INDEPENDENT FAMILY OFFICE, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 270K | $9.86M |
 | PTC | 122K | $24.76M |
 | SMG | 29K | $1.67M |
 | HGV | 13K | $528.98K |
 | BRK-B | 11K | $5.61M |
 | TSM | 9K | $2.43M |
 | AAPL | 8K | $1.92M |
 | TY | 7K | $237.56K |
 | GOOG | 6K | $1.39M |
 | SHW | 6K | $1.96M |
 | NEM | 6K | $471.55K |
 | TECK | 6K | $241.40K |
 | MSFT | 5K | $2.47M |
 | AEM | 4K | $720.59K |
 | MSTR | 4K | $1.32M |
 | GOOGL | 3K | $749.48K |
 | WMT | 3K | $259.71K |
 | TMUS | 3K | $598.45K |
 | TMO | 2K | $1.09M |
 | JPM | 2K | $693.95K |
Toast, Inc.
TOST
Shares Held
270K
Value
$9.86M
PTC Inc.
PTC
Shares Held
122K
Value
$24.76M
The Scotts Miracle-Gro Company
SMG
Shares Held
29K
Value
$1.67M
Hilton Grand Vacations Inc.
HGV
Shares Held
13K
Value
$528.98K
Berkshire Hathaway Inc.
BRK-B
Shares Held
11K
Value
$5.61M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
9K
Value
$2.43M
Apple Inc.
AAPL
Shares Held
8K
Value
$1.92M
Tri-Continental Corporation
TY
Shares Held
7K
Value
$237.56K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$1.39M
The Sherwin-Williams Company
SHW
Shares Held
6K
Value
$1.96M
Newmont Corporation
NEM
Shares Held
6K
Value
$471.55K
Teck Resources Limited
TECK
Shares Held
6K
Value
$241.40K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.47M
Agnico Eagle Mines Limited
AEM
Shares Held
4K
Value
$720.59K
Strategy Inc
MSTR
Shares Held
4K
Value
$1.32M
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$749.48K
Walmart Inc.
WMT
Shares Held
3K
Value
$259.71K
T-Mobile US, Inc.
TMUS
Shares Held
3K
Value
$598.45K
Thermo Fisher Scientific Inc.
TMO
Shares Held
2K
Value
$1.09M
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$693.95K