Tarbox Family Office, Inc.
Tarbox Family Office, Inc. reported 96 positions worth $698.2M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: IVV (33.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $232.4M | 33.29% | 310,326 | — | — | |
| ▸ 2 | IJH | SH | $57.7M | 8.27% | 748,612 | — | — | |
| ▸ 3 | AVEM | SH | $48.9M | 7.00% | 506,746 | — | — | |
| ▸ 4 | JCPB | SH | $29.2M | 4.18% | 622,035 | — | — | |
| ▸ 5 | AVUV | SH | $27.8M | 3.98% | 222,938 | — | — | |
| ▸ 6 | IEFA | SH | $27.6M | 3.96% | 285,923 | — | — | |
| ▸ 7 | AVDE | SH | $26.4M | 3.78% | 295,495 | — | — | |
| ▸ 8 | IWM | SH | $25.8M | 3.69% | 85,850 | — | — | |
| ▸ 9 | AVTM | SH | $21.5M | 3.08% | 395,590 | — | — | |
| ▸ 10 | AVMC | SH | $19.3M | 2.76% | 240,067 | — | — |
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Frequently Asked Questions
What stocks does Tarbox Family Office, Inc. hold as of Q2 2026?
Tarbox Family Office, Inc. reported 96 positions worth $698.2M in its Q2 2026 13F filing. Largest positions: IVV (33.3%), IJH (8.3%), AVEM (7.0%), JCPB (4.2%) and AVUV (4.0%).
What did Tarbox Family Office, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tarbox Family Office, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.