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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSEW GOLDMAN SACHS ETF TR 8,747.0 $741K 0.32% NEW $84.66 +9.3%
2 BMAR INNOVATOR ETFS TRUST 9,550.0 $501K 0.22% NEW $52.45 +9.5%
3 VTIP VANGUARD MALVERN FDS 10,016.0 $500K 0.22% NEW $49.95 +0.7%
4 IFEB INNOVATOR ETFS TRUST 16,020.0 $478K 0.21% NEW $29.81 +4.5%
5 UMAR INNOVATOR ETFS TRUST 7,457.0 $296K 0.13% NEW $39.74 +5.8%
6 BAP CREDICORP LTD Financial Services 663.0 $225K 0.10% NEW $339.18 +1.4%
7 CTA SIMPLIFY EXCHANGE TRADED FUN 6,718.0 $203K 0.09% NEW $30.22 -1.1%
8 SPDR GOLD TR 2,800.0 $200K 0.09% NEW $71.50
9 OWL BLUE OWL CAPITAL INC Financial Services 11,397.0 $104K 0.05% NEW $9.13 +10.6%
10 PVAL PUTNAM ETF TRUST 17,200.0 $8K 0.00% NEW $0.46 +10755.3%

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%