Family Office Research

Family Office Research as of March 31, 2026

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