Family Office Research LLC Top Holdings and 13F Report (2025) About Family Office Research LLCInvestment ActivityFamily Office Research LLC has $205.31 million in total holdings as of March 31, 2025.Family Office Research LLC owns shares of 70 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 5.91% of the portfolio was sold this quarter.This quarter, Family Office Research LLC has purchased 75 new stocks and bought additional shares in 27 stocks.Family Office Research LLC sold shares of 33 stocks and completely divested from 9 stocks this quarter.Largest Holdings Marriott International $49,445,267Vanguard S&P 500 ETF $20,401,203US Treasury 3 Month Bill ETF $19,019,657VanEck Morningstar Wide Moat ETF $12,936,439iShares U.S. Small Cap Equity Factor ETF $12,055,429 Largest New Holdings this Quarter 53700T827 - iMGP DBi Managed Futures Strategy ETF $633,299 Holding46438F101 - ISHARES BITCOIN TRUST ETF $251,651 Holding37960A529 - GLOBAL X FDS $242,906 Holding209115104 - Consolidated Edison $202,478 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,873 shares (about $1.48M)Avantis U.S. Equity ETF 15,240 shares (about $1.41M)iMGP DBi Managed Futures Strategy ETF 25,071 shares (about $633.30K)Janus Henderson AAA CLO ETF 9,507 shares (about $482.10K)Dimensional U.S. Core Equity 2 ETF 11,861 shares (about $391.29K) Largest Sales this Quarter US Treasury 3 Month Bill ETF 50,833 shares (about $2.54M)Marriott International 8,699 shares (about $2.07M)CareDx 70,000 shares (about $1.24M)iShares U.S. Small Cap Equity Factor ETF 9,056 shares (about $562.92K)Dimensional US Core Equity Market ETF 10,891 shares (about $418.66K) 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$49,445,267$2,072,110 ▼-4.0%207,57824.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$20,401,203$1,476,464 ▲7.8%39,6989.9%ETFTBILUS Treasury 3 Month Bill ETF$19,019,657$2,542,159 ▼-11.8%380,3179.3%ETFMOATVanEck Morningstar Wide Moat ETF$12,936,439$184,625 ▲1.4%147,0046.3%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$12,055,429$562,924 ▼-4.5%193,9415.9%ETFDFACDimensional U.S. Core Equity 2 ETF$11,947,231$391,294 ▲3.4%362,1475.8%ETFQQQInvesco QQQ$9,404,349$40,328 ▲0.4%20,0554.6%FinanceAVUSAvantis U.S. Equity ETF$8,959,928$1,407,884 ▲18.6%96,9894.4%ETFDALDelta Air Lines$4,767,8340.0%109,3542.3%TransportationDFICDimensional International Core Equity 2 ETF$4,456,477$283,199 ▼-6.0%160,4782.2%ETFAVDEAvantis International Equity ETF$3,137,086$5,037 ▲0.2%47,3371.5%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$3,075,014$326,254 ▼-9.6%116,2131.5%ETFIWViShares Russell 3000 ETF$2,941,778$368,159 ▼-11.1%9,2611.4%ETFRTXRTX$2,695,737$132 ▲0.0%20,3511.3%AerospaceJAAAJanus Henderson AAA CLO ETF$2,677,294$482,102 ▲22.0%52,7961.3%ETFSMOTVanEck Morningstar SMID Moat ETF$2,629,410$156,212 ▼-5.6%80,1891.3%ETFAVSCAvantis U.S. Small Cap Equity ETF$2,628,009$123,131 ▼-4.5%54,2971.3%ETFAVEMAvantis Emerging Markets Equity ETF$2,287,546$1,083 ▼0.0%38,0181.1%ETFAAPLApple$2,276,720$183,488 ▼-7.5%10,2491.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,033,620$46,535 ▲2.3%19,4471.0%ETFIVViShares Core S&P 500 ETF$1,331,705$168,570 ▼-11.2%2,3700.6%ETFSNSRGlobal X Internet of Things ETF$1,280,002$111,998 ▼-8.0%38,8580.6%ETFVACMarriott Vacations Worldwide$1,219,538$1,799 ▲0.1%18,9840.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,156,971$3,916 ▲0.3%2,0680.6%FinanceAMZNAmazon.com$980,215$211,609 ▼-17.8%5,1510.5%Retail/WholesaleBRK.BBerkshire Hathaway$966,100$64,975 ▲7.2%1,8140.5%FinanceRWOSPDR Dow Jones Global Real Estate ETF$869,802$16,627 ▼-1.9%19,9310.4%ETFICFiShares Select U.S. REIT ETF$861,411$5,661 ▼-0.7%13,9990.4%ETFXTiShares Exponential Technologies ETF$791,366$234,451 ▼-22.9%13,7480.4%ManufacturingMETAMeta Platforms$781,511$291,264 ▲59.4%1,3550.4%Computer and TechnologyMSFTMicrosoft$660,632$59,340 ▲9.9%1,7590.3%Computer and TechnologyDBMFiMGP DBi Managed Futures Strategy ETF$633,299$633,299 ▲New Holding25,0710.3%ETFPTNQPacer Trendpilot 100 ETF$577,281$20,452 ▼-3.4%8,1290.3%ETFMGCVanguard Mega Cap ETF$568,452$42,503 ▼-7.0%2,8220.3%ETFVGTVanguard Information Technology ETF$568,429$279,333 ▲96.6%1,0480.3%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$564,6320.0%13,0400.3%ETFITGartner$556,156$59,603 ▼-9.7%1,3250.3%Business ServicesIGMiShares Expanded Tech Sector ETF$539,922$7,527 ▼-1.4%5,9540.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$539,505$3,916 ▲0.7%10,6090.3%ETFEFAiShares MSCI EAFE ETF$520,240$178,917 ▼-25.6%6,3650.3%FinanceVTIVanguard Total Stock Market ETF$503,596$1,924 ▲0.4%1,8320.2%ETFVNLAJanus Henderson Short Duration Income ETF$491,868$76,579 ▼-13.5%10,0070.2%ETFBOTZGlobal X Robotics & Artificial Intelligence ETF$487,474$64,549 ▼-11.7%17,1280.2%ManufacturingHSTHost Hotels & Resorts$487,110$30,992 ▲6.8%34,2790.2%FinanceGLDSPDR Gold Shares$469,609$86,484 ▲22.6%1,6290.2%FinanceIVWiShares S&P 500 Growth ETF$444,099$109,725 ▼-19.8%4,7840.2%ETFNVRNVR$398,4410.0%550.2%ConstructionCOSTCostco Wholesale$366,268$1,893 ▲0.5%3870.2%Retail/WholesaleCDNACareDx$353,758$1,242,502 ▼-77.8%19,9300.2%MedicalCICigna Group$349,111$8,884 ▼-2.5%1,0610.2%MedicalIRBOiShares Robotics and Artificial Intelligence Multisector ETF$325,722$4,183 ▼-1.3%10,3560.2%ManufacturingNUSCNuveen ESG Small-Cap ETF$320,4070.0%8,3570.2%ETFIJHiShares Core S&P Mid-Cap ETF$317,605$20,306 ▲6.8%5,4430.2%ETFNVDANVIDIA$309,856$10,516 ▼-3.3%2,8580.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$304,191$54,129 ▼-15.1%1,5960.1%ETFESPOVanEck Video Gaming and eSports ETF$281,418$15,016 ▼-5.1%3,2610.1%ManufacturingDEDeere & Company$280,139$2,350 ▲0.8%5960.1%IndustrialsIWFiShares Russell 1000 Growth ETF$271,726$86,721 ▲46.9%7520.1%ETFNUVEEN CHURCHILL DIRECT LEND$270,985$212,200 ▼-43.9%15,9590.1%COM SHSQCOMQUALCOMM$263,313$307 ▲0.1%1,7140.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$251,651$251,651 ▲New Holding5,3760.1%SHS BEN INTGOOGLAlphabet$247,339$619 ▲0.3%1,5990.1%Computer and TechnologyGLOBAL X FDS$242,906$242,906 ▲New Holding5,2180.1%DEFENSE TECH ETFMLPXGlobal X MLP & Energy Infrastructure ETF$237,4370.0%3,7210.1%ETFIWBiShares Russell 1000 ETF$236,660$307 ▲0.1%7710.1%ETFUNHUnitedHealth Group$221,041$7,857 ▼-3.4%4220.1%MedicalDFISDimensional International Small Cap ETF$213,3870.0%8,2580.1%ETFDFAUDimensional US Core Equity Market ETF$209,928$418,664 ▼-66.6%5,4610.1%ETFGOOGAlphabet$203,362$27,511 ▲15.6%1,3010.1%Computer and TechnologyEDConsolidated Edison$202,478$202,478 ▲New Holding1,8300.1%UtilitiesVBVanguard Small-Cap ETF$0$315,508 ▼-100.0%00.0%ETFARKKARK Innovation ETF$0$300,540 ▼-100.0%00.0%ETFDFAIDimensional International Core Equity Market ETF$0$293,619 ▼-100.0%00.0%ETFREAVES UTIL INCOME FD$0$241,690 ▼-100.0%00.0%COM SH BEN INTJ P MORGAN EXCHANGE TRADED F$0$222,154 ▼-100.0%00.0%JPMORGAM LTD DURXOMExxon Mobil$0$219,957 ▼-100.0%00.0%EnergyKOMPSPDR S&P Kensho New Economies Composite ETF$0$219,611 ▼-100.0%00.0%ETFAXPAmerican Express$0$208,721 ▼-100.0%00.0%FinanceEFGiShares MSCI EAFE Growth ETF$0$200,270 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
