MondegarAI
Allie Family Office LLC

Q3 2025 · 13F-HR

Allie Family Office LLCholdings as filed

Filed 2025-11-14 · accession 0001908612-25-000009

$210.9M
Reported value
101
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Allie Family Office LLC · Q3 2025

AI · grounded in 13F

Allie Family Office LLC established a new position in SPY valued at $48.5M. The fund also initiated new stakes in EFA for $25.6M and VOO for $12.8M. Additional new positions include EEM at $8.0M and GLD at $7.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$48.5M23.0%72,791CommonSOLE
464287465EFAISHARES TR$25.6M12.1%273,761CommonSOLE
922908363VOOVANGUARD INDEX FDS$12.8M6.05%20,807CommonSOLE
464287234EEMISHARES TR$8.0M3.78%149,159CommonSOLE
78463V107GLDSPDR GOLD TR$7.4M3.53%20,950CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$5.9M2.79%94,838CommonSOLE
922908553VNQVANGUARD INDEX FDS$5.7M2.70%62,246CommonSOLE
46434G103IEMGISHARES INC$5.1M2.42%77,330CommonSOLE
464287150ITOTISHARES TR$5.1M2.41%34,851CommonSOLE
464287739IYRISHARES TR$4.9M2.32%50,368CommonSOLE
464285204IAUISHARES GOLD TR$4.8M2.26%65,487CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$4.5M2.15%6CommonSOLE
46432F842IEFAISHARES TR$4.4M2.09%50,602CommonSOLE
33735T109FDDFIRST TR EXCHANGE-TRADED FD$3.5M1.66%216,943CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.4M1.63%24,947CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$3.3M1.55%140,300CommonSOLE
464288513HYGISHARES TR$3.1M1.47%38,201CommonSOLE
464286251CEMBISHARES INC$2.5M1.18%88,267CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$2.3M1.07%30,012CommonSOLE
46090E103QQQINVESCO QQQ TR$2.0M0.95%3,328CommonSOLE
464287655IWMISHARES TR$1.9M0.88%7,656CommonSOLE
464287242LQDISHARES TR$1.8M0.88%16,589CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.8M0.84%32,600CommonSOLE
464287200IVVISHARES TR$1.7M0.83%2,604CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.79%11,795CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.69%7,831CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.57%22,488CommonSOLE
69374H881COWZPACER FDS TR$1.2M0.57%20,764CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$1.2M0.56%43,245CommonSOLE
464287507IJHISHARES TR$1.2M0.56%18,052CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.1M0.53%2,243CommonSOLE
46435G334EWUISHARES TR$1.1M0.53%26,668CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.51%3,819CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.0M0.50%11,990CommonSOLE
97717X669DGRWWISDOMTREE TR$969,6640.46%10,900CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$965,2310.46%2,078CommonSOLE
921943858VEAVANGUARD TAX-MANAGED INTL FD$961,7160.46%16,050CommonSOLE
594918104MSFTMICROSOFT CORP$937,2370.44%1,811CommonSOLE
02079K107GOOGALPHABET INC$897,9040.43%3,698CommonSOLE
464288646IGSBISHARES TR$829,3900.39%15,640CommonSOLE
46141D203UUPINVESCO DB US DLR INDEX TR$801,3110.38%29,128CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$758,8000.36%4,000CommonSOLE
464286806EWGISHARES INC$756,4700.36%18,180CommonSOLE
46432F339QUALISHARES TR$751,1600.36%3,862CommonSOLE
637417106NNNNNN REIT INC$700,4470.33%16,454CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$649,1440.31%7,266CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$636,4170.30%12,260CommonSOLE
46435G474FALNISHARES TR$634,8290.30%22,852CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$606,3490.29%9,015CommonSOLE
404280406HSBCHSBC HLDGS PLC$603,6140.29%8,504CommonSOLE
464287184FXIISHARES TR$564,0290.27%13,710CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$555,9650.26%2,320CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$551,6440.26%10,915CommonSOLE
46625h100JPMORGAN CHASE & CO$533,3920.25%1,691CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$532,3460.25%6,671CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$531,2700.25%6,779CommonSOLE
922908744VTVVANGUARD INDEX FDS$518,0660.25%2,771CommonSOLE
464287804IJRISHARES TR$502,5320.24%4,229CommonSOLE
464287168DVYISHARES TR$478,8770.23%3,370CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$470,5370.22%18,049CommonSOLE
46434V803HEFAISHARES TR$460,8030.22%11,633CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$454,1940.22%5,400CommonSOLE
464286392URTHISHARES INC$449,9060.21%2,478CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$428,8980.20%11,281CommonSOLE
78464A508SPYVSPDR SERIES TRUST$396,1070.19%7,159CommonSOLE
92189K105HODLVANECK BITCOIN ETF$369,4060.18%11,412CommonSOLE
464287523SOXXISHARES TR$362,7590.17%1,338CommonSOLE
46429B671MCHIISHARES TR$353,4830.17%5,368CommonSOLE
69374H550PSMDPACER FDS TR$328,0750.16%10,369CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$326,4420.15%6,150CommonSOLE
78463X459WDIVSPDR INDEX SHS FDS$323,8580.15%4,455CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$316,0500.15%4,158CommonSOLE
46434G764EMXCISHARES INC$313,1790.15%4,639CommonSOLE
25862D105DLYDOUBLELINE YIELD OPPORTUNITI$301,6000.14%20,000CommonSOLE
46187W107INVHINVITATION HOMES INC$298,4620.14%10,176CommonSOLE
02209S103MOALTRIA GROUP INC$291,6550.14%4,415CommonSOLE
97717W521OPPJWISDOMTREE TR$285,8530.14%6,863CommonSOLE
55336V100MPLXMPLX LP$285,6640.14%5,719CommonSOLE
427096508HTGCHERCULES CAPITAL INC$283,6500.13%15,000CommonSOLE
78463X301GMFSPDR INDEX SHS FDS$259,9620.12%1,870CommonSOLE
46434G822EWJISHARES INC$258,9980.12%3,229CommonSOLE
756158101UTGREAVES UTIL INCOME FD$257,1340.12%6,490CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$250,5480.12%48,650CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$244,9560.12%4,302CommonSOLE
75513E101RTXRTX CORPORATION$243,4650.12%1,455CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$240,8250.11%6,422CommonSOLE
233051192EMCRDBX ETF TR$236,4320.11%6,515CommonSOLE
464288257ACWIISHARES TR$234,8700.11%1,699CommonSOLE
46434V696IPACISHARES TR$232,5530.11%3,167CommonSOLE
69374H857CALFPACER FDS TR$227,1790.11%5,189CommonSOLE
03064D108COLDAMERICOLD RLTY TR$216,6790.10%17,376CommonSOLE
00724F101ADBEADOBE INC$214,4720.10%608CommonSOLE
925652109VICIVICI PPTYS INC$214,2480.10%6,570CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$208,1040.10%1,983CommonSOLE
46436E189ICOPISHARES TR$205,6020.10%5,465CommonSOLE
00287Y109ABBVABBVIE INC$203,7550.10%880CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$176,4230.08%13,860CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$173,6010.08%15,956CommonSOLE
95790K109WDIWESTERN ASSET DIVERSIFIED IN$147,1000.07%10,000CommonSOLE
78463V957GLDSPDR GOLD TR$5,2080.00%2,800PUTSOLE
78462F953SPYSPDR S&P 500 ETF TR$2,2960.00%700PUTSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.