# EDGAR Filing Document

**Accession Number:** 0001599603
**File Stem:** 0001599603-26-000003
**Filing Date:** 2026-4
**Character Count:** 14308
**Document Hash:** bf53f5ba8bf49b6f87712b5e8bbfaede
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001599603-26-000003.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0001599603-26-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tarbox Family Office, Inc.
- **CENTRAL INDEX KEY:** 0001599603

**ORGANIZATION NAME:**
- **EIN:** 330787062
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15997
- **FILM NUMBER:** 26889928

**BUSINESS ADDRESS:**
- **STREET 1:** 500 NEWPORT CENTER DRIVE SUITE 500
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660
- **BUSINESS PHONE:** 949-721-2330

**MAIL ADDRESS:**
- **STREET 1:** 500 NEWPORT CENTER DRIVE SUITE 500
- **CITY:** NEWPORT BEACH
- **STATE:** CA
- **ZIP:** 92660

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Tarbox Group, Inc.
- **DATE OF NAME CHANGE:** 20140207

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Tarbox Family Office Inc.<br>**Address:** 500 NEWPORT CENTER DRIVE SUITE 500<br>NEWPORT BEACH, CA 92660

**Form 13F File Number:** 028-15997

**CRD Number (if applicable):** 000106079

**SEC File Number (if applicable):** 801-27225

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Mary Sigler<br>**Title:** Chief Operating Officer<br>**Phone:** 949-721-2330

**Signature, Place, and Date of Signing:**

/s/Mary Sigler  Newport Beach, CA  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 95

**Form 13F Information Table Value Total:** $615760554

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | BBG001S5T7X2 | 415503 | 2861 | SH |  | SOLE |  | 0 | 0 | 2861 |
| ABBOTT LABORATORIES | COM | 002824100 | BBG001S5N9M6 | 5287589 | 51501 | SH |  | SOLE |  | 0 | 0 | 51501 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 9487746 | 43624 | SH |  | SOLE |  | 0 | 0 | 43624 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 866706 | 3014 | SH |  | SOLE |  | 0 | 0 | 3014 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 290589 | 1013 | SH |  | SOLE |  | 0 | 0 | 1013 |
| ALTRIA GROUP INC | COM | 02209S103 | BBG001S5T8T5 | 290258 | 4399 | SH |  | SOLE |  | 0 | 0 | 4399 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1212340 | 5821 | SH |  | SOLE |  | 0 | 0 | 5821 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | BBG00Q6ZDXT0 | 41647809 | 516850 | SH |  | SOLE |  | 0 | 0 | 516850 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072315 | BBG0161JWX22 | 406374 | 6105 | SH |  | SOLE |  | 0 | 0 | 6105 |
| AMERICAN CENTY ETF TR | AVANTIS RESPONSI | 025072299 | BBG0161JYFR2 | 403509 | 5479 | SH |  | SOLE |  | 0 | 0 | 5479 |
| AMERICAN CENTY ETF TR | AVANTIS TOTAL EQ | 02507A606 | BBG01ZT0X2J8 | 18685870 | 397466 | SH |  | SOLE |  | 0 | 0 | 397466 |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | 025072125 | BBG01JYBR2Z3 | 11606135 | 160661 | SH |  | SOLE |  | 0 | 0 | 160661 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | BBG00Q9MQ6T1 | 25094211 | 295783 | SH |  | SOLE |  | 0 | 0 | 295783 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | BBG00Q9MQZW3 | 24509907 | 221869 | SH |  | SOLE |  | 0 | 0 | 221869 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 5820105 | 22933 | SH |  | SOLE |  | 0 | 0 | 22933 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 3590700 | 5 | SH |  | SOLE |  | 0 | 0 | 5 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 723592 | 1510 | SH |  | SOLE |  | 0 | 0 | 1510 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 960519 | 4826 | SH |  | SOLE |  | 0 | 0 | 4826 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 1263184 | 1783 | SH |  | SOLE |  | 0 | 0 | 1783 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 265513 | 3422 | SH |  | SOLE |  | 0 | 0 | 3422 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 426250 | 3758 | SH |  | SOLE |  | 0 | 0 | 3758 |
| COCA COLA CO | COM | 191216100 | BBG001S5SMQ8 | 641769 | 8439 | SH |  | SOLE |  | 0 | 0 | 8439 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | BBG001S9KRQ7 | 718426 | 721 | SH |  | SOLE |  | 0 | 0 | 721 |
| CROWN HLDGS INC | COM | 228368106 | BBG001S5PKZ5 | 210525 | 2100 | SH |  | SOLE |  | 0 | 0 | 2100 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 3643462 | 6468 | SH |  | SOLE |  | 0 | 0 | 6468 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 2028678 | 41863 | SH |  | SOLE |  | 0 | 0 | 41863 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 508633 | 553 | SH |  | SOLE |  | 0 | 0 | 553 |
| EMERSON ELEC CO | COM | 291011104 | BBG001S5QVT7 | 385592 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 1009963 | 5953 | SH |  | SOLE |  | 0 | 0 | 5953 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 391351 | 2808 | SH |  | SOLE |  | 0 | 0 | 2808 |
| HERSHEY CO | COM | 427866108 | BBG001S5S148 | 682578 | 3283 | SH |  | SOLE |  | 0 | 0 | 3283 |
| INGREDION INC | COM | 457187102 | BBG001SBH4X9 | 297422 | 2640 | SH |  | SOLE |  | 0 | 0 | 2640 |
| INTERNATIONAL PAPER CO | COM | 460146103 | BBG001S5SBF4 | 361570 | 10128 | SH |  | SOLE |  | 0 | 0 | 10128 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 908518 | 23647 | SH |  | SOLE |  | 0 | 0 | 23647 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 1329188 | 15077 | SH |  | SOLE |  | 0 | 0 | 15077 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | BBG003HC3DG9 | 11701034 | 167757 | SH |  | SOLE |  | 0 | 0 | 167757 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 | BBG001T3YVL0 | 466644 | 5273 | SH |  | SOLE |  | 0 | 0 | 5273 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | BBG00BDV2SQ0 | 547497 | 10941 | SH |  | SOLE |  | 0 | 0 | 10941 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | BBG003H6TRS0 | 26448733 | 292154 | SH |  | SOLE |  | 0 | 0 | 292154 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 56186889 | 832029 | SH |  | SOLE |  | 0 | 0 | 832029 |
| ISHARES TR | CORE S SCP ETF | 464287804 | BBG001SFC7W9 | 9800447 | 78839 | SH |  | SOLE |  | 0 | 0 | 78839 |
| ISHARES TR | CORE S TTL STK | 464287150 | BBG001SHTRL5 | 671330 | 4713 | SH |  | SOLE |  | 0 | 0 | 4713 |
| ISHARES TR | CORE S ETF | 464287200 | BBG001SFB7R6 | 204874657 | 313643 | SH |  | SOLE |  | 0 | 0 | 313643 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | BBG006MJCSW0 | 624605 | 13523 | SH |  | SOLE |  | 0 | 0 | 13523 |
| ISHARES TR | ESG ADVANCED UNI | 46436E619 | BBG00VJ13GZ1 | 1421768 | 32684 | SH |  | SOLE |  | 0 | 0 | 32684 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 545018 | 3854 | SH |  | SOLE |  | 0 | 0 | 3854 |
| ISHARES TR | ESG SELECT SCRE | 46436E551 | BBG00XDJF7W4 | 381758 | 8414 | SH |  | SOLE |  | 0 | 0 | 8414 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | BBG00XDJC7F6 | 748299 | 15203 | SH |  | SOLE |  | 0 | 0 | 15203 |
| ISHARES TR | ESG SELECT SCREE | 46436E544 | BBG00XDJFMZ8 | 331513 | 7614 | SH |  | SOLE |  | 0 | 0 | 7614 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 4747969 | 48883 | SH |  | SOLE |  | 0 | 0 | 48883 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | BBG004TRTWW3 | 1136294 | 5924 | SH |  | SOLE |  | 0 | 0 | 5924 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 2163834 | 5075 | SH |  | SOLE |  | 0 | 0 | 5075 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 21645445 | 87280 | SH |  | SOLE |  | 0 | 0 | 87280 |
| ISHARES TR | S 500 GRWT ETF | 464287309 | BBG001S561Q8 | 941440 | 8323 | SH |  | SOLE |  | 0 | 0 | 8323 |
| ISHARES TR | S 500 VAL ETF | 464287408 | BBG001S561K4 | 1224458 | 5799 | SH |  | SOLE |  | 0 | 0 | 5799 |
| ISHARES TR | U.S. TECH ETF | 464287721 | BBG001SFB7Z7 | 244554 | 1348 | SH |  | SOLE |  | 0 | 0 | 1348 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | BBG00N6W8XF5 | 28145254 | 597818 | SH |  | SOLE |  | 0 | 0 | 597818 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | BBG00GP26NW0 | 1136878 | 22464 | SH |  | SOLE |  | 0 | 0 | 22464 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1755779 | 7183 | SH |  | SOLE |  | 0 | 0 | 7183 |
| JPMORGAN CHASE  CO | COM | 46625H100 | BBG001S8CRC3 | 432709 | 1471 | SH |  | SOLE |  | 0 | 0 | 1471 |
| LOWES COS INC | COM | 548661107 | BBG001S5SVL3 | 683558 | 2893 | SH |  | SOLE |  | 0 | 0 | 2893 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | BBG001S7QC51 | 648725 | 1102 | SH |  | SOLE |  | 0 | 0 | 1102 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 691030 | 1383 | SH |  | SOLE |  | 0 | 0 | 1383 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 274877 | 2285 | SH |  | SOLE |  | 0 | 0 | 2285 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 314152 | 549 | SH |  | SOLE |  | 0 | 0 | 549 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 2233965 | 6035 | SH |  | SOLE |  | 0 | 0 | 6035 |
| MSA SAFETY INC | COM | 553498106 | BBG001S5TCN2 | 534313 | 3259 | SH |  | SOLE |  | 0 | 0 | 3259 |
| NIKE INC | CL B | 654106103 | BBG001S6NTK2 | 211438 | 4003 | SH |  | SOLE |  | 0 | 0 | 4003 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 687624 | 4428 | SH |  | SOLE |  | 0 | 0 | 4428 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 769114 | 27390 | SH |  | SOLE |  | 0 | 0 | 27390 |
| PHILLIPS 66 | COM | 718546104 | BBG00286S4P7 | 321183 | 1763 | SH |  | SOLE |  | 0 | 0 | 1763 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | BBG001SGY6K8 | 406940 | 5316 | SH |  | SOLE |  | 0 | 0 | 5316 |
| PPG INDS INC | COM | 693506107 | BBG001S5VC13 | 2267133 | 21212 | SH |  | SOLE |  | 0 | 0 | 21212 |
| PROCTER  GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 305817 | 2117 | SH |  | SOLE |  | 0 | 0 | 2117 |
| REALTY INCOME CORP | COM | 756109104 | BBG001S884K0 | 553874 | 9053 | SH |  | SOLE |  | 0 | 0 | 9053 |
| SOUTHWEST AIRLS CO | COM | 844741108 | BBG001S5SXC9 | 605239 | 16110 | SH |  | SOLE |  | 0 | 0 | 16110 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 873058 | 2029 | SH |  | SOLE |  | 0 | 0 | 2029 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | BBG001SPTB87 | 457005 | 5971 | SH |  | SOLE |  | 0 | 0 | 5971 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 | BBG001S72SM3 | 350604 | 539 | SH |  | SOLE |  | 0 | 0 | 539 |
| STATE STR SPDR S MIDCAP 40 | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 321949 | 522 | SH |  | SOLE |  | 0 | 0 | 522 |
| US BANCORP | COM NEW | 902973304 | BBG001S6T8C1 | 2543966 | 48913 | SH |  | SOLE |  | 0 | 0 | 48913 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 398421 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | BBG001SHTTQ6 | 11471459 | 38385 | SH |  | SOLE |  | 0 | 0 | 38385 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 14431135 | 50251 | SH |  | SOLE |  | 0 | 0 | 50251 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 628241 | 1051 | SH |  | SOLE |  | 0 | 0 | 1051 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 1546805 | 5906 | SH |  | SOLE |  | 0 | 0 | 5906 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1503636 | 4687 | SH |  | SOLE |  | 0 | 0 | 4687 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 329256 | 1678 | SH |  | SOLE |  | 0 | 0 | 1678 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 11390435 | 210739 | SH |  | SOLE |  | 0 | 0 | 210739 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 1502795 | 6988 | SH |  | SOLE |  | 0 | 0 | 6988 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 10214404 | 159401 | SH |  | SOLE |  | 0 | 0 | 159401 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 217241 | 1748 | SH |  | SOLE |  | 0 | 0 | 1748 |
| WEC ENERGY GROUP INC | COM | 92939U106 | BBG001S5XDC7 | 453616 | 3918 | SH |  | SOLE |  | 0 | 0 | 3918 |
| WELLS FARGO  CO | COM | 949746101 | BBG001S5XF23 | 666415 | 8371 | SH |  | SOLE |  | 0 | 0 | 8371 |
| ZEBRA TECHNOLOGIES CORPORATI | CL A | 989207105 | BBG001S6SX73 | 254241 | 1216 | SH |  | SOLE |  | 0 | 0 | 1216 |

---