Family Office Research LLC — 13F holdings

Family Office Research LLC reported 85 holdings worth $260M in its 13F filing for Q3 2026, filed October 14, 2026. That's down 2.5% from $267M in Q2 2026, when it reported 85 holdings. Its 10 largest positions make up 70.1% of the portfolio.

Family Office Research LLC's largest positions in Q3 2026

1. MAR MARRIOTT INTL INC NEW — $53.6M (20.6%) · unchanged
2. VOO VANGUARD INDEX FDS — $27.9M (10.7%) · unchanged
3. SMLF ISHARES TR — $17.2M (6.6%) · unchanged
4. AVUS AMERICAN CENTY ETF TR — $15.6M (6.0%) · added 10%
5. TBIL RBB FD INC — $15.1M (5.8%) · added 9%
6. QQQ Invesco Qqq Tr — $15.0M (5.8%) · cut 3%
7. DIMENSIONAL ETF TRUST — $13.9M (5.3%) · cut 3%
8. MOAT VANECK ETF TRUST — $12.1M (4.7%) · cut 14%
9. BALT INNOVATOR ETFS TRUST — $6.00M (2.3%) · added 68%
10. DFIC DIMENSIONAL ETF TRUST — $5.85M (2.2%) · unchanged
11. DFEM DIMENSIONAL ETF TRUST — $4.42M (1.7%) · unchanged
12. AVDE AMERICAN CENTY ETF TR — $4.37M (1.7%) · cut 4%
13. JAAA JANUS DETROIT STR TR — $3.96M (1.5%) · added 37%
14. AVEM AMERICAN CENTY ETF TR — $3.91M (1.5%) · unchanged
15. IWV ISHARES TR — $3.84M (1.5%) · unchanged
16. IJR ISHARES TR — $2.91M (1.1%) · cut 1%
17. AAPL APPLE INC — $2.78M (1.1%) · cut 5%
18. META META PLATFORMS INC — $2.66M (1.0%) · unchanged
19. AVSC AMERICAN CENTY ETF TR — $2.64M (1.0%) · cut 9%
20. CAGE CALAMOS ETF TR — $2.33M (0.9%) · added 886%

What Family Office Research LLC bought in Q3 2026

9 new positions and 13 positions added to.

1. BALT INNOVATOR ETFS TRUST — added, about $2.42M
2. CAGE CALAMOS ETF TR — added, about $2.10M
3. CPSL CALAMOS ETF TR — added, about $2.00M
4. MPDY VALUED ADVISERS TR — new position, about $1.49M
5. AVUS AMERICAN CENTY ETF TR — added, about $1.37M
6. TBIL RBB FD INC — added, about $1.27M
7. JAAA JANUS DETROIT STR TR — added, about $1.06M
8. IMDX INSIGHT MOLECULAR DIA INC — added, about $1.01M
9. CAIE CALAMOS ETF TR — added, about $996K
10. BRK.B BERKSHIRE HATHAWAY INC DEL — new position, about $944K

What Family Office Research LLC sold in Q3 2026

9 positions sold out and 33 reduced.

1. DAL DELTA AIR LINES INC DEL — sold out, about $9.10M
2. RTX RTX CORPORATION — sold out, about $3.59M
3. MOAT VANECK ETF TRUST — cut 14%, about $2.03M
4. TSLA TESLA INC — cut 45%, about $566K
5. BPRE BLUEROCK PVT REAL ESTATE FD — cut 21%, about $523K
6. QQQ Invesco Qqq Tr — cut 3%, about $434K
7. DIMENSIONAL ETF TRUST — cut 3%, about $394K
8. BTC GRAYSCALE BITCOIN MINI TR ET — sold out, about $379K
9. SCHB SCHWAB STRATEGIC TR — sold out, about $338K
10. AVSC AMERICAN CENTY ETF TR — cut 9%, about $272K

Family Office Research LLC portfolio value by quarter

• Q3 2026: $260M in 85 holdings
• Q2 2026: $267M in 85 holdings
• Q1 2026: $230M in 75 holdings
• Q4 2025: $245M in 77 holdings
• Q3 2025: $229M in 72 holdings
• Q2 2025: $211M in 67 holdings
• Q1 2025: $205M in 70 holdings
• Q4 2024: $228M in 75 holdings

What does Family Office Research LLC own?

Its largest positions in Q3 2026 were MAR, VOO, SMLF, AVUS, TBIL, out of 85 holdings worth $260M.

What did Family Office Research LLC buy last quarter?

In Q3 2026 it opened 9 new positions and added to 13; the largest buys were BALT, CAGE, CPSL.

What did Family Office Research LLC sell last quarter?

In Q3 2026 it sold out of 9 positions and reduced 33, including DAL, RTX, BTC.