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Allie Family Office LLC
Allie Family Office LLC is a family office and investment advisory firm headquartered in Miami, Florida. Established in September 2019 by Bruno Ghio, who is the sole owner, the firm manages assets primarily for high-net-worth individuals and certain corporate clients. With approximately 10 employees, Allie Family Office provides portfolio management and investment strategy services, focusing on personalized wealth management and multi-generational family governance.
Investment Strategy
Allie Family Office LLC offers a tailored investment approach focusing on long-term wealth preservation and growth for high-net-worth individuals and families. The firm manages both discretionary and non-discretionary accounts, providing a blend of portfolio management, strategic asset allocation, and family governance services to ensure financial sustainability across generations. Its client base predominantly consists of non-U.S. persons and corporate entities, and services are highly customized to each client’s investment objectives and risk tolerance.
Latest 13F Filing Activity
Allie Family Office LLC filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $202M. The fund increased holdings in SPDR S&P 500 Etf TR, Ishares TR, Alibaba Group HLDG LTD among other positions. Allie Family Office LLC reduced exposure to Ishares TR, Apple Inc., Invesco Exchange Traded FD T among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 27.35% | $55.2M | 89,188 | $460.28 | $617.85 | +$9.2M |
E EFA | ISHARES TR | 13.51% | $27.3M | 305,016 | $77.80 | $89.39 | +$7.2M |
F FEZ | SPDR INDEX SHS FDS | 4.33% | $8.7M | 146,206 | $48.59 | $59.73 | +$1.6M |
E EEM | ISHARES TR | 3.87% | $7.8M | 161,934 | $46.59 | $48.24 | +$558.8K |
V VNQ | VANGUARD INDEX FDS | 3.27% | $6.6M | 74,110 | $103.50 | $89.06 | +$328.2K |
Industry Allocation
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