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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, DFAC, and represent 51.88% of Family Office Research's stock portfolio.
Added to shares of these 10 stocks: BALT, METV, FIGR, MUNX, IMDX, HGER, TSLL, CPSL, ED, CAIQ.
Started 8 new stock positions in MUNX, HGER, ED, CPSL, FIGR, TSLL, IMDX, CAIQ.
Reduced shares in these 10 stocks: RTX, MAR, TBIL, JAAA, TSLA, , , SMOT, , VOO.
Sold out of its positions in ARKK, TNA, MLPD, HST, IBIT, DBMF, VAC, RTX, MDY, VTEB.
Family Office Research was a net seller of stock by $-11M.
Family Office Research has $230M in assets under management (AUM), dropping by -5.91%.
Central Index Key (CIK): 0002041267

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Portfolio Holdings for Family Office Research

Family Office Research holds 75 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Marriott Intl Cl A (MAR)	23.9	$55M	-5%	168k	327.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.1	$23M		39k	597.55	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	6.7	$16M		205k	75.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.7	$13M	-2%	135k	96.70	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	5.5	$13M		323k	38.86	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.4	$13M		112k	111.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.3	$12M		21k	577.18	View chart
RBB F/m Us Treasury (TBIL)	5.0	$12M	-13%	232k	49.86	View chart
Delta Air Lines Com New (DAL)	3.1	$7.2M		109k	66.48	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.3	$5.3M	-2%	150k	35.53	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.8	$4.2M		50k	84.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.6	$3.7M		108k	34.55	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.5	$3.3M		9.0k	370.69	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.4	$3.3M		41k	80.58	View chart
Bluerock Pvt Real Estate (BPRE)	1.4	$3.2M		192k	16.61	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.3	$3.0M	+99%	89k	33.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$2.7M	+4%	22k	124.31	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.1	$2.6M		42k	62.30	View chart
Apple (AAPL)	1.0	$2.2M		8.7k	253.79	View chart
Listed Fds Tr Roundhill Ball (METV)	0.9	$2.1M	+219%	3.7k	572.07	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$2.0M	-41%	40k	50.37	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.8	$1.8M	-22%	52k	35.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.6M		2.5k	653.10	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.4M		2.2k	650.22	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M		6.9k	174.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$1.2M	-5%	1.7k	697.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$939k	-6%	2.0k	479.14	View chart
Amazon (AMZN)	0.4	$913k		4.4k	208.28	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.4	$896k	NEW	26k	33.95	View chart
Tesla Motors (TSLA)	0.4	$818k	-61%	2.2k	371.79	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$765k		12k	61.89	View chart
Amg Etf Trust Gw&k Muni Income (MUNX)	0.3	$711k	NEW	29k	24.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$694k		1.6k	430.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$687k		2.1k	320.81	View chart
Global X Fds Internet Of Thng (SNSR)	0.3	$682k	-32%	18k	37.27	View chart
Ishares Tr Future Exponenti (XT)	0.3	$676k		9.9k	68.15	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$674k		2.9k	236.32	View chart
Coreweave Com Cl A (CRWV)	0.3	$670k		8.7k	77.47	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$644k		13k	49.40	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.3	$623k		14k	45.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$564k		5.8k	97.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$556k		11k	50.98	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$528k	-23%	4.5k	118.51	View chart
Microsoft Corporation (MSFT)	0.2	$525k		1.4k	370.13	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$513k		11k	48.86	View chart
Global X Fds Defense Tech Etf (SHLD)	0.2	$511k	+53%	7.1k	72.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$492k		4.4k	113.11	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$474k		10k	46.53	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$464k	-5%	6.4k	72.96	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$436k		1.5k	286.91	View chart
Insight Molecular Dia Com New (IMDX)	0.2	$417k	NEW	127k	3.28	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$405k	+2%	26k	15.83	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.2	$404k		7.7k	52.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$367k	-6%	1.3k	287.57	View chart
NVR (NVR)	0.2	$362k		55.00	6589.84	View chart
Costco Wholesale Corporation (COST)	0.1	$324k	-11%	325.00	997.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$321k		753.00	426.57	View chart
RBB F/m Compoundr Us (CPAG)	0.1	$282k		2.8k	102.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$280k		1.3k	211.19	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$278k		8.3k	33.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$277k		776.00	356.36	View chart
Deere & Company (DE)	0.1	$269k	-12%	477.00	563.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$260k		677.00	383.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$255k	-11%	3.8k	67.53	View chart
Harbor Etf Trust Harbor Commodity (HGER)	0.1	$254k	NEW	8.2k	31.01	View chart
Vaneck Etf Trust Video Gmng Esprt (ESPO)	0.1	$253k		2.8k	90.51	View chart
Oracle Corporation (ORCL)	0.1	$249k	+10%	1.7k	147.07	View chart
Direxion Shares Etf Trust Dly Tsla Bull 2x (TSLL)	0.1	$245k	NEW	20k	12.15	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$243k		5.4k	45.12	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$226k	-30%	6.8k	33.22	View chart
Qualcomm (QCOM)	0.1	$214k		1.7k	128.77	View chart
Calamos Etf Tr Laddered S&p 500 (CPSL)	0.1	$212k	NEW	7.8k	27.23	View chart
Gartner (IT)	0.1	$209k		1.3k	158.34	View chart
Consolidated Edison (ED)	0.1	$208k	NEW	1.8k	113.20	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.1	$201k	NEW	8.4k	23.84	View chart

Past Filings by Family Office Research

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

Family Office Research 2026 Q1 filed May 13, 2026
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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