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Family Office Research LLC

Family Office Research LLC is an Investment Adviser institutional filer with the SEC under CIK 2041267, reporting 85 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: VA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-14

Top 10 portfolio positions

The largest reported holdings in Family Office Research LLC's most recent 13F filing, ranked by reported market value.

  1. MARRIOTT INTL INC NEW (MAR)
  2. VANGUARD INDEX FDS (VOO)
  3. ISHARES TR (SMLF)
  4. AMERICAN CENTY ETF TR (AVUS)
  5. RBB FD INC (TBIL)
  6. INVESCO QQQ TR (QQQ)
  7. DIMENSIONAL ETF TRUST (DFAC)
  8. VANECK ETF TRUST (MOAT)
  9. INNOVATOR ETFS TRUST (BALT)
  10. DIMENSIONAL ETF TRUST (DFIC)
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