Family Office Research LLC
Sector Allocation
- Other72.5%$188.6M
- Consumer Discretionary21.3%$55.3M
- Technology3.9%$10.2M
- Financials0.9%$2.4M
- Healthcare0.9%$2.3M
- Industrials0.3%$868,352
- Consumer Staples0.1%$254,411
AUM History
13fpro.ai/research/fund/family-office-research-llc-2041267
Conviction and streaks
Diversifying · top 10 = 70.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
MAR
$53.6M- VANGUARD$27.9M
- ISHARES$17.2M
- AMERICAN$15.6M
- RBB$15.1M
QQQ
$15.0M- DIMENSIONAL$13.9M
- VANECK$12.1M
- INNOVATOR$6.0M
- DIMENSIONAL$5.8M
- DIMENSIONAL$4.4M
- AMERICAN$4.4M
- JANUS$4.0M
- AMERICAN$3.9M
- ISHARES$3.8M
- ISHARES$2.9M
AAPL
$2.8MMETA
$2.7M- AMERICAN$2.6M
- CALAMOS$2.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/family-office-research-llc-2041267
Family Office Research LLC 13F holdings — Q3 2026
$260.0M portfolio (-2.5% QoQ) · 85 holdings · Q3 2026 13F · top 10 are 70% of the stock portfolio
$53.6M
20.6% of stocks
-0.8%This quarter+6.2%Since filed8+ qtrsHeld- 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$27.9M
10.7% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - US SML CAP EQT
$17.2M
6.6% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
AMERICAN CENTY ETF TR - US EQT ETF
$15.6M
6.0% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
RBB FD INC - F/M US TREASURY
$15.1M
5.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— $15.0M
5.8% of stocks
-3%This quarter-2.3%Since filed8+ qtrsHeld- 7
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$13.9M
5.3% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANECK ETF TRUST - MRNGSTR WDE MOAT
$12.1M
4.7% of stocks
-14%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$6.0M
2.3% of stocks
+68%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DIMENSIONAL ETF TRUST - INTL CORE EQUITY
$5.8M
2.3% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $53.6M | 20.6% | -0.8% | +6.2% | 8+ qtrs | 61.5#774 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $27.9M | 10.7% | -0.3% | — | — | — | — | |
| 3 | ISHARES TR - US SML CAP EQT | $17.2M | 6.6% | +0.5% | — | — | — | — | |
| 4 | AMERICAN CENTY ETF TR - US EQT ETF | $15.6M | 6.0% | +10% | — | — | — | — | |
| 5 | RBB FD INC - F/M US TREASURY | $15.1M | 5.8% | +9% | — | — | — | — | |
| 6 | $15.0M | 5.8% | -3% | -2.3% | 8+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $13.9M | 5.3% | -3% | — | — | — | — | |
| 8 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $12.1M | 4.7% | -14% | — | — | — | — | |
| 9 | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $6.0M | 2.3% | +68% | — | — | — | — | |
| 10 | DIMENSIONAL ETF TRUST - INTL CORE EQUITY | $5.8M | 2.3% | -0.1% | — | — | — | — |
All holdings — Family Office Research LLC (Q3 2026)
85 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS COetf/fund | — | $4.4M | 1.7% | 111K | -0.0% | — | — | 13F |
| 12 | — | AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund | — | $4.4M | 1.7% | 48K | -4% | — | — | 13F |
| 13 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $4.0M | 1.5% | 78K | +37% | — | — | 13F |
| 14 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $3.9M | 1.5% | 42K | +0.2% | — | — | 13F |
| 15 | — | ISHARES TR - RUSSELL 3000 ETFetf/fund | — | $3.8M | 1.5% | 8,887 | +0.2% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $2.9M | 1.1% | 21K | -1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $2.8M | 1.1% | 8,341 | -5% | 8+ qtrs | 75.7 | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $2.7M | 1.0% | 3,666 | +0.0% | 2 qtrs | 78.0 | 13F | |
| 19 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETFetf/fund | — | $2.6M | 1.0% | 38K | -9% | — | — | 13F |
| 20 | — | CALAMOS ETF TR - AUTOC GROWT ETFetf/fund | — | $2.3M | 0.9% | 82K | +886% | — | — | 13F |
| 21 | Insight Molecular Diagnostics Inc. | Healthcare | $2.3M | 0.9% | 650K | +76% | 3 qtrsAdded 3 qtrs in a row | — | 13F | |
| 22 | — | CALAMOS ETF TR - LADD S&P 500 ETFetf/fund | — | $2.2M | 0.9% | 79K | +909% | — | — | 13F |
| 23 | Bluerock Private Real Estate Fund | Other | $1.9M | 0.7% | 154K | -21% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $1.8M | 0.7% | 2,381 | +0.0% | — | — | 13F |
| 25 | — | VANECK ETF TRUST - MORN SMID MO ETFetf/fund | — | $1.6M | 0.6% | 42K | -14% | — | — | 13F |
| 26 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.6M | 0.6% | 2,055 | -5% | |||
| 27 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.6M | 0.6% | 12K | -3% | |||
| 28 | — | VALUED ADVISERS TR - M DUALYLD AC ETF | — | $1.5M | 0.6% | 63K | New | |||
| 29 | — | CALAMOS ETF TR - AUTOC INCOM ETF | — | $1.3M | 0.5% | 47K | +372% | |||
| 30 | — | CALAMOS ETF TR - NASDAQ AUTOCALLL | — | $1.2M | 0.5% | 45K | +167% | |||
| 31 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $1.1M | 0.4% | 7,276 | +41% | |||
| 32 | $AMZN | AMAZON COM INC | Consumer Discretionary | $976K | 0.4% | 3,918 | -15% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $944K | 0.4% | 1,895 | New | |||
| 34 | — | ISHARES TR - SELECT US REIT | — | $858K | 0.3% | 14K | +0.5% | |||
| 35 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $850K | 0.3% | 33K | +53% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $845K | 0.3% | 2,257 | +0.8% | |||
| 37 | — | VANGUARD WORLD FD - MRNGSTR CAP ETF | — | $807K | 0.3% | 2,858 | +0.2% | |||
| 38 | $MSFT | MICROSOFT CORP | Technology | $779K | 0.3% | 1,519 | -3% | |||
| 39 | — | ISHARES TR - FUTU AI TECH ETF | — | $777K | 0.3% | 9,925 | -3% | |||
| 40 | — | GLOBAL X FDS - INTERNET OF THNG | — | $772K | 0.3% | 16K | -11% | |||
| 41 | $CRWV | CoreWeave, Inc. | Technology | $754K | 0.3% | 8,654 | — | |||
| 42 | — | ISHARES TR - EXPND TEC SC ETF | — | $723K | 0.3% | 4,274 | -4% | |||
| 43 | $TSLA | Tesla, Inc. | Consumer Discretionary | $702K | 0.3% | 1,979 | -45% | |||
| 44 | — | AMG ETF TRUST - GW&K MUN INC ETF | — | $681K | 0.3% | 29K | +0.6% | |||
| 45 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | — | $638K | 0.3% | 14K | +0.4% | |||
| 46 | $GLD | SPDR GOLD TRUST | Financials | $628K | 0.2% | 1,647 | -0.1% | |||
| 47 | — | ISHARES TR - FUTU EXPO TE ETF | — | $599K | 0.2% | 7,182 | -28% | |||
| 48 | — | DBX ETF TR - XTRACK MSCI EAFE | — | $597K | 0.2% | 11K | — | |||
| 49 | — | ISHARES TR - S&P 500 GRWT ETF | — | $588K | 0.2% | 4,135 | -3% | |||
| 50 | — | ISHARES TR - MSCI EAFE ETF | — | $582K | 0.2% | 5,603 | -2% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $559K | 0.2% | 11K | +0.6% | |||
| 52 | $GOOG | Alphabet Inc. | Technology | $555K | 0.2% | 1,628 | -9% | |||
| 53 | — | ISHARES TR - 0-3 MTH TREASURY | — | $500K | 0.2% | 4,966 | New | |||
| 54 | — | DIREXION SHARES ETF TRUST - DLY TSLA BULL 2X | — | $477K | 0.2% | 53K | New | |||
| 55 | — | FIDELITY MERRIMACK STR TR - AAA CLO ETF | — | $444K | 0.2% | 8,827 | New | |||
| 56 | $ETHA | iShares Ethereum Trust ETF | Financials | $440K | 0.2% | 22K | New | |||
| 57 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $418K | 0.2% | 686 | — | |||
| 58 | — | PACER FDS TR - TRENDPILOT 100 | — | $417K | 0.2% | 4,669 | -26% | |||
| 59 | — | THEMES ETF TR - LEVERAGE SHS 2X | — | $402K | 0.1% | 40K | New | |||
| 60 | $FIGR | Figure Technology Solutions, Inc. | Financials | $399K | 0.1% | 14K | +3% | |||
| 61 | — | J P MORGAN EXCHANGE TRADED F - JPMORGAM LTD DUR | — | $398K | 0.1% | 7,736 | — | |||
| 62 | $GOOGL | Alphabet Inc. | Technology | $398K | 0.1% | 1,155 | -11% | |||
| 63 | — | JANUS DETROIT STR TR - HENDRSN SHRT ETF | — | $388K | 0.1% | 7,992 | -12% | |||
| 64 | — | ISHARES TR - RUS 1000 GRW ETF | — | $378K | 0.1% | 3,016 | +0.0% | |||
| 65 | — | RBB FD INC - F M CO US AG ETF | — | $369K | 0.1% | 3,736 | — | |||
| 66 | $NVR | NVR INC | Industrials | $338K | 0.1% | 55 | — | |||
| 67 | — | ISHARES TR - RUS 1000 ETF | — | $323K | 0.1% | 777 | +0.1% | |||
| 68 | $DE | DEERE & CO | Industrials | $311K | 0.1% | 463 | -3% | |||
| 69 | $QCOM | QUALCOMM INC/DE | Technology | $306K | 0.1% | 1,662 | — | |||
| 70 | — | DIMENSIONAL ETF TRUST - INTL SMALL CAP E | — | $299K | 0.1% | 8,258 | — | |||
| 71 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | — | $287K | 0.1% | 8,128 | -7% | |||
| 72 | — | ISHARES TR - S&P 500 VAL ETF | — | $283K | 0.1% | 1,241 | -6% | |||
| 73 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $282K | 0.1% | 5,392 | +0.1% | |||
| 74 | — | INVESTMENT MANAGERS SER TR I - MAST HEDGEINDEX | — | $260K | 0.1% | 10K | New | |||
| 75 | — | ARK ETF TR - INNOVATION ETF | — | $260K | 0.1% | 2,920 | -0.9% | |||
| 76 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $254K | 0.1% | 279 | -5% | |||
| 77 | $NVDA | NVIDIA CORP | Technology | $242K | 0.1% | 1,060 | -49% | |||
| 78 | $PANW | Palo Alto Networks Inc | Technology | $228K | 0.1% | 574 | -4% | |||
| 79 | $IT | GARTNER INC | Technology | $225K | 0.1% | 1,207 | New | |||
| 80 | $CSX | CSX CORP | Industrials | $218K | 0.1% | 4,695 | +0.1% | |||
| 81 | — | ISHARES TR - CORE S&P MCP ETF | — | $218K | 0.1% | 3,025 | -15% | |||
| 82 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $215K | 0.1% | 3,578 | +0.1% | |||
| 83 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $211K | 0.1% | 6,002 | -8% | |||
| 84 | — | T ROWE PRICE EXCHANGE-TRADED - TECHNOLOGY ETF | — | $208K | 0.1% | 4,675 | +2% | |||
| 85 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $202K | 0.1% | 442 | -11% |
What changed in Q3 2026
Against the previous quarter's 13F: 9 new, 29 added to, 39 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
- VALUED ADVISERS TR - M DUALYLD AC ETF$1.5M
first bought this quarter
$BRK.BBERKSHIRE HATHAWAY INC$944K
first bought this quarter
- ISHARES TR - 0-3 MTH TREASURY$500K
first bought this quarter
- DIREXION SHARES ETF TRUST - DLY TSLA BULL 2X$477K
first bought this quarter
- FIDELITY MERRIMACK STR TR - AAA CLO ETF$444K
first bought this quarter
$ETHAiShares Ethereum Trust ETF$440K
first bought this quarter
+3 more in the Excel export
Added to (29)
- INNOVATOR ETFS TRUST - DEFINED WLT SHLD+68%
now $6.0M
- CALAMOS ETF TR - AUTOC GROWT ETF+886%
now $2.3M
- CALAMOS ETF TR - LADD S&P 500 ETF+909%
now $2.2M
- AMERICAN CENTY ETF TR - US EQT ETF+10%
now $15.6M
- RBB FD INC - F/M US TREASURY+9%
now $15.1M
- JANUS DETROIT STR TR - HENDRSON AAA CL+37%
now $4.0M
+23 more in the Excel export
Trimmed (39)
- VANECK ETF TRUST - MRNGSTR WDE MOAT-14%
now $12.1M
$TSLATesla, Inc.-45%
now $702K · held 6 qtrs
$BPREBluerock Private Real Estate Fund-21%
now $1.9M · held 4 qtrs
now $15.0M · held 8+ qtrs
now $53.6M · held 8+ qtrs
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF-3%
now $13.9M
+33 more in the Excel export
Holdings by quarter
Every 13F Family Office Research LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Family Office Research?
Q3 2026 13F filed with the SEC on Oct 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Family Office Research's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)
Top 10 since filing
+3.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 19% over the last 4
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
90%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Family Office Research LLC disclosed 85 positions worth $260.0M in its Form 13F-HR for Q3 2026, led by $MAR (MARRIOTT INTERNATIONAL INC /MD/) at 20.6% of the equity portfolio. During the quarter the fund opened 9 new positions and exited 9 and a full exit from $DAL. The portfolio is most concentrated in Other (72.5% of disclosed assets). All figures are sourced directly from Family Office Research LLC’s Form 13F-HR filing with the SEC under CIK 2041267.
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AI-Powered Hedge Fund Analysis: Family Office Research LLC
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Every holding in Family Office Research LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.