Tarbox Family Office, Inc.
All 13F Filings
- Location
- Newport Beach, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 621,555
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 197.5 K | 31.8% | 0 | 19.47 K | -19.47 K |
| ETFs | 423.4 K | 68.1% | 0 | 38.55 K | -38.55 K |
| Debt | 0 | 0.0% | 0 | 230 | -230 |
| Other | 634 | 0.1% | 0 | 1.446 K | -1.446 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
621,555
Holdings
105
QoQ value change ($000)
-59,684
(-8.8%)
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.