Tarbox Family Office, Inc. Portfolio Holdings
Tarbox Family Office, Inc.
- $675 Million
- Q3 2025
Tarbox Family Office, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $675 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $235M, Ishares Core S&P Mid Cap ETF with a value of $70.7M, American Centy ETF Tr Avantis with a value of $39.1M, Ishares Tr with a value of $32.1M, and J P Morgan Exchange Traded Fd with a value of $27.7M.
Examining the 13F form we can see an increase of $74.5M in the current position value, from $601M to 675M.
Below you can find more details about Tarbox Family Office, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$675 Million
ETFs: $598 Million
Healthcare: $21.4 Million
Technology: $17.1 Million
Financial Services: $11.5 Million
Industrials: $7.29 Million
Consumer Cyclical: $5.37 Million
Consumer Defensive: $4.53 Million
Basic Materials: $3.29 Million
Other: $5.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|