Family Office Research

Family Office Research as of June 30, 2026

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