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Family Office Research LLC Top Holdings and 13F Report (2025)

About Family Office Research LLC

Investment Activity

  • Family 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 New Holdings this Quarter

53700T827 - iMGP DBi Managed Futures Strategy ETF
$633,299 Holding
46438F101 - ISHARES BITCOIN TRUST ETF
$251,651 Holding
37960A529 - GLOBAL X FDS
$242,906 Holding
209115104 - 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 Time

Map of 500 Largest Holdings ofFamily Office Research LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Marriott International, Inc. stock logo
MAR
Marriott International
$49,445,267$2,072,110 -4.0%207,57824.1%Consumer Discretionary
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$20,401,203$1,476,464 7.8%39,6989.9%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$19,019,657$2,542,159 -11.8%380,3179.3%ETF
VanEck Morningstar Wide Moat ETF stock logo
MOAT
VanEck Morningstar Wide Moat ETF
$12,936,439$184,625 1.4%147,0046.3%ETF
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$12,055,429$562,924 -4.5%193,9415.9%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$11,947,231$391,294 3.4%362,1475.8%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,404,349$40,328 0.4%20,0554.6%Finance
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$8,959,928$1,407,884 18.6%96,9894.4%ETF
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$4,767,8340.0%109,3542.3%Transportation
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$4,456,477$283,199 -6.0%160,4782.2%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$3,137,086$5,037 0.2%47,3371.5%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$3,075,014$326,254 -9.6%116,2131.5%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$2,941,778$368,159 -11.1%9,2611.4%ETF
RTX Co. stock logo
RTX
RTX
$2,695,737$132 0.0%20,3511.3%Aerospace
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$2,677,294$482,102 22.0%52,7961.3%ETF
VanEck Morningstar SMID Moat ETF stock logo
SMOT
VanEck Morningstar SMID Moat ETF
$2,629,410$156,212 -5.6%80,1891.3%ETF
Avantis U.S. Small Cap Equity ETF stock logo
AVSC
Avantis U.S. Small Cap Equity ETF
$2,628,009$123,131 -4.5%54,2971.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$2,287,546$1,083 0.0%38,0181.1%ETF
Apple Inc. stock logo
AAPL
Apple
$2,276,720$183,488 -7.5%10,2491.1%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$2,033,620$46,535 2.3%19,4471.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,331,705$168,570 -11.2%2,3700.6%ETF
Global X Internet of Things ETF stock logo
SNSR
Global X Internet of Things ETF
$1,280,002$111,998 -8.0%38,8580.6%ETF
Marriott Vacations Worldwide Co. stock logo
VAC
Marriott Vacations Worldwide
$1,219,538$1,799 0.1%18,9840.6%Consumer Discretionary
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,156,971$3,916 0.3%2,0680.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$980,215$211,609 -17.8%5,1510.5%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$966,100$64,975 7.2%1,8140.5%Finance
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$869,802$16,627 -1.9%19,9310.4%ETF
iShares Select U.S. REIT ETF stock logo
ICF
iShares Select U.S. REIT ETF
$861,411$5,661 -0.7%13,9990.4%ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$791,366$234,451 -22.9%13,7480.4%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$781,511$291,264 59.4%1,3550.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$660,632$59,340 9.9%1,7590.3%Computer and Technology
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$633,299$633,299 New Holding25,0710.3%ETF
Pacer Trendpilot 100 ETF stock logo
PTNQ
Pacer Trendpilot 100 ETF
$577,281$20,452 -3.4%8,1290.3%ETF
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$568,452$42,503 -7.0%2,8220.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$568,429$279,333 96.6%1,0480.3%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$564,6320.0%13,0400.3%ETF
Gartner, Inc. stock logo
IT
Gartner
$556,156$59,603 -9.7%1,3250.3%Business Services
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$539,922$7,527 -1.4%5,9540.3%ETF
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$539,505$3,916 0.7%10,6090.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$520,240$178,917 -25.6%6,3650.3%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$503,596$1,924 0.4%1,8320.2%ETF
Janus Henderson Short Duration Income ETF stock logo
VNLA
Janus Henderson Short Duration Income ETF
$491,868$76,579 -13.5%10,0070.2%ETF
Global X Robotics & Artificial Intelligence ETF stock logo
BOTZ
Global X Robotics & Artificial Intelligence ETF
$487,474$64,549 -11.7%17,1280.2%Manufacturing
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$487,110$30,992 6.8%34,2790.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$469,609$86,484 22.6%1,6290.2%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$444,099$109,725 -19.8%4,7840.2%ETF
NVR, Inc. stock logo
NVR
NVR
$398,4410.0%550.2%Construction
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$366,268$1,893 0.5%3870.2%Retail/Wholesale
CareDx, Inc stock logo
CDNA
CareDx
$353,758$1,242,502 -77.8%19,9300.2%Medical
The Cigna Group stock logo
CI
The Cigna Group
$349,111$8,884 -2.5%1,0610.2%Medical
iShares Robotics and Artificial Intelligence Multisector ETF stock logo
IRBO
iShares Robotics and Artificial Intelligence Multisector ETF
$325,722$4,183 -1.3%10,3560.2%Manufacturing
Nuveen ESG Small-Cap ETF stock logo
NUSC
Nuveen ESG Small-Cap ETF
$320,4070.0%8,3570.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$317,605$20,306 6.8%5,4430.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$309,856$10,516 -3.3%2,8580.2%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$304,191$54,129 -15.1%1,5960.1%ETF
VanEck Video Gaming and eSports ETF stock logo
ESPO
VanEck Video Gaming and eSports ETF
$281,418$15,016 -5.1%3,2610.1%Manufacturing
Deere & Company stock logo
DE
Deere & Company
$280,139$2,350 0.8%5960.1%Industrials
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$271,726$86,721 46.9%7520.1%ETF
NUVEEN CHURCHILL DIRECT LEND
$270,985$212,200 -43.9%15,9590.1%COM SHS
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$263,313$307 0.1%1,7140.1%Computer and Technology
ISHARES BITCOIN TRUST ETF
$251,651$251,651 New Holding5,3760.1%SHS BEN INT
Alphabet Inc. stock logo
GOOGL
Alphabet
$247,339$619 0.3%1,5990.1%Computer and Technology
GLOBAL X FDS
$242,906$242,906 New Holding5,2180.1%DEFENSE TECH ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$237,4370.0%3,7210.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$236,660$307 0.1%7710.1%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$221,041$7,857 -3.4%4220.1%Medical
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$213,3870.0%8,2580.1%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$209,928$418,664 -66.6%5,4610.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$203,362$27,511 15.6%1,3010.1%Computer and Technology
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$202,478$202,478 New Holding1,8300.1%Utilities
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$315,508 -100.0%00.0%ETF
ARK Innovation ETF stock logo
ARKK
ARK Innovation ETF
$0$300,540 -100.0%00.0%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$0$293,619 -100.0%00.0%ETF
REAVES UTIL INCOME FD
$0$241,690 -100.0%00.0%COM SH BEN INT
J P MORGAN EXCHANGE TRADED F
$0$222,154 -100.0%00.0%JPMORGAM LTD DUR
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$219,957 -100.0%00.0%Energy
SPDR S&P Kensho New Economies Composite ETF stock logo
KOMP
SPDR S&P Kensho New Economies Composite ETF
$0$219,611 -100.0%00.0%ETF
American Express stock logo
AXP
American Express
$0$208,721 -100.0%00.0%Finance
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$0$200,270 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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