Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Office Research LLC (CIK 2041267) reported $230.2M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MAR ($55.0M, 23.89%), VOO ($23.4M, 10.15%), SMLF ($15.5M, 6.74%), MOAT ($13.0M, 5.65%), DFAC ($12.6M, 5.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $55.0M | 23.89% | 168,121 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $23.4M | 10.15% | 39,086 | Trimmed |
| 3 | SMLF | ISHARES TR | $15.5M | 6.74% | 205,416 | Added |
| 4 | MOAT | VANECK ETF TRUST | $13.0M | 5.65% | 134,500 | Trimmed |
| 5 | DFAC | DIMENSIONAL ETF TRUST | $12.6M | 5.46% | 323,216 | Trimmed |
| 6 | AVUS | AMERICAN CENTY ETF TR | $12.5M | 5.43% | 112,381 | Added |
| 7 | QQQ | INVESCO QQQ TR | $12.1M | 5.27% | 20,999 | Trimmed |
| 8 | TBIL | RBB FD INC | $11.5M | 5.02% | 231,612 | Trimmed |
| 9 | DAL | DELTA AIR LINES INC | $7.2M | 3.15% | 109,018 | Hold |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $5.3M | 2.31% | 149,774 | Trimmed |
| 11 | AVDE | AMERICAN CENTY ETF TR | $4.2M | 1.82% | 49,479 | Trimmed |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $3.7M | 1.62% | 108,015 | Trimmed |
| 13 | IWV | ISHARES TR | $3.3M | 1.45% | 9,015 | Trimmed |
| 14 | AVEM | AMERICAN CENTY ETF TR | $3.3M | 1.44% | 41,062 | Trimmed |
| 15 | BLUEROCK PVT REAL ESTATE FD | $3.2M | 1.39% | 192,234 | Added | |
| 16 | BALT | INNOVATOR ETFS TRUST | $3.0M | 1.29% | 88,660 | Added |
| 17 | IJR | ISHARES TR | $2.7M | 1.17% | 21,728 | Added |
| 18 | AVSC | AMERICAN CENTY ETF TR | $2.6M | 1.14% | 42,150 | Trimmed |
| 19 | AAPL | APPLE INC | $2.2M | 0.96% | 8,724 | Trimmed |
| 20 | METV | LISTED FDS TR | $2.1M | 0.91% | 3,655 | Added |
| 21 | JAAA | JANUS DETROIT STR TR | $2.0M | 0.86% | 39,450 | Trimmed |
| 22 | SMOT | VANECK ETF TRUST | $1.8M | 0.79% | 51,505 | Trimmed |
| 23 | IVV | ISHARES TR | $1.6M | 0.70% | 2,453 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $1.4M | 0.61% | 2,164 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $1.2M | 0.52% | 6,928 | Added |
Source: SEC Form 13F filings · as of 2026-03-31