DOSSIER · 13F-HR · Q3 2026

Family Office Research LLC

$260M in tracked AUM across 85 positions as of Q3 2026.

FO
CIK 0002041267 · last filed Sep 30, 2026
Total AUM
$260M
as of Q3 2026
Holdings
85
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Family Office Research LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
MAR
MARRIOTT INTL INC NEW
$54M151K20.6%
02
VOO
VANGUARD INDEX FDS
$28M40K10.7%
03
SMLF
ISHARES TR
$17M206K6.6%
04
AVUS
AMERICAN CENTY ETF TR
$16M122K6.0%
05
TBIL
RBB FD INC
$15M304K5.8%
06
QQQ
INVESCO QQQ TR
$15M20K5.8%
07
DFAC
DIMENSIONAL ETF TRUST
$14M312K5.3%
08
MOAT
VANECK ETF TRUST
$12M115K4.7%
09
BALT
INNOVATOR ETFS TRUST
$6M171K2.3%
10
DFIC
DIMENSIONAL ETF TRUST
$6M155K2.2%

Filing history

2026Q3Sep 30
$260M▼ 2.5%
85 positionsView →
2026Q2Jun 30
$267M▲ 15.8%
85 positionsView →
2026Q1Mar 31
$230M▼ 5.9%
75 positionsView →
2025Q4Dec 31
$245M▲ 7.0%
77 positionsView →
2025Q3Sep 30
$229M▲ 8.1%
72 positionsLocked
2025Q2Jun 30
$211M▲ 3.0%
67 positionsLocked
2025Q1Mar 31
$205M▼ 10.0%
70 positionsLocked
2024Q4Dec 31
$228M—
75 positionsLocked