First seen by DFX
Sep 12, 2026
date not stated
Allie Family Office LLC found on the SEC adviser roster (name)
Allie Family Office LLC reported $228,480,129 across 103 13(f) positions for the quarter ended 2026-03-31
Allie Family Office LLC increased Invesco Qqq Tr 3,670 -> 5,028 shares ($2,254,518 -> $2,902,061)
Allie Family Office LLC increased Ishares Bitcoin Trust Etf 13,905 -> 96,132 shares ($690,383 -> $3,693,391)
Allie Family Office LLC increased Vanguard Index Fds 20,823 -> 28,364 shares ($12,562,788 -> $16,947,969)
Allie Family Office LLC increased Vanguard Intl Equity Index F 32,520 -> 56,396 shares ($1,752,576 -> $3,052,528)
Allie Family Office LLC reported $214,143,388 across 101 13(f) positions for the quarter ended 2025-12-31
Allie Family Office LLC exited Alibaba Group Hldg Ltd (was $3,269,171, 140,300 shares)
Allie Family Office LLC reported $210,938,484 across 101 13(f) positions for the quarter ended 2025-09-30
Allie Family Office LLC opened a $2,262,004 position in First Tr Exch Trd Alphdx Fd (30,012 shares)
Allie Family Office LLC opened a $3,503,629 position in First Tr Exchange-Traded Fd (216,943 shares)
Allie Family Office LLC increased Ishares Inc 56,704 -> 77,330 shares ($3,403,941 -> $5,097,594)
Allie Family Office LLC reduced Vanguard Intl Equity Index F 52,478 -> 32,600 shares ($2,595,562 -> $1,766,268)
Allie Family Office LLC increased Ishares Tr 37,855 -> 50,368 shares ($3,583,435 -> $4,884,595)
Allie Family Office LLC increased Vanguard Index Fds 7,551 -> 20,807 shares ($4,295,266 -> $12,764,007)
Allie Family Office LLC reduced Invesco Qqq Tr 4,922 -> 3,328 shares ($2,718,007 -> $2,000,266)
Allie Family Office LLC reduced Ishares Tr 4,104 -> 2,604 shares ($2,590,174 -> $1,742,857)
Allie Family Office LLC reduced Spdr Index Shs Fds 146,206 -> 94,838 shares ($8,732,884 -> $5,891,337)
Allie Family Office LLC reported $201,818,583 across 97 13(f) positions for the quarter ended 2025-06-30
Allie Family Office LLC reduced Invesco Exchange Traded Fd T 13,237 -> 9,373 shares ($2,293,046 -> $1,703,449)
Allie Family Office LLC reduced Ishares Tr 121,928 -> 53,125 shares ($9,223,853 -> $4,434,527)
Allie Family Office LLC increased Ishares Inc 45,227 -> 86,497 shares ($2,043,356 -> $2,356,128)
Allie Family Office LLC opened a $2,013,126 position in Alibaba Group Hldg Ltd (140,300 shares)
Allie Family Office LLC reported $183,014,430 across 99 13(f) positions for the quarter ended 2025-03-31
Allie Family Office LLC reduced Vanguard Index Fds 10,780 -> 7,993 shares ($5,808,372 -> $4,107,692)
Allie Family Office LLC increased Ishares Inc 24,862 -> 45,227 shares ($1,104,367 -> $2,043,356)
Allie Family Office LLC reported $180,142,558 across 95 13(f) positions for the quarter ended 2024-12-31
Allie Family Office LLC reported $169,787,015 across 82 13(f) positions for the quarter ended 2024-03-31
Allie Family Office LLC reported $185,642,750 across 93 13(f) positions for the quarter ended 2024-09-30
Allie Family Office LLC reported $166,267,449 across 84 13(f) positions for the quarter ended 2024-06-30
Allie Family Office LLC reduced Ishares Inc 153,534 -> 2,478 shares ($11,416,386 -> $385,329)
Allie Family Office LLC reduced Ishares Tr 5,607 -> 3,171 shares ($3,006,700 -> $1,909,812)
Allie Family Office LLC increased Berkshire Hathaway Inc Del 4 -> 5 shares ($2,537,760 -> $3,404,600)
Allie Family Office LLC increased Vanguard Intl Equity Index F 37,002 -> 48,218 shares ($1,543,849 -> $2,123,521)
Allie Family Office LLC increased Invesco Exchange Traded Fd T 6,981 -> 13,939 shares ($1,182,372 -> $2,446,137)
Allie Family Office LLC increased Invesco Qqq Tr 2,764 -> 5,149 shares ($1,228,837 -> $2,632,323)
Allie Family Office LLC increased Ishares Gold Tr 53,262 -> 79,560 shares ($2,237,537 -> $3,939,191)
Allie Family Office LLC increased Ishares Inc 43,243 -> 55,399 shares ($2,231,339 -> $2,892,936)
Allie Family Office LLC increased Ishares Tr 25,029 -> 31,856 shares ($2,249,081 -> $2,964,126)
Allie Family Office LLC increased Ishares Tr 6,436 -> 11,338 shares ($1,353,491 -> $2,505,244)