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Family Office Research

Latest statistics and disclosures from Family Office Research's latest quarterly 13F-HR filing:

Top 5 stock holdings are MAR, VOO, SMLF, MOAT, TBIL, and represent 50.76% of Family Office Research's stock portfolio.
Added to shares of these 10 stocks: BPRE, JAAA, BALT, NVDA, TSLA, ETHA, JPLD, CPAG, VTEB, MDY.
Started 7 new stock positions in CPAG, BPRE, JPLD, MDY, BALT, VTEB, ETHA.
Reduced shares in these 10 stocks: TBIL, MAR, VOO, DBMF, AVSC, MOAT, SMOT, IBIT, XT, NCDL.
Sold out of its positions in NCDL, NUSC.
Family Office Research was a net buyer of stock by $621k.
Family Office Research has $245M in assets under management (AUM), dropping by 7.00%.
Central Index Key (CIK): 0002041267

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Portfolio Holdings for Family Office Research

Family Office Research holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Marriott Intl Cl A (MAR)	22.8	$56M		177k	314.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.3	$25M	-2%	40k	632.60	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	6.3	$15M		203k	75.95	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.9	$14M	-2%	138k	104.39	View chart
RBB Us Treas 3 Mnth (TBIL)	5.5	$13M	-22%	268k	50.02	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.4	$13M		21k	620.87	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.3	$13M		325k	39.99	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.1	$13M		111k	112.90	View chart
Delta Air Lines Inc Del Com New (DAL)	3.1	$7.6M		109k	69.53	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$5.3M		153k	34.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$4.1M	+2%	50k	82.58	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$3.6M		108k	33.07	View chart
Raytheon Technologies Corp (RTX)	1.5	$3.6M		19k	184.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.4	$3.5M		9.0k	390.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.4	$3.4M	+102%	67k	50.55	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$3.2M	+3%	41k	77.01	View chart
Bluerock Pvt Real Estate (BPRE)	1.2	$2.9M	NEW	191k	15.18	View chart
Tesla Motors (TSLA)	1.1	$2.6M	+26%	5.7k	459.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$2.6M		21k	122.53	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$2.5M	-14%	43k	59.45	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.0	$2.4M	-13%	67k	36.58	View chart
Apple (AAPL)	1.0	$2.4M		8.7k	273.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.7M	+2%	2.5k	690.93	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.6	$1.5M	NEW	44k	33.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.5M	+4%	2.2k	688.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.4M	-6%	1.8k	763.11	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	+269%	6.9k	188.23	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.5	$1.1M		19k	58.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.1M	-3%	2.1k	501.23	View chart
Amazon (AMZN)	0.4	$1.0M	-3%	4.4k	232.08	View chart
Global X Fds Internet Of Thng (SNSR)	0.4	$1.0M	-15%	27k	37.34	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$758k	-9%	5.8k	130.74	View chart
Listed Fds Tr Roundhill Ball (METV)	0.3	$754k	-9%	1.1k	658.70	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$746k	+5%	12k	60.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$723k		2.1k	338.41	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$720k		2.8k	253.16	View chart
Ishares Tr Future Exponenti (XT)	0.3	$705k	-26%	10k	70.36	View chart
Microsoft Corporation (MSFT)	0.3	$691k	-3%	1.4k	487.39	View chart
Coreweave Com Cl A (CRWV)	0.3	$648k		8.7k	74.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$638k		1.6k	398.60	View chart
Host Hotels & Resorts (HST)	0.3	$630k		34k	18.39	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$628k		13k	48.12	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$622k		14k	45.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$566k	-5%	5.9k	96.29	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$553k		11k	51.04	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$551k	NEW	25k	22.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$549k	-4%	4.4k	124.37	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$542k	-5%	6.8k	80.20	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$512k		10k	49.13	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$496k		10k	48.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$478k	-2%	1.5k	314.55	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.2	$478k		10k	47.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$429k		1.4k	313.76	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.2	$406k	NEW	7.7k	52.52	View chart
NVR (NVR)	0.2	$405k		55.00	7355.25	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.2	$397k	-60%	14k	29.28	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$362k	-19%	9.8k	36.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$360k		753.00	478.50	View chart
Gartner (IT)	0.1	$335k		1.3k	253.80	View chart
Costco Wholesale Corporation (COST)	0.1	$319k		367.00	868.66	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$301k	-12%	4.6k	65.68	View chart
Oracle Corporation (ORCL)	0.1	$299k		1.5k	195.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$292k		774.00	377.07	View chart
Vaneck Etf Trust Video Gmng Esprt (ESPO)	0.1	$292k	-8%	2.8k	104.39	View chart
Qualcomm (QCOM)	0.1	$288k		1.7k	173.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$287k	-14%	4.3k	66.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$283k	-15%	1.3k	213.81	View chart
RBB F/m Compoundr Us (CPAG)	0.1	$283k	NEW	2.8k	102.51	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$273k		8.3k	33.05	View chart
Deere & Company (DE)	0.1	$257k	-7%	546.00	470.71	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$254k		5.4k	47.25	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$247k		676.00	364.67	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$238k		3.0k	78.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$217k	-58%	4.4k	49.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$216k	NEW	4.3k	50.26	View chart
Global X Fds Mlp & Energy Inf (MLPD)	0.1	$211k	-6%	3.5k	60.48	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$201k	NEW	329.00	612.24	View chart

Past Filings by Family Office Research

SEC 13F filings are viewable for Family Office Research going back to 2024

Family Office Research 2025 Q4 filed Feb. 9, 2026
Family Office Research 2025 Q3 filed Nov. 4, 2025
Family Office Research 2025 Q2 filed Aug. 14, 2025
Family Office Research 2025 Q1 filed May 15, 2025
Family Office Research 2024 Q4 filed Feb. 13, 2025

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