Family Office Research LLC

CIK 0002041267 · BETHESDA, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Family Office Research LLC reported 85 positions worth $266.6M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: MAR (21.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$266.6M
2026 Q2
Positions
85
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.2%
Est. Net Flow (Q)
2026 Q2
10 / 85 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MARMARRIOTT INTL INC NEWSH$56.3M21.13%151,993
2VOOVANGUARD INDEX FDSSH$27.4M10.29%39,949
3SMLFISHARES TRSH$18.3M6.86%205,028
4QQQINVESCO QQQ TRSH$15.3M5.75%20,817
5AVUSAMERICAN CENTY ETF TRSH$14.3M5.35%111,428
6DFACDIMENSIONAL ETF TRUSTSH$14.2M5.34%321,210
7MOATVANECK ETF TRUSTSH$13.9M5.22%133,838
8TBILRBB FD INCSH$13.9M5.20%278,261
9DALDELTA AIR LINES INCSH$10.2M3.83%109,018
10DFICDIMENSIONAL ETF TRUSTSH$5.8M2.17%155,564

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Family Office Research LLC hold as of Q2 2026?

Family Office Research LLC reported 85 positions worth $266.6M in its Q2 2026 13F filing. Largest positions: MAR (21.1%), VOO (10.3%), SMLF (6.9%), QQQ (5.8%) and AVUS (5.4%).

What did Family Office Research LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Family Office Research LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.