Independent Family Office, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 248,941
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 85 | 248,941 | 13F-HR | Independent Family Office, LLC |
| Q1 2026 | 5/15/2026 | 90 | 242,997 | 13F-HR | Independent Family Office, LLC |
| Q4 2025 | 2/13/2026 | 79 | 239,501 | 13F-HR | Independent Family Office, LLC |
| Q3 2025 | 11/13/2025 | 79 | 236,338 | 13F-HR | Independent Family Office, LLC |
| Q2 2025 | 8/13/2025 | 77 | 215,699 | 13F-HR | Independent Family Office, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 63.73 K | 25.6% | 0 | 9.862 K | -9.862 K |
| ETFs | 183.3 K | 73.6% | 15.2 K | 0 | 15.2 K |
| Debt | 1.917 K | 0.8% | 607 | 0 | 607 |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
248,941
Holdings
85
QoQ value change ($000)
5,944
(2.4%)
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.