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Latest Independent Family Office, LLC Stock Portfolio

Independent Family Office, LLC Performance:
2025 Q4: 1.63%YTD: 17.98%2024: 16.01%
Performance for 2025 Q4 is 1.63%, and YTD is 17.98%, and 2024 is 16.01%.

About Independent Family Office, LLC and 13F Hedge Fund Stock Holdings

Independent Family Office, LLC is a hedge fund based in Albany, NY. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Independent Family Office, LLC reported an equity portfolio of $239.5 Millions as of 31 Dec, 2025.

The top stock holdings of Independent Family Office, LLC are SPY, IAU, PTC. The fund has invested 13.2% of it's portfolio in SPDR S&P 500 ETF TR and 13.1% of portfolio in ISHARES GOLD TR.

The fund managers got completely rid off INTERNATIONAL BUSINESS MACHS (IBM) and UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), T-MOBILE US INC (TMUS) and TOAST INC (TOST). Independent Family Office, LLC opened new stock positions in MONSTER BEVERAGE CORP NEW (MNST) and PROGRESSIVE CORP (PGR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AMPS), AMAZON COM INC (AMZN) and META PLATFORMS INC (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 1.63% in the last quarter. In trailing 12 months, it's portfolio return was 17.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
monster beverage corp new281,149
progressive corp252,541
New stocks bought by Independent Family Office, LLC

Additions

Ticker% Inc.
ishares tr49.78
amazon com inc39.87
meta platforms inc27.43
costco whsl corp new14.77
alphabet inc13.69
ishares bitcoin trust etf5.63
vanguard index fds1.76
apple inc1.46
Additions to existing portfolio by Independent Family Office, LLC

Reductions

Ticker% Reduced
ishares tr-45.88
t-mobile us inc-9.28
ishares tr-7.86
toast inc-7.41
alphabet inc-4.74
vanguard bd index fds-2.61
ptc inc-2.41
ishares tr-1.34
Independent Family Office, LLC reduced stake in above stock

Sold off

Ticker$ Sold
international business machs-259,869
unitedhealth group inc-207,180
Independent Family Office, LLC got rid off the above stocks

Sector Distribution

Independent Family Office, LLC has about 75% of it's holdings in Others sector.

Sector%
Others75
Technology14.6
Communication Services4.5
Basic Materials1.7
Utilities1.1

Market Cap. Distribution

Independent Family Office, LLC has about 22.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED75
LARGE-CAP14.8
MEGA-CAP8.1
MID-CAP2.1

Stocks belong to which Index?

About 20.7% of the stocks held by Independent Family Office, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others79.4
S&P 50019
RUSSELL 20001.7
Top 5 Winners (%)%
LLY
eli lilly & co
40.9 %
GOOG
alphabet inc
28.2 %
GOOG
alphabet inc
26.6 %
CEF
sprott asset management lp
24.8 %
NGD
new gold inc cda
21.3 %
Top 5 Winners ($)$
IAU
ishares gold tr
3.3 M
GLD
spdr gold tr
1.2 M
SPY
spdr s&p 500 etf tr
0.7 M
IJR
ishares tr
0.6 M
GOOG
alphabet inc
0.4 M
Top 5 Losers (%)%
MSTR
strategy inc
-52.8 %
ORCL
oracle corp
-30.7 %
ishares bitcoin trust etf
-20.8 %
TMUS
t-mobile us inc
-14.5 %
PTC
ptc inc
-14.0 %
Top 5 Losers ($)$
PTC
ptc inc
-3.5 M
MSTR
strategy inc
-0.7 M
ishares bitcoin trust etf
-0.4 M
TOST
toast inc
-0.3 M
MSFT
microsoft corp
-0.2 M

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 66.7% of the portfolio is in top 10 stocks. PTC proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Independent Family Office, LLC last quarter.

Last Reported on: 13 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions