Tarbox Family Office, Inc.
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 710,972
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 100 | 710,972 | 13F-HR | Tarbox Family Office, Inc. |
| Q2 2026 | 8/3/2026 | 96 | 698,174 | 13F-HR | Tarbox Family Office, Inc. |
| Q1 2026 | 4/23/2026 | 95 | 615,761 | 13F-HR | Tarbox Family Office, Inc. |
| Q4 2025 | 1/21/2026 | 105 | 621,555 | 13F-HR | Tarbox Family Office, Inc. |
| Q3 2025 | 10/24/2025 | 114 | 681,239 | 13F-HR | Tarbox Family Office, Inc. |
| Q2 2025 | 8/12/2025 | 116 | 664,895 | 13F-HR | Tarbox Family Office, Inc. |
| Q2 2014 | 7/11/2014 | 554 | 112,063 | 13F-HR | Tarbox Group, Inc. |
| Q1 2014 | 5/1/2014 | 576 | 112,353 | 13F-HR | Tarbox Group, Inc. |
| Q4 2013 | 2/14/2014 | 610 | 119,874 | 13F-HR | Tarbox Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.37 K | 10.6% | 5.129 K | 0 | 5.129 K |
| ETFs | 635.6 K | 89.4% | 7.666 K | 0 | 7.666 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
710,972
Holdings
100
QoQ value change ($000)
12,798
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.