Independent Family Office, LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 239,501
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 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 | 133.1 K | 55.6% | 0 | 2.163 K | -2.163 K |
| ETFs | 104.8 K | 43.8% | 5.353 K | 0 | 5.353 K |
| Debt | 1.583 K | 0.7% | 0 | 33 | -33 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
239,501
Holdings
79
QoQ value change ($000)
3,163
(1.3%)
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.