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Filers›Pension Fund›Family Office Research LLC
DOSSIER · 13F-HR · Q1 2026

Family Office Research LLC

Family Office Research's pension fund based in Chicago, IL — $230M in tracked AUM across 75 positions as of Q1 2026.

FO
Family Office Research·Chicago, IL·Pension Fund
CIK 0002041267 · last filed Mar 31, 2026
Total AUM
$230M
▼ 0.5%
vs prior
Holdings
75
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Family Office Research LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MAR
MARRIOTT INTL INC NEW
$55M168K23.9%
02
VOO
VANGUARD INDEX FDS
$23M39K10.1%
03
SMLF
ISHARES TR
$16M205K6.7%
04
MOAT
VANECK ETF TRUST
$13M135K5.7%
05
DFAC
DIMENSIONAL ETF TRUST
$13M323K5.5%
06
AVUS
AMERICAN CENTY ETF TR
$12M112K5.4%
07
QQQ
INVESCO QQQ TR
$12M21K5.3%
08
TBIL
RBB FD INC
$12M232K5.0%
09
DAL
DELTA AIR LINES INC
$7M109K3.1%
10
DFIC
DIMENSIONAL ETF TRUST
$5M150K2.3%

Filing history

Filing history loading…
AI Agent · grounded in Family
haiku-4-5 · 75 positions indexed
Sector mix
  • Tech4%
  • Financials44%
  • Communications7%
  • Industrials19%
  • Energy21%
  • Other5%
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