Allie Family Office Llc Quarterly Activity: Strategic Purchases and New Positions in 2026
Allie Family Office Llc's portfolio saw significant growth this quarter with notable increases in holdings like SPY and GLD, as well as new positions in CTA and STAG. The investor's total assets reached $270 million.
The Allie Family Office Llc portfolio has experienced substantial growth this quarter, with a total value of $270,421,176.00 as of June 30, 2026. The investment strategy appears focused on capitalizing on market opportunities through strategic buying and diversification.
Major Purchases
Allie Family Office Llc demonstrated significant buying activity this quarter, with several holdings showing substantial increases. The largest purchase was in SPY, the SPDR S&P 500 ETF, which saw a remarkable 189.52% increase in shares. This popular equity fund is available for detailed analysis here.
Gold exposure increased dramatically through GLD, the SPDR Gold Trust, with a staggering 2810.39% jump in shares. This ETF provides direct investment in physical gold and is available for detailed analysis here.
Bitcoin allocation also rose significantly with IBIT, the iShares Bitcoin Trust, increasing by 84.38% in shares. This cryptocurrency ETF is available for detailed analysis here.
Corporate bond exposure grew through CEMB, the iShares US Corporate Bonds ETF, with a 59.67% increase in shares. This ETF is available for detailed analysis here.
Additionally, the investor boosted exposure to emerging markets with EEM, increasing shares by 133.03%. This emerging markets ETF is available for detailed analysis here.
New Positions and Increased Holdings
Several new positions were established or existing holdings were significantly increased during this period. The investor added a new position with CTA, the Simplify Exchange Traded Fund, increasing shares by 9900.0%. This fund is available for detailed analysis here.
Real estate holdings saw growth with STAG, the Stag Industrial Inc, increasing by 100.0% in shares. This real estate sector stock is available for detailed analysis here.
International exposure was increased through VWO, the Vanguard FTSE Emerging Markets ETF, with a 49.85% jump in shares. This emerging markets ETF is available for detailed analysis here.
Interest rate anticipation may be reflected in the increase of LQD, the iShares 10-20 Year Treasury Bond ETF, which saw shares rise by 132.28%. This Treasury bond ETF is available for detailed analysis here.
Specialized holdings like EMHY (iShares Mortgage & Real Estate Industry ETF) and ICOP (iShares Core Creditbond ETF) also showed substantial increases, rising by 347.95% and 311.07% respectively. These specialized ETFs are available for detailed analysis here and here.
No Disclosed Sales
Interestingly, Allie Family Office Llc did not disclose any significant selling activity this quarter. The investor's holdings in major US stocks like DOC (Healthpeak Properties Inc) and EFA (iShares Emerging Markets Debt) remained unchanged, with no decrease in shares reported. DOC, a real estate sector stock, is available for detailed analysis here.
Similarly, holdings in VOO (Vanguard S&P 500 ETF) decreased slightly by 1.67%, but this was already reflected in the top holdings list. The investor's position in VOO is available for detailed analysis here.
There were no disclosed large-scale exits from positions this quarter, suggesting a focus on accumulation rather than significant divestment. However, the investor did exit positions in COWZ and FAUG, though these are not reflected in the detailed changed holdings data provided.
Portfolio Diversification
The portfolio maintains a diversified approach, with allocations spread across various sectors. Technology and Financial Services sectors each represent 1.38% and 2.29% of the portfolio respectively, while Real Estate accounts for 0.83%. The remaining allocations are distributed across other sectors and unknown categories.
The unknown sector allocation remains the largest component at 94.65%, though slightly reduced from previous periods. This suggests that the core holdings may not be fully categorized or that the investor prefers broad-based exposure. The portfolio's top holdings allocation has decreased slightly from 45.26% to 45.26% this quarter, indicating some rebalancing activity.
Overall, Allie Family Office Llc's portfolio strategy this quarter appears focused on strategic accumulation in key areas like US equities (SPY), gold (GLD), and emerging markets (EEM, VWO), while maintaining a core position in broad-based US equities and avoiding major divestments. For more detailed analysis of Allie Family Office Llc's investment patterns, visit Allie Family Office Llc on Insiderset.