SEC Form 13F · Q1 2026

Independent Family Office, LLC

Institutional Holdings Report

13F-HRNY
$243.0M
Portfolio Value
90
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Independent Family Office, LLC
CIK
1756485
Accession No.
0001951757-26-000873
Location
ALBANY, NY
Form Type
13F-HR
Portfolio Value
$243.0M
Holdings Reported
90
Reporting Period
Q1 2026
Filed
May 15, 2026

About this Filing

Independent Family Office, LLC is an institutional investment manager based in ALBANY, NY reporting approximately $243.0M in 13(f) securities across 90 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.