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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 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MCHI ISHARES TR 8,273.0 $465K 0.20% +3K +54.1% $56.18 -0.4%
62 SDVY FIRST TR EXCHANGE-TRADED FD 11,545.0 $455K 0.20% $39.43 +6.3%
63 URTH ISHARES INC 2,478.0 $446K 0.20% $180.02 +13.1%
64 SOXX ISHARES TR 1,338.0 $440K 0.19% $328.66 +72.3%
65 BXSL BLACKSTONE SECD LENDING FD Financial Services 18,049.0 $428K 0.19% $23.69 -0.6%
66 VCIT VANGUARD SCOTTSDALE FDS 5,050.0 $414K 0.18% -155.0 -3.0% $82.01 +0.6%
67 SPYV SPDR SERIES TRUST 7,159.0 $405K 0.18% $56.58 +7.9%
68 EMXC ISHARES INC 4,639.0 $365K 0.16% $78.66 +26.6%
69 DXJ WISDOMTREE TR 2,278.0 $361K 0.16% -6K -71.6% $158.58 +8.0%
70 UUP INVESCO DB US DLR INDEX TR Financial Services 624.0 $360K 0.16% -29K -97.9% $577.18 -95.2%
71 BTI BRITISH AMERN TOB PLC Consumer Defensive 6,150.0 $360K 0.16% $58.47 +10.9%
72 WDIV SPDR INDEX SHS FDS 4,455.0 $344K 0.15% $77.15 +5.9%
73 PSMD PACER FDS TR 10,369.0 $331K 0.14% $31.89 +7.1%
74 MPLX MPLX LP Energy 5,719.0 $326K 0.14% $57.07 -1.1%
75 FXI ISHARES TR 9,007.0 $323K 0.14% -5K -34.3% $35.90 -0.8%
76 FSEP FIRST TR EXCHNG TRADED FD VI 5,950.0 $299K 0.13% $50.33 +8.7%
77 UMAR INNOVATOR ETFS TRUST 7,457.0 $296K 0.13% NEW $39.74 +5.8%
78 MO ALTRIA GROUP INC Consumer Defensive 4,415.0 $291K 0.13% $65.99 +9.7%
79 PBR PETROLEO BRASILEIRO SA PETRO Energy 13,860.0 $288K 0.13% $20.75 -6.1%
80 RTX RTX CORPORATION Industrials 1,455.0 $281K 0.12% $192.90 -7.7%
Page 4 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%