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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, QQQ, AVUS, and represent 49.38% of Family Office Research's stock portfolio.
Added to shares of these 10 stocks: RTX, TBIL, META, IMDX, VGT, JAAA, SPCX, VOO, CGMU, TSLA.
Started 16 new stock positions in CGMU, BTC, META, TSM, ARKK, MDY, RTX, PANW, SCHB, CAIE. CSX, HST, TTEQ, AMAT, Calamos Autocallable Growth Etf, SPCX.
Reduced shares in these 10 stocks: MAR (-$6.0M), METV, NVDA, BRK.B, ETHA, FIGR, ESPO, TSLL, IT, SHLD.
Sold out of its positions in BRK.B, TSLL, IT, ETHA, METV, ESPO.
Family Office Research was a net buyer of stock by $6.5M.
Family Office Research has $267M in assets under management (AUM), dropping by 15.81%.
Central Index Key (CIK): 0002041267

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Portfolio Holdings for Family Office Research

Family Office Research holds 85 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Marriott Intl Cl A (MAR)	21.1	$56M	-9%	152k	370.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	10.3	$27M	+2%	40k	686.80	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	6.9	$18M		205k	89.14	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$15M		21k	736.42	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.4	$14M		111k	128.08	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	5.3	$14M		321k	44.36	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	5.2	$14M		134k	103.96	View chart
RBB F/m Us Treasury (TBIL)	5.2	$14M	+20%	278k	49.86	View chart
Delta Air Lines Com New (DAL)	3.8	$10M		109k	93.66	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$5.8M	+3%	156k	37.26	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.7	$4.5M	+2%	111k	40.64	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.7	$4.5M		50k	89.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$4.0M		42k	96.49	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.4	$3.8M		8.9k	426.42	View chart
Raytheon Technologies Corp (RTX)	1.4	$3.7M	NEW	19k	189.73	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	1.3	$3.5M	+15%	102k	34.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$3.2M		22k	148.31	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	1.2	$3.1M		42k	73.34	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.1	$2.9M	+45%	57k	50.49	View chart
Apple (AAPL)	1.0	$2.5M		8.8k	289.34	View chart
Bluerock Pvt Real Estate (BPRE)	1.0	$2.5M		195k	13.01	View chart
Insight Molecular Dia Com New (IMDX)	0.8	$2.2M	+189%	369k	5.90	View chart
Meta Platforms Cl A (META)	0.8	$2.1M	NEW	3.7k	563.22	View chart
Vaneck Etf Trust Morn Smid Mo Etf (SMOT)	0.7	$1.9M	-4%	49k	38.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.8M	-2%	2.4k	748.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$1.6M		2.2k	746.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$1.5M	+652%	13k	119.52	View chart
Tesla Motors (TSLA)	0.6	$1.5M	+62%	3.6k	420.63	View chart
Amazon (AMZN)	0.4	$1.1M	+5%	4.6k	238.35	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$918k	+9%	14k	67.63	View chart
Global X Fds Internet Of Thng (SNSR)	0.3	$890k	-2%	18k	49.97	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.3	$881k	NEW	5.2k	170.87	View chart
Coreweave Com Cl A (CRWV)	0.3	$861k		8.7k	99.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$829k	+4%	2.2k	370.09	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.3	$819k		9.9k	82.63	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$780k		2.9k	273.59	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.3	$777k		10k	76.16	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.3	$729k		4.5k	163.56	View chart
Amg Etf Trust Gw&k Mun Inc Etf (MUNX)	0.3	$727k		29k	25.20	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.3	$680k		14k	49.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$634k	+18%	1.8k	353.28	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$607k	+2%	1.6k	368.34	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$594k	-16%	11k	54.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$592k		5.7k	103.88	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$588k	NEW	21k	27.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$588k		4.3k	137.53	View chart
Microsoft Corporation (MSFT)	0.2	$586k	+10%	1.6k	372.94	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$560k		11k	51.00	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.2	$560k		6.3k	88.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$462k		1.3k	357.43	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.2	$456k	+101%	17k	26.85	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$450k		686.00	656.03	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.2	$445k	-13%	9.1k	48.87	View chart
NVIDIA Corporation (NVDA)	0.2	$414k	-70%	2.1k	200.10	View chart
Figure Technology Solutio Com Cl A (FIGR)	0.2	$414k	-48%	14k	30.71	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.2	$404k		7.7k	52.19	View chart
RBB F M Co Us Ag Etf (CPAG)	0.1	$384k	+35%	3.7k	102.64	View chart
NVR (NVR)	0.1	$375k		55.00	6813.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$374k	+300%	3.0k	124.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$334k	NEW	12k	28.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$318k		776.00	409.69	View chart
Qualcomm (QCOM)	0.1	$307k		1.7k	184.79	View chart
Deere & Company (DE)	0.1	$302k		475.00	634.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$301k		1.3k	227.13	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$289k		8.3k	35.03	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$279k		5.4k	51.69	View chart
Oracle Corporation (ORCL)	0.1	$278k	+11%	1.9k	146.58	View chart
Costco Wholesale Corporation (COST)	0.1	$275k	-9%	293.00	936.76	View chart
Calamos Etf Tr Autoc Incom Etf (CAIE)	0.1	$274k	NEW	10k	27.21	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$273k	-6%	3.5k	77.12	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$266k	NEW	10k	25.95	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.1	$256k	+6%	8.7k	29.34	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$247k	-4%	6.5k	37.94	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$238k	NEW	2.9k	80.82	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$237k	NEW	496.00	477.52	View chart
Calamos Etf Tr Autoc Growt Etf	0.1	$229k	NEW	8.3k	27.71	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$226k	NEW	322.00	703.22	View chart
Applied Materials (AMAT)	0.1	$226k	NEW	312.00	722.81	View chart
CSX Corporation (CSX)	0.1	$223k	NEW	4.7k	47.53	View chart
Calamos Etf Tr Ladd S&p 500 Etf (CPSL)	0.1	$218k		7.8k	27.92	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$214k	-49%	3.6k	59.71	View chart
Host Hotels & Resorts (HST)	0.1	$208k	NEW	8.8k	23.71	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	0.1	$205k	NEW	4.6k	44.60	View chart
Consolidated Edison (ED)	0.1	$205k		1.8k	110.60	View chart
Palo Alto Networks (PANW)	0.1	$204k	NEW	598.00	341.02	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 Q2 filed July 27, 2026
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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