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Allie Family Office LLC

Q4 2025 · 13F-HR

Allie Family Office LLCholdings as filed

Filed 2026-02-13 · accession 0001908612-26-000001

$214.1M
Reported value
101
Positions
2025-12-31
Period end
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The Brief · Allie Family Office LLC · Q4 2025

AI · grounded in 13F

Allie Family Office LLC closed its position in BABA, reducing exposure by $3.27M. The fund established new positions in DXJ for $1.16M and IBIT for $690,383. Additionally, the fund increased its holding in GLD by 8.67% and exited its position in HODL.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSPDR S&P 500 ETF TR$49.4M23.1%72,298CommonSOLE
464287465EFAISHARES TR$26.4M12.3%274,457CommonSOLE
922908363VOOVANGUARD INDEX FDS$12.6M5.87%20,823CommonSOLE
78463V107GLDSPDR GOLD TR$9.0M4.21%22,766CommonSOLE
464287234EEMISHARES TR$8.1M3.80%148,646CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$6.1M2.85%94,838CommonSOLE
922908553VNQVANGUARD INDEX FDS$5.8M2.72%65,760CommonSOLE
46434G103IEMGISHARES INC$5.2M2.43%77,475CommonSOLE
464287150ITOTISHARES TR$5.1M2.40%34,511CommonSOLE
464285204IAUISHARES GOLD TR$5.0M2.34%61,861CommonSOLE
464287739IYRISHARES TR$4.7M2.21%50,499CommonSOLE
46432F842IEFAISHARES TR$4.5M2.10%50,323CommonSOLE
33735T109FDDFIRST TR EXCHANGE-TRADED FD$3.8M1.77%216,943CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$3.8M1.76%5CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$3.4M1.60%24,357CommonSOLE
464288513HYGISHARES TR$3.3M1.54%41,009CommonSOLE
464286251CEMBISHARES INC$2.5M1.17%88,972CommonSOLE
33737J174FDTFIRST TR EXCH TRD ALPHDX FD$2.4M1.11%30,012CommonSOLE
46090E103QQQINVESCO QQQ TR$2.3M1.05%3,670CommonSOLE
464287655IWMISHARES TR$1.9M0.88%7,656CommonSOLE
464287242LQDISHARES TR$1.8M0.85%16,589CommonSOLE
464287200IVVISHARES TR$1.8M0.83%2,604CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$1.8M0.82%32,520CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$1.7M0.79%11,795CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.5M0.68%7,831CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.63%2,672CommonSOLE
69374H881COWZPACER FDS TR$1.2M0.58%20,764CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$1.2M0.57%22,348CommonSOLE
464287507IJHISHARES TR$1.2M0.56%18,052CommonSOLE
46435G334EWUISHARES TR$1.2M0.55%26,668CommonSOLE
02079K107GOOGALPHABET INC$1.2M0.54%3,698CommonSOLE
97717W851DXJWISDOMTREE TR$1.2M0.54%8,028CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.1M0.51%5,573CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$1.0M0.48%21,640CommonSOLE
921943858VEAVANGUARD TAX-MANAGED INTL FD$1.0M0.47%16,050CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$1.0M0.47%2,078CommonSOLE
97717X669DGRWWISDOMTREE TR$974,7870.46%10,900CommonSOLE
594918104MSFTMICROSOFT CORP$876,2820.41%1,811CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$859,1470.40%4,485CommonSOLE
464288646IGSBISHARES TR$827,0430.39%15,640CommonSOLE
46141D203UUPINVESCO DB US DLR INDEX TR$787,3300.37%29,128CommonSOLE
637417106NNNNNN REIT INC$776,1140.36%19,584CommonSOLE
464286806EWGISHARES INC$772,6500.36%18,180CommonSOLE
46432F339QUALISHARES TR$767,0700.36%3,862CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$692,3790.32%15,486CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$690,3830.32%13,905CommonSOLE
404280406HSBCHSBC HLDGS PLC$669,0100.31%8,504CommonSOLE
33740F862FAUGFIRST TR EXCHNG TRADED FD VI$649,1670.30%12,260CommonSOLE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$626,2720.29%9,015CommonSOLE
46435G474FALNISHARES TR$623,8600.29%22,852CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$615,8860.29%22,453CommonSOLE
46434V803HEFAISHARES TR$582,7830.27%14,090CommonSOLE
922042874VGKVANGUARD INTL EQUITY INDEX F$557,7620.26%6,671CommonSOLE
81369Y407XLYSELECT SECTOR SPDR TR$554,0620.26%2,320CommonSOLE
81369Y308XLPSELECT SECTOR SPDR TR$546,0130.25%7,029CommonSOLE
46625h100JPMORGAN CHASE & CO$544,8740.25%1,691CommonSOLE
922908744VTVVANGUARD INDEX FDS$529,2330.25%2,771CommonSOLE
464287184FXIISHARES TR$524,9560.25%13,710CommonSOLE
464287804IJRISHARES TR$508,2410.24%4,229CommonSOLE
464287168DVYISHARES TR$475,6420.22%3,370CommonSOLE
09261X102BXSLBLACKSTONE SECD LENDING FD$475,2300.22%18,049CommonSOLE
464286392URTHISHARES INC$460,3380.21%2,478CommonSOLE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$442,4040.21%11,545CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$435,9190.20%5,205CommonSOLE
78464A508SPYVSPDR SERIES TRUST$406,7030.19%7,159CommonSOLE
464287523SOXXISHARES TR$402,9390.19%1,338CommonSOLE
09174C104BITBBITWISE BITCOIN ETF TR$369,3030.17%7,765CommonSOLE
69374H485PSMOPACER FDS TR$368,2280.17%11,972CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$348,2130.16%6,150CommonSOLE
46434G764EMXCISHARES INC$337,1630.16%4,639CommonSOLE
69374H550PSMDPACER FDS TR$336,6300.16%10,369CommonSOLE
78463X459WDIVSPDR INDEX SHS FDS$336,1130.16%4,455CommonSOLE
46429B671MCHIISHARES TR$322,4560.15%5,368CommonSOLE
33740U307FSEPFIRST TR EXCHNG TRADED FD VI$306,7820.14%5,950CommonSOLE
55336V100MPLXMPLX LP$305,2230.14%5,719CommonSOLE
45783Y426IDECINNOVATOR ETFS TRUST$305,1580.14%9,450CommonSOLE
33734X846CIBRFIRST TR EXCHANGE TRADED FD$297,0890.14%4,158CommonSOLE
46187W107INVHINVITATION HOMES INC$282,7910.13%10,176CommonSOLE
427096508HTGCHERCULES CAPITAL INC$282,3000.13%15,000CommonSOLE
75513E101RTXRTX CORPORATION$266,8470.12%1,455CommonSOLE
46434G822EWJISHARES INC$260,7090.12%3,229CommonSOLE
78463X301GMFSPDR INDEX SHS FDS$259,5000.12%1,870CommonSOLE
02209S103MOALTRIA GROUP INC$254,5690.12%4,415CommonSOLE
464286285EMHYISHARES INC$253,8470.12%6,288CommonSOLE
92647X830VFLOVICTORY PORTFOLIOS II$252,8980.12%6,422CommonSOLE
58463J304MPTMEDICAL PPTYS TRUST INC$247,6290.12%48,650CommonSOLE
46436E189ICOPISHARES TR$242,3050.11%5,465CommonSOLE
464288257ACWIISHARES TR$240,3920.11%1,699CommonSOLE
756158101UTGREAVES UTIL INCOME FD$237,4040.11%6,490CommonSOLE
46434V696IPACISHARES TR$231,8560.11%3,167CommonSOLE
03064D108COLDAMERICOLD RLTY TR$227,4520.11%17,376CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$225,3820.11%4,302CommonSOLE
79466L302CRMSALESFORCE INC$218,2860.10%824CommonSOLE
00724F101ADBEADOBE INC$212,7940.10%608CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$202,8940.09%1,981CommonSOLE
008492100ADCAGREE RLTY CORP$202,6920.09%2,814CommonSOLE
00287Y109ABBVABBVIE INC$201,0710.09%880CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$164,2410.08%13,860CommonSOLE
31154R109FPIFARMLAND PARTNERS INC$154,6140.07%15,956CommonSOLE
25862D105DLYDOUBLELINE YIELD OPPORTUNITI$145,4000.07%10,000CommonSOLE
95790K109WDIWESTERN ASSET DIVERSIFIED IN$138,1000.06%10,000CommonSOLE

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.