Family Office Research LLC Top Holdings and 13F Report (2025) About Family Office Research LLCInvestment ActivityFamily Office Research LLC has $211.46 million in total holdings as of June 30, 2025.Family Office Research LLC owns shares of 67 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.32% of the portfolio was purchased this quarter.About 9.18% of the portfolio was sold this quarter.This quarter, Family Office Research LLC has purchased 70 new stocks and bought additional shares in 23 stocks.Family Office Research LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Marriott International $50,077,632Vanguard S&P 500 ETF $22,911,231iShares U.S. Small Cap Equity Factor ETF $13,692,768VanEck Morningstar Wide Moat ETF $13,597,983US Treasury 3 Month Bill ETF $11,796,144 Largest New Holdings this Quarter 88160R101 - Tesla $272,434 Holding00214Q104 - ARK Innovation ETF $210,764 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 16,098 shares (about $1.62M)Vanguard Information Technology ETF 868 shares (about $575.98K)Invesco QQQ 1,001 shares (about $552.20K)iShares U.S. Small Cap Equity Factor ETF 7,571 shares (about $514.45K)Vanguard S&P 500 ETF 636 shares (about $361.27K) Largest Sales this Quarter US Treasury 3 Month Bill ETF 144,371 shares (about $7.22M)Marriott International 24,285 shares (about $6.63M)Dimensional U.S. Core Equity 2 ETF 34,054 shares (about $1.22M)Janus Henderson AAA CLO ETF 8,376 shares (about $425.08K)SPDR Dow Jones Global Real Estate ETF 6,384 shares (about $281.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFamily Office Research LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMARMarriott International$50,077,632$6,634,925 ▼-11.7%183,29323.7%Consumer DiscretionaryVOOVanguard S&P 500 ETF$22,911,231$361,272 ▲1.6%40,33410.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$13,692,768$514,450 ▲3.9%201,5126.5%ETFMOATVanEck Morningstar Wide Moat ETF$13,597,983$189,550 ▼-1.4%144,9836.4%ETFTBILUS Treasury 3 Month Bill ETF$11,796,144$7,217,843 ▼-38.0%235,9465.6%ETFDFACDimensional U.S. Core Equity 2 ETF$11,758,883$1,220,498 ▼-9.4%328,0935.6%ETFQQQInvesco QQQ$11,615,466$552,198 ▲5.0%21,0565.5%FinanceAVUSAvantis U.S. Equity ETF$11,401,456$1,623,004 ▲16.6%113,0875.4%ETFDALDelta Air Lines$5,378,0300.0%109,3542.5%TransportationDFICDimensional International Core Equity 2 ETF$4,784,326$204,946 ▼-4.1%153,8862.3%ETFAVDEAvantis International Equity ETF$3,590,426$86,963 ▲2.5%48,5121.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,243,371$205,831 ▼-6.0%109,2781.5%ETFIWViShares Russell 3000 ETF$3,225,036$25,623 ▼-0.8%9,1881.5%ETFRTXRTX$2,825,872$145,879 ▼-4.9%19,3521.3%AerospaceAVEMAvantis Emerging Markets Equity ETF$2,760,797$155,038 ▲5.9%40,2801.3%ETFSMOTVanEck Morningstar SMID Moat ETF$2,704,878$85,713 ▼-3.1%77,7261.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$2,674,594$125,522 ▼-4.5%51,8631.3%ETFJAAAJanus Henderson AAA CLO ETF$2,254,317$425,082 ▼-15.9%44,4201.1%ETFIJRiShares Core S&P Small-Cap ETF$2,213,560$88,197 ▲4.1%20,2541.0%ETFAAPLApple$1,938,948$163,939 ▼-7.8%9,4500.9%Computer and TechnologyIVViShares Core S&P 500 ETF$1,472,402$621 ▲0.0%2,3710.7%ETFVACMarriott Vacations Worldwide$1,372,7400.0%18,9840.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,278,2250.0%2,0680.6%FinanceVGTVanguard Information Technology ETF$1,271,398$575,978 ▲82.8%1,9160.6%ETFSNSRGlobal X Internet of Things ETF$1,236,003$231,281 ▼-15.8%32,7330.6%ETFAMZNAmazon.com$1,097,822$32,476 ▼-2.9%5,0030.5%Retail/WholesaleMETAMeta Platforms$1,000,919$738 ▲0.1%1,3560.5%Computer and TechnologyXTiShares Exponential Technologies ETF$893,937$3,132 ▼-0.3%13,7000.4%ManufacturingMSFTMicrosoft$891,667$16,420 ▲1.9%1,7920.4%Computer and TechnologyICFiShares Select U.S. REIT ETF$852,688$3,548 ▼-0.4%13,9410.4%ETFDBMFiMGP DBi Managed Futures Strategy ETF$835,901$190,816 ▲29.6%32,4870.4%ETFIGMiShares Expanded Tech Sector ETF$716,759$47,859 ▲7.2%6,3800.3%ETFVTIVanguard Total Stock Market ETF$644,126$87,241 ▲15.7%2,1190.3%ETFMGCVanguard Mega Cap ETF$634,9000.0%2,8220.3%ETFRWOSPDR Dow Jones Global Real Estate ETF$598,007$281,810 ▼-32.0%13,5470.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$570,5000.0%13,0400.3%ETFEFAiShares MSCI EAFE ETF$563,053$5,990 ▼-1.1%6,2980.3%FinancePTNQPacer Trendpilot 100 ETF$561,739$18,487 ▼-3.2%7,8700.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$544,381$4,125 ▲0.8%10,6900.3%ETFITGartner$535,5920.0%1,3250.3%Business ServicesHSTHost Hotels & Resorts$526,5310.0%34,2790.2%FinanceIVWiShares S&P 500 Growth ETF$515,708$11,010 ▼-2.1%4,6840.2%ETFVNLAJanus Henderson Short Duration Income ETF$498,507$6,150 ▲1.2%10,1320.2%ETFGLDSPDR Gold Shares$496,8100.0%1,6290.2%FinanceNVDANVIDIA$462,422$10,747 ▲2.4%2,9260.2%Computer and TechnologyIRBOiShares Robotics and Artificial Intelligence Multisector ETF$424,6290.0%10,3560.2%ManufacturingNVRNVR$406,2110.0%550.2%ConstructionBOTZGlobal X Robotics & Artificial Intelligence ETF$398,702$160,545 ▼-28.7%12,2110.2%ManufacturingCDNACareDx$389,4320.0%19,9300.2%MedicalCOSTCostco Wholesale$383,3960.0%3870.2%Retail/WholesaleESPOVanEck Video Gaming and eSports ETF$355,422$1,863 ▼-0.5%3,2440.2%ManufacturingNUSCNuveen ESG Small-Cap ETF$340,4640.0%8,3570.2%ETFISHARES BITCOIN TRUST ETF$336,533$7,468 ▲2.3%5,4980.2%SHS BEN INTIWFiShares Russell 1000 Growth ETF$319,6950.0%7520.2%ETFGLOBAL X FDS$314,3950.0%5,2180.1%DEFENSE TECH ETFGOOGAlphabet$312,736$81,823 ▲35.4%1,7620.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$308,465$29,153 ▼-8.6%4,9730.1%ETFIVEiShares S&P 500 Value ETF$306,302$5,669 ▼-1.8%1,5670.1%ETFDEDeere & Company$305,995$2,546 ▲0.8%6010.1%IndustrialsGOOGLAlphabet$282,774$881 ▲0.3%1,6040.1%Computer and TechnologyTSLATesla$272,434$272,434 ▲New Holding8570.1%Auto/Tires/TrucksQCOMQUALCOMM$271,912$1,115 ▼-0.4%1,7070.1%Computer and TechnologyIWBiShares Russell 1000 ETF$262,320$340 ▲0.1%7720.1%ETFNUVEEN CHURCHILL DIRECT LEND$261,746$3,368 ▲1.3%16,1670.1%COM SHSDFISDimensional International Small Cap ETF$246,4190.0%8,2580.1%ETFDFAUDimensional US Core Equity Market ETF$229,258$2,076 ▼-0.9%5,4120.1%ETFARKKARK Innovation ETF$210,764$210,764 ▲New Holding2,9980.1%ETFBRK.BBerkshire Hathaway$0$966,100 ▼-100.0%00.0%FinanceCICigna Group$0$349,111 ▼-100.0%00.0%MedicalMLPXGlobal X MLP & Energy Infrastructure ETF$0$237,437 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$221,041 ▼-100.0%00.0%MedicalEDConsolidated Edison$0$202,478 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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