Long-term investor
Independent Family Office, LLC @independentfamilyofficel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001756485).
Record
- Tracked since 2025-12-31 (257 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.8%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 13.9% · long · since 2025-12-31
- IAU · 11.4% · long · since 2025-12-31
- IWD · 8.4% · long · since 2025-12-31
- VOO · 7.7% · long · since 2025-12-31
- PTC · 5.1% · long · since 2025-12-31
- GLD · 4.1% · long · since 2025-12-31
- IWM · 4.0% · long · since 2025-12-31
- VEA · 3.4% · long · since 2025-12-31
- INFL · 3.2% · long · since 2025-12-31
- IWN · 3.1% · long · since 2025-12-31
- TOST · 2.8% · long · since 2025-12-31
- BRK-B · 2.5% · long · since 2025-12-31