 |
| vanguard tax-managed fds | 18.64 |
| ishares bitcoin trust etf | 18.12 |
| ishares tr | 17.97 |
| ishares tr | 0.91 |
Additions to existing portfolio by Independent Family Office, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -26.27 |
| ishares tr | -25.09 |
| hilton grand vacations inc | -21.34 |
| ishares tr | -14.01 |
| unitedhealth group inc | -13.04 |
| ishares tr | -12.69 |
| ishares tr | -11.54 |
| vanguard bd index fds | -8.35 |
Independent Family Office, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| progressive corp | -207,617 |
Independent Family Office, LLC got rid off the above stocks
Sector Distribution
Independent Family Office, LLC has about 72.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.9 |
| Technology | 17.4 |
| Communication Services | 4.3 |
| Basic Materials | 1.7 |
Market Cap. Distribution
Independent Family Office, LLC has about 25.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.9 |
| LARGE-CAP | 17.1 |
| MEGA-CAP | 8.2 |
Stocks belong to which Index?
About 22.2% of the stocks held by Independent Family Office, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 77.8 |
| S&P 500 | 20.5 |
| RUSSELL 2000 | 1.7 |
Independent Family Office, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Independent Family Office, LLC
Independent Family Office, LLC has 79 stocks in it's portfolio. About 66.9% of the portfolio is in top 10 stocks. TOST proved to be the most loss making stock for the portfolio. PTC was the most profitable stock for Independent Family Office, LLC last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.81 | 7,523 | 1,915,580 | reduced | -4.25 | ||
| AAXJ | ishares tr | 0.50 | 12,754 | 1,181,030 | reduced | -4.08 | ||
| ABBV | abbvie inc | 0.11 | 1,157 | 267,892 | unchanged | 0.00 | ||
| ACWV | ishares inc | 0.13 | 6,200 | 313,410 | unchanged | 0.00 | ||
| ADP | automatic data processing in | 0.13 | 1,058 | 310,523 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.87 | 26,795 | 2,047,140 | unchanged | 0.00 | ||
| AFTY | pacer fds tr | 0.17 | 10,315 | 408,680 | unchanged | 0.00 | ||
| AMP | ameriprise finl inc | 0.09 | 428 | 210,255 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.59 | 13,400 | 1,385,020 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.20 | 9,420 | 481,221 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.09 | 933 | 204,859 | unchanged | 0.00 | ||
| AXP | american express co | 0.27 | 1,932 | 641,733 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 0.48 | 14,382 | 1,134,880 | reduced | -8.35 | ||
| CEF | sprott asset management lp | 0.23 | 15,140 | 555,487 | unchanged | 0.00 | ||
| COST | costco whsl corp new | 0.22 | 555 | 513,725 | unchanged | 0.00 | ||
| CSD | invesco exchange traded fd t | 0.47 | 8,414 | 1,114,690 | unchanged | 0.00 | ||
| GAL | ssga active etf tr | 0.52 | 39,611 | 1,223,190 | unchanged | 0.00 | ||
| GLD | spdr gold tr | 4.48 | 29,808 | 10,595,800 | reduced | -4.21 | ||
| GOOG | alphabet inc | 0.59 | 5,700 | 1,388,240 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.32 | 3,083 | 749,477 | unchanged | 0.00 | ||