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William Reickert

Independent Family Office, Llc

Assets Managed
$242.997M
Holdings
90
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
1.46%(2Q avg: 1.4%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Independent Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 90 positions.

Assets under management

The assets under management (AUM) of Independent Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 242.997M in assets, with a quarterly growth rate of 1.46% and a 2-quarter average growth rate of 1.4%. The portfolio is managed by William Reickert, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IAU
Ishares Gold Trust
Recent Activity
Decreased -3.42%
13.56%
$32.941M
373,645 shares@ $88.16 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.01%
12.37%
$30.054M
46,213 shares@ $650.34 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -2.58%
7.45%
$18.09M
84,665 shares@ $213.68 avg price
PTC
Ptc Inc
Recent Activity
Decreased -4.57%
6.66%
$16.18M
113,550 shares@ $142.5 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 8.15%
6.41%
$15.555M
26,031 shares@ $597.55 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -8.86%
4.82%
$11.69M
27,167 shares@ $430.29 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
3.37%
$8.187M
33,011 shares@ $248.0 avg price
INFL
Horizon Kinetics Infl Benef
Recent Activity
Decreased -7.04%
3.22%
$7.805M
149,927 shares@ $52.07 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 7.52%
3.02%
$7.316M
114,168 shares@ $64.08 avg price
TOST
Toast Inc-class A
Recent Activity
2.73%
$6.628M
250,000 shares@ $26.51 avg price

1-10 of 90