Tarbox Family Office, Inc. ETF holdings
Newport Beach, CA
Reported $627.9M in 46 ETFs in its Form 13F for June 30, 2026.
ETF value
$627.9M
ETFs held
46
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
89.9%
of $698.2M
Top 10 of 46 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $232.4M | 310,326 | −3,317 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $57.7M | 748,612 | −83,417 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $48.9M | 506,746 | −10,104 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $29.2M | 622,035 | +24,217 shares |
| AVUV | Avantis US Small Cap Value ETF | $27.8M | 222,938 | +1,069 shares |
| IEFA | iShares Core MSCI EAFE ETF | $27.6M | 285,923 | −6,231 shares |
| AVDE | Avantis International Equity ETF | $26.4M | 295,495 | −288 shares |
| IWM | iShares Russell 2000 ETF | $25.8M | 85,850 | −1,430 shares |
| AVTM | Avantis Total Equity Markets ETF | $21.5M | 395,590 | −1,876 shares |
| AVMC | Avantis U.S. Mid Cap Equity ETF | $19.3M | 240,067 | +79,406 shares |
36 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001599603. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tarbox Family Office, Inc. own?
Tarbox Family Office, Inc. reported 46 ETF positions worth $627.9M in its Form 13F for June 30, 2026. The largest was IVV, at $232.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.