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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 41,754.0 $3.3M 1.24% +835.0 +2.0% $79.97 -1.0%
22 VEA VANGUARD TAX-MANAGED INTL FD 43,850.0 $3.1M 1.16% +28K +173.2% $71.25 +3.5%
23 FDT FIRST TR EXCH TRD ALPHDX FD 32,052.0 $3.0M 1.13% $94.68 +3.5%
24 IVV ISHARES TR 3,975.0 $3.0M 1.12% +1K +38.5% $755.99 +2.4%
25 VTV VANGUARD INDEX FDS 11,481.0 $2.5M 0.93% +6K +125.3% $217.93 +3.9%
26 VYM VANGUARD WHITEHALL FDS 11,795.0 $1.9M 0.69% $158.03 +3.9%
27 IWM ISHARES TR 6,118.0 $1.8M 0.68% $300.45 -1.5%
28 VTI VANGUARD INDEX FDS 4,823.0 $1.8M 0.66% NEW $370.04 +2.6%
29 MSFT MICROSOFT CORP Technology 4,508.0 $1.7M 0.62% +275.0 +6.5% $372.92 +34.0%
30 QUAL ISHARES TR 7,218.0 $1.6M 0.59% $219.43 +1.4%
31 NVDA NVIDIA CORPORATION Technology 7,391.0 $1.5M 0.55% -440.0 -5.6% $199.46 +15.5%
32 FALN ISHARES TR 53,252.0 $1.5M 0.54% +30K +133.0% $27.24 -1.6%
33 XLF SELECT SECTOR SPDR TR 26,866.0 $1.4M 0.54% +2K +8.4% $53.67 +8.3%
34 BERKSHIRE HATHAWAY INC DEL 2,772.0 $1.4M 0.52% +100.0 +3.7% $500.07
35 IJH ISHARES TR 17,068.0 $1.3M 0.49% -984.0 -5.5% $77.11 -1.6%
36 RSP INVESCO EXCHANGE TRADED FD T 5,836.0 $1.2M 0.46% +1K +30.1% $212.77 +2.9%
37 EWU ISHARES TR 26,668.0 $1.2M 0.46% $46.14 +5.3%
38 ICOP ISHARES TR 22,465.0 $1.1M 0.41% +17K +311.1% $49.23 +16.4%
39 USHY ISHARES TR 29,522.0 $1.1M 0.41% NEW $37.02 -1.1%
40 SOXX ISHARES TR 1,660.0 $1.1M 0.40% +322.0 +24.1% $640.76 -18.9%
Page 2 of 6  ·  107 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%