You're signed outSign in or to get full access.
Tarbox Family Office, Inc.
Tarbox Family Office, Inc. is a registered investment adviser and multi-family office headquartered in Newport Beach, California. Founded to serve high net worth individuals and families, Tarbox offers comprehensive financial planning, investment management, and family office services, including estate and tax strategies. The firm employs 8 professionals and works primarily with high net worth individuals, as well as charitable organizations and select business clients.
Investment Strategy
Tarbox Family Office, Inc. emphasizes a customized and holistic approach to wealth management, focusing on the long-term needs of high net worth families. The firm combines personalized portfolio construction with integrated estate, tax, and financial planning. Tarbox prioritizes transparency, managing investments with fiduciary responsibility and striving to avoid industry conflicts of interest. Their investment philosophy centers on evidence-based portfolio management, disciplined asset allocation, and rigorous risk management, with an emphasis on aligning strategies to each client's unique financial goals.
Latest 13F Filing Activity
Tarbox Family Office, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 116 equity positions with a total 13F market value of $665M. The fund increased holdings in Ishares TR, J P Morgan Exchange Traded F, Ishares TR among other positions. Tarbox Family Office, Inc. reduced exposure to Abbvie Inc., Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 35.15% | $233.7M | 376,451 | $267.71 | $620.90 | +$25.1M |
I IJH | ISHARES TR | 10.65% | $70.8M | 1,141,922 | $34.25 | $62.02 | +$5.6M |
A AVEM | AMERICAN CENTY ETF TR | 5.49% | $36.5M | 532,184 | $55.19 | $68.54 | +$4.2M |
I IEFA | ISHARES TR | 4.70% | $31.3M | 374,616 | $57.53 | $83.48 | +$2.6M |
J JCPB | J P MORGAN EXCHANGE TRADED F | 3.88% | $25.8M | 547,919 | $46.98 | $47.06 | +$6.5M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more