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 $266.6M across 85 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MAR ($56.3M, 21.13%), VOO ($27.4M, 10.29%), SMLF ($18.3M, 6.86%), QQQ ($15.3M, 5.75%), AVUS ($14.3M, 5.35%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $56.3M | 21.13% | 151,993 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $27.4M | 10.29% | 39,949 | Added |
| 3 | SMLF | ISHARES TR | $18.3M | 6.86% | 205,028 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $15.3M | 5.75% | 20,817 | Trimmed |
| 5 | AVUS | AMERICAN CENTY ETF TR | $14.3M | 5.35% | 111,428 | Trimmed |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $14.2M | 5.34% | 321,210 | Trimmed |
| 7 | MOAT | VANECK ETF TRUST | $13.9M | 5.22% | 133,838 | Trimmed |
| 8 | TBIL | RBB FD INC | $13.9M | 5.20% | 278,261 | Added |
| 9 | DAL | DELTA AIR LINES INC | $10.2M | 3.83% | 109,018 | Hold |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $5.8M | 2.17% | 155,564 | Added |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $4.5M | 1.70% | 111,245 | Added |
| 12 | AVDE | AMERICAN CENTY ETF TR | $4.5M | 1.68% | 50,225 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $4.0M | 1.50% | 41,477 | Added |
| 14 | IWV | ISHARES TR | $3.8M | 1.42% | 8,872 | Trimmed |
| 15 | RTX | RTX CORPORATION | $3.7M | 1.37% | 19,315 | New |
| 16 | BALT | INNOVATOR ETFS TRUST | $3.5M | 1.31% | 101,982 | Added |
| 17 | IJR | ISHARES TR | $3.2M | 1.20% | 21,623 | Trimmed |
| 18 | AVSC | AMERICAN CENTY ETF TR | $3.1M | 1.16% | 42,181 | Added |
| 19 | JAAA | JANUS DETROIT STR TR | $2.9M | 1.09% | 57,294 | Added |
| 20 | AAPL | APPLE INC | $2.5M | 0.95% | 8,784 | Added |
| 21 | BPRE | BLUEROCK PVT REAL ESTATE FD | $2.5M | 0.95% | 195,235 | Added |
| 22 | IMDX | INSIGHT MOLECULAR DIA INC | $2.2M | 0.82% | 368,849 | Added |
| 23 | META | META PLATFORMS INC | $2.1M | 0.77% | 3,665 | New |
| 24 | SMOT | VANECK ETF TRUST | $1.9M | 0.72% | 49,230 | Trimmed |
| 25 | IVV | ISHARES TR | $1.8M | 0.67% | 2,380 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30