§ 13F · FUND PROFILE
Family Office Research LLC.
AUM · $267M (13F)Positions · 85Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | 152K | $56M | 21.1% | −10% |
| 2 | VOO | VANGUARD INDEX FDS | 40K | $27M | 10.3% | +2% |
| 3 | SMLF | ISHARES TR | 205K | $18M | 6.9% | ±0% |
| 4 | QQQ | INVESCO QQQ TR | 21K | $15M | 5.8% | −1% |
| 5 | AVUS | AMERICAN CENTY ETF TR | 111K | $14M | 5.4% | −1% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 321K | $14M | 5.3% | −1% |
| 7 | MOAT | VANECK ETF TRUST | 134K | $14M | 5.2% | ±0% |
| 8 | TBIL | RBB FD INC | 278K | $14M | 5.2% | +20% |
| 9 | DAL | DELTA AIR LINES INC | 109K | $10M | 3.8% | ±0% |
| 10 | DFIC | DIMENSIONAL ETF TRUST | 156K | $6M | 2.2% | +4% |
§ 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 $267 million in assets. The fund runs a portfolio of 85 positions.
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