Independent Family Office, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 242,997
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.59 K | 30.3% | 0 | 59.53 K | -59.53 K |
| ETFs | 168.1 K | 69.2% | 63.3 K | 0 | 63.3 K |
| Debt | 1.31 K | 0.5% | 0 | 273 | -273 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
242,997
Holdings
90
QoQ value change ($000)
3,496
(1.5%)
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.