Independent Family Office, LLC - Portfolio Stock Holdings

Independent Family Office, LLC disclosed 96 stock positions in a recent SEC 13F filing. $248,635,534 of stock holdings were filed, with the largest holdings including SPY, IAU, and IWD. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $760,100,086 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.