Independent Family Office, LLC

Q3 2026 13F-HR Holdings

Location
Albany, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$262,256
Net value change ($000)
+13,315 (5.3%)
New positions
5
Sold out positions
5
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLV 3,171 NEW
VOO 2,198 11.5%
QLTY 2,148 NEW
PTC 1,930 15.2%
SPY 1,861 5.4%
BLK 1,397 NEW
IAU 1,221 4.3%
ARTY 858 NEW
IJR 687 19.2%
MSFT 654 37.5%
Top Reduces (Value $000, Stocks/ETFs)
IWM -1,220 -12.3%
SMG -808 -40.4%
IWN -649 -8.5%
IEF -326 -100.0%
EME -308 -100.0%
VIG -249 -4.3%
IJH -239 -19.3%
TCMD -238 -100.0%
IWR -232 -100.0%
TSM -221 -4.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type