What does Allie Family Office LLC hold?

Allie Family Office LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1908612.

What is Allie Family Office LLC's AUM?

Allie Family Office LLC reported approximately $270.4M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.3B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Allie Family Office LLC's holdings?

All Allie Family Office LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1908612. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Allie Family Office LLC's 13F data updated on 13F Pro?

Allie Family Office LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Allie Family Office LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908612

Institutional-grade research for retail investors

Sector Allocation

Other81.1%$219.4M
Financials14.5%$39.2M
Technology2.0%$5.5M
Industrials1.3%$3.5M
Real Estate0.8%$2.3M
Consumer Discretionary0.1%$258,122
Energy0.1%$226,945
Utilities0.0%$20,500

AUM History

13fpro.ai/research/fund/allie-family-office-llc-1908612

Conviction and streaks

Diversifying · top 10 = 57.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$SPYConviction hold19.1% weight · held 10 quarters

$Conviction hold11.9% weight · held 10 quarters

$Conviction hold7.1% weight · held 10 quarters

$GLDConviction hold3.6% weight · held 10 quarters

$Conviction hold3.6% weight · held 10 quarters

$GLDAccumulating+4220% shares · 6 quarters running

$Accumulating+13% shares · 3 quarters running

$IBITAccumulating+3021% shares · 3 quarters running

$QQQAccumulating+152% shares · 3 quarters running

$Accumulating+94% shares · 3 quarters running

$Trimming-23% shares · 9 quarters running

$Trimming-18% shares · 6 quarters running

$DOVTrimming-19% shares · 5 quarters running

$NNNTrimming-31% shares · 2 quarters running

$Trimming-38% shares · 2 quarters running

Largest positions — Q2 2026

SPY
$51.6M
ISHARES
$32.1M
VANGUARD
$19.2M
GLD
$9.8M
ISHARES
$9.7M
STT
$7.2M
IBIT
$6.5M
VANGUARD
$6.3M
ISHARES
$6.2M
QQQ
$6.1M
IAU
$5.3M
ISHARES
$5.2M
ISHARES
$5.2M
ISHARES
$5.2M
VANGUARD
$5.0M
ISHARES
$4.9M
ISHARES
$4.3M
FIRST
$4.2M
BRK.A
$3.7M
ISHARES
$3.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/allie-family-office-llc-1908612

Allie Family Office LLC 13F holdings — Q2 2026

$270.4M portfolio (+18.4% QoQ) · 107 holdings · Q2 2026 13F · top 10 are 57% of the stock portfolio

1
SPDR S&P 500 ETF TRUST
$SPY
$51.6M
19.1% of stocks
+190%This quarter-1.6%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
2
ISHARES TR - MSCI EAFE ETF
$32.1M
11.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$19.2M
7.1% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR GOLD TRUST
$GLD
$9.8M
3.6% of stocks
+2810%This quarter-7.8%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
5
ISHARES TR - MSCI EMG MKT ETF
$9.7M
3.6% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
STATE STREET CORP
$STT
$7.2M
2.7% of stocks
-4%This quarter-10.5%Since filed10+ qtrsHeld
AIQuality71.5#178Est. buyEstimated buy price is Pro: unlock with a free trial
7
iShares Bitcoin Trust ETF
$IBIT
$6.5M
2.4% of stocks
+84%This quarter+26.0%Since filed3 qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
8
VANGUARD INDEX FDS - REAL ESTATE ETF
$6.3M
2.3% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
ISHARES INC - CORE MSCI EMKT
$6.2M
2.3% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
10
INVESCO QQQ TRUST, SERIES 1
$QQQ
$6.1M
2.3% of stocks
+67%This quarter-2.7%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR S&P 500 ETF TRUST$SPY	$51.6M	19.1%	+190%	-1.6%	10+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
2	ISHARES TR - MSCI EAFE ETF	$32.1M	11.9%	+4%	—	—	—	—
3	VANGUARD INDEX FDS - S&P 500 ETF SHS	$19.2M	7.1%	-2%	—	—	—	—
4	SPDR GOLD TRUST$GLD	$9.8M	3.6%	+2810%	-7.8%	10+ qtrsAdded 6 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
5	ISHARES TR - MSCI EMG MKT ETF	$9.7M	3.6%	-2%	—	—	—	—
6	STATE STREET CORP$STT	$7.2M	2.7%	-4%	-10.5%	10+ qtrs	71.5#178	Estimated buy price is Pro: unlock with a free trial
7	iShares Bitcoin Trust ETF$IBIT	$6.5M	2.4%	+84%	+26.0%	3 qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
8	VANGUARD INDEX FDS - REAL ESTATE ETF	$6.3M	2.3%	+0.2%	—	—	—	—
9	ISHARES INC - CORE MSCI EMKT	$6.2M	2.3%	-5%	—	—	—	—
10	INVESCO QQQ TRUST, SERIES 1$QQQ	$6.1M	2.3%	+67%	-2.7%	10+ qtrsAdded 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial

All holdings — Allie Family Office LLC (Q2 2026)

Sort

107 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IAU	ISHARES GOLD TRUSTetf/fund	Financials	$5.3M	2.0%	70K	+19%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
12	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$5.2M	1.9%	54K	-7%	—	—	13F
13	—	ISHARES TR - CORE S&P TTL STKetf/fund	—	$5.2M	1.9%	32K	-10%	—	—	13F
14	—	ISHARES TR - U.S. REAL ES ETFetf/fund	—	$5.2M	1.9%	50K	+1%	—	—	13F
15	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund	—	$5.0M	1.9%	85K	+50%	—	—	13F
16	—	ISHARES INC - JP MRG EM CRP BDetf/fund	—	$4.9M	1.8%	141K	+60%	—	—	13F
17	—	ISHARES TR - IBOXX INV CP ETFetf/fund	—	$4.3M	1.6%	40K	+132%	—	—	13F
18	—	FIRST TR EXCHANGE-TRADED FD - COMMON SHS	—	$4.2M	1.6%	227K	—	—	—	13F
19	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$3.7M	1.4%	5	-17%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
20	—	ISHARES TR - CORE S&P500 ETFetf/fund	—	$3.7M	1.4%	4,920	+71%	—	—	13F
21	$DOV	DOVER Corpetf/fund	Industrials	$3.5M	1.3%	22K	-9%	10+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	ISHARES TR - IBOXX HI YD ETFetf/fund	—	$3.3M	1.2%	42K	+2%	—	—	13F
23	—	VANGUARD TAX-MANAGED INTL FD - FTSE DEV MKT ETFetf/fund	—	$3.1M	1.2%	44K	+173%	—	—	13F
24	—	FIRST TR EXCH TRD ALPHDX FD - DEV MRK EX US	—	$3.0M	1.1%	32K	—	—	—	13F
25	—	VANGUARD INDEX FDS - VALUE ETFetf/fund	—	$2.5M	0.9%	11K	+125%	—	—	13F
26	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$1.9M	0.7%	12K	—
27	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.8M	0.7%	6,118	—
28	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.8M	0.7%	4,823	New
29	$MSFT	MICROSOFT CORP	Technology	$1.7M	0.6%	4,508	+6%
30	—	ISHARES TR - MSCI USA QLT FCT	—	$1.6M	0.6%	7,218	—
31	$NVDA	NVIDIA CORP	Technology	$1.5M	0.6%	7,391	-6%
32	—	ISHARES TR - FALN ANGLS USD	—	$1.5M	0.5%	53K	+133%
33	—	SELECT SECTOR SPDR TR - FINANCIAL	—	$1.4M	0.5%	27K	+8%
34	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.4M	0.5%	2,772	+4%
35	—	ISHARES TR - CORE S&P MCP ETF	—	$1.3M	0.5%	17K	-5%
36	$IVZ	Invesco Ltd.	Financials	$1.2M	0.5%	5,836	+30%
37	—	ISHARES TR - MSCI UK ETF NEW	—	$1.2M	0.5%	27K	—
38	—	ISHARES INC - JP MRGN EM HI BD	—	$1.1M	0.4%	28K	+348%
39	—	ISHARES TR - COPPER & METALS	—	$1.1M	0.4%	22K	+311%
40	—	ISHARES TR - BROAD USD HIGH	—	$1.1M	0.4%	30K	New
41	—	ISHARES TR - ISHARES SEMICDTR	—	$1.1M	0.4%	1,660	+24%
42	—	SELECT SECTOR SPDR TR - SBI INT-UTILS	—	$1.1M	0.4%	23K	+3%
43	$WT	WisdomTree, Inc.	Financials	$1.0M	0.4%	11K	—
44	$GOOG	Alphabet Inc.	Technology	$1.0M	0.4%	2,923	-23%
45	—	ISHARES TR - EAFE VALUE ETF	—	$967K	0.4%	13K	New
46	—	ISHARES TR - ISHS 1-5YR INVS	—	$947K	0.3%	18K	+9%
47	—	SELECT SECTOR SPDR TR - TECHNOLOGY	—	$902K	0.3%	4,737	+4%
48	$GS	GOLDMAN SACHS GROUP INC	Financials	$826K	0.3%	8,747	—
49	$HSBC	HSBC HOLDINGS PLC	Financials	$809K	0.3%	8,504	—
50	—	ISHARES INC - MSCI GERMANY ETF	—	$752K	0.3%	18K	—
51	—	VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF	—	$741K	0.3%	8,366	-38%
52	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$731K	0.3%	9,015	—
53	—	SPDR DOW JONES INDL AVERAGE - UT SER 1	—	$707K	0.3%	1,352	—
54	$WT	WisdomTree, Inc.	Financials	$658K	0.2%	3,790	+66%
55	—	ISHARES TR - MSCI CHINA ETF	—	$655K	0.2%	13K	+55%
56	—	PACER FDS TR - US CASH COWS 100	—	$645K	0.2%	10K	-52%
57	$NNN	NNN REIT, INC.	Real Estate	$633K	0.2%	14K	-24%
58	—	ISHARES TR - CORE S&P SCP ETF	—	$600K	0.2%	4,048	-4%
59	—	ISHARES TR - GLB INFRASTR ETF	—	$585K	0.2%	8,786	New
60	$ASML	ASML HOLDING NV	Technology	$579K	0.2%	291	New
61	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAR	—	$550K	0.2%	9,550	—
62	—	SELECT SECTOR SPDR TR - SBI CONS DISCR	—	$544K	0.2%	4,640	+100%
63	—	SELECT SECTOR SPDR TR - SBI CONS STPLS	—	$538K	0.2%	6,479	+5%
64	—	GLOBAL X FDS - GLOBAL X COPPER	—	$530K	0.2%	6,881	New
65	—	ISHARES TR - SELECT DIVID ETF	—	$527K	0.2%	3,370	—
66	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$526K	0.2%	3,080	New
67	—	SELECT SECTOR SPDR TR - ENERGY	—	$514K	0.2%	9,670	-17%
68	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$503K	0.2%	10K	—
69	—	ISHARES INC - MSCI WORLD ETF	—	$502K	0.2%	2,478	—
70	—	INNOVATOR ETFS TRUST - INTL DEVELOPED P	—	$501K	0.2%	16K	—
71	—	FIRST TR EXCHANGE-TRADED FD - SMID RISNG ETF	—	$498K	0.2%	12K	—
72	—	ISHARES INC - MSCI EMRG CHN	—	$475K	0.2%	4,639	—
73	$UUP	Invesco DB US Dollar Index Bullish Fund	Financials	$460K	0.2%	624	—
74	—	SPDR SERIES TRUST - PRTFLO S&P500 VL	—	$435K	0.2%	7,159	—
75	$INVH	Invitation Homes Inc.	Real Estate	$404K	0.1%	14K	+34%
76	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$401K	0.1%	4,855	-4%
77	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$385K	0.1%	2,925	New
78	—	ISHARES TR - 3 7 YR TREAS BD	—	$376K	0.1%	3,199	New
79	—	SPDR INDEX SHS FDS - S&P GLBDIV ETF	—	$356K	0.1%	4,455	—
80	—	PACER FDS TR - SWAN SOS MOD JAN	—	$356K	0.1%	10K	—
81	$DOC	HEALTHPEAK PROPERTIES, INC.	Real Estate	$341K	0.1%	17K	New
82	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$328K	0.1%	5,950	—
83	—	ISHARES INC - MSCI STH KOR ETF	—	$323K	0.1%	1,600	New
84	—	INNOVATOR ETFS TRUST - US EQT ULTRA BF	—	$315K	0.1%	7,457	—
85	—	ISHARES INC - MSCI JPN ETF NEW	—	$301K	0.1%	3,229	—
86	—	VICTORY PORTFOLIOS II - SHARES FREE CASH	—	$294K	0.1%	6,422	—
87	—	SPDR INDEX SHS FDS - ASIA PACIF ETF	—	$294K	0.1%	1,870	—
88	—	ISHARES TR - CHINA LG-CAP ETF	—	$285K	0.1%	9,007	—
89	$COLD	AMERICOLD REALTY TRUST	Real Estate	$277K	0.1%	17K	—
90	—	ISHARES TR - FUTU AI TECH ETF	—	$272K	0.1%	3,570	New
91	—	INNOVATOR ETFS TRUST - GROWTH 100 PWR B	—	$268K	0.1%	8,315	New
92	—	ISHARES TR - CORE MSCI PAC	—	$259K	0.1%	3,167	—
93	$BAP	CREDICORP LTD	Financials	$258K	0.1%	663	—
94	$AMZN	AMAZON COM INC	Consumer Discretionary	$258K	0.1%	1,083	New
95	—	ISHARES TR - CORE MSCI INTL	—	$249K	0.1%	2,800	New
96	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$249K	0.1%	3,146	New
97	$GOOGL	Alphabet Inc.	Technology	$234K	0.1%	654	New
98	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$234K	0.1%	6,463	New
99	$MPT	MEDICAL PROPERTIES TRUST INC	Real Estate	$229K	0.1%	49K	—
100	$PBR	PETROBRAS - PETROLEO BRASILEIRO SA	Energy	$227K	0.1%	14K	—
101	—	ISHARES TR - MSCI INDIA ETF	—	$213K	0.1%	4,315	New
102	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$212K	0.1%	3,750	-69%
103	$WPC	W. P. Carey Inc.	Real Estate	$200K	0.1%	2,800	New
104	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$174K	0.1%	672K	+9900%
105	$STAG	STAG Industrial, Inc.	Real Estate	$167K	0.1%	438K	New
106	$WDI	Western Asset Diversified Income Fund (WDI)	Other	$136K	0.1%	10K	—
107	$CLNE	Clean Energy Fuels Corp.	Utilities	$21K	0.0%	10K	New

What changed in Q2 2026

Against the previous quarter's 13F: 21 new, 32 added to, 18 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.

New positions (21)

VANGUARD INDEX FDS - TOTAL STK MKT$1.8M
first bought this quarter
ISHARES TR - BROAD USD HIGH$1.1M
first bought this quarter
ISHARES TR - EAFE VALUE ETF$967K
first bought this quarter
ISHARES TR - GLB INFRASTR ETF$585K
first bought this quarter
$ASMLASML HOLDING NV$579K
first bought this quarter
GLOBAL X FDS - GLOBAL X COPPER$530K
first bought this quarter

+15 more in the Excel export

Added to (32)

$SPYSPDR S&P 500 ETF TRUST+190%
now $51.6M · held 10+ qtrs
$GLDSPDR GOLD TRUST+2810%
now $9.8M · held 10+ qtrs, 6 adds in a row
$IBITiShares Bitcoin Trust ETF+84%
now $6.5M · held 3 qtrs, 3 adds in a row
ISHARES TR - IBOXX INV CP ETF+132%
now $4.3M
$QQQINVESCO QQQ TRUST, SERIES 1+67%
now $6.1M · held 10+ qtrs, 3 adds in a row
VANGUARD TAX-MANAGED INTL FD - FTSE DEV MKT ETF+173%
now $3.1M

+26 more in the Excel export

Trimmed (18)

$BRK.ABERKSHIRE HATHAWAY INC-17%
now $3.7M · held 10+ qtrs
PACER FDS TR - US CASH COWS 100-52%
now $645K
ISHARES TR - CORE S&P TTL STK-10%
now $5.2M
VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF-38%
now $741K
ISHARES TR - CORE MSCI EAFE-7%
now $5.2M
$DOVDOVER Corp-9%
now $3.5M · held 10+ qtrs

+12 more in the Excel export

Sold out (16)

SCHWAB STRATEGIC TRwas $742K
$JPMJPMORGAN CHASE & COwas $527K
held 9+ qtrs
$BXSLBlackstone Secured Lending Fundwas $428K
held 9+ qtrs
$BTIBritish American Tobacco p.l.c.was $360K
held 7 qtrs
$MPLXMPLX LPwas $326K
held 9+ qtrs
$MOALTRIA GROUP, INC.was $291K

+10 more in the Excel export

Firm AUM (Form ADV): $1.3B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Allie Family Office LLC has filed, 18 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Allie Family Office?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Allie Family Office's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 10 of the 20 are scored)

Top 10 since filing

-1.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 28% over the last 4

Top 10 weight

57%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Allie Family Office LLC disclosed 107 positions worth $270.4M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 19.1% of the equity portfolio. During the quarter the fund opened 21 new positions and exited 16. The portfolio is most concentrated in Other (81.1% of disclosed assets). All figures are sourced directly from Allie Family Office LLC’s Form 13F-HR filing with the SEC under CIK 1908612.

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AI-Powered Hedge Fund Analysis: Allie Family Office LLC

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Every holding in Allie Family Office LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.