Independent Family Office
Independent Family Office reported 85 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SPY (13.9%), IAU (11.4%) and IWD (8.4%). Compared with Q1 2026, the fund opened new positions in MOD, JBL and ONTO, added to IAU, IWD and VOO, trimmed PTC, VIG and MSFT and sold out of LQD, LLY and HGV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $34.5M | 13.9% | 46K | No change | 8 of 8 | |
| 2 |  IAU Ishares Gold TR | $28.4M | 11.4% | 376K | +2,271 (+1%) | 8 of 8 | |
| 3 |  IWD Ishares TR | $20.9M | 8.4% | 86K | +1,498 (+2%) | 8 of 8 | |
| 4 |  VOO Vanguard S&P 500 ETF | $19.1M | 7.7% | 28K | +1,765 (+7%) | 8 of 8 | |
| 5 |  PTC Ptc Inc | $12.7M | 5.1% | 112K | −1,742 (−2%) | 8 of 8 | |
| 6 |  GLD Spdr Gold TR | $10.2M | 4.1% | 28K | +483 (+2%) | 8 of 8 | |
| 7 |  IWM Ishares TR | $9.9M | 4.0% | 33K | No change | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $8.6M | 3.4% | 120K | +6,187 (+5%) | 8 of 8 | |
| 9 |  INFL Listed Fds TR | $7.9M | 3.2% | 159K | +8,738 (+6%) | 7 of 8 | |
| 10 |  IWN Ishares TR | $7.6M | 3.1% | 34K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 LQD Ishares Iboxx Invt Grade | $599K | 5,500 |
 LLY Eli Lilly & Co | $506K | 550 |
 HGV Hilton Grand Vacations Inc | $495K | 13K |
 IJJ Ishares TR | $310K | 2,340 |
 SNPS Synopsys Inc | $309K | 779 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 11, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Independent Family Office 13F FAQ
What does Independent Family Office own?
Independent Family Office reported 85 stocks worth $249M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are SPY (13.9%), IAU (11.4%) and IWD (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Independent Family Office buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 12 added to, 14 trimmed and 12 sold out. New positions include MOD, JBL and ONTO. It sold all of LQD, LLY and HGV.
When will Independent Family Office file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Independent Family Office's portfolio worth?
The Q2 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.