Family Office Research LLC
CIK: 0002041267Latest portfolio: $244.6M · Q4 2025
Holdings
77
Total Value
$244.6M
New Positions
77
Closed Positions
0
Top Holdings
View All 77 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MARMARRIOTT INTL INC NEW | 177,367 | $55.8M | 22.79% | NEW | |
| 2 | VOOVANGUARD INDEX FDS | 39,787 | $25.2M | 10.29% | NEW | |
| 3 | SMLFISHARES TR | 203,079 | $15.4M | 6.30% | NEW | |
| 4 | MOATVANECK ETF TRUST | 138,019 | $14.4M | 5.89% | NEW | |
| 5 | TBILRBB FD INC | 268,080 | $13.4M | 5.48% | NEW | |
| 6 | NDQINVESCO QQQ TR | 21,305 | $13.2M | 5.41% | NEW | |
| 7 | DFACDIMENSIONAL ETF TRUST | 324,951 | $13.0M | 5.31% | NEW | |
| 8 | AVUSAMERICAN CENTY ETF TR | 111,405 | $12.6M | 5.14% | NEW | |
| 9 | DALDELTA AIR LINES INC DEL | 109,018 | $7.6M | 3.10% | NEW | |
| 10 | DFICDIMENSIONAL ETF TRUST | 152,962 | $5.3M | 2.16% | NEW | |
| 11 | AVDEAMERICAN CENTY ETF TR | 49,995 | $4.1M | 1.69% | NEW | |
| 12 | DFEMDIMENSIONAL ETF TRUST | 108,371 | $3.6M | 1.46% | NEW | |
| 13 | RTXRTX CORPORATION | 19,299 | $3.6M | 1.45% | NEW | |
| 14 | IWVISHARES TR | 9,042 | $3.5M | 1.44% | NEW | |
| 15 | JAAAJANUS DETROIT STR TR | 66,971 | $3.4M | 1.38% | NEW | |
| 16 | AVEMAMERICAN CENTY ETF TR | 41,381 | $3.2M | 1.30% | NEW | |
| 17 | BPREBLUEROCK PVT REAL ESTATE FD | 190,618 | $2.9M | 1.18% | NEW | |
| 18 | TSLATESLA INC | 5,749 | $2.6M | 1.08% | NEW | |
| 19 | IJRISHARES TR | 20,860 | $2.6M | 1.04% | NEW | |
| 20 | AVSCAMERICAN CENTY ETF TR | 42,784 | $2.5M | 1.04% | NEW | |
| 21 | SMOTVANECK ETF TRUST | 66,806 | $2.4M | 1.00% | NEW | |
| 22 | AAPLAPPLE INC | 8,728 | $2.4M | 0.98% | NEW | |
| 23 | IVVISHARES TR | 2,451 | $1.7M | 0.69% | NEW | |
| 24 | DDTOINNOVATOR ETFS TRUST | 44,445 | $1.5M | 0.61% | NEW | |
| 25 | SPYSPDR S&P 500 ETF TR | 2,162 | $1.5M | 0.61% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.5169154231440714e+174T)
Technology0.0% ($289323891292690624.0T)
Consumer Cyclical0.0% ($55766264211.0T)
Unknown0.0% ($1322714.9T)
Industrials0.0% ($75.8T)
Communication Services0.0% ($477.4M)
Real Estate0.0% ($629K)
Consumer Defensive0.0% ($318K)
Filing History
Fund Information
Family Office Research LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $244.6M across 77 holdings. The largest position is MARRIOTT INTL INC NEW (MAR), representing 22.8% of the portfolio. Compared to the previous quarter, the fund opened 77 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.