Q2 2026 13F · SEC CIK 2041267

Family Office Research LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $266.6M
Reported positions: 85
Holdings vs S&P 500, 3 yrs: —
Assets under management: $648.2M

Family Office Research LLC is a wealth manager that reported 85 positions worth $266.6M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Marriott Intl Inc New Cl A (MAR, 21.1%), Vanguard S&p 500 ETF (VOO, 10.3%), Ishares Tr (SMLF, 6.9%).

Family Office Research LLC holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family Office Research LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MARMarriott Intl Inc New Cl A	21.1%	23.9%	151,993	-9.6%	$56.3M
VOOVanguard S&p 500 ETF	10.3%	10.1%	39,949	+2.2%	$27.4M
SMLFIshares Tr	6.9%	6.7%	205,028	-0.2%	$18.3M
QQQInvesco Qqq Tr	5.8%	5.3%	20,817	-0.9%	$15.3M
AVUSAvantis U.s. Equity ETF	5.4%	5.4%	111,428	-0.8%	$14.3M
DFACDimensional U.s. Core Equity 2	5.3%	5.5%	321,210	-0.6%	$14.2M
MOATVaneck ETF Trust	5.2%	5.7%	133,838	-0.5%	$13.9M
TBILRbb Fd Inc	5.2%	5.0%	278,261	+20.1%	$13.9M
DALDelta Air Lines Inc Com New	3.8%	3.1%	109,018	+0.0%	$10.2M
DFICDfa Dimensional Intl Core Equit	2.2%	2.3%	155,564	+3.9%	$5.8M
DFEMDimensional	1.7%	1.6%	111,245	+3.0%	$4.5M
AVDEAvantis International Equity ETF	1.7%	1.8%	50,225	+1.5%	$4.5M
AVEMAmerican Centy ETF Tr	1.5%	1.4%	41,477	+1.0%	$4.0M
IWVIshares Russell 3000 Index	1.4%	1.5%	8,872	-1.6%	$3.8M
RTXRtx Corporation Com	1.4%	—	19,315	—	$3.7M
BALTInnovator Etfs Trust	1.3%	1.3%	101,982	+15.0%	$3.5M
IJRIshares Core S&p Small Cap ETF	1.2%	1.2%	21,623	-0.5%	$3.2M
AVSCAmerican Centy ETF Tr	1.2%	1.1%	42,181	+0.1%	$3.1M
JAAAJanus Detroit Str Tr	1.1%	0.9%	57,294	+45.2%	$2.9M
AAPLApple Inc	1.0%	1.0%	8,784	+0.7%	$2.5M
BPREBluerock Pvt Real Estate Fd Com	1.0%	1.4%	195,235	+1.6%	$2.5M
IMDXInsight Molecular Dia Inc	0.8%	—	368,849	—	$2.2M
METAMeta Platforms Inc Class A	0.8%	—	3,665	—	$2.1M
SMOTVaneck ETF Trust	0.7%	0.8%	49,230	-4.4%	$1.9M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	2,380	-3.0%	$1.8M
SPYSpdr S&p 500 ETF Tr	0.6%	0.6%	2,164	+0.0%	$1.6M
VGTVanguard Info Tech	0.6%	0.5%	12,757	+652.2%	$1.5M
TSLATesla Inc Com	0.6%	0.4%	3,574	+62.5%	$1.5M
AMZNAmazon Com Inc Com	0.4%	0.4%	4,621	+5.4%	$1.1M
ICFIshares Tr	0.3%	0.3%	13,569	+9.7%	$918K
SNSRGlobal X Fds	0.3%	0.3%	17,802	-2.6%	$890K
SPCXSpace Ex Tech Spacex Class A	0.3%	—	5,154	—	$881K
CRWVCoreweave Inc	0.3%	0.3%	8,654	+0.0%	$861K
VTIVanguard Index Fds	0.3%	0.3%	2,239	+4.6%	$829K
XTIShares Exponential Technologi	0.3%	0.3%	9,913	+0.0%	$819K
MGCVanguard Mega Cap ETF Total	0.3%	0.3%	2,852	+0.0%	$780K
ARTYIshares Future Ai & Techetf	0.3%	0.2%	10,196	+0.0%	$777K
IGMIshares Tr	0.3%	0.2%	4,459	+0.0%	$729K
MUNXAmg ETF Trust	0.3%	0.3%	28,855	+0.5%	$727K
RWOSPDR Dow Jones Global Real Estate ETF	0.3%	0.3%	13,678	+0.4%	$680K
GOOGAlphabet Inc	0.2%	0.2%	1,795	+18.1%	$634K
GLDSpdr Gold Shares	0.2%	0.3%	1,648	+2.2%	$607K
DBEFDbx ETF Tr	0.2%	0.3%	10,866	-16.7%	$594K
EFAiShs MSCI EAFE	0.2%	0.2%	5,695	-2.0%	$592K
CGMUCapital Grp Fixed Incm ETF T	0.2%	—	21,415	—	$588K
IVWIshares	0.2%	0.2%	4,275	-1.7%	$588K
MSFTMicrosoft Corp	0.2%	0.2%	1,572	+10.8%	$586K
JMSTJ P Morgan Exchange Traded F	0.2%	0.2%	10,978	+0.6%	$560K
PTNQPacer Fds Tr	0.2%	0.2%	6,311	-0.8%	$559K
GOOGLAlphabet Inc	0.2%	—	1,293	—	$462K

What Family Office Research LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +24.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$266.6M	85
Q1 2026	$230.2M	75
Q4 2025	$244.6M	77
Q3 2025	$228.6M	72
Q2 2025	$211.5M	67
Q1 2025	$205.3M	70
Q4 2024	$228.1M	75

Questions about Family Office Research LLC's portfolio

What stocks does Family Office Research LLC own?

Family Office Research LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 85 positions worth $266.6M. The largest are Marriott Intl Inc New Cl A (MAR) at 21.1%, Vanguard S&p 500 ETF (VOO) at 10.3%, Ishares Tr (SMLF) at 6.9%, Invesco Qqq Tr (QQQ) at 5.8% and Avantis U.s. Equity ETF (AVUS) at 5.4%.

What did Family Office Research LLC buy last quarter?

In Q2 2026, Family Office Research LLC added Vanguard Info Tech (VGT) (+652.2% shares), Tesla Inc Com (TSLA) (+62.5% shares) and Janus Detroit Str Tr (JAAA) (+45.2% shares), compared with its Q1 2026 filing.

What did Family Office Research LLC sell last quarter?

In Q2 2026, Family Office Research LLC cut from its top 50 Listed Fds Tr, cut from its top 50 Nvidia Corporation Com (NVDA), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Figure Technology Solutio (FIGR), cut from its top 50 Janus Detroit Str Tr (VNLA), Dbx ETF Tr (DBEF) (-16.7% shares) and Marriott Intl Inc New Cl A (MAR) (-9.6% shares), compared with its Q1 2026 filing.

When is Family Office Research LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Family Office Research LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Family Office Research LLC manage?

Family Office Research LLC reported $648.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $266.6M.