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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, TBIL, SMLF, MOAT, and represent 51.65% of Family Office Research's stock portfolio.
Added to shares of these 10 stocks: TBIL (+$5.4M), TSLA, CRWV, BRK.B, METV, TNA, ORCL, IBIT, VOO, MLPD.
Started 7 new stock positions in SMH, BRK.B, ORCL, CRWV, MLPD, METV, TNA.
Reduced shares in these 10 stocks: , MAR, JAAA, CDNA, MOAT, NVDA, MSFT, AAPL, NUSC, ICF.
Sold out of its positions in CDNA, META.
Family Office Research was a net buyer of stock by $7.7M.
Family Office Research has $229M in assets under management (AUM), dropping by 8.12%.
Central Index Key (CIK): 0002041267

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Portfolio Holdings for Family Office Research

Family Office Research holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Marriott Intl Cl A (MAR)	20.5	$47M		180k	260.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.9	$25M		41k	612.39	View chart
RBB Us Treas 3 Mnth (TBIL)	7.5	$17M	+46%	345k	50.00	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	6.5	$15M		201k	74.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	6.2	$14M	-2%	142k	99.11	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.6	$13M		330k	38.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$13M		21k	600.38	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.3	$12M		112k	108.70	View chart
Delta Air Lines Inc Del Com New (DAL)	2.7	$6.2M		109k	56.75	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$5.0M		153k	32.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$3.8M		49k	78.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.5	$3.5M		109k	32.07	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.5	$3.4M		9.1k	378.95	View chart
Raytheon Technologies Corp (RTX)	1.4	$3.2M		19k	167.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$3.0M		40k	75.11	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.3	$2.9M	-3%	50k	57.25	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.2	$2.8M		77k	36.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$2.5M	+2%	21k	118.83	View chart
Apple (AAPL)	1.0	$2.2M	-6%	8.8k	254.66	View chart
Tesla Motors (TSLA)	0.9	$2.0M	+429%	4.5k	444.74	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$1.7M	-25%	33k	50.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.6M		2.4k	669.33	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.4M		1.9k	746.85	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.4M		2.1k	666.29	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.6	$1.3M		19k	66.56	View chart
Global X Fds Internet Of Thng (SNSR)	0.5	$1.2M	-2%	32k	39.01	View chart
Coreweave Com Cl A (CRWV)	0.5	$1.2M	NEW	8.6k	136.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.1M	NEW	2.2k	502.91	View chart
Amazon (AMZN)	0.4	$1.0M	-8%	4.6k	219.58	View chart
Ishares Tr Future Exponenti (XT)	0.4	$980k		14k	71.94	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$932k	+5%	34k	27.31	View chart
Listed Fds Tr Roundhill Ball (METV)	0.4	$927k	NEW	1.3k	734.69	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.4	$804k		6.4k	125.97	View chart
Microsoft Corporation (MSFT)	0.3	$759k	-18%	1.5k	517.96	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$724k	-15%	12k	61.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$697k		2.1k	328.30	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$692k	+93%	11k	65.00	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$691k		2.8k	244.15	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$623k		14k	45.77	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$605k		13k	46.42	View chart
Host Hotels & Resorts (HST)	0.3	$583k		34k	17.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$581k		6.2k	93.38	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$579k		1.6k	355.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$557k		4.6k	120.72	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$553k	-9%	7.1k	77.54	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$550k		11k	51.04	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$506k		10k	49.29	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$474k		10k	45.78	View chart
Direxion Shs Etf Tr Dly Smcap Bull3x (TNA)	0.2	$453k	NEW	10k	45.24	View chart
NVR (NVR)	0.2	$442k		55.00	8034.65	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.2	$433k		12k	35.43	View chart
Oracle Corporation (ORCL)	0.2	$431k	NEW	1.5k	281.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$380k	-11%	1.6k	243.59	View chart
Vaneck Etf Trust Video Gmng Esprt (ESPO)	0.2	$371k	-5%	3.1k	121.26	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$367k		5.2k	70.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$353k		753.00	468.66	View chart
Gartner (IT)	0.2	$347k		1.3k	262.87	View chart
NVIDIA Corporation (NVDA)	0.2	$347k	-36%	1.9k	186.67	View chart
Costco Wholesale Corporation (COST)	0.1	$340k	-5%	367.00	926.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$329k	-15%	1.4k	243.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$325k		5.0k	65.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$324k		1.6k	206.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$283k		773.00	365.72	View chart
Qualcomm (QCOM)	0.1	$276k	-2%	1.7k	166.41	View chart
Deere & Company (DE)	0.1	$271k		592.00	457.74	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$262k		3.0k	86.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$261k		8.3k	31.63	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$248k		5.4k	45.77	View chart
Global X Fds Mlp & Energy Inf (MLPD)	0.1	$233k	NEW	3.7k	62.71	View chart
Nuveen Churchill Direct Lend Com Shs (NCDL)	0.1	$225k		16k	13.80	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$220k	NEW	674.00	326.75	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.1	$216k	-41%	4.9k	44.10	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 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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