DOSSIER · 13F-HR · Q2 2026

Family Office Research LLC

$267M in tracked AUM across 85 positions as of Q2 2026.

FO
CIK 0002041267 · last filed Jun 30, 2026
Total AUM
$267M
as of Q2 2026
Holdings
85
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Family Office Research LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
MAR
MARRIOTT INTL INC NEW
$56M152K21.1%
02
VOO
VANGUARD INDEX FDS
$27M40K10.3%
03
SMLF
ISHARES TR
$18M205K6.9%
04
QQQ
INVESCO QQQ TR
$15M21K5.8%
05
AVUS
AMERICAN CENTY ETF TR
$14M111K5.4%
06
DFAC
DIMENSIONAL ETF TRUST
$14M321K5.3%
07
MOAT
VANECK ETF TRUST
$14M134K5.2%
08
TBIL
RBB FD INC
$14M278K5.2%
09
DAL
DELTA AIR LINES INC
$10M109K3.8%
10
DFIC
DIMENSIONAL ETF TRUST
$6M156K2.2%

Filing history

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 positionsView →
2025Q2Jun 30
$211M 3.0%
67 positionsLocked
2025Q1Mar 31
$205M 10.0%
70 positionsLocked
2024Q4Dec 31
$228M
75 positionsLocked