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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 3,773.0 $1.1M 0.47% +75.0 +2.0% $286.34 +34.4%
22 XLU SELECT SECTOR SPDR TR 22,610.0 $1.0M 0.45% +970.0 +4.5% $45.89 -1.2%
23 VTV VANGUARD INDEX FDS 5,096.0 $1000K 0.44% +2K +83.9% $196.20 +8.1%
24 IGSB ISHARES TR 16,640.0 $875K 0.38% +1K +6.4% $52.56 -0.3%
25 SCHD SCHWAB STRATEGIC TR 24,173.0 $742K 0.33% +2K +7.7% $30.68 +6.5%
26 JPM JPMORGAN CHASE & CO Financial Services 1,791.0 $527K 0.23% +100.0 +5.9% $294.16 +4.3%
27 MCHI ISHARES TR 8,273.0 $465K 0.20% +3K +54.1% $56.18 -0.1%
Page 2 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%