Tarbox Family Office, Inc.
Annual return '25
+12.6%
SPY '25
+17.7%
Alpha
-5.1ptsvs SPY
Invested
$615.8M
Holdings
95
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Sold 10.0% (350.8k → 315.7k shares)
33.3%
02
$IJH
ISHARES TR
Q4 2025: Sold 7.8% (1.08M → 999.5k shares)
9.1%
03
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.7% (520.0k → 523.4k shares)
6.8%
04
$JCPB
J P MORGAN EXCHANGE TRADED F
Q4 2025: Increased +4.4% (582.1k → 607.8k shares)
4.6%
05
$IEFA
ISHARES TR
Q4 2025: Sold 18.8% (367.7k → 298.7k shares)
4.3%
06
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.6% (297.8k → 299.5k shares)
4.1%
07
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Increased +4.9% (208.7k → 219.0k shares)
4.0%
08
$IWM
ISHARES TR
Q4 2025: Sold 10.5% (100.8k → 90.2k shares)
3.5%
09
$AVTM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
10
$VO
VANGUARD INDEX FDS
Q4 2025: Sold 16.3% (63.5k → 53.2k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:16 UTC.