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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CEMB ISHARES INC 88,542.0 $2.5M 1.07% $27.69 +64.9%
22 IVV ISHARES TR 2,870.0 $1.9M 0.82% +266.0 +10.2% $653.21 +15.1%
23 LQD ISHARES TR 17,039.0 $1.9M 0.81% +450.0 +2.7% $108.99 -0.3%
24 VYM VANGUARD WHITEHALL FDS 11,795.0 $1.7M 0.77% $148.10 +7.1%
25 MSFT MICROSOFT CORP Technology 4,233.0 $1.6M 0.69% +2K +133.7% $370.58 +11.6%
26 IWM ISHARES TR 6,118.0 $1.5M 0.66% -2K -20.1% $248.00 +16.6%
27 QUAL ISHARES TR 7,218.0 $1.4M 0.61% +3K +86.9% $191.81 +12.3%
28 NVDA NVIDIA CORPORATION Technology 7,831.0 $1.4M 0.60% $174.26 +22.6%
29 COWZ PACER FDS TR 21,554.0 $1.3M 0.59% +790.0 +3.8% $62.56 +2.7%
30 BERKSHIRE HATHAWAY INC DEL 2,672.0 $1.3M 0.56% $479.09
31 XLF SELECT SECTOR SPDR TR 24,792.0 $1.2M 0.54% +2K +10.9% $49.37 +4.9%
32 IJH ISHARES TR 18,052.0 $1.2M 0.53% $67.53 +10.2%
33 EWU ISHARES TR 26,668.0 $1.2M 0.53% $45.56 +3.8%
34 VGK VANGUARD INTL EQUITY INDEX F 13,391.0 $1.1M 0.48% +7K +100.7% $82.43 +8.2%
35 GOOG ALPHABET INC Communication Services 3,773.0 $1.1M 0.47% +75.0 +2.0% $286.34 +33.4%
36 XLU SELECT SECTOR SPDR TR 22,610.0 $1.0M 0.45% +970.0 +4.5% $45.89 -0.8%
37 VEA VANGUARD TAX-MANAGED INTL FD 16,050.0 $1.0M 0.45% $64.08 +11.6%
38 VTV VANGUARD INDEX FDS 5,096.0 $1000K 0.44% +2K +83.9% $196.20 +8.0%
39 DGRW WISDOMTREE TR 10,900.0 $957K 0.42% $87.84 +9.5%
40 IGSB ISHARES TR 16,640.0 $875K 0.38% +1K +6.4% $52.56 -0.3%
Page 2 of 6  ·  103 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%