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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 3 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLU SELECT SECTOR SPDR TR 23,220.0 $1.1M 0.39% +610.0 +2.7% $45.34 -5.0%
42 DGRW WISDOMTREE TR 10,900.0 $1.0M 0.39% $95.62 +4.3%
43 GOOG ALPHABET INC 2,923.0 $1.0M 0.38% -850.0 -22.5% $353.24
44 EFV ISHARES TR 12,633.0 $967K 0.36% NEW $76.55 +8.4%
45 IGSB ISHARES TR 18,065.0 $947K 0.35% +1K +8.6% $52.41 -1.1%
46 XLK SELECT SECTOR SPDR TR 4,737.0 $902K 0.34% +165.0 +3.6% $190.52 -1.7%
47 GSEW GOLDMAN SACHS ETF TR 8,747.0 $826K 0.31% $94.42 +3.1%
48 HSBC HSBC HLDGS PLC Financial Services 8,504.0 $809K 0.30% $95.09 +12.6%
49 EWG ISHARES INC 18,180.0 $752K 0.28% $41.37 +6.1%
50 VGK VANGUARD INTL EQUITY INDEX F 8,366.0 $741K 0.28% -5K -37.5% $88.54 +3.6%
51 RDVY FIRST TR EXCHANGE TRADED FD 9,015.0 $731K 0.27% $81.06 +1.2%
52 DIA SPDR DOW JONES INDL AVERAGE Financial Services 1,352.0 $707K 0.26% $522.76 +2.2%
53 DXJ WISDOMTREE TR 3,790.0 $658K 0.24% +2K +66.4% $173.52 +3.7%
54 EMHY ISHARES INC 16,167.0 $657K 0.24% +10K +157.1% $40.66 -1.4%
55 MCHI ISHARES TR 12,843.0 $655K 0.24% +5K +55.2% $51.02 +7.6%
56 COWZ PACER FDS TR 10,374.0 $645K 0.24% -11K -51.9% $62.20 +14.6%
57 NNN NNN REIT INC Real Estate 13,594.0 $633K 0.23% -4K -23.6% $46.53 -4.1%
58 IJR ISHARES TR 4,048.0 $600K 0.22% -181.0 -4.3% $148.31 -2.0%
59 IGF ISHARES TR 8,786.0 $585K 0.22% NEW $66.60 -2.3%
60 ASML ASML HLDG NV Technology 291.0 $579K 0.21% NEW $1990.16 -13.8%
Page 3 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%