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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 27,890.0 $19.2M 7.12% -474.0 -1.7% $686.85 +3.1%
2 EEM ISHARES TR 141,232.0 $9.7M 3.59% -3K -2.2% $68.36 +0.5%
3 FEZ SPDR INDEX SHS FDS 105,323.0 $7.2M 2.68% -5K -4.4% $68.49 +3.2%
4 IEMG ISHARES INC 74,420.0 $6.2M 2.29% -4K -4.5% $82.77 +1.1%
5 IEFA ISHARES TR 54,020.0 $5.2M 1.94% -4K -6.8% $96.58 +4.7%
6 ITOT ISHARES TR 31,896.0 $5.2M 1.92% -3K -9.7% $161.99 +4.1%
7 BERKSHIRE HATHAWAY INC DEL 5.0 $3.7M 1.39% -1.0 -16.7% $748850.00
8 VT VANGUARD INTL EQUITY INDEX F 22,090.0 $3.5M 1.30% -2K -9.1% $158.76 +1.9%
9 NVDA NVIDIA CORPORATION Technology 7,391.0 $1.5M 0.55% -440.0 -5.6% $199.46 +15.5%
10 IJH ISHARES TR 17,068.0 $1.3M 0.49% -984.0 -5.5% $77.11 -1.6%
11 GOOG ALPHABET INC 2,923.0 $1.0M 0.38% -850.0 -22.5% $353.24
12 VGK VANGUARD INTL EQUITY INDEX F 8,366.0 $741K 0.28% -5K -37.5% $88.54 +3.6%
13 COWZ PACER FDS TR 10,374.0 $645K 0.24% -11K -51.9% $62.20 +14.6%
14 NNN NNN REIT INC Real Estate 13,594.0 $633K 0.23% -4K -23.6% $46.53 -4.1%
15 IJR ISHARES TR 4,048.0 $600K 0.22% -181.0 -4.3% $148.31 -2.0%
16 XLE SELECT SECTOR SPDR TR 9,670.0 $514K 0.19% -2K -16.5% $53.11 +20.6%
17 VCIT VANGUARD SCOTTSDALE FDS 4,855.0 $401K 0.15% -195.0 -3.9% $82.65 -2.6%
18 FAUG FIRST TR EXCHNG TRADED FD VI 3,750.0 $212K 0.08% -9K -69.4% $56.51 +2.4%

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%