Family Office Research LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Family Office Research LLC held in its portfolio 77 assets valued at $244,644,742 (i.e. $244.65M).
The most valuable assets in the portfolio included: MARRIOTT INTL INC NEW ($55.77M), VANGUARD INDEX FDS ($25.17M), and ISHARES TR ($15.42M).
The chart below shows the top 10 valuable assets, and the table below shows the top 77 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family Office Research LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MARRIOTT INTL INC NEW | 177367 | 55766172 | CL A |
| VANGUARD INDEX FDS | 39787 | 25169301 | S&P 500 ETF SHS |
| ISHARES TR | 203079 | 15423872 | US SML CAP EQT |
| VANECK ETF TRUST | 138019 | 14407861 | MRNGSTR WDE MOAT |
| RBB FD INC | 268080 | 13409384 | US TREAS 3 MNTH |
| INVESCO QQQ TR | 21305 | 13227674 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 324951 | 12994803 | US CORE EQUITY 2 |
| AMERICAN CENTY ETF TR | 111405 | 12577656 | US EQT ETF |
| DELTA AIR LINES INC DEL | 109018 | 7580022 | COM NEW |
| DIMENSIONAL ETF TRUST | 152962 | 5286378 | INTL CORE EQUITY |
| AMERICAN CENTY ETF TR | 49995 | 4128592 | INTL EQT ETF |
| DIMENSIONAL ETF TRUST | 108371 | 3583859 | EMERGING MKTS CO |
| RTX CORPORATION | 19299 | 3559280 | COM |
| ISHARES TR | 9042 | 3529657 | RUSSELL 3000 ETF |
| JANUS DETROIT STR TR | 66971 | 3385405 | HENDRSON AAA CL |
| AMERICAN CENTY ETF TR | 41381 | 3186808 | AVANTIS EMGMKT |
| BLUEROCK PVT REAL ESTATE FD | 190618 | 2893581 | COM |
| TESLA INC | 5749 | 2642581 | COM |
| ISHARES TR | 20860 | 2556066 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 42784 | 2543526 | AVANTIS US SMALL |
| VANECK ETF TRUST | 66806 | 2443769 | MORNINGSTAR SMID |
| APPLE INC | 8728 | 2389549 | COM |
| ISHARES TR | 2451 | 1693469 | CORE S&P500 ETF |
| INNOVATOR ETFS TRUST | 44445 | 1488043 | DEFINED WLT SHLD |
| SPDR S&P 500 ETF TR | 2162 | 1487696 | TR UNIT |
| VANGUARD WORLD FD | 1794 | 1369026 | INF TECH ETF |
| NVIDIA CORPORATION | 6866 | 1292354 | COM |
| MARRIOTT VACATIONS WORLDWIDE | 18984 | 1102976 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2095 | 1050070 | CL B NEW |
| AMAZON COM INC | 4417 | 1025081 | COM |
| GLOBAL X FDS | 27113 | 1012269 | INTERNET OF THNG |
| ISHARES TR | 5799 | 758173 | EXPND TEC SC ETF |
| LISTED FDS TR | 1144 | 753550 | ROUNDHILL BALL |
| ISHARES TR | 12418 | 745760 | SELECT US REIT |
| VANGUARD INDEX FDS | 2135 | 722502 | TOTAL STK MKT |
| VANGUARD WORLD FD | 2843 | 719722 | MEGA CAP INDEX |
| ISHARES TR | 10016 | 704750 | FUTURE EXPONENTI |
| MICROSOFT CORP | 1417 | 690633 | COM |
| COREWEAVE INC | 8654 | 648358 | COM CL A |
| SPDR GOLD TR | 1600 | 637767 | GOLD SHS |
| HOST HOTELS & RESORTS INC | 34243 | 629736 | COM |
| DBX ETF TR | 13040 | 627485 | XTRACK MSCI EAFE |
| SPDR INDEX SHS FDS | 13682 | 622399 | DJ GLB RL ES ETF |
| ISHARES TR | 5881 | 566284 | MSCI EAFE ETF |
| J P MORGAN EXCHANGE TRADED F | 10839 | 553173 | ULTRA SHT MUNCPL |
| ISHARES ETHEREUM TR | 24949 | 551373 | SHS |
| ISHARES TR | 4415 | 549094 | S&P 500 GRWT ETF |
| PACER FDS TR | 6755 | 541738 | TRENDPILOT 100 |
| JANUS DETROIT STR TR | 10423 | 512090 | HENDRSN SHRT ETF |
| ISHARES TR | 10193 | 495623 | FUTURE AI & TECH |
| ALPHABET INC | 1519 | 477799 | CAP STK CL C |
| DIREXION SHS ETF TR | 10022 | 477472 | DLY SMCAP BULL3X |
| ALPHABET INC | 1367 | 428906 | CAP STK CL A |
| J P MORGAN EXCHANGE TRADED F | 7736 | 406295 | JPMORGAM LTD DUR |
| NVR INC | 55 | 404539 | COM |
| LITMAN GREGORY FDS TR | 13557 | 396966 | IMGP DBI MANAGED |
| GLOBAL X FDS | 9842 | 361704 | RBTCS ARTFL INTE |
| ISHARES TR | 753 | 360308 | RUS 1000 GRW ETF |
| GARTNER INC | 1321 | 335270 | COM |
| COSTCO WHSL CORP NEW | 367 | 318799 | COM |
| GLOBAL X FDS | 4585 | 301144 | DEFENSE TECH ETF |
| ORACLE CORP | 1531 | 299273 | COM |
| ISHARES TR | 774 | 291849 | RUS 1000 ETF |
| VANECK ETF TRUST | 2792 | 291468 | VIDEO GMNG ESPRT |
| QUALCOMM INC | 1661 | 288183 | COM |
| ISHARES TR | 4282 | 286644 | CORE S&P MCP ETF |
| ISHARES TR | 1325 | 283292 | S&P 500 VAL ETF |
| RBB FD INC | 2763 | 283227 | F/M COMPOUNDR US |
| DIMENSIONAL ETF TRUST | 8258 | 272927 | INTL SMALL CAP E |
| DEERE & CO | 546 | 257009 | COM |
| DIMENSIONAL ETF TRUST | 5382 | 254273 | US CORE EQT MKT |
| VANECK ETF TRUST | 676 | 246520 | SEMICONDUCTR ETF |
| ARK ETF TR | 3031 | 238299 | INNOVATION ETF |
| ISHARES BITCOIN TRUST ETF | 4401 | 217321 | SHS BEN INT |
| VANGUARD MUN BD FDS | 4305 | 216368 | TAX EXEMPT BD |
| GLOBAL X FDS | 3480 | 210470 | MLP & ENERGY INF |
| SPDR S&P MIDCAP 400 ETF TR | 329 | 201427 | UTSER1 S&PDCRP |
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