Family Office Research

Family Office Research as of Dec. 31, 2025

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