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Portfolio (Quarterly) Guide ↗

Allie Family Office LLC

· CIK 0001908612
13F Portfolio $228M AUM 103 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 27 Added 15 Reduced 8 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARES TR 296,575.0 $28.8M 12.61% +22K +8.1% $97.13 +8.0%
2 VOO VANGUARD INDEX FDS 28,364.0 $16.9M 7.42% +8K +36.2% $597.52 +15.3%
3 GLD SPDR GOLD TR Financial Services 24,642.0 $10.6M 4.64% +2K +8.2% $430.29 -3.9%
4 FEZ SPDR INDEX SHS FDS 110,149.0 $6.8M 2.99% +15K +16.1% $62.08 +9.6%
5 IEMG ISHARES INC 77,935.0 $5.4M 2.38% +460.0 +0.6% $69.82 +19.1%
6 IEFA ISHARES TR 57,931.0 $5.3M 2.30% +8K +15.1% $90.85 +8.0%
7 ITOT ISHARES TR 35,326.0 $5.0M 2.20% +815.0 +2.4% $142.43 +15.0%
8 BERKSHIRE HATHAWAY INC DEL 6.0 $4.3M 1.89% +1.0 +20.0% $718140.00
9 FDD FIRST TR EXCHANGE-TRADED FD 226,903.0 $4.0M 1.77% +10K +4.6% $17.81 +11.5%
10 IBIT ISHARES BITCOIN TRUST ETF Financial Services 96,132.0 $3.7M 1.62% +82K +591.4% $38.42 +12.7%
11 VWO VANGUARD INTL EQUITY INDEX F 56,396.0 $3.1M 1.34% +24K +73.4% $54.13 +11.0%
12 QQQ INVESCO QQQ TR Financial Services 5,028.0 $2.9M 1.27% +1K +37.0% $577.18 +26.0%
13 FDT FIRST TR EXCH TRD ALPHDX FD 32,052.0 $2.8M 1.22% +2K +6.8% $86.93 +15.5%
14 IVV ISHARES TR 2,870.0 $1.9M 0.82% +266.0 +10.2% $653.21 +15.2%
15 LQD ISHARES TR 17,039.0 $1.9M 0.81% +450.0 +2.7% $108.99 -0.2%
16 MSFT MICROSOFT CORP Technology 4,233.0 $1.6M 0.69% +2K +133.7% $370.58 +12.1%
17 QUAL ISHARES TR 7,218.0 $1.4M 0.61% +3K +86.9% $191.81 +12.3%
18 COWZ PACER FDS TR 21,554.0 $1.3M 0.59% +790.0 +3.8% $62.56 +2.8%
19 XLF SELECT SECTOR SPDR TR 24,792.0 $1.2M 0.54% +2K +10.9% $49.37 +5.1%
20 VGK VANGUARD INTL EQUITY INDEX F 13,391.0 $1.1M 0.48% +7K +100.7% $82.43 +8.3%
Page 1 of 2  ·  27 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 91.1%
Technology 3.7%
Real Estate 2.0%
Communication Services 1.3%
Consumer Defensive 0.8%
Energy 0.8%
Industrials 0.4%