§ 13F · FUND PROFILE
Family Office Research LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229M (13F)Positions · 72Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 168K | $55M | 23.9% | −5% |
| 2 | VOO | VANGUARD INDEX FDS | 39K | $23M | 10.1% | −2% |
| 3 | SMLF | ISHARES TR | 205K | $16M | 6.7% | +1% |
| 4 | MOAT | VANECK ETF TRUST | 135K | $13M | 5.7% | −3% |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 323K | $13M | 5.5% | −1% |
| 6 | AVUS | AMERICAN CENTY ETF TR | 112K | $12M | 5.4% | +1% |
| 7 | QQQ | INVESCO QQQ TR | 21K | $12M | 5.3% | −1% |
| 8 | TBIL | RBB FD INC | 232K | $12M | 5.0% | −14% |
| 9 | DAL | DELTA AIR LINES INC | 109K | $7M | 3.1% | ±0% |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 150K | $5M | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Office Research LLC is a Other fund managing $229 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed