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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SOXX ISHARES TR 1,660.0 $1.1M 0.40% +322.0 +24.1% $640.76 -18.9%
22 XLU SELECT SECTOR SPDR TR 23,220.0 $1.1M 0.39% +610.0 +2.7% $45.34 -5.0%
23 IGSB ISHARES TR 18,065.0 $947K 0.35% +1K +8.6% $52.41 -1.1%
24 XLK SELECT SECTOR SPDR TR 4,737.0 $902K 0.34% +165.0 +3.6% $190.52 -1.7%
25 DXJ WISDOMTREE TR 3,790.0 $658K 0.24% +2K +66.4% $173.52 +3.7%
26 EMHY ISHARES INC 16,167.0 $657K 0.24% +10K +157.1% $40.66 -1.4%
27 MCHI ISHARES TR 12,843.0 $655K 0.24% +5K +55.2% $51.02 +7.6%
28 XLY SELECT SECTOR SPDR TR 4,640.0 $544K 0.20% +2K +100.0% $117.28 -2.0%
29 XLP SELECT SECTOR SPDR TR 6,479.0 $538K 0.20% +290.0 +4.7% $83.07 +1.8%
30 INVH INVITATION HOMES INC Real Estate 13,600.0 $404K 0.15% +3K +33.6% $29.73 -4.5%
31 CTA SIMPLIFY EXCHANGE TRADED FUN 671,800.0 $174K 0.07% +665K +9900.0% $0.26 +10863.8%
Page 2 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%