Allie Family Office LLC has filed a restatement of its Form 13F-HR for the period ending June 30, 2026. The filing, submitted on October 2, 2026, lists the firm's equity securities holdings as of the specified date.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Notable individual stock positions include shares of Berkshire Hathaway Inc. Class A and Class B, Amazon.com Inc., and Microsoft Corporation. The filing also lists significant holdings in exchange-traded funds, such as the iShares Core MSCI EAFE ETF, the Vanguard S&P 500 ETF Shares, and the SPDR S&P 500 ETF Trust.
The filing indicates that the positions are held for investment purposes and lists the total number of shares held for each security.
