Tarbox Family Office, Inc. - Portfolio Stock Holdings
Tarbox Family Office, Inc. disclosed 101 stock positions in a recent SEC 13F filing. $710,972,081 of stock holdings were filed, with the largest holdings including IVV, IJH, and AVEM. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $953,740,765 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$710,972,081Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tarbox Family Office, Inc.
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% of Portfolio
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