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Portfolio (Quarterly) Guide ↗

Allie Family Office LLC

· CIK 0001908612
13F Portfolio $269M AUM 107 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 22 New 31 Added 18 Reduced
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 207,400.0 $51.6M 19.18% +136K +189.5% $248.97 +209.3%
2 EFA ISHARES TR 309,203.0 $32.1M 11.93% +13K +4.3% $103.90 +4.3%
3 GLD SPDR GOLD TR Financial Services 717,179.0 $9.8M 3.65% +693K +2810.4% $13.69 +2871.1%
4 IBIT ISHARES BITCOIN TRUST ETF Financial Services 177,246.0 $6.5M 2.40% +81K +84.4% $36.42 +24.2%
5 QQQ INVESCO QQQ TR Financial Services 8,382.0 $6.1M 2.28% +3K +66.7% $732.06 -1.8%
6 IAU ISHARES GOLD TR Financial Services 69,714.0 $5.3M 1.97% +11K +19.2% $76.03 +9.7%
7 IYR ISHARES TR 50,463.0 $5.2M 1.92% +590.0 +1.2% $102.19 -0.1%
8 VWO VANGUARD INTL EQUITY INDEX F 84,507.0 $5.0M 1.87% +28K +49.9% $59.69 +2.9%
9 CEMB ISHARES INC 141,377.0 $4.9M 1.81% +53K +59.7% $34.56 +30.3%
10 LQD ISHARES TR 39,578.0 $4.3M 1.60% +23K +132.3% $109.07 -3.3%
11 HYG ISHARES TR 41,754.0 $3.3M 1.24% +835.0 +2.0% $79.97 -1.0%
12 VEA VANGUARD TAX-MANAGED INTL FD 43,850.0 $3.1M 1.16% +28K +173.2% $71.25 +3.5%
13 IVV ISHARES TR 3,975.0 $3.0M 1.12% +1K +38.5% $755.99 +2.4%
14 VTV VANGUARD INDEX FDS 11,481.0 $2.5M 0.93% +6K +125.3% $217.93 +3.9%
15 MSFT MICROSOFT CORP Technology 4,508.0 $1.7M 0.62% +275.0 +6.5% $372.92 +34.0%
16 FALN ISHARES TR 53,252.0 $1.5M 0.54% +30K +133.0% $27.24 -1.6%
17 XLF SELECT SECTOR SPDR TR 26,866.0 $1.4M 0.54% +2K +8.4% $53.67 +8.3%
18 BERKSHIRE HATHAWAY INC DEL 2,772.0 $1.4M 0.52% +100.0 +3.7% $500.07
19 RSP INVESCO EXCHANGE TRADED FD T 5,836.0 $1.2M 0.46% +1K +30.1% $212.77 +2.9%
20 ICOP ISHARES TR 22,465.0 $1.1M 0.41% +17K +311.1% $49.23 +16.4%
Page 1 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 92.7%
Technology 4.2%
Real Estate 2.3%
Communication Services 0.3%
Consumer Cyclical 0.3%
Energy 0.3%