Q3 2026 13F · SEC CIK 2041267

Family Office Research LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $260.0M
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 $260.0M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Marriott Intl Inc New (MAR, 20.6%), Vanguard Index Fds (VOO, 10.7%), Ishares Tr (SMLF, 6.6%).

Family Office Research LLC holdings largest 50 of 85 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
MARMarriott Intl Inc New	20.6%	21.1%	150,798	-0.8%	$53.6M
VOOVanguard Index Fds	10.7%	10.3%	39,830	-0.3%	$27.9M
SMLFIshares Tr	6.6%	6.9%	205,977	+0.5%	$17.2M
AVUSAvantis U.S. Equity ETF	6.0%	5.4%	122,099	+9.6%	$15.6M
TBILRbb Fd Inc	5.8%	5.2%	303,655	+9.1%	$15.1M
QQQInvesco Qqq Tr	5.8%	5.8%	20,231	-2.8%	$15.0M
DFACDimensional ETF Trust	5.3%	5.3%	312,341	-2.8%	$13.9M
MOATVaneck Morningstar Wide Moat ETF	4.7%	5.2%	114,614	-14.4%	$12.1M
BALTInnovator Etfs Trust	2.3%	1.3%	171,004	+67.7%	$6.0M
DFICDimensional ETF Trust	2.2%	2.2%	155,472	-0.1%	$5.8M
DFEMDimensional ETF Trust	1.7%	1.7%	111,234	-0.0%	$4.4M
AVDEAvantis International Equity ETF	1.7%	1.7%	48,456	-3.5%	$4.4M
JAAAJanus Detroit Str Tr	1.5%	1.1%	78,372	+36.8%	$4.0M
AVEMAmerican Centy ETF Tr	1.5%	1.5%	41,568	+0.2%	$3.9M
IWVIshares Tr	1.5%	1.4%	8,887	+0.2%	$3.8M
IJRIshares Tr	1.1%	1.2%	21,377	-1.1%	$2.9M
AAPLApple Inc	1.1%	1.0%	8,341	-5.0%	$2.8M
METAMeta Platforms Inc	1.0%	0.8%	3,666	+0.0%	$2.7M
AVSCAmerican Centy ETF Tr	1.0%	1.2%	38,244	-9.3%	$2.6M
CAGECalamos ETF Tr	0.9%	—	81,582	—	$2.3M
IMDXInsight Molecular Dia Inc	0.9%	0.8%	650,234	+76.3%	$2.3M
CPSLCalamos ETF Tr	0.9%	—	78,674	—	$2.2M
BPREBluerock Pvt Real Estate Fd	0.7%	1.0%	153,522	-21.4%	$1.9M
IVVIshares Tr	0.7%	0.7%	2,381	+0.0%	$1.8M
SMOTVaneck ETF Trust	0.6%	0.7%	42,128	-14.4%	$1.6M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.6%	2,055	-5.0%	$1.6M
VGTVanguard World Fd	0.6%	0.6%	12,436	-2.5%	$1.6M
MPDYValued Advisers Tr	0.6%	—	63,079	—	$1.5M
CAIECalamos ETF Tr	0.5%	—	47,491	—	$1.3M
CAIQCalamos ETF Tr	0.5%	—	45,380	—	$1.2M
SPCXSpace Exploration Techn Corp	0.4%	0.3%	7,276	+41.2%	$1.1M
AMZNAmazon Com Inc	0.4%	0.4%	3,918	-15.2%	$976K
BRK-BBerkshire Hathaway Inc Del	0.4%	—	1,895	—	$944K
ICFIshares Tr	0.3%	0.3%	13,639	+0.5%	$858K
CGMUCapital Grp Fixed Incm ETF T	0.3%	0.2%	32,764	+53.0%	$850K
VTIVanguard Index Fds	0.3%	0.3%	2,257	+0.8%	$845K
MGCVanguard World Fd	0.3%	0.3%	2,858	+0.2%	$807K
MSFTMicrosoft Corp	0.3%	0.2%	1,519	-3.4%	$779K
ARTYIshares Tr	0.3%	0.3%	9,925	-2.7%	$777K
SNSRGlobal X Fds	0.3%	0.3%	15,800	-11.2%	$772K
CRWVCoreweave Inc	0.3%	0.3%	8,654	+0.0%	$754K
IGMIshares Tr	0.3%	0.3%	4,274	-4.1%	$723K
TSLATesla Inc	0.3%	0.6%	1,979	-44.6%	$702K
MUNXAmg ETF Trust	0.3%	0.3%	29,014	+0.6%	$681K
RWOSpdr Index Shs Fds	0.2%	0.3%	13,739	+0.4%	$638K
GLDSpdr Gold Tr	0.2%	0.2%	1,647	-0.1%	$628K
XTIshares Tr	0.2%	0.3%	7,182	-27.5%	$599K
DBEFDbx ETF Tr	0.2%	0.2%	10,866	+0.0%	$597K
IVWIshares Tr	0.2%	0.2%	4,135	-3.3%	$588K
EFAIshares Tr	0.2%	0.2%	5,603	-1.6%	$582K

What Family Office Research LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$260.0M	85
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 Q3 2026 and filed Oct 14, 2026, lists 85 positions worth $260.0M. The largest are Marriott Intl Inc New (MAR) at 20.6%, Vanguard Index Fds (VOO) at 10.7%, Ishares Tr (SMLF) at 6.6%, Avantis U.S. Equity ETF (AVUS) at 6.0% and Rbb Fd Inc (TBIL) at 5.8%.

What did Family Office Research LLC buy last quarter?

In Q3 2026, Family Office Research LLC added Insight Molecular Dia Inc (IMDX) (+76.3% shares), Innovator Etfs Trust (BALT) (+67.7% shares) and Capital Grp Fixed Incm ETF T (CGMU) (+53.0% shares), compared with its Q2 2026 filing.

What did Family Office Research LLC sell last quarter?

In Q3 2026, Family Office Research LLC cut from its top 50 Delta Air Lines Inc (DAL), cut from its top 50 Rtx Corporation (RTX), cut from its top 50 Alphabet Inc (GOOG), cut from its top 50 J P Morgan Exchange Traded F (JMST), cut from its top 50 Pacer Fds Tr (PTNQ), Tesla Inc (TSLA) (-44.6% shares), Ishares Tr (XT) (-27.5% shares) and Bluerock Pvt Real Estate Fd (BPRE) (-21.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $260.0M.