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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 4 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BMAR INNOVATOR ETFS TRUST 9,550.0 $550K 0.20% $57.63 +2.7%
62 XLY SELECT SECTOR SPDR TR 4,640.0 $544K 0.20% +2K +100.0% $117.28 -2.0%
63 XLP SELECT SECTOR SPDR TR 6,479.0 $538K 0.20% +290.0 +4.7% $83.07 +1.8%
64 COPX GLOBAL X FDS 6,881.0 $530K 0.20% NEW $77.02 +17.7%
65 DVY ISHARES TR 3,370.0 $527K 0.20% $156.30 +5.1%
66 SPACE EXPLORATION TECHN CORP 3,080.0 $526K 0.20% NEW $170.86
67 XLE SELECT SECTOR SPDR TR 9,670.0 $514K 0.19% -2K -16.5% $53.11 +20.6%
68 VTIP VANGUARD MALVERN FDS 10,016.0 $503K 0.19% $50.23 -1.0%
69 URTH ISHARES INC 2,478.0 $502K 0.19% $202.64 +3.5%
70 IFEB INNOVATOR ETFS TRUST 16,020.0 $501K 0.19% $31.28 +3.1%
71 SDVY FIRST TR EXCHANGE-TRADED FD 11,545.0 $498K 0.18% $43.14 +0.7%
72 EMXC ISHARES INC 4,639.0 $475K 0.18% $102.30 -1.2%
73 UUP INVESCO DB US DLR INDEX TR Financial Services 624.0 $460K 0.17% $737.21 -96.2%
74 SPYV SPDR SERIES TRUST 7,159.0 $435K 0.16% $60.79 +4.4%
75 INVH INVITATION HOMES INC Real Estate 13,600.0 $404K 0.15% +3K +33.6% $29.73 -4.5%
76 VCIT VANGUARD SCOTTSDALE FDS 4,855.0 $401K 0.15% -195.0 -3.9% $82.65 -2.6%
77 VFH VANGUARD WORLD FD 2,925.0 $385K 0.14% NEW $131.60 +7.9%
78 IEI ISHARES TR 3,199.0 $376K 0.14% NEW $117.45 -1.5%
79 WDIV SPDR INDEX SHS FDS 4,455.0 $356K 0.13% $79.91 +7.1%
80 PSMD PACER FDS TR 10,369.0 $356K 0.13% $34.31 +2.3%
Page 4 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%